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BayBridge Capital Group’s TSMC TSM Stock Holding History

BayBridge Capital Group’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 		$1.66M Sell
3,484
-3,024
-46% -$1.23M 0.87% 33
2026
Q1 		$1.98M Hold
6,508
– – 1.23% 19
2025
Q4 		$1.98M Sell
6,508
-121
-2% -$35.5K 1.23% 19
2025
Q3 		$1.85M Sell
6,629
-2,375
-26% -$581K 1.18% 18
2025
Q2 		$2.04M Buy
9,004
+24
+0.3% +$4.45K 1.31% 16
2025
Q1 		$1.49M Buy
+8,980
New +$1.75M 1.07% 30

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

BayBridge Capital Group's TSM Position: Q2 2026 in Review

BayBridge Capital Group reduced its TSMC (TSM) stake by 46% in Q2 2026, selling an estimated $1.23M and leaving 3,484 shares worth $1.66M. The position accounts for 0.87% of the portfolio, ranked #33.

BayBridge Capital Group first reported a position in TSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.04M in Q2 2025. 773 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • BayBridge Capital Group held 3,484 shares of TSMC worth $1.66M as of Q2 2026.
  • BayBridge Capital Group sold 3,024 TSMC shares in Q2 2026, an estimated $1.23M.
  • TSMC made up 0.87% of BayBridge Capital Group's portfolio in Q2 2026, its #33 holding.
  • BayBridge Capital Group first reported a position in TSMC in Q1 2025 and has held it in 6 quarters since.
  • BayBridge Capital Group's TSMC position peaked at $2.04M in Q2 2025.
  • 773 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

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