PineStone Asset Management
TSM icon

PineStone Asset Management’s TSMC TSM Stock Holding History

PineStone 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
Q3 		$2.11B Sell
4,631,892
-328,102
-7% -$139M 13.76% 1
2026
Q2 		$2.37B Sell
4,959,994
-328,485
-6% -$133M 14.63% 1
2026
Q1 		$1.79B Sell
5,288,479
-958,066
-15% -$330M 12.56% 1
2025
Q4 		$1.9B Sell
6,246,545
-299,234
-5% -$87.8M 11.8% 1
2025
Q3 		$1.83B Sell
6,545,779
-479,952
-7% -$117M 11.38% 1
2025
Q2 		$1.59B Buy
7,025,731
+240,410
+4% +$44.5M 10.3% 1
2025
Q1 		$1.13B Buy
6,785,321
+2,143,523
+46% +$417M 8.5% 1
2024
Q4 		$917M Sell
4,641,798
-301,438
-6% -$58.3M 8.59% 3
2024
Q3 		$858M Buy
4,943,236
+68,320
+1% +$11.6M 8.29% 2
2024
Q2 		$847M Buy
4,874,916
+1,276,733
+35% +$194M 8.99% 2
2024
Q1 		$490M Sell
3,598,183
-1,606,175
-31% -$199M 7.79% 2
2023
Q4 		$541M Buy
5,204,358
+401,434
+8% +$38.3M 5.82% 6
2023
Q3 		$417M Buy
4,802,924
+3,687,249
+330% +$349M 6.02% 6
2023
Q2 		$113M Sell
1,115,675
-1,809,865
-62% -$168M 5.43% 6
2023
Q1 		$272M Buy
2,925,540
+2,758,910
+1,656% +$248M 6.58% 5
2022
Q4 		$12.4M Buy
+166,630
New +$12.1M 2.33% 21

Other funds holding TSM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Trinity Street Asset Management
Trinity Street Asset Management London, United Kingdom $1.87B AUM 14.76% 1-Year Est. Return

PineStone Asset Management's TSM Position: Q3 2026 in Review

PineStone Asset Management reduced its TSMC (TSM) stake by 6.6% in Q3 2026, selling an estimated $139M and leaving 4,631,892 shares worth $2.11B. The position accounts for 13.76% of the portfolio, ranked #1.

PineStone Asset Management first reported a position in TSM in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.37B in Q2 2026. 1,505 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • PineStone Asset Management held 4,631,892 shares of TSMC worth $2.11B as of Q3 2026.
  • PineStone Asset Management sold 328,102 TSMC shares in Q3 2026, an estimated $139M.
  • TSMC made up 13.76% of PineStone Asset Management's portfolio in Q3 2026, its #1 holding.
  • PineStone Asset Management first reported a position in TSMC in Q4 2022 and has held it in 16 quarters since.
  • PineStone Asset Management's TSMC position peaked at $2.37B in Q2 2026.
  • 1,505 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on PineStone Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.