CPM
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Connective Portfolio Management’s TSMC TSM Stock Holding History

Connective Portfolio 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 		$2.44M Buy
+5,100
New +$2.07M 4.06% 8
2024
Q4 		– Sell
-5,260
Closed -$691K – 69
2024
Q3 		$691K Sell
5,260
-7,500
-59% -$1.28M 1.22% 31
2024
Q2 		$2.22M Buy
+12,760
New +$1.94M 3.61% 6
2023
Q3 		– Sell
-9,660
Closed -$995K – 55
2023
Q2 		$995K Buy
+9,660
New +$899K 2.47% 16
2023
Q1 		– Sell
-13,660
Closed -$1.02M – 50
2022
Q4 		$1.02M Buy
+13,660
New +$988K 2.17% 21

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
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
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Connective Portfolio Management's TSM Position: Q2 2026 in Review

Connective Portfolio Management opened a new position in TSMC (TSM) in Q2 2026: 5,100 shares worth $2.44M. The stake represents 4.06% of the portfolio and ranks #8 among its holdings. This is a return to the name: Connective Portfolio Management previously reported a position in TSM as recently as Q3 2024.

Connective Portfolio Management first reported a position in TSM in Q4 2022 and has held it in 5 quarters since. 659 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Connective Portfolio Management held 5,100 shares of TSMC worth $2.44M as of Q2 2026.
  • TSMC was a new Connective Portfolio Management position in Q2 2026.
  • TSMC made up 4.06% of Connective Portfolio Management's portfolio in Q2 2026, its #8 holding.
  • Connective Portfolio Management first reported a position in TSMC in Q4 2022 and has held it in 5 quarters since.
  • 659 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Connective Portfolio Management's 13F filing for Q2 2026, filed 7 Jul 2026.