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Novem Group’s TSMC TSM Stock Holding History

Novem Group’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 		$2.52M Buy
5,279
+3,019
+134% +$1.23M 0.26% 93
2026
Q1 		$764K Buy
2,260
+242
+12% +$83.3K 0.09% 214
2025
Q4 		$613K Sell
2,018
-22
-1% -$6.46K 0.07% 235
2025
Q3 		$570K Buy
2,040
+286
+16% +$69.9K 0.07% 249
2025
Q2 		$397K Buy
1,754
+2
+0.1% +$371 0.05% 277
2025
Q1 		$291K Buy
1,752
+805
+85% +$156K 0.04% 292
2024
Q4 		$187K Buy
+947
New +$183K 0.03% 350

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
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

Novem Group's TSM Position: Q2 2026 in Review

Novem Group increased its TSMC (TSM) stake by 134% in Q2 2026, buying an estimated $1.23M and bringing the position to 5,279 shares worth $2.52M. The position accounts for 0.26% of the portfolio, ranked #93.

Novem Group first reported a position in TSM in Q4 2024 and has held it in 7 quarters since. 1,322 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Novem Group held 5,279 shares of TSMC worth $2.52M as of Q2 2026.
  • Novem Group bought 3,019 TSMC shares in Q2 2026, an estimated $1.23M.
  • TSMC made up 0.26% of Novem Group's portfolio in Q2 2026, its #93 holding.
  • Novem Group first reported a position in TSMC in Q4 2024 and has held it in 7 quarters since.
  • 1,322 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Novem Group's 13F filing for Q2 2026, filed 21 Jul 2026.