SJS Investment Consulting’s TSMC TSM Stock Holding History

SJS Investment Consulting’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	$979K	Sell	2,050 -301	-13%	-$122K	0.11%	52
2026 Q1	$795K	Buy	2,351 +1,742	+286%	+$599K	0.1%	55
2025 Q4	$185K	Buy	609 +487	+399%	+$143K	0.02%	148
2025 Q3	$34.1K	Buy	122 +5	+4%	+$1.22K	﹤0.01%	429
2025 Q2	$26.5K	Buy	117 +32	+38%	+$5.93K	﹤0.01%	248
2025 Q1	$14.1K	Hold	85	–	–	﹤0.01%	326
2024 Q4	$16.8K	Buy	85 +50	+143%	+$9.68K	﹤0.01%	295
2024 Q3	$6.08K	Hold	35	–	–	﹤0.01%	453
2024 Q2	$6.08K	Hold	35	–	–	﹤0.01%	408
2024 Q1	$4.76K	Hold	35	–	–	﹤0.01%	473
2023 Q4	$3.64K	Hold	35	–	–	﹤0.01%	463
2023 Q3	$3.04K	Hold	35	–	–	﹤0.01%	478
2023 Q2	$3.53K	Hold	35	–	–	﹤0.01%	423
2023 Q1	$3.26K	Hold	35	–	–	﹤0.01%	463
2022 Q4	$2.61K	Hold	35	–	–	﹤0.01%	522
2022 Q3	$2K	Buy	+35	New	+$2.89K	﹤0.01%	542
2022 Q1	$40K	Buy	387 +195	+102%	+$22.8K	0.01%	203
2021 Q4	$23K	Buy	+192	New	+$22.5K	0.01%	261

Other funds holding TSM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

SJS Investment Consulting's TSM Position: Q2 2026 in Review

SJS Investment Consulting reduced its TSMC (TSM) stake by 13% in Q2 2026, selling an estimated $122K and leaving 2,050 shares worth $979K. The position accounts for 0.11% of the portfolio, ranked #52.

SJS Investment Consulting first reported a position in TSM in Q4 2021 and has held it in 18 quarters since. 1,299 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

SJS Investment Consulting held 2,050 shares of TSMC worth $979K as of Q2 2026.
SJS Investment Consulting sold 301 TSMC shares in Q2 2026, an estimated $122K.
TSMC made up 0.11% of SJS Investment Consulting's portfolio in Q2 2026, its #52 holding.
SJS Investment Consulting first reported a position in TSMC in Q4 2021 and has held it in 18 quarters since.
1,299 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.