MU
TSM icon

Mirova US’s TSMC TSM Stock Holding History

Mirova US’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 		$433M Sell
1,281,550
-398,518
-24% -$137M 4.91% 4
2025
Q4 		$511M Sell
1,680,068
-52,353
-3% -$15.4M 5.13% 4
2025
Q3 		$484M Sell
1,732,421
-64,663
-4% -$15.8M 4.89% 5
2025
Q2 		$407M Buy
1,797,084
+29,253
+2% +$5.42M 4.21% 6
2025
Q1 		$293M Buy
1,767,831
+67,986
+4% +$13.2M 3.49% 10
2024
Q4 		$336M Sell
1,699,845
-344,100
-17% -$66.6M 4.03% 9
2024
Q3 		$355M Sell
2,043,945
-310,098
-13% -$52.8M 4.07% 10
2024
Q2 		$409M Buy
2,354,043
+13,751
+0.6% +$2.09M 5.09% 8
2024
Q1 		$318M Sell
2,340,292
-47,681
-2% -$5.92M 4.28% 10
2023
Q4 		$248M Sell
2,387,973
-35,050
-1% -$3.34M 3.74% 12
2023
Q3 		$211M Buy
2,423,023
+32,840
+1% +$3.11M 3.57% 13
2023
Q2 		$241M Sell
2,390,183
-7,287
-0.3% -$678K 4.02% 13
2023
Q1 		$223M Buy
2,397,470
+30,298
+1% +$2.72M 4.05% 11
2022
Q4 		$176M Buy
2,367,172
+31,338
+1% +$2.27M 3.54% 13
2022
Q3 		$160M Sell
2,335,834
-52,417
-2% -$4.33M 3.74% 12
2022
Q2 		$195M Buy
2,388,251
+135,549
+6% +$12.5M 4.2% 11
2022
Q1 		$235M Buy
2,252,702
+158,962
+8% +$18.6M 4.51% 11
2021
Q4 		$252M Buy
2,093,740
+225,897
+12% +$26.5M 4.73% 10
2021
Q3 		$209M Buy
1,867,843
+191,556
+11% +$22.5M 4.87% 12
2021
Q2 		$201M Buy
1,676,287
+192,430
+13% +$22.5M 5.4% 10
2021
Q1 		$176M Buy
1,483,857
+242,621
+20% +$30.1M 6.11% 7
2020
Q4 		$135M Buy
1,241,236
+47,637
+4% +$4.52M 5.9% 10
2020
Q3 		$96.8M Buy
1,193,599
+324,771
+37% +$24.7M 5.53% 9
2020
Q2 		$49.2M Buy
868,828
+160,717
+23% +$8.47M 4.29% 11
2020
Q1 		$33.8M Buy
708,111
+81,169
+13% +$4.44M 4.48% 11
2019
Q4 		$36.4M Buy
+626,942
New +$33.3M 4.93% 11

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Mirova US's TSM Position: Q1 2026 in Review

Mirova US reduced its TSMC (TSM) stake by 24% in Q1 2026, selling an estimated $137M and leaving 1,281,550 shares worth $433M. The position accounts for 4.91% of the portfolio, ranked #4.

Mirova US first reported a position in TSM in Q4 2019 and has held it in 26 quarters since. The position peaked at $511M in Q4 2025. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Mirova US held 1,281,550 shares of TSMC worth $433M as of Q1 2026.
  • Mirova US sold 398,518 TSMC shares in Q1 2026, an estimated $137M.
  • TSMC made up 4.91% of Mirova US's portfolio in Q1 2026, its #4 holding.
  • Mirova US first reported a position in TSMC in Q4 2019 and has held it in 26 quarters since.
  • Mirova US's TSMC position peaked at $511M in Q4 2025.
  • 3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Mirova US's 13F filing for Q1 2026, filed 11 May 2026.