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Thurston Springer Miller Herd & Titak’s TSMC TSM Stock Holding History

Thurston Springer Miller Herd & Titak’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 		$1.38M Buy
2,896
+165
+6% +$67K 0.5% 44
2026
Q1 		$923K Buy
2,731
+482
+21% +$166K 0.38% 61
2025
Q4 		$684K Buy
2,249
+1,586
+239% +$465K 0.24% 102
2025
Q3 		$185K Sell
663
-7,994
-92% -$1.95M 0.37% 78
2025
Q2 		$1.96M Buy
8,657
+1,274
+17% +$236K 0.25% 104
2025
Q1 		$1.23M Buy
7,383
+1,359
+23% +$264K 0.21% 117
2024
Q4 		$1.19M Buy
6,024
+1,650
+38% +$319K 0.24% 106
2024
Q3 		$760K Buy
4,374
+363
+9% +$61.9K 0.21% 120
2024
Q2 		$697K Buy
+4,011
New +$608K 0.22% 113

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

Thurston Springer Miller Herd & Titak's TSM Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak increased its TSMC (TSM) stake by 6% in Q2 2026, buying an estimated $67K and bringing the position to 2,896 shares worth $1.38M. The position accounts for 0.5% of the portfolio, ranked #44.

Thurston Springer Miller Herd & Titak first reported a position in TSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.96M in Q2 2025. 1,272 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Thurston Springer Miller Herd & Titak held 2,896 shares of TSMC worth $1.38M as of Q2 2026.
  • Thurston Springer Miller Herd & Titak bought 165 TSMC shares in Q2 2026, an estimated $67K.
  • TSMC made up 0.5% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #44 holding.
  • Thurston Springer Miller Herd & Titak first reported a position in TSMC in Q2 2024 and has held it in 9 quarters since.
  • Thurston Springer Miller Herd & Titak's TSMC position peaked at $1.96M in Q2 2025.
  • 1,272 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.