MGM
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Miura Global Management’s TSMC TSM Stock Holding History

Miura Global 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 		$2.39M Hold
5,000
– – 9.47% 3
2026
Q1 		$1.69M Buy
+5,000
New +$1.72M 3.86% 6
2021
Q1 		– Sell
-40,000
Closed -$4.36M – 48
2020
Q4 		$4.36M Buy
+40,000
New +$3.79M 0.82% 29

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Miura Global Management's TSM Position: Q2 2026 in Review

Miura Global Management held its TSMC (TSM) position steady in Q2 2026 at 5,000 shares worth $2.39M. The position accounts for 9.47% of the portfolio, ranked #3.

Miura Global Management first reported a position in TSM in Q4 2020 and has held it in 3 quarters since. The position peaked at $4.36M in Q4 2020. 862 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Miura Global Management held 5,000 shares of TSMC worth $2.39M as of Q2 2026.
  • Miura Global Management left its TSMC share count unchanged in Q2 2026.
  • TSMC made up 9.47% of Miura Global Management's portfolio in Q2 2026, its #3 holding.
  • Miura Global Management first reported a position in TSMC in Q4 2020 and has held it in 3 quarters since.
  • Miura Global Management's TSMC position peaked at $4.36M in Q4 2020.
  • 862 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Miura Global Management's 13F filing for Q2 2026, filed 20 Jul 2026.