LMR 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
Q2 | $103M | Buy |
214,827
+76,811
| +56% | +$31.2M | 0.38% | 47 |
|
|
2026
Q1 | $46.6M | Sell |
138,016
-162,081
| -54% | -$55.8M | 0.1% | 108 |
|
|
2025
Q4 | $91.2M | Buy |
300,097
+77,545
| +35% | +$22.8M | 0.17% | 50 |
|
|
2025
Q3 | $62.2M | Buy |
222,552
+122,714
| +123% | +$30M | 0.27% | 60 |
|
|
2025
Q2 | $22.6M | Sell |
99,838
-3,510
| -3% | -$650K | 0.16% | 134 |
|
|
2025
Q1 | $17.2M | Buy |
103,348
+97,686
| +1,725% | +$19M | 0.16% | 157 |
|
|
2024
Q4 | $1.12M | Sell |
5,662
-552,738
| -99% | -$107M | 0.01% | 714 |
|
|
2024
Q3 | $97M | Buy |
+558,400
| New | +$95.2M | 0.77% | 18 |
|
|
2023
Q4 | – | Sell |
-8,209
| Closed | -$713K | – | 1134 |
|
|
2023
Q3 | $713K | Buy |
+8,209
| New | +$776K | 0.01% | 530 |
|
|
2023
Q2 | – | Sell |
-405,404
| Closed | -$37.7M | – | 1115 |
|
|
2023
Q1 | $37.7M | Sell |
405,404
-1,342,480
| -77% | -$121M | 0.58% | 39 |
|
|
2022
Q4 | $130M | Sell |
1,747,884
-403,316
| -19% | -$29.2M | 2.27% | 2 |
|
|
2022
Q3 | $147M | Sell |
2,151,200
-2,163,245
| -50% | -$179M | 2.71% | 2 |
|
|
2022
Q2 | $353M | Buy |
4,314,445
+350,409
| +9% | +$32.4M | 5.92% | 1 |
|
|
2022
Q1 | $413M | Buy |
3,964,036
+3,914,848
| +7,959% | +$458M | 4.8% | 2 |
|
|
2021
Q4 | $5.92M | Sell |
49,188
-390,812
| -89% | -$45.8M | 0.06% | 233 |
|
|
2021
Q3 | $49.1M | Buy |
+440,000
| New | +$51.7M | 0.55% | 24 |
|
|
2021
Q2 | – | Sell |
-5,296
| Closed | -$626K | – | 1325 |
|
|
2021
Q1 | $626K | Buy |
+5,296
| New | +$656K | 0.02% | 581 |
|
|
2019
Q3 | – | Sell |
-699,753
| Closed | -$27.4M | – | 519 |
|
|
2019
Q2 | $27.4M | Sell |
699,753
-3,218,446
| -82% | -$132M | 1% | 22 |
|
|
2019
Q1 | $160M | Sell |
3,918,199
-3,517,304
| -47% | -$134M | 8.19% | 2 |
|
|
2018
Q4 | $274M | Buy |
+7,435,503
| New | +$283M | 13.45% | 1 |
|
|
2018
Q3 | – | Sell |
-1,341,593
| Closed | -$49M | – | 500 |
|
|
2018
Q2 | $49M | Buy |
+1,341,593
| New | +$53M | 2.54% | 3 |
|
|
2017
Q3 | – | Sell |
-291,405
| Closed | -$10.2M | – | 545 |
|
|
2017
Q2 | $10.2M | Buy |
+291,405
| New | +$10.1M | 0.64% | 23 |
|
|
2016
Q4 | – | Sell |
-57,730
| Closed | -$1.76M | – | 410 |
|
|
2016
Q3 | $1.76M | Buy |
+57,730
| New | +$1.65M | 0.17% | 117 |
|
Other funds holding TSM
LMR Partners's TSM Position: Q2 2026 in Review
LMR Partners increased its TSMC (TSM) stake by 56% in Q2 2026, buying an estimated $31.2M and bringing the position to 214,827 shares worth $103M. The position accounts for 0.38% of the portfolio, ranked #47.
LMR Partners first reported a position in TSM in Q3 2016 and has held it in 23 quarters since. The position peaked at $413M in Q1 2022. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.
- LMR Partners held 214,827 shares of TSMC worth $103M as of Q2 2026.
- LMR Partners bought 76,811 TSMC shares in Q2 2026, an estimated $31.2M.
- TSMC made up 0.38% of LMR Partners's portfolio in Q2 2026, its #47 holding.
- LMR Partners first reported a position in TSMC in Q3 2016 and has held it in 23 quarters since.
- LMR Partners's TSMC position peaked at $413M in Q1 2022.
- 3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.
Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.