Assenagon Asset Management’s TSMC TSM Stock Holding History

Assenagon Asset Management’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	$490M	Buy	+1,026,992	New	+$417M	0.61%	26
2023 Q1	–	Sell	-2,663,175	Closed	-$198M	–	1510
2022 Q4	$198M	Buy	2,663,175 +2,637,915	+10,443%	+$191M	0.72%	26
2022 Q3	$1.73M	Sell	25,260 -4,643,359	-99%	-$384M	0.01%	758
2022 Q2	$382M	Sell	4,668,619 -768,992	-14%	-$71.1M	1.41%	13
2022 Q1	$567M	Buy	5,437,611 +5,134,222	+1,692%	+$600M	1.58%	10
2021 Q4	$36.5M	Sell	303,389 -813,606	-73%	-$95.3M	0.11%	136
2021 Q3	$125M	Sell	1,116,995 -1,007,865	-47%	-$118M	0.4%	48
2021 Q2	$255M	Buy	2,124,860 +1,576,828	+288%	+$185M	0.87%	20
2021 Q1	$64.8M	Buy	+548,032	New	+$67.9M	0.26%	70

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Assenagon Asset Management's TSM Position: Q2 2026 in Review

Assenagon Asset Management opened a new position in TSMC (TSM) in Q2 2026: 1,026,992 shares worth $490M. The stake represents 0.61% of the portfolio and ranks #26 among its holdings. This is a return to the name: Assenagon Asset Management previously reported a position in TSM as recently as Q4 2022.

Assenagon Asset Management first reported a position in TSM in Q1 2021 and has held it in 9 quarters since. The position peaked at $567M in Q1 2022. 3,560 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Assenagon Asset Management held 1,026,992 shares of TSMC worth $490M as of Q2 2026.
TSMC was a new Assenagon Asset Management position in Q2 2026.
TSMC made up 0.61% of Assenagon Asset Management's portfolio in Q2 2026, its #26 holding.
Assenagon Asset Management first reported a position in TSMC in Q1 2021 and has held it in 9 quarters since.
Assenagon Asset Management's TSMC position peaked at $567M in Q1 2022.
3,560 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Assenagon Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.