Intermede Investment 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 | $173M | Sell |
512,252
-158,286
| -24% | -$54.5M | 8.02% | 1 |
|
|
2025
Q4 | $204M | Sell |
670,538
-27,099
| -4% | -$7.95M | 8.37% | 1 |
|
|
2025
Q3 | $195M | Sell |
697,637
-322,052
| -32% | -$78.8M | 8.01% | 1 |
|
|
2025
Q2 | $231M | Sell |
1,019,689
-48,333
| -5% | -$8.95M | 7.12% | 1 |
|
|
2025
Q1 | $177M | Sell |
1,068,022
-187,192
| -15% | -$36.4M | 5.58% | 2 |
|
|
2024
Q4 | $248M | Sell |
1,255,214
-300,478
| -19% | -$58.2M | 6.61% | 2 |
|
|
2024
Q3 | $270M | Sell |
1,555,692
-31,843
| -2% | -$5.43M | 5.64% | 3 |
|
|
2024
Q2 | $276M | Sell |
1,587,535
-229,743
| -13% | -$34.8M | 5.83% | 2 |
|
|
2024
Q1 | $247M | Sell |
1,817,278
-325,988
| -15% | -$40.5M | 5.04% | 5 |
|
|
2023
Q4 | $223M | Sell |
2,143,266
-92,933
| -4% | -$8.86M | 5.06% | 5 |
|
|
2023
Q3 | $194M | Sell |
2,236,199
-89,216
| -4% | -$8.44M | 4.98% | 9 |
|
|
2023
Q2 | $235M | Buy |
2,325,415
+13,368
| +0.6% | +$1.24M | 5.48% | 4 |
|
|
2023
Q1 | $215M | Buy |
2,312,047
+8,587
| +0.4% | +$771K | 5.27% | 4 |
|
|
2022
Q4 | $172M | Sell |
2,303,460
-106,301
| -4% | -$7.69M | 4.79% | 11 |
|
|
2022
Q3 | $165M | Buy |
2,409,761
+434,302
| +22% | +$35.9M | 4.63% | 7 |
|
|
2022
Q2 | $161M | Buy |
1,975,459
+68,491
| +4% | +$6.33M | 4.48% | 10 |
|
|
2022
Q1 | $199M | Buy |
1,906,968
+80,043
| +4% | +$9.36M | 4.65% | 8 |
|
|
2021
Q4 | $220M | Buy |
1,826,925
+92,464
| +5% | +$10.8M | 4.52% | 7 |
|
|
2021
Q3 | $194M | Sell |
1,734,461
-12,274
| -0.7% | -$1.44M | 4.45% | 5 |
|
|
2021
Q2 | $210M | Sell |
1,746,735
-32,021
| -2% | -$3.75M | 4.77% | 5 |
|
|
2021
Q1 | $210M | Sell |
1,778,756
-168,886
| -9% | -$20.9M | 5.38% | 3 |
|
|
2020
Q4 | $212M | Buy |
1,947,642
+290,592
| +18% | +$27.6M | 6.13% | 1 |
|
|
2020
Q3 | $134M | Sell |
1,657,050
-383,812
| -19% | -$29.2M | 5.61% | 3 |
|
|
2020
Q2 | $116M | Buy |
2,040,862
+37,113
| +2% | +$1.96M | 5.67% | 4 |
|
|
2020
Q1 | $95.8M | Buy |
2,003,749
+237,789
| +13% | +$13M | 5.64% | 3 |
|
|
2019
Q4 | $103M | Sell |
1,765,960
-236,419
| -12% | -$12.5M | 5.19% | 3 |
|
|
2019
Q3 | $93.1M | Sell |
2,002,379
-23,919
| -1% | -$1.02M | 5.17% | 4 |
|
|
2019
Q2 | $79.4M | Buy |
2,026,298
+173,270
| +9% | +$7.13M | 4.7% | 9 |
|
|
2019
Q1 | $75.9M | Buy |
1,853,028
+223,733
| +14% | +$8.53M | 4.72% | 11 |
|
|
2018
Q4 | $60.1M | Buy |
1,629,295
+81,915
| +5% | +$3.12M | 4.81% | 7 |
|
|
2018
Q3 | $68.3M | Buy |
1,547,380
+178,324
| +13% | +$7.39M | 5.12% | 6 |
|
|
2018
Q2 | $50.1M | Buy |
1,369,056
+109,443
| +9% | +$4.32M | 3.96% | 13 |
|
|
2018
Q1 | $55.1M | Sell |
1,259,613
-264,118
| -17% | -$11.5M | 4.73% | 9 |
|
|
2017
Q4 | $60.4M | Buy |
1,523,731
+71,071
| +5% | +$2.88M | 5.13% | 8 |
|
|
2017
Q3 | $54.5M | Buy |
1,452,660
+19,902
| +1% | +$727K | 4.99% | 8 |
|
|
2017
Q2 | $50.1M | Sell |
1,432,758
-1,598
| -0.1% | -$55.3K | 4.84% | 9 |
|
|
2017
Q1 | $47.1M | Buy |
1,434,356
+259,633
| +22% | +$8.11M | 4.92% | 8 |
|
|
2016
Q4 | $33.8M | Buy |
1,174,723
+111,851
| +11% | +$3.37M | 3.96% | 11 |
|
|
2016
Q3 | $32.5M | Buy |
+1,062,872
| New | +$30.4M | 3.6% | 16 |
|
Other funds holding TSM
Intermede Investment Partners's TSM Position: Q1 2026 in Review
Intermede Investment Partners reduced its TSMC (TSM) stake by 24% in Q1 2026, selling an estimated $54.5M and leaving 512,252 shares worth $173M. The position accounts for 8.02% of the portfolio, ranked #1.
Intermede Investment Partners first reported a position in TSM in Q3 2016 and has held it in 39 quarters since. The position peaked at $276M in Q2 2024. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.
- Intermede Investment Partners held 512,252 shares of TSMC worth $173M as of Q1 2026.
- Intermede Investment Partners sold 158,286 TSMC shares in Q1 2026, an estimated $54.5M.
- TSMC made up 8.02% of Intermede Investment Partners's portfolio in Q1 2026, its #1 holding.
- Intermede Investment Partners first reported a position in TSMC in Q3 2016 and has held it in 39 quarters since.
- Intermede Investment Partners's TSMC position peaked at $276M in Q2 2024.
- 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.
Based on Intermede Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.