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TT International Asset Management’s TSMC TSM Stock Holding History

TT International 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 		$97.9M Buy
220,407
+125,490
+132% +$50.9M 12.5% 2
2026
Q1 		$32.1M Buy
94,917
+69,438
+273% +$23.9M 3.5% 12
2025
Q4 		$7.59M Buy
25,479
+12,283
+93% +$3.6M 1.6% 19
2025
Q3 		$3.69M Buy
+13,196
New +$3.23M 0.71% 15
2025
Q2 		– Sell
-8,133
Closed -$1.35M – 60
2025
Q1 		$1.35M Sell
8,133
-399,699
-98% -$77.7M 0.2% 41
2024
Q4 		$80.5M Buy
407,832
+375,103
+1,146% +$72.6M 11.61% 3
2024
Q3 		$5.68M Sell
32,729
-101,126
-76% -$17.2M 0.7% 23
2024
Q2 		$23.3M Sell
133,855
-160,253
-54% -$24.3M 2.91% 11
2024
Q1 		$40M Sell
294,108
-347,409
-54% -$43.1M 3.71% 11
2023
Q4 		$66.7M Sell
641,517
-71,659
-10% -$6.83M 8.52% 4
2023
Q3 		$62M Sell
713,176
-110,647
-13% -$10.5M 9.26% 4
2023
Q2 		$83.1M Sell
823,823
-342,291
-29% -$31.9M 13.82% 2
2023
Q1 		$108M Sell
1,166,114
-36,100
-3% -$3.24M 11.88% 1
2022
Q4 		$89.6M Buy
1,202,214
+246,979
+26% +$17.9M 8.76% 5
2022
Q3 		$65.5M Buy
955,235
+152,374
+19% +$12.6M 7.39% 6
2022
Q2 		$65.6M Buy
802,861
+133,840
+20% +$12.4M 5.71% 9
2022
Q1 		$69.8M Buy
669,021
+85,980
+15% +$10.1M 4.89% 9
2021
Q4 		$70.1M Sell
583,041
-149,010
-20% -$17.5M 4.67% 9
2021
Q3 		$81.7M Buy
+732,051
New +$85.9M 4.55% 9
2020
Q2 		$1.14M Buy
20,045
+6,490
+48% +$342K 0.08% 36
2020
Q1 		$647K Buy
+13,555
New +$741K 0.06% 36

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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

TT International Asset Management's TSM Position: Q2 2026 in Review

TT International Asset Management increased its TSMC (TSM) stake by 132% in Q2 2026, buying an estimated $50.9M and bringing the position to 220,407 shares worth $97.9M. The position accounts for 12.5% of the portfolio, ranked #2.

TT International Asset Management first reported a position in TSM in Q1 2020 and has held it in 21 quarters since. The position peaked at $108M in Q1 2023. 919 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • TT International Asset Management held 220,407 shares of TSMC worth $97.9M as of Q2 2026.
  • TT International Asset Management bought 125,490 TSMC shares in Q2 2026, an estimated $50.9M.
  • TSMC made up 12.5% of TT International Asset Management's portfolio in Q2 2026, its #2 holding.
  • TT International Asset Management first reported a position in TSMC in Q1 2020 and has held it in 21 quarters since.
  • TT International Asset Management's TSMC position peaked at $108M in Q1 2023.
  • 919 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on TT International Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.