YCM
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Yousif Capital Management’s TSMC TSM Stock Holding History

Yousif Capital 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 		$3.17M Sell
6,630
-25,553
-79% -$10.4M 0.04% 469
2026
Q1 		$10.9M Sell
32,183
-1,441
-4% -$496K 0.13% 137
2025
Q4 		$11M Sell
33,624
-10,210
-23% -$3M 0.12% 145
2025
Q3 		$12.2M Sell
43,834
-710
-2% -$174K 0.13% 137
2025
Q2 		$10.1M Buy
44,544
+4,049
+10% +$750K 0.11% 167
2025
Q1 		$6.72M Hold
40,495
– – 0.08% 237
2024
Q4 		$8M Sell
40,495
-37,050
-48% -$7.17M 0.09% 204
2024
Q3 		$13.5M Sell
77,545
-4,419
-5% -$753K 0.15% 126
2024
Q2 		$14.2M Sell
81,964
-56,279
-41% -$8.54M 0.16% 111
2024
Q1 		$18.8M Sell
138,243
-12,900
-9% -$1.6M 0.21% 83
2023
Q4 		$15.7M Buy
151,143
+6,790
+5% +$648K 0.19% 98
2023
Q3 		$12.5M Sell
144,353
-2,150
-1% -$203K 0.16% 117
2023
Q2 		$14.8M Buy
146,503
+170
+0.1% +$15.8K 0.18% 103
2023
Q1 		$13.6M Sell
146,333
-1,800
-1% -$162K 0.18% 109
2022
Q4 		$11M Buy
148,133
+3,740
+3% +$271K 0.14% 134
2022
Q3 		$9.9M Buy
144,393
+1,550
+1% +$128K 0.14% 131
2022
Q2 		$11.7M Buy
142,843
+55,250
+63% +$5.11M 0.15% 111
2022
Q1 		$9.13M Buy
87,593
+20,100
+30% +$2.35M 0.1% 189
2021
Q4 		$8.12M Buy
+67,493
New +$7.91M 0.08% 212

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

Yousif Capital Management's TSM Position: Q2 2026 in Review

Yousif Capital Management reduced its TSMC (TSM) stake by 79% in Q2 2026, selling an estimated $10.4M and leaving 6,630 shares worth $3.17M. The position accounts for 0.04% of the portfolio, ranked #469.

Yousif Capital Management first reported a position in TSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.8M in Q1 2024. 955 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Yousif Capital Management held 6,630 shares of TSMC worth $3.17M as of Q2 2026.
  • Yousif Capital Management sold 25,553 TSMC shares in Q2 2026, an estimated $10.4M.
  • TSMC made up 0.04% of Yousif Capital Management's portfolio in Q2 2026, its #469 holding.
  • Yousif Capital Management first reported a position in TSMC in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's TSMC position peaked at $18.8M in Q1 2024.
  • 955 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.