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LMR Partners’s TSMC TSM Stock Holding History

LMR 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 		$94.7M Buy
198,300
+43,800
+28% +$17.8M 0.35% 57
2026
Q1 		$52.2M Buy
154,500
+147,100
+1,988% +$50.6M 0.11% 95
2025
Q4 		$2.25M Sell
7,400
-35,200
-83% -$10.3M ﹤0.01% 782
2025
Q3 		$11.9M Sell
42,600
-53,400
-56% -$13.1M 0.05% 279
2025
Q2 		$21.7M Buy
96,000
+93,400
+3,592% +$17.3M 0.16% 143
2025
Q1 		$432K Sell
2,600
-47,400
-95% -$9.21M ﹤0.01% 938
2024
Q4 		$9.87M Buy
50,000
+43,900
+720% +$8.5M 0.08% 253
2024
Q3 		$1.06M Sell
6,100
-84,600
-93% -$14.4M 0.01% 734
2024
Q2 		$15.8M Buy
90,700
+70,000
+338% +$10.6M 0.13% 139
2024
Q1 		$2.82M Buy
+20,700
New +$2.57M 0.03% 471

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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.