Abn Amro Investment Solutions 13F: Adds $36M to TSM Stake

Abn Amro Investment Solutions lifted its position in Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM) by 79,583 shares during the period, according to a Form 13F filing filed with the Securities and Exchange Commission on October 21, 2026. The purchase brought the firm's total holdings to 379,929 shares. The reported value of the stake reached $173,319,810. Shares of Taiwan Semiconductor closed at $431.89 on the filing date.

TSM Taiwan Semiconductor Manufacturing Company Limited

$426.51 ▲ +34.49% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in Abn Amro Investment Solutions's TSM Position

The fund increased its investment by a 26.5% margin, lifting its previous share count of 300,346 up to 379,929 shares. The added shares brought the total value of the position to over $173 million.

Other Institutional Activity in TSM

Trinity Street Asset Management reduced its holdings by 75,280 shares, ending with 855,571 shares valued at about $390.3 million. PineStone Asset Management trimmed its stake by 328,102 shares to finish with 4,631,892 shares worth roughly $2.11 billion. Montrusco Bolton Investments cut its position by 111,660 shares, leaving it with 251,239 shares valued at $114.6 million. Euro Pacific Asset Management grew its holdings by 117 shares, ending with 2,990 shares worth about $1.2 million. Moody Lynn Lieberson & Walker exited its position entirely by selling all 7,869 of its shares.

Taiwan Semiconductor Manufacturing Company Limited Stock Down 1.1%

Taiwan Semiconductor recently traded around $420.23 as of October 22, 2026, sitting 2.7% below its event-day close. The stock has traded between a 52-week low of $266.82 and a 52-week high of $487.47.

Recent Earnings

Taiwan Semiconductor reported trailing twelve-month revenue of $4,944,817,029,120 and earnings of $15.43 per share. The company achieved a net profit margin of 51.1% and a return on equity of 41.9%, paired with year-over-year revenue growth of 50.9%. The next quarterly earnings report is scheduled for release on January 14, 2027.

Dividend

The company pays an annual dividend rate of $3.77 per share, translating to a dividend yield of 0.87%. The payout ratio stands at 24.5% of earnings.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing Company Limited

Officer Bor-Zen Tien bought 20 shares on April 28, 2026, followed by another purchase of 17 shares on May 20, 2026. Tien later acquired 10 shares at $405 per share on July 20, 2026, and another 15 shares at $390 per share on July 28, 2026, for a total transaction value of $5,850.

Analysts Set New Price Targets

Stifel initiated coverage with a buy rating and a $515 price target on September 2, 2026. Barclays maintained an overweight rating while raising its price target from $650 to $665 on October 6, 2026, and later nudged the target to $670 on October 16, 2026. Needham kept a buy rating and lifted its target from $530 to $560 on October 15, 2026. DA Davidson maintained a buy rating with a $500 target on October 16, 2026. The stock carries a consensus strong buy rating from 20 analysts.

About Taiwan Semiconductor Manufacturing Company Limited

Taiwan Semiconductor operates as a dedicated semiconductor foundry, manufacturing integrated circuits and chips used across consumer electronics, computing, and communications. The company utilizes advanced wafer fabrication processes to supply silicon to major technology firms worldwide. Institutional interest remains high as global demand for specialized computing hardware continues to expand.

Bottom Line

Abn Amro's expanded investment reflects ongoing institutional participation in the semiconductor leader. Investors will look toward the next earnings update on January 14, 2027, for further details on operational performance and market demand.