MAM
TSM icon

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
Q2 		$5.59M Sell
12,291
-22,392
-65% -$9.09M 4.65% 4
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
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

Mirabaud Asset Management's TSM Position: Q2 2026 in Review

Mirabaud Asset Management reduced its TSMC (TSM) stake by 65% in Q2 2026, selling an estimated $9.09M and leaving 12,291 shares worth $5.59M. The position accounts for 4.65% of the portfolio, ranked #4.

Mirabaud Asset Management first reported a position in TSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $18M in Q3 2024. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Mirabaud Asset Management held 12,291 shares of TSMC worth $5.59M as of Q2 2026.
  • Mirabaud Asset Management sold 22,392 TSMC shares in Q2 2026, an estimated $9.09M.
  • TSMC made up 4.65% of Mirabaud Asset Management's portfolio in Q2 2026, its #4 holding.
  • Mirabaud Asset Management first reported a position in TSMC in Q4 2023 and has held it in 11 quarters since.
  • Mirabaud Asset Management's TSMC position peaked at $18M in Q3 2024.
  • 3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Mirabaud Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.