SP
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Stockbridge Partners’s TSMC TSM Stock Holding History

Stockbridge 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 		$990M Sell
2,072,924
-78,751
-4% -$32M 20.83% 1
2026
Q1 		$727M Buy
2,151,675
+30,755
+1% +$10.6M 17.57% 1
2025
Q4 		$645M Sell
2,120,920
-7,533
-0.4% -$2.21M 14.19% 1
2025
Q3 		$594M Sell
2,128,453
-89,581
-4% -$21.9M 11.49% 2
2025
Q2 		$502M Buy
2,218,034
+1,276,373
+136% +$236M 9.82% 4
2025
Q1 		$156M Buy
+941,661
New +$183M 3.46% 12

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stockbridge Partners's TSM Position: Q2 2026 in Review

Stockbridge Partners reduced its TSMC (TSM) stake by 3.7% in Q2 2026, selling an estimated $32M and leaving 2,072,924 shares worth $990M. The position accounts for 20.83% of the portfolio, ranked #1.

Stockbridge Partners first reported a position in TSM in Q1 2025 and has held it in 6 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Stockbridge Partners held 2,072,924 shares of TSMC worth $990M as of Q2 2026.
  • Stockbridge Partners sold 78,751 TSMC shares in Q2 2026, an estimated $32M.
  • TSMC made up 20.83% of Stockbridge Partners's portfolio in Q2 2026, its #1 holding.
  • Stockbridge Partners first reported a position in TSMC in Q1 2025 and has held it in 6 quarters since.
  • 3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Stockbridge Partners's 13F filing for Q2 2026, filed 14 Aug 2026.