Yarbrough Capital’s TSMC TSM Stock Holding History

Yarbrough Capital’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 Q3	$8.2M	Hold	17,970	–	–	0.23%	41
2026 Q2	$8.58M	Hold	17,970	–	–	0.26%	39
2026 Q1	$6.07M	Hold	17,970	–	–	0.21%	47
2025 Q4	$5.46M	Hold	17,970	–	–	0.17%	52
2025 Q3	$5.02M	Buy	17,970 +4,313	+32%	+$1.05M	0.16%	57
2025 Q2	$3.09M	Hold	13,657	–	–	0.11%	67
2025 Q1	$2.27M	Hold	13,657	–	–	0.1%	71
2024 Q4	$2.7M	Hold	13,657	–	–	0.1%	68
2024 Q3	$2.37M	Hold	13,657	–	–	0.1%	71
2024 Q2	$2.37M	Hold	13,657	–	–	0.1%	70
2024 Q1	$1.86M	Hold	13,657	–	–	0.08%	74
2023 Q4	$1.42M	Hold	13,657	–	–	0.07%	84
2023 Q3	$1.19M	Hold	13,657	–	–	0.07%	86
2023 Q2	$1.38M	Hold	13,657	–	–	0.08%	82
2023 Q1	$1.27M	Hold	13,657	–	–	0.1%	82
2022 Q4	$1.02M	Hold	13,657	–	–	0.08%	80
2022 Q3	$936K	Buy	+13,657	New	+$1.13M	0.07%	88
2022 Q2	–	Sell	-27,600	Closed	-$2.88M	–	209
2022 Q1	$2.88M	Hold	27,600	–	–	0.16%	65
2021 Q4	$3.32M	Buy	+27,600	New	+$3.23M	0.18%	64

Other funds holding TSM

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Yarbrough Capital's TSM Position: Q3 2026 in Review

Yarbrough Capital held its TSMC (TSM) position steady in Q3 2026 at 17,970 shares worth $8.2M. The position accounts for 0.23% of the portfolio, ranked #41.

Yarbrough Capital first reported a position in TSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.58M in Q2 2026. 1,505 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

Yarbrough Capital held 17,970 shares of TSMC worth $8.2M as of Q3 2026.
Yarbrough Capital left its TSMC share count unchanged in Q3 2026.
TSMC made up 0.23% of Yarbrough Capital's portfolio in Q3 2026, its #41 holding.
Yarbrough Capital first reported a position in TSMC in Q4 2021 and has held it in 19 quarters since.
Yarbrough Capital's TSMC position peaked at $8.58M in Q2 2026.
1,505 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Yarbrough Capital's 13F filing for Q3 2026, filed 19 Oct 2026.