Baillie Gifford & Co’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $433M | Sell |
1,282,250
-54,241
| -4% | -$18.7M | 0.44% | 48 |
|
|
2025
Q4 | $406M | Sell |
1,336,491
-227,569
| -15% | -$66.8M | 0.34% | 60 |
|
|
2025
Q3 | $437M | Sell |
1,564,060
-701,179
| -31% | -$171M | 0.32% | 53 |
|
|
2025
Q2 | $513M | Sell |
2,265,239
-229,834
| -9% | -$42.6M | 0.38% | 50 |
|
|
2025
Q1 | $414M | Buy |
2,495,073
+549,641
| +28% | +$107M | 0.36% | 55 |
|
|
2024
Q4 | $384M | Sell |
1,945,432
-184,373
| -9% | -$35.7M | 0.3% | 63 |
|
|
2024
Q3 | $370M | Sell |
2,129,805
-3,117,899
| -59% | -$531M | 0.28% | 71 |
|
|
2024
Q2 | $912M | Sell |
5,247,704
-1,114,177
| -18% | -$169M | 0.71% | 37 |
|
|
2024
Q1 | $866M | Sell |
6,361,881
-440,533
| -6% | -$54.7M | 0.67% | 37 |
|
|
2023
Q4 | $707M | Sell |
6,802,414
-47,536
| -0.7% | -$4.53M | 0.56% | 46 |
|
|
2023
Q3 | $595M | Sell |
6,849,950
-109,397
| -2% | -$10.3M | 0.54% | 46 |
|
|
2023
Q2 | $702M | Sell |
6,959,347
-133,009
| -2% | -$12.4M | 0.6% | 41 |
|
|
2023
Q1 | $660M | Sell |
7,092,356
-330,143
| -4% | -$29.6M | 0.6% | 41 |
|
|
2022
Q4 | $553M | Sell |
7,422,499
-214,385
| -3% | -$15.5M | 0.58% | 47 |
|
|
2022
Q3 | $524M | Sell |
7,636,884
-305,422
| -4% | -$25.2M | 0.54% | 49 |
|
|
2022
Q2 | $649M | Buy |
7,942,306
+40,738
| +0.5% | +$3.77M | 0.67% | 41 |
|
|
2022
Q1 | $824M | Buy |
7,901,568
+525,446
| +7% | +$61.4M | 0.58% | 46 |
|
|
2021
Q4 | $887M | Sell |
7,376,122
-32,456
| -0.4% | -$3.8M | 0.49% | 60 |
|
|
2021
Q3 | $827M | Sell |
7,408,578
-341,762
| -4% | -$40.1M | 0.43% | 59 |
|
|
2021
Q2 | $931M | Sell |
7,750,340
-48,996
| -0.6% | -$5.74M | 0.45% | 60 |
|
|
2021
Q1 | $923M | Sell |
7,799,336
-1,132,108
| -13% | -$140M | 0.52% | 50 |
|
|
2020
Q4 | $974M | Sell |
8,931,444
-746,675
| -8% | -$70.8M | 0.54% | 48 |
|
|
2020
Q3 | $785M | Sell |
9,678,119
-14,165,703
| -59% | -$1.08B | 0.54% | 44 |
|
|
2020
Q2 | $1.35B | Sell |
23,843,822
-1,223,574
| -5% | -$64.5M | 1.03% | 21 |
|
|
2020
Q1 | $1.2B | Sell |
25,067,396
-940,896
| -4% | -$51.5M | 1.3% | 16 |
|
|
2019
Q4 | $1.51B | Sell |
26,008,292
-308,400
| -1% | -$16.4M | 1.46% | 16 |
|
|
2019
Q3 | $1.22B | Sell |
26,316,692
-519,919
| -2% | -$22.2M | 1.39% | 17 |
|
|
2019
Q2 | $1.05B | Buy |
26,836,611
+7,452
| +0% | +$307K | 1.12% | 21 |
|
|
2019
Q1 | $1.1B | Buy |
26,829,159
+262,174
| +1% | +$10M | 1.2% | 19 |
|
|
2018
Q4 | $981M | Sell |
26,566,985
-11,815,975
| -31% | -$450M | 1.27% | 17 |
|
|
2018
Q3 | $1.69B | Sell |
38,382,960
-5,992,563
| -14% | -$248M | 1.83% | 14 |
|
|
2018
Q2 | $1.62B | Buy |
44,375,523
+163,884
| +0.4% | +$6.48M | 1.75% | 14 |
