Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-3,167,073
Closed -$885M 1460
2025
Q3
$885M Sell
3,167,073
-45,372
-1% -$11.1M 1.03% 10
2025
Q2
$728M Sell
3,212,445
-16,529
-0.5% -$3.06M 0.89% 9
2025
Q1
$536M Buy
3,228,974
+134,677
+4% +$26.2M 0.67% 11
2024
Q4
$611M Sell
3,094,297
-30,250
-1% -$5.85M 0.74% 10
2024
Q3
$543M Buy
3,124,547
+120,739
+4% +$20.6M 0.59% 14
2024
Q2
$522M Buy
3,003,808
+77,919
+3% +$11.8M 0.6% 15
2024
Q1
$398M Buy
2,925,889
+2,433,173
+494% +$302M 0.45% 30
2023
Q4
$51.2M Sell
492,716
-12,033
-2% -$1.15M 0.06% 428
2023
Q3
$43.9M Buy
504,749
+230,501
+84% +$21.8M 0.06% 437
2023
Q2
$27.7M Sell
274,248
-5,010,068
-95% -$466M 0.03% 578
2023
Q1
$492M Buy
5,284,316
+4,497,617
+572% +$404M 0.58% 26
2022
Q4
$58.6M Sell
786,699
-934,461
-54% -$67.6M 0.07% 391
2022
Q3
$118M Sell
1,721,160
-108,552
-6% -$8.97M 0.14% 176
2022
Q2
$150M Sell
1,829,712
-1,113,961
-38% -$103M 0.17% 141
2022
Q1
$307K Sell
2,943,673
-536,740
-15% -$62.8M 0.23% 76
2021
Q4
$419M Sell
3,480,413
-459,902
-12% -$53.9M 0.35% 62
2021
Q3
$440M Buy
3,940,315
+134,997
+4% +$15.8M 0.37% 54
2021
Q2
$457M Buy
3,805,318
+3,067,269
+416% +$359M 0.38% 53
2021
Q1
$87.3M Sell
738,049
-248,753
-25% -$30.8M 0.12% 187
2020
Q4
$108M Sell
986,802
-194,595
-16% -$18.5M 0.16% 146
2020
Q3
$95.8M Sell
1,181,397
-246,828
-17% -$18.8M 0.16% 134
2020
Q2
$81.1M Sell
1,428,225
-386,699
-21% -$20.4M 0.14% 154
2020
Q1
$86.7M Sell
1,814,924
-76,340
-4% -$4.18M 0.18% 105
2019
Q4
$110M Sell
1,891,264
-307,075
-14% -$16.3M 0.16% 107
2019
Q3
$102M Sell
2,198,339
-130,991
-6% -$5.59M 0.17% 104
2019
Q2
$91.2M Buy
2,329,330
+43,914
+2% +$1.81M 0.15% 119
2019
Q1
$93.6M Sell
2,285,416
-39,322
-2% -$1.5M 0.16% 115
2018
Q4
$85.8M Buy
2,324,738
+17,965
+0.8% +$684K 0.17% 106
2018
Q3
$102M Sell
2,306,773
-49,730
-2% -$2.06M 0.17% 107
2018
Q2
$86.2M Sell
2,356,503
-37,843
-2% -$1.5M 0.15% 125
2018
Q1
$105M Buy
2,394,346
+33,307
+1% +$1.45M 0.19% 97
2017
Q4
$93.6M Sell
2,361,039
-396,586
-14% -$16.1M 0.17% 106
2017
Q3
$104M Sell
2,757,625
-92,437
-3% -$3.38M 0.19% 100
2017
Q2
$99.6M Sell
2,850,062
-102,215
-3% -$3.53M 0.18% 87
2017
Q1
$97M Sell
2,952,277
-63,376
-2% -$1.98M 0.18% 91
2016
Q4
$86.7M Sell
3,015,653
-1,965,697
-39% -$59.2M 0.17% 94
2016
Q3
$152M Sell
4,981,350
-5,377,530
-52% -$154M 0.29% 60
2016
Q2
$272M Buy
10,358,880
+5,176,828
+100% +$129M 0.27% 69
2016
Q1
$136M Sell
5,182,052
-341,555
-6% -$7.99M 0.27% 71
2015
Q4
$126M Sell
5,523,607
-67,922
-1% -$1.53M 0.26% 77
2015
Q3
$116M Sell
5,591,529
-14,084
-0.3% -$296K 0.25% 83
2015
Q2
$127M Buy
5,605,613
+38,266
+0.7% +$913K 0.25% 84
2015
Q1
$131M Buy
5,567,347
+33,443
+0.6% +$788K 0.26% 85
2014
Q4
$124M Buy
5,533,904
+26,469
+0.5% +$577K 0.26% 83
2014
Q3
$111M Buy
5,507,435
+282,845
+5% +$5.9M 0.24% 94
2014
Q2
$112M Sell
5,224,590
-1,671,536
-24% -$34.4M 0.25% 94
2014
Q1
$138M Sell
6,896,126
-586,677
-8% -$10.5M 0.24% 88
2013
Q4
$130M Buy
7,482,803
+126,314
+2% +$2.24M 0.23% 89
2013
Q3
$125M Buy
7,356,489
+307,397
+4% +$5.24M 0.24% 87
2013
Q2
$129M Buy
+7,049,092
New +$130M 0.28% 84

Other funds holding TSM

Macquarie Group's TSM Position: Q4 2025 in Review

Macquarie Group sold out of TSMC (TSM) in Q4 2025, closing a stake of 3,167,073 shares — an estimated $885M sold.

Macquarie Group first reported a position in TSM in Q2 2013 and held it in 50 quarters. The position peaked at $885M in Q3 2025. 3,107 funds tracked by Wall St. Rank hold TSM as of Q4 2025.

  • Macquarie Group reported no remaining TSMC position as of Q4 2025 after selling out during the quarter.
  • Macquarie Group sold 3,167,073 TSMC shares in Q4 2025, an estimated $885M.
  • Macquarie Group first reported a position in TSMC in Q2 2013 and held it in 50 quarters.
  • Macquarie Group's TSMC position peaked at $885M in Q3 2025.
  • 3,107 funds tracked by Wall St. Rank held TSMC as of Q4 2025.

Based on Macquarie Group's 13F filing for Q4 2025, filed 13 Feb 2026.