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 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 $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

RWC Asset Advisors's TSM Position: Q1 2026 in Review

RWC Asset Advisors opened a new position in TSMC (TSM) in Q1 2026: 85,944 shares worth $29M. The stake represents 6.25% of the portfolio and ranks #7 among its holdings. This is a return to the name: RWC Asset Advisors previously reported a position in TSM as recently as Q2 2023.

RWC Asset Advisors first reported a position in TSM in Q4 2020 and has held it in 10 quarters since. The position peaked at $136M in Q1 2022. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

RWC Asset Advisors held 85,944 shares of TSMC worth $29M as of Q1 2026.
TSMC was a new RWC Asset Advisors position in Q1 2026.
TSMC made up 6.25% of RWC Asset Advisors's portfolio in Q1 2026, its #7 holding.
RWC Asset Advisors first reported a position in TSMC in Q4 2020 and has held it in 10 quarters since.
RWC Asset Advisors's TSMC position peaked at $136M in Q1 2022.
3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on RWC Asset Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.