SP
TSM icon

Sarasin & Partners’s TSMC TSM Stock Holding History

Sarasin & Partners’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 		$253M Buy
529,518
+332,404
+169% +$135M 2.96% 10
2026
Q1 		$66.6M Buy
+197,114
New +$67.8M 0.81% 36
2025
Q2 		– Sell
-1,469,127
Closed -$244M – 87
2025
Q1 		$244M Buy
+1,469,127
New +$286M 2.64% 15
2024
Q4 		– Sell
-2,088,866
Closed -$363M – 75
2024
Q3 		$363M Sell
2,088,866
-1,058,690
-34% -$180M 3.42% 12
2024
Q2 		$547M Sell
3,147,556
-309,522
-9% -$47M 4.85% 6
2024
Q1 		$470M Sell
3,457,078
-208,385
-6% -$25.9M 4.63% 5
2023
Q4 		$381M Sell
3,665,463
-286,995
-7% -$27.4M 4.19% 5
2023
Q3 		$343M Sell
3,952,458
-336,509
-8% -$31.8M 4.29% 5
2023
Q2 		$433M Sell
4,288,967
-340,292
-7% -$31.7M 5.02% 4
2023
Q1 		$492M Buy
4,629,259
+1,940,273
+72% +$174M 2.65% 12
2022
Q4 		$200M Buy
2,688,986
+702,004
+35% +$50.8M 2.62% 14
2022
Q3 		$136M Sell
1,986,982
-68,739
-3% -$5.68M 1.89% 20
2022
Q2 		$168M Buy
2,055,721
+63,612
+3% +$5.88M 2.12% 18
2022
Q1 		$208M Sell
1,992,109
-33,296
-2% -$3.89M 2.09% 20
2021
Q4 		$244M Sell
2,025,405
-28,452
-1% -$3.33M 2.22% 18
2021
Q3 		$229M Sell
2,053,857
-306,254
-13% -$36M 2.31% 19
2021
Q2 		$284M Buy
2,360,111
+30,634
+1% +$3.59M 2.96% 9
2021
Q1 		$276M Sell
2,329,477
-290,694
-11% -$36M 3.25% 8
2020
Q4 		$286M Sell
2,620,171
-289,196
-10% -$27.4M 3.78% 3
2020
Q3 		$236M Sell
2,909,367
-416,845
-13% -$31.7M 3.41% 8
2020
Q2 		$189M Buy
3,326,212
+220,329
+7% +$11.6M 3.02% 11
2020
Q1 		$148M Sell
3,105,883
-867,678
-22% -$47.5M 2.92% 13
2019
Q4 		$231M Sell
3,973,561
-470,118
-11% -$24.9M 3.53% 5
2019
Q3 		$207M Sell
4,443,679
-116,859
-3% -$4.98M 3.42% 7
2019
Q2 		$179M Sell
4,560,538
-144,682
-3% -$5.96M 3.12% 9
2019
Q1 		$193M Buy
4,705,220
+49,310
+1% +$1.88M 3.71% 4
2018
Q4 		$172M Sell
4,655,910
-25,331
-0.5% -$964K 3.74% 5
2018
Q3 		$207M Buy
4,681,241
+246,170
+6% +$10.2M 3.9% 3
2018
Q2 		$162M Buy
4,435,071
+23,039
+0.5% +$910K 3.19% 9
2018
Q1 		$193M Buy
4,412,032
+138,576
+3% +$6.04M 3.78% 3
2017
Q4 		$169M Sell
4,273,456
-96,448
-2% -$3.91M 3.29% 5
2017
Q3 		$164M Sell
4,369,904
-296,222
-6% -$10.8M 3.31% 7
2017
Q2 		$163M Buy
4,666,126
+8,962
+0.2% +$310K 3.19% 7
2017
Q1 		$153M Sell
4,657,164
-447,818
-9% -$14M 2.98% 8
2016
Q4 		$147M Buy
5,104,982
+252,874
+5% +$7.61M 2.48% 11
2016
Q3 		$148M Buy
4,852,108
+2,214,516
+84% +$63.3M 2.33% 12
2016
Q2 		$69.2M Buy
2,637,592
+738,474
+39% +$18.4M 1.15% 34
2016
Q1 		$49.8M Buy
1,899,118
+1,871,118
+6,683% +$43.8M 0.81% 41
2015
Q4 		$637K Hold
28,000
– – 0.01% 125
2015
Q3 		$581K Buy
+28,000
New +$588K 0.01% 123
2015
Q2 		– Sell
-11,050
Closed -$259K – 145
2015
Q1 		$259K Buy
+11,050
New +$260K ﹤0.01% 140
2014
Q4 		– Sell
-160,923
Closed -$3.25M – 146
2014
Q3 		$3.25M Buy
+160,923
New +$3.36M 0.04% 106

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
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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Sarasin & Partners's TSM Position: Q2 2026 in Review

Sarasin & Partners increased its TSMC (TSM) stake by 169% in Q2 2026, buying an estimated $135M and bringing the position to 529,518 shares worth $253M. The position accounts for 2.96% of the portfolio, ranked #10.

Sarasin & Partners first reported a position in TSM in Q3 2014 and has held it in 42 quarters since. The position peaked at $547M in Q2 2024. 1,289 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Sarasin & Partners held 529,518 shares of TSMC worth $253M as of Q2 2026.
  • Sarasin & Partners bought 332,404 TSMC shares in Q2 2026, an estimated $135M.
  • TSMC made up 2.96% of Sarasin & Partners's portfolio in Q2 2026, its #10 holding.
  • Sarasin & Partners first reported a position in TSMC in Q3 2014 and has held it in 42 quarters since.
  • Sarasin & Partners's TSMC position peaked at $547M in Q2 2024.
  • 1,289 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Sarasin & Partners's 13F filing for Q2 2026, filed 7 Jul 2026.