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Antipodes Partners’s TSMC TSM Stock Holding History

Antipodes Partners’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 		$18.7M Sell
39,222
-2,722
-6% -$1.1M 0.34% 58
2026
Q1 		$14.2M Sell
41,944
-4,418
-10% -$1.52M 0.27% 53
2025
Q4 		$14.1M Sell
46,362
-23,561
-34% -$6.91M 0.3% 55
2025
Q3 		$19.5M Sell
69,923
-7,713
-10% -$1.89M 0.44% 47
2025
Q2 		$17.6M Sell
77,636
-55,373
-42% -$10.3M 0.55% 34
2025
Q1 		$22.1M Buy
133,009
+29,305
+28% +$5.69M 0.69% 34
2024
Q4 		$20.5M Buy
103,704
+26,686
+35% +$5.16M 0.71% 32
2024
Q3 		$13.4M Sell
77,018
-11,853
-13% -$2.02M 0.46% 39
2024
Q2 		$15.4M Buy
+88,871
New +$13.5M 0.56% 32

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Antipodes Partners's TSM Position: Q2 2026 in Review

Antipodes Partners reduced its TSMC (TSM) stake by 6.5% in Q2 2026, selling an estimated $1.1M and leaving 39,222 shares worth $18.7M. The position accounts for 0.34% of the portfolio, ranked #58.

Antipodes Partners first reported a position in TSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $22.1M in Q1 2025. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Antipodes Partners held 39,222 shares of TSMC worth $18.7M as of Q2 2026.
  • Antipodes Partners sold 2,722 TSMC shares in Q2 2026, an estimated $1.1M.
  • TSMC made up 0.34% of Antipodes Partners's portfolio in Q2 2026, its #58 holding.
  • Antipodes Partners first reported a position in TSMC in Q2 2024 and has held it in 9 quarters since.
  • Antipodes Partners's TSMC position peaked at $22.1M in Q1 2025.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Antipodes Partners's 13F filing for Q2 2026, filed 6 Aug 2026.