Milestones Administradora de Recursos’s TSMC TSM Stock Holding History

Milestones Administradora de Recursos’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	$55.7M	Buy	116,534 +334	+0.3%	+$136K	10.75%	4
2026 Q1	$39.3M	Sell	116,200 -21,836	-16%	-$7.51M	10.25%	5
2025 Q4	$41.9M	Hold	138,036	–	–	13.85%	3
2025 Q3	$38.6M	Sell	138,036 -17,464	-11%	-$4.27M	13.5%	4
2025 Q2	$35.2M	Buy	155,500 +105,360	+210%	+$19.5M	12.05%	4
2025 Q1	$8.32M	Buy	50,140 +6,100	+14%	+$1.19M	4.25%	7
2024 Q4	$8.7M	Sell	44,040 -9,850	-18%	-$1.91M	4.42%	8
2024 Q3	$9.36M	Buy	53,890 +21,780	+68%	+$3.71M	3.73%	6
2024 Q2	$5.58M	Buy	+32,110	New	+$4.87M	2.35%	8

Other funds holding TSM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Milestones Administradora de Recursos's TSM Position: Q2 2026 in Review

Milestones Administradora de Recursos increased its TSMC (TSM) stake by 0.29% in Q2 2026, buying an estimated $136K and bringing the position to 116,534 shares worth $55.7M. The position accounts for 10.75% of the portfolio, ranked #4.

Milestones Administradora de Recursos first reported a position in TSM in Q2 2024 and has held it in 9 quarters since. 1,415 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Milestones Administradora de Recursos held 116,534 shares of TSMC worth $55.7M as of Q2 2026.
Milestones Administradora de Recursos bought 334 TSMC shares in Q2 2026, an estimated $136K.
TSMC made up 10.75% of Milestones Administradora de Recursos's portfolio in Q2 2026, its #4 holding.
Milestones Administradora de Recursos first reported a position in TSMC in Q2 2024 and has held it in 9 quarters since.
1,415 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Milestones Administradora de Recursos's 13F filing for Q2 2026, filed 24 Jul 2026.