Sycomore Asset Management’s TSMC TSM Stock Holding History

Sycomore Asset Management’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	$16.7M	Hold	40,524	–	–	1.79%	14
2026 Q1	$7.57M	Hold	40,524	–	–	1.05%	35
2025 Q4	$7.57M	Hold	40,524	–	–	1.25%	31
2025 Q3	$7.57M	Hold	40,524	–	–	1.26%	26
2025 Q2	$7.57M	Hold	40,524	–	–	1.17%	31
2025 Q1	$7.57M	Hold	40,524	–	–	1.07%	35
2024 Q4	$7.57M	Buy	+40,524	New	+$7.84M	1.08%	35
2024 Q1	–	Sell	-800	Closed	-$84K	–	82
2023 Q4	$84K	Sell	800 -29	-3%	-$2.77K	0.02%	77
2023 Q3	$71K	Hold	829	–	–	0.02%	75
2023 Q2	$84K	Hold	829	–	–	0.02%	77
2023 Q1	$75K	Sell	829 -30,771	-97%	-$2.76M	0.02%	78
2022 Q4	$2.37M	Buy	31,600 +16,350	+107%	+$1.18M	0.65%	48
2022 Q3	$1.11M	Sell	15,250 -5,250	-26%	-$434K	0.31%	65
2022 Q2	$1.73M	Sell	20,500 -14,295	-41%	-$1.32M	0.41%	63
2022 Q1	$3.8M	Sell	34,795 -2,707	-7%	-$317K	0.66%	49
2021 Q4	$4.55M	Buy	37,502 +7,867	+27%	+$921K	0.7%	49
2021 Q3	$3.32M	Sell	29,635 -34,640	-54%	-$4.07M	0.49%	66
2021 Q2	$7.49M	Sell	64,275 -11,449	-15%	-$1.34M	1.04%	31
2021 Q1	$8.66M	Buy	+75,724	New	+$9.38M	1.68%	22

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

Sycomore Asset Management's TSM Position: Q2 2026 in Review

Sycomore Asset Management held its TSMC (TSM) position steady in Q2 2026 at 40,524 shares worth $16.7M. The position accounts for 1.79% of the portfolio, ranked #14.

Sycomore Asset Management first reported a position in TSM in Q1 2021 and has held it in 19 quarters since. 1,179 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Sycomore Asset Management held 40,524 shares of TSMC worth $16.7M as of Q2 2026.
Sycomore Asset Management left its TSMC share count unchanged in Q2 2026.
TSMC made up 1.79% of Sycomore Asset Management's portfolio in Q2 2026, its #14 holding.
Sycomore Asset Management first reported a position in TSMC in Q1 2021 and has held it in 19 quarters since.
1,179 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Sycomore Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.