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 Q3	$784M	Buy	1,717,515 +690,523	+67%	+$293M	0.76%	23
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

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Chicago Capital Chicago, Illinois $4.32B AUM 31.14% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

GIM

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

BCAM

Boston Common Asset Management Boston, Massachusetts $1.72B AUM 26.04% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return

Assenagon Asset Management's TSM Position: Q3 2026 in Review

Assenagon Asset Management increased its TSMC (TSM) stake by 67% in Q3 2026, buying an estimated $293M and bringing the position to 1,717,515 shares worth $784M. The position accounts for 0.76% of the portfolio, ranked #23.

Assenagon Asset Management first reported a position in TSM in Q1 2021 and has held it in 10 quarters since. 478 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

Assenagon Asset Management held 1,717,515 shares of TSMC worth $784M as of Q3 2026.
Assenagon Asset Management bought 690,523 TSMC shares in Q3 2026, an estimated $293M.
TSMC made up 0.76% of Assenagon Asset Management's portfolio in Q3 2026, its #23 holding.
Assenagon Asset Management first reported a position in TSMC in Q1 2021 and has held it in 10 quarters since.
478 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Assenagon Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.