J.L. Bainbridge & Co
TSM icon

J.L. Bainbridge & Co’s TSMC TSM Stock Holding History

J.L. Bainbridge & Co’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
Q3 		$68.9M Buy
151,015
+4,718
+3% +$2M 5.2% 8
2026
Q2 		$69.9M Sell
146,297
-1,983
-1% -$805K 5.5% 7
2026
Q1 		$50.1M Sell
148,280
-7,015
-5% -$2.41M 4.46% 10
2025
Q4 		$47.2M Sell
155,295
-2,468
-2% -$724K 3.81% 12
2025
Q3 		$44.1M Sell
157,763
-3,077
-2% -$752K 3.67% 10
2025
Q2 		$36.4M Sell
160,840
-1,909
-1% -$354K 3.3% 12
2025
Q1 		$27M Sell
162,749
-5,116
-3% -$994K 2.71% 15
2024
Q4 		$33.2M Sell
167,865
-467
-0.3% -$90.4K 3.08% 11
2024
Q3 		$29.2M Sell
168,332
-1,273
-0.8% -$217K 2.81% 14
2024
Q2 		$29.5M Sell
169,605
-940
-0.6% -$143K 2.92% 13
2024
Q1 		$23.2M Sell
170,545
-1,321
-0.8% -$164K 2.47% 17
2023
Q4 		$17.9M Sell
171,866
-5,589
-3% -$533K 2.19% 18
2023
Q3 		$15.4M Sell
177,455
-894
-0.5% -$84.5K 2.07% 19
2023
Q2 		$18M Sell
178,349
-1,109
-0.6% -$103K 2.25% 18
2023
Q1 		$16.7M Buy
+179,458
New +$16.1M 2.29% 17

Other funds holding TSM

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

J.L. Bainbridge & Co's TSM Position: Q3 2026 in Review

J.L. Bainbridge & Co increased its TSMC (TSM) stake by 3.2% in Q3 2026, buying an estimated $2M and bringing the position to 151,015 shares worth $68.9M. The position accounts for 5.2% of the portfolio, ranked #8.

J.L. Bainbridge & Co first reported a position in TSM in Q1 2023 and has held it in 15 quarters since. The position peaked at $69.9M in Q2 2026. 1,345 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • J.L. Bainbridge & Co held 151,015 shares of TSMC worth $68.9M as of Q3 2026.
  • J.L. Bainbridge & Co bought 4,718 TSMC shares in Q3 2026, an estimated $2M.
  • TSMC made up 5.2% of J.L. Bainbridge & Co's portfolio in Q3 2026, its #8 holding.
  • J.L. Bainbridge & Co first reported a position in TSMC in Q1 2023 and has held it in 15 quarters since.
  • J.L. Bainbridge & Co's TSMC position peaked at $69.9M in Q2 2026.
  • 1,345 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q3 2026, filed 20 Oct 2026.