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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
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 $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WINDACRE PARTNERSHIP LLC's TSM Position: Q1 2026 in Review

WINDACRE PARTNERSHIP LLC reduced its TSMC (TSM) stake by 11% in Q1 2026, selling an estimated $90.2M and leaving 2,221,100 shares worth $751M. The position accounts for 8.03% of the portfolio, ranked #5.

WINDACRE PARTNERSHIP LLC first reported a position in TSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $790M in Q3 2025. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • WINDACRE PARTNERSHIP LLC held 2,221,100 shares of TSMC worth $751M as of Q1 2026.
  • WINDACRE PARTNERSHIP LLC sold 262,000 TSMC shares in Q1 2026, an estimated $90.2M.
  • TSMC made up 8.03% of WINDACRE PARTNERSHIP LLC's portfolio in Q1 2026, its #5 holding.
  • WINDACRE PARTNERSHIP LLC first reported a position in TSMC in Q4 2022 and has held it in 14 quarters since.
  • WINDACRE PARTNERSHIP LLC's TSMC position peaked at $790M in Q3 2025.
  • 3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on WINDACRE PARTNERSHIP LLC's 13F filing for Q1 2026, filed 15 May 2026.