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WINDACRE PARTNERSHIP LLC’s TSMC TSM Stock Holding History

WINDACRE PARTNERSHIP LLC’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 		$629M Sell
1,318,000
-903,100
-41% -$366M 6.22% 8
2026
Q1 		$751M Sell
2,221,100
-262,000
-11% -$90.2M 8.03% 5
2025
Q4 		$755M Sell
2,483,100
-344,000
-12% -$101M 8.09% 5
2025
Q3 		$790M Sell
2,827,100
-114,000
-4% -$27.9M 9.88% 4
2025
Q2 		$666M Buy
2,941,100
+279,900
+11% +$51.9M 9.13% 4
2025
Q1 		$442M Buy
2,661,200
+125,000
+5% +$24.3M 6.62% 8
2024
Q4 		$501M Sell
2,536,200
-385,800
-13% -$74.7M 7.35% 6
2024
Q3 		$507M Sell
2,922,000
-212,000
-7% -$36.1M 6.74% 8
2024
Q2 		$545M Buy
3,134,000
+280,000
+10% +$42.5M 7.16% 7
2024
Q1 		$388M Sell
2,854,000
-1,161,000
-29% -$144M 5.34% 7
2023
Q4 		$418M Sell
4,015,000
-1,574,000
-28% -$150M 6.34% 7
2023
Q3 		$486M Sell
5,589,000
-520,000
-9% -$49.2M 8.84% 5
2023
Q2 		$617M Buy
6,109,000
+1,105,000
+22% +$103M 11.89% 3
2023
Q1 		$465M Buy
5,004,000
+1,714,000
+52% +$154M 9.95% 3
2022
Q4 		$245M Buy
+3,290,000
New +$238M 5.92% 7

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

WINDACRE PARTNERSHIP LLC's TSM Position: Q2 2026 in Review

WINDACRE PARTNERSHIP LLC reduced its TSMC (TSM) stake by 41% in Q2 2026, selling an estimated $366M and leaving 1,318,000 shares worth $629M. The position accounts for 6.22% of the portfolio, ranked #8.

WINDACRE PARTNERSHIP LLC first reported a position in TSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $790M in Q3 2025. 3,566 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • WINDACRE PARTNERSHIP LLC held 1,318,000 shares of TSMC worth $629M as of Q2 2026.
  • WINDACRE PARTNERSHIP LLC sold 903,100 TSMC shares in Q2 2026, an estimated $366M.
  • TSMC made up 6.22% of WINDACRE PARTNERSHIP LLC's portfolio in Q2 2026, its #8 holding.
  • WINDACRE PARTNERSHIP LLC first reported a position in TSMC in Q4 2022 and has held it in 15 quarters since.
  • WINDACRE PARTNERSHIP LLC's TSMC position peaked at $790M in Q3 2025.
  • 3,566 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on WINDACRE PARTNERSHIP LLC's 13F filing for Q2 2026, filed 14 Aug 2026.