JLBC
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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
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

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

J.L. Bainbridge & Co's TSM Position: Q2 2026 in Review

J.L. Bainbridge & Co reduced its TSMC (TSM) stake by 1.3% in Q2 2026, selling an estimated $805K and leaving 146,297 shares worth $69.9M. The position accounts for 5.5% of the portfolio, ranked #7.

J.L. Bainbridge & Co first reported a position in TSM in Q1 2023 and has held it in 14 quarters since. 1,079 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • J.L. Bainbridge & Co held 146,297 shares of TSMC worth $69.9M as of Q2 2026.
  • J.L. Bainbridge & Co sold 1,983 TSMC shares in Q2 2026, an estimated $805K.
  • TSMC made up 5.5% of J.L. Bainbridge & Co's portfolio in Q2 2026, its #7 holding.
  • J.L. Bainbridge & Co first reported a position in TSMC in Q1 2023 and has held it in 14 quarters since.
  • 1,079 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on J.L. Bainbridge & Co's 13F filing for Q2 2026, filed 22 Jul 2026.