IP
TSM icon

Isthmus Partners’s TSMC TSM Stock Holding History

Isthmus Partners’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 		$338K Sell
707
-100
-12% -$40.6K 0.03% 188
2026
Q1 		$273K Hold
807
– – 0.03% 193
2025
Q4 		$245K Sell
807
-590
-42% -$173K 0.03% 197
2025
Q3 		$390K Buy
1,397
+7
+0.5% +$1.71K 0.09% 89
2025
Q2 		$315K Hold
1,390
– – 0.04% 182
2025
Q1 		$231K Hold
1,390
– – 0.03% 202
2024
Q4 		$275K Buy
+1,390
New +$269K 0.03% 190

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Isthmus Partners's TSM Position: Q2 2026 in Review

Isthmus Partners reduced its TSMC (TSM) stake by 12% in Q2 2026, selling an estimated $40.6K and leaving 707 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #188.

Isthmus Partners first reported a position in TSM in Q4 2024 and has held it in 7 quarters since. The position peaked at $390K in Q3 2025. 1,079 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Isthmus Partners held 707 shares of TSMC worth $338K as of Q2 2026.
  • Isthmus Partners sold 100 TSMC shares in Q2 2026, an estimated $40.6K.
  • TSMC made up 0.03% of Isthmus Partners's portfolio in Q2 2026, its #188 holding.
  • Isthmus Partners first reported a position in TSMC in Q4 2024 and has held it in 7 quarters since.
  • Isthmus Partners's TSMC position peaked at $390K in Q3 2025.
  • 1,079 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.