AC
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Addenda Capital’s TSMC TSM Stock Holding History

Addenda Capital’s Portfolio TSM Stock Details TSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.6M Sell
22,125
-16,105
-42% -$6.54M 0.29% 72
2026
Q1 		$12.9M Buy
38,230
+20,217
+112% +$6.96M 0.36% 61
2025
Q4 		$5.48M Buy
+18,013
New +$5.29M 0.16% 106

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Addenda Capital's TSM Position: Q2 2026 in Review

Addenda Capital reduced its TSMC (TSM) stake by 42% in Q2 2026, selling an estimated $6.54M and leaving 22,125 shares worth $10.6M. The position accounts for 0.29% of the portfolio, ranked #72.

Addenda Capital first reported a position in TSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $12.9M in Q1 2026. 571 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Addenda Capital held 22,125 shares of TSMC worth $10.6M as of Q2 2026.
  • Addenda Capital sold 16,105 TSMC shares in Q2 2026, an estimated $6.54M.
  • TSMC made up 0.29% of Addenda Capital's portfolio in Q2 2026, its #72 holding.
  • Addenda Capital first reported a position in TSMC in Q4 2025 and has held it in 3 quarters since.
  • Addenda Capital's TSMC position peaked at $12.9M in Q1 2026.
  • 571 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Addenda Capital's 13F filing for Q2 2026, filed 14 Jul 2026.