|
|
2018
Q1 | $1.93B | Sell |
44,211,639
-599,431
| -1% | -$26.1M | 2.27% | 11 |
|
|
2017
Q4 | $1.78B | Sell |
44,811,070
-218,565
| -0.5% | -$8.86M | 2.21% | 11 |
|
|
2017
Q3 | $1.69B | Sell |
45,029,635
-1,218,637
| -3% | -$44.5M | 2.14% | 10 |
|
|
2017
Q2 | $1.62B | Sell |
46,248,272
-845,969
| -2% | -$29.2M | 2.17% | 10 |
|
|
2017
Q1 | $1.55B | Sell |
47,094,241
-1,148,213
| -2% | -$35.9M | 2.25% | 9 |
|
|
2016
Q4 | $1.39B | Sell |
48,242,454
-829,199
| -2% | -$25M | 2.28% | 10 |
|
|
2016
Q3 | $1.5B | Sell |
49,071,653
-579,909
| -1% | -$16.6M | 2.35% | 9 |
|
|
2016
Q2 | $1.3B | Sell |
49,651,562
-205,499
| -0.4% | -$5.13M | 2.32% | 9 |
|
|
2016
Q1 | $1.31B | Buy |
+49,857,061
| New | +$1.17B | 2.3% | 9 |
|
|
2015
Q4 | – | Sell |
-46,424,953
| Closed | -$963M | – | 198 |
|
|
2015
Q3 | $963M | Buy |
46,424,953
+1,473,266
| +3% | +$30.9M | 1.89% | 11 |
|
|
2015
Q2 | $1.02B | Buy |
44,951,687
+2,188,007
| +5% | +$52.2M | 1.84% | 11 |
|
|
2015
Q1 | $1B | Buy |
42,763,680
+441,769
| +1% | +$10.4M | 1.9% | 11 |
|
|
2014
Q4 | $947M | Buy |
42,321,911
+409,201
| +1% | +$8.91M | 1.9% | 11 |
|
|
2014
Q3 | $846M | Sell |
41,912,710
-1,547,363
| -4% | -$32.3M | 1.85% | 11 |
|
|
2014
Q2 | $930M | Buy |
43,460,073
+9,462,531
| +28% | +$195M | 2.01% | 10 |
|
|
2014
Q1 | $681M | Buy |
33,997,542
+1,429,211
| +4% | +$25.6M | 1.6% | 14 |
|
|
2013
Q4 | $568M | Buy |
32,568,331
+638,485
| +2% | +$11.3M | 1.34% | 17 |
|
|
2013
Q3 | $542M | Buy |
31,929,846
+1,756,686
| +6% | +$30M | 1.37% | 18 |
|
|
2013
Q2 | $553M | Buy |
+30,173,160
| New | +$556M | 1.68% | 14 |
|
Other funds holding TSM
Baillie Gifford & Co's TSM Position: Q1 2026 in Review
Baillie Gifford & Co reduced its TSMC (TSM) stake by 4.1% in Q1 2026, selling an estimated $18.7M and leaving 1,282,250 shares worth $433M. The position accounts for 0.44% of the portfolio, ranked #48.
Baillie Gifford & Co first reported a position in TSM in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.93B in Q1 2018. 3,255 funds tracked by Wall St. Rank hold TSM as of Q1 2026.
- Baillie Gifford & Co held 1,282,250 shares of TSMC worth $433M as of Q1 2026.
- Baillie Gifford & Co sold 54,241 TSMC shares in Q1 2026, an estimated $18.7M.
- TSMC made up 0.44% of Baillie Gifford & Co's portfolio in Q1 2026, its #48 holding.
- Baillie Gifford & Co first reported a position in TSMC in Q2 2013 and has held it in 51 quarters since.
- Baillie Gifford & Co's TSMC position peaked at $1.93B in Q1 2018.
- 3,255 funds tracked by Wall St. Rank held TSMC as of Q1 2026.
Based on Baillie Gifford & Co's 13F filing for Q1 2026, filed 8 May 2026.