James Hambro & Partners
TSM icon

James Hambro & Partners’s TSMC TSM Stock Holding History

James Hambro & 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
Q3 		$8.34M Sell
18,277
-141
-0.8% -$59.7K 0.29% 25
2026
Q2 		$8.79M Buy
18,418
+951
+5% +$386K 0.32% 27
2026
Q1 		$5.9M Buy
17,467
+36
+0.2% +$12.4K 0.23% 26
2025
Q4 		$5.3M Buy
17,431
+62
+0.4% +$18.2K 0.19% 25
2025
Q3 		$4.85M Buy
17,369
+1,925
+12% +$471K 0.17% 26
2025
Q2 		$3.5M Sell
15,444
-222
-1% -$41.1K 0.14% 23
2025
Q1 		$2.6M Sell
15,666
-38
-0.2% -$7.38K 0.11% 26
2024
Q4 		$3.1M Sell
15,704
-5,103
-25% -$988K 0.12% 26
2024
Q3 		$3.61M Sell
20,807
-1,711
-8% -$292K 0.15% 25
2024
Q2 		$3.91M Sell
22,518
-389,924
-95% -$59.1M 0.18% 24
2024
Q1 		$56.1M Sell
412,442
-258,695
-39% -$32.1M 2.63% 20
2023
Q4 		$69.8M Buy
671,137
+46,022
+7% +$4.39M 3.71% 17
2023
Q3 		$54.3M Buy
625,115
+17,055
+3% +$1.61M 3.52% 17
2023
Q2 		$61.4M Buy
608,060
+17,680
+3% +$1.65M 4.05% 14
2023
Q1 		$54.9M Buy
590,380
+25,891
+5% +$2.32M 4.01% 13
2022
Q4 		$42.1M Sell
564,489
-3,596
-0.6% -$260K 3.21% 18
2022
Q3 		$39M Sell
568,085
-138,399
-20% -$11.4M 3.41% 15
2022
Q2 		$57.8M Buy
706,484
+26,740
+4% +$2.47M 4.82% 9
2022
Q1 		$70.9M Sell
679,744
-3,654
-0.5% -$427K 5.03% 9
2021
Q4 		$82.2M Buy
683,398
+22,436
+3% +$2.63M 5.58% 8
2021
Q3 		$73.8M Buy
660,962
+35,933
+6% +$4.22M 5.51% 7
2021
Q2 		$75.1M Buy
625,029
+8,510
+1% +$997K 5.95% 5
2021
Q1 		$72.9M Buy
616,519
+62,108
+11% +$7.69M 6.73% 4
2020
Q4 		$60.4M Buy
554,411
+315,203
+132% +$29.9M 6.78% 5
2020
Q3 		$19.4M Buy
239,208
+89,673
+60% +$6.81M 2.74% 13
2020
Q2 		$8.49M Buy
+149,535
New +$7.88M 1.31% 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
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

James Hambro & Partners's TSM Position: Q3 2026 in Review

James Hambro & Partners reduced its TSMC (TSM) stake by 0.77% in Q3 2026, selling an estimated $59.7K and leaving 18,277 shares worth $8.34M. The position accounts for 0.29% of the portfolio, ranked #25.

James Hambro & Partners first reported a position in TSM in Q2 2020 and has held it in 26 quarters since. The position peaked at $82.2M in Q4 2021. 1,505 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • James Hambro & Partners held 18,277 shares of TSMC worth $8.34M as of Q3 2026.
  • James Hambro & Partners sold 141 TSMC shares in Q3 2026, an estimated $59.7K.
  • TSMC made up 0.29% of James Hambro & Partners's portfolio in Q3 2026, its #25 holding.
  • James Hambro & Partners first reported a position in TSMC in Q2 2020 and has held it in 26 quarters since.
  • James Hambro & Partners's TSMC position peaked at $82.2M in Q4 2021.
  • 1,505 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on James Hambro & Partners's 13F filing for Q3 2026, filed 19 Oct 2026.