Spinnaker Investment Group’s TSMC TSM Stock Holding History

Spinnaker Investment Group’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	$462K	Buy	968 +249	+35%	+$101K	0.07%	106
2026 Q1	$243K	Sell	719 -227	-24%	-$78.1K	0.05%	121
2025 Q4	$287K	Buy	946 +39	+4%	+$11.4K	0.05%	131
2025 Q3	$253K	Buy	+907	New	+$222K	0.05%	134
2023 Q4	–	Sell	-5,883	Closed	-$511K	–	92
2023 Q3	$511K	Hold	5,883	–	–	0.17%	49
2023 Q2	$594K	Buy	5,883 +89	+2%	+$8.28K	0.2%	43
2023 Q1	$539K	Hold	5,794	–	–	0.19%	46
2022 Q4	$432K	Buy	5,794 +70	+1%	+$5.06K	0.15%	52
2022 Q3	$392K	Sell	5,724 -236	-4%	-$19.5K	0.15%	53
2022 Q2	$487K	Sell	5,960 -204	-3%	-$18.9K	0.2%	41
2022 Q1	$673K	Buy	6,164 +204	+3%	+$23.9K	0.22%	38
2021 Q4	$781K	Buy	+5,960	New	+$698K	0.27%	34

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

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

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

Spinnaker Investment Group's TSM Position: Q2 2026 in Review

Spinnaker Investment Group increased its TSMC (TSM) stake by 35% in Q2 2026, buying an estimated $101K and bringing the position to 968 shares worth $462K. The position accounts for 0.07% of the portfolio, ranked #106.

Spinnaker Investment Group first reported a position in TSM in Q4 2021 and has held it in 12 quarters since. The position peaked at $781K in Q4 2021. 1,178 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Spinnaker Investment Group held 968 shares of TSMC worth $462K as of Q2 2026.
Spinnaker Investment Group bought 249 TSMC shares in Q2 2026, an estimated $101K.
TSMC made up 0.07% of Spinnaker Investment Group's portfolio in Q2 2026, its #106 holding.
Spinnaker Investment Group first reported a position in TSMC in Q4 2021 and has held it in 12 quarters since.
Spinnaker Investment Group's TSMC position peaked at $781K in Q4 2021.
1,178 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.