Ruffer LLP
TSM icon

Ruffer LLP’s TSMC TSM Stock Holding History

Ruffer LLP’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 		$913K Hold
3,525
– – 0.05% 166
2026
Q2 		$1.68M Sell
3,525
-12,100
-77% -$4.91M 0.06% 163
2026
Q1 		$5.3M Sell
15,625
-15,550
-50% -$5.35M 0.22% 62
2025
Q4 		$9.49M Sell
31,175
-173,212
-85% -$50.8M 0.43% 41
2025
Q3 		$57.1M Buy
204,387
+73,676
+56% +$18M 3.17% 10
2025
Q2 		$29.6M Sell
130,711
-142,200
-52% -$26.3M 1.31% 20
2025
Q1 		$45.3M Sell
272,911
-57,060
-17% -$11.1M 1.74% 14
2024
Q4 		$65.2M Sell
329,971
-106,759
-24% -$20.7M 2.35% 11
2024
Q3 		$75.9M Sell
436,730
-154,205
-26% -$26.3M 2.39% 14
2024
Q2 		$103M Sell
590,935
-481,426
-45% -$73M 4.41% 9
2024
Q1 		$146M Sell
1,072,361
-577,095
-35% -$71.7M 5.62% 6
2023
Q4 		$171M Buy
1,649,456
+401,414
+32% +$38.3M 6.37% 4
2023
Q3 		$108M Sell
1,248,042
-15,199
-1% -$1.44M 5.97% 4
2023
Q2 		$127M Sell
1,263,241
-1,085,064
-46% -$101M 7.46% 3
2023
Q1 		$218M Buy
+2,348,305
New +$211M 7.57% 1

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Ruffer LLP's TSM Position: Q3 2026 in Review

Ruffer LLP held its TSMC (TSM) position steady in Q3 2026 at 3,525 shares worth $913K. The position accounts for 0.05% of the portfolio, ranked #166.

Ruffer LLP first reported a position in TSM in Q1 2023 and has held it in 15 quarters since. The position peaked at $218M in Q1 2023. 2,356 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Ruffer LLP held 3,525 shares of TSMC worth $913K as of Q3 2026.
  • Ruffer LLP left its TSMC share count unchanged in Q3 2026.
  • TSMC made up 0.05% of Ruffer LLP's portfolio in Q3 2026, its #166 holding.
  • Ruffer LLP first reported a position in TSMC in Q1 2023 and has held it in 15 quarters since.
  • Ruffer LLP's TSMC position peaked at $218M in Q1 2023.
  • 2,356 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Ruffer LLP's 13F filing for Q3 2026, filed 10 Nov 2026.