RWC Asset Advisors’s TSMC TSM Stock Holding History

RWC Asset Advisors’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	$72.4M	Buy	151,606 +65,662	+76%	+$26.6M	16.1%	1
2026 Q1	$29M	Buy	+85,944	New	+$29.6M	6.25%	7
2023 Q3	–	Sell	-1,105,261	Closed	-$112M	–	21
2023 Q2	$112M	Buy	1,105,261 +127,798	+13%	+$11.9M	10.66%	4
2023 Q1	$90.9M	Sell	977,463 -621	-0.1%	-$55.7K	6.92%	6
2022 Q4	$72.9M	Sell	978,084 -16,636	-2%	-$1.2M	6.34%	6
2022 Q3	$68.2M	Sell	994,720 -269,210	-21%	-$22.3M	6.79%	5
2022 Q2	$103M	Sell	1,263,930 -36,991	-3%	-$3.42M	9.89%	5
2022 Q1	$136M	Buy	+1,300,921	New	+$152M	14.8%	4
2021 Q3	–	Sell	-259,150	Closed	-$31.1M	–	14
2021 Q2	$31.1M	Sell	259,150 -75,052	-22%	-$8.79M	3.1%	10
2021 Q1	$39.5M	Sell	334,202 -53,751	-14%	-$6.66M	3.3%	12
2020 Q4	$42.3M	Buy	+387,953	New	+$36.8M	2.38%	12

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RWC Asset Advisors's TSM Position: Q2 2026 in Review

RWC Asset Advisors increased its TSMC (TSM) stake by 76% in Q2 2026, buying an estimated $26.6M and bringing the position to 151,606 shares worth $72.4M. The position accounts for 16.1% of the portfolio, ranked #1.

RWC Asset Advisors first reported a position in TSM in Q4 2020 and has held it in 11 quarters since. The position peaked at $136M in Q1 2022. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

RWC Asset Advisors held 151,606 shares of TSMC worth $72.4M as of Q2 2026.
RWC Asset Advisors bought 65,662 TSMC shares in Q2 2026, an estimated $26.6M.
TSMC made up 16.1% of RWC Asset Advisors's portfolio in Q2 2026, its #1 holding.
RWC Asset Advisors first reported a position in TSMC in Q4 2020 and has held it in 11 quarters since.
RWC Asset Advisors's TSMC position peaked at $136M in Q1 2022.
3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on RWC Asset Advisors's 13F filing for Q2 2026, filed 3 Sep 2026.