Mirabaud Asset Management’s TSMC TSM Stock Holding History

Mirabaud Asset Management’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	$11M	Buy	34,683 +19,099	+123%	+$6.57M	9.04%	1
2025 Q4	$3.25M	Sell	15,584 -14,734	-49%	-$4.32M	1.51%	23
2025 Q3	$8.28M	Buy	30,318 +9,389	+45%	+$2.3M	4.02%	10
2025 Q2	$4.78M	Sell	20,929 -1,534	-7%	-$284K	2.23%	16
2025 Q1	$3.71M	Sell	22,463 -43,388	-66%	-$8.43M	1.94%	19
2024 Q4	$13.2M	Sell	65,851 -308,967	-82%	-$59.8M	6.14%	3
2024 Q3	$18M	Buy	374,818 +328,268	+705%	+$55.9M	7.42%	1
2024 Q2	$8.09M	Sell	46,550 -30,003	-39%	-$4.55M	3.72%	7
2024 Q1	$10.4M	Sell	76,553 -1,718	-2%	-$213K	4.21%	6
2023 Q4	$8.14M	Buy	+78,271	New	+$7.46M	3.49%	11

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

Mirabaud Asset Management's TSM Position: Q1 2026 in Review

Mirabaud Asset Management increased its TSMC (TSM) stake by 123% in Q1 2026, buying an estimated $6.57M and bringing the position to 34,683 shares worth $11M. The position accounts for 9.04% of the portfolio, ranked #1.

Mirabaud Asset Management first reported a position in TSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $18M in Q3 2024. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Mirabaud Asset Management held 34,683 shares of TSMC worth $11M as of Q1 2026.
Mirabaud Asset Management bought 19,099 TSMC shares in Q1 2026, an estimated $6.57M.
TSMC made up 9.04% of Mirabaud Asset Management's portfolio in Q1 2026, its #1 holding.
Mirabaud Asset Management first reported a position in TSMC in Q4 2023 and has held it in 10 quarters since.
Mirabaud Asset Management's TSMC position peaked at $18M in Q3 2024.
3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Mirabaud Asset Management's 13F filing for Q1 2026, filed 13 May 2026.