Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Maestria Partners LLC’s Largest Position

thelincolnianonline.com Sep 4, 2026

Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Maestria Partners LLC’s Largest Position

Curated by Shubham · TechCapsules · Sep 4, 2026

AI-summarised brief · reviewed before publication

Maestria Partners LLC reduced its stake in Taiwan Semiconductor Manufacturing Company Ltd. by 12.9% during the second quarter, selling 11,000 shares. Despite this reduction, TSM remains Maestria’s largest position, comprising 12.3% of the portfolio with 74,000 shares valued at $35.34 million. Other institutional investors also adjusted their holdings. Quattro Advisors and Hilton Head Capital Partners initiated new positions in the fourth quarter. Strategic Advocates LLC increased its stake by 62.1%, while Evolution Wealth Management Inc. boosted its position by 257.7% in the first quarter. Institutional ownership currently stands at 16.51%. Additionally, TSM executives Lipen Yuan and Shyue-Shyh Lin purchased 1,000 shares each in August and July, respectively. These insider transactions occurred at average prices of $74.50 and $74.13 per share, increasing their total holdings. All activities were disclosed in recent Securities and Exchange Commission filings.

💡 Why It Matters

· Executive purchases signal internal confidence in the company's trajectory despite a major fund trimming its position.
· This divergence between institutional reduction and insider accumulation suggests a complex market sentiment regarding TSM's near-term valuation.

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