Mar Vista Investment Partners’s TSMC TSM Stock Holding History

Mar Vista Investment 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 Q1	$30.6M	Sell	90,434 -47,682	-35%	-$16.4M	3.06%	17
2025 Q4	$42M	Buy	+138,116	New	+$40.5M	3.85%	10
2023 Q2	–	Sell	-34,612	Closed	-$3.22M	–	55
2023 Q1	$3.22M	Buy	34,612 +1,063	+3%	+$95.4K	0.14%	39
2022 Q4	$2.5M	Buy	33,549 +1,851	+6%	+$134K	0.11%	41
2022 Q3	$2.17M	Sell	31,698 -266	-0.8%	-$22K	0.1%	44
2022 Q2	$2.61M	Hold	31,964	–	–	0.11%	43
2022 Q1	$3.33M	Buy	31,964 +4,240	+15%	+$496K	0.1%	42
2021 Q4	$3.33M	Sell	27,724 -113	-0.4%	-$13.2K	0.09%	44
2021 Q3	$3.11M	Buy	+27,837	New	+$3.27M	0.08%	43

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Mar Vista Investment Partners's TSM Position: Q1 2026 in Review

Mar Vista Investment Partners reduced its TSMC (TSM) stake by 35% in Q1 2026, selling an estimated $16.4M and leaving 90,434 shares worth $30.6M. The position accounts for 3.06% of the portfolio, ranked #17.

Mar Vista Investment Partners first reported a position in TSM in Q3 2021 and has held it in 9 quarters since. The position peaked at $42M in Q4 2025. 3,257 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Mar Vista Investment Partners held 90,434 shares of TSMC worth $30.6M as of Q1 2026.
Mar Vista Investment Partners sold 47,682 TSMC shares in Q1 2026, an estimated $16.4M.
TSMC made up 3.06% of Mar Vista Investment Partners's portfolio in Q1 2026, its #17 holding.
Mar Vista Investment Partners first reported a position in TSMC in Q3 2021 and has held it in 9 quarters since.
Mar Vista Investment Partners's TSMC position peaked at $42M in Q4 2025.
3,257 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Mar Vista Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.