Dundas Partners’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 | $93M | Sell |
275,192
-6,969
| -2% | -$2.4M | 7.42% | 1 |
|
|
2025
Q4 | $85.7M | Sell |
282,161
-284
| -0.1% | -$83.3K | 6.04% | 3 |
|
|
2025
Q3 | $78.9M | Hold |
282,445
| – | – | 5.57% | 3 |
|
|
2025
Q2 | $64M | Sell |
282,445
-6,726
| -2% | -$1.25M | 4.45% | 4 |
|
|
2025
Q1 | $48M | Hold |
289,171
| – | – | 3.53% | 6 |
|
|
2024
Q4 | $57.1M | Sell |
289,171
-14,393
| -5% | -$2.79M | 4.01% | 6 |
|
|
2024
Q3 | $52.7M | Hold |
303,564
| – | – | 3.79% | 5 |
|
|
2024
Q2 | $52.8M | Buy |
303,564
+2,299
| +0.8% | +$349K | 4.09% | 5 |
|
|
2024
Q1 | $41M | Hold |
301,265
| – | – | 3.23% | 10 |
|
|
2023
Q4 | $31.3M | Buy |
301,265
+10,958
| +4% | +$1.05M | 2.73% | 20 |
|
|
2023
Q3 | $25.2M | Sell |
290,307
-6,854
| -2% | -$648K | 2.48% | 22 |
|
|
2023
Q2 | $30M | Sell |
297,161
-47,330
| -14% | -$4.4M | 2.82% | 18 |
|
|
2023
Q1 | $32M | Sell |
344,491
-8,542
| -2% | -$767K | 3.35% | 9 |
|
|
2022
Q4 | $26.3M | Buy |
353,033
+3,000
| +0.9% | +$217K | 2.86% | 18 |
|
|
2022
Q3 | $24M | Hold |
350,033
| – | – | 2.79% | 21 |
|
|
2022
Q2 | $28.6M | Hold |
350,033
| – | – | 3.1% | 10 |
|
|
2022
Q1 | $36.5M | Buy |
350,033
+51,961
| +17% | +$6.08M | 3.32% | 6 |
|
|
2021
Q4 | $37M | Buy |
298,072
+12,812
| +4% | +$1.5M | 4.6% | 2 |
|
|
2021
Q3 | $31.8M | Buy |
285,260
+920
| +0.3% | +$108K | 4.49% | 2 |
|
|
2021
Q2 | $34.2M | Sell |
284,340
-2,495
| -0.9% | -$292K | 4.96% | 1 |
|
|
2021
Q1 | $33.9M | Sell |
286,835
-126,519
| -31% | -$15.7M | 5.38% | 1 |
|
|
2020
Q4 | $51.2M | Sell |
413,354
-17,378
| -4% | -$1.65M | 7.49% | 1 |
|
|
2020
Q3 | $34.9M | Sell |
430,732
-13,413
| -3% | -$1.02M | 6.99% | 1 |
|
|
2020
Q2 | $25.2M | Sell |
444,145
-7,074
| -2% | -$373K | 5.51% | 2 |
|
|
2020
Q1 | $21.6M | Sell |
451,219
-5,704
| -1% | -$312K | 5.66% | 1 |
|
|
2019
Q4 | $26.5M | Hold |
456,923
| – | – | 6.01% | 2 |
|
|
2019
Q3 | $21.2M | Sell |
456,923
-36,063
| -7% | -$1.54M | 5.29% | 3 |
|
|
2019
Q2 | $19.3M | Sell |
492,986
-10,087
| -2% | -$415K | 4.51% | 5 |
|
|
2019
Q1 | $20.5M | Sell |
503,073
-24,824
| -5% | -$947K | 5.06% | 2 |
|
|
2018
Q4 | $22.9M | Buy |
527,897
+27,534
| +6% | +$1.05M | 5.01% | 2 |
|
|
2018
Q3 | $25.8M | Buy |
500,363
+74,785
| +18% | +$3.1M | 5.21% | 2 |
|
|
2018
Q2 | $15.6M | Sell |
425,578
-27,806
| -6% | -$1.1M | 5.31% | 2 |
|
|
2018
Q1 | $19.4M | Buy |
+453,384
| New | +$19.8M | 6.03% | 2 |
|
Other funds holding TSM
Dundas Partners's TSM Position: Q1 2026 in Review
Dundas Partners reduced its TSMC (TSM) stake by 2.5% in Q1 2026, selling an estimated $2.4M and leaving 275,192 shares worth $93M. The position accounts for 7.42% of the portfolio, ranked #1.
Dundas Partners first reported a position in TSM in Q1 2018 and has held it in 33 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.
- Dundas Partners held 275,192 shares of TSMC worth $93M as of Q1 2026.
- Dundas Partners sold 6,969 TSMC shares in Q1 2026, an estimated $2.4M.
- TSMC made up 7.42% of Dundas Partners's portfolio in Q1 2026, its #1 holding.
- Dundas Partners first reported a position in TSMC in Q1 2018 and has held it in 33 quarters since.
- 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.
Based on Dundas Partners's 13F filing for Q1 2026, filed 14 May 2026.