7G Capital Management’s TSMC TSM Stock Holding History

7G 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	$34.6M	Sell	72,500 -37,500	-34%	-$15.2M	15.84%	2
2026 Q1	$37.2M	Hold	110,000	–	–	22.1%	2
2025 Q4	$33.4M	Hold	110,000	–	–	20.79%	2
2025 Q3	$30.7M	Hold	110,000	–	–	19.69%	2
2025 Q2	$24.9M	Buy	110,000 +30,000	+38%	+$5.56M	19.39%	2
2025 Q1	$13.3M	Buy	80,000 +31,500	+65%	+$6.12M	11.38%	4
2024 Q4	$9.58M	Hold	48,500	–	–	8.43%	4
2024 Q3	$8.42M	Hold	48,500	–	–	3.63%	5
2024 Q2	$8.04M	Hold	48,500	–	–	3.53%	6
2024 Q1	$6.6M	Hold	48,500	–	–	3.48%	6
2023 Q4	$5.04M	Buy	48,500 +43,500	+870%	+$4.15M	2.59%	6
2023 Q3	$435K	Hold	5,000	–	–	0.24%	7
2023 Q2	$505K	Hold	5,000	–	–	0.26%	7
2023 Q1	$465K	Buy	5,000 +4,000	+400%	+$359K	0.28%	7
2022 Q4	$75K	Buy	+1,000	New	+$72.3K	0.05%	8

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

7G Capital Management's TSM Position: Q2 2026 in Review

7G Capital Management reduced its TSMC (TSM) stake by 34% in Q2 2026, selling an estimated $15.2M and leaving 72,500 shares worth $34.6M. The position accounts for 15.84% of the portfolio, ranked #2.

7G Capital Management first reported a position in TSM in Q4 2022 and has held it in 15 quarters since. The position peaked at $37.2M in Q1 2026. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

7G Capital Management held 72,500 shares of TSMC worth $34.6M as of Q2 2026.
7G Capital Management sold 37,500 TSMC shares in Q2 2026, an estimated $15.2M.
TSMC made up 15.84% of 7G Capital Management's portfolio in Q2 2026, its #2 holding.
7G Capital Management first reported a position in TSMC in Q4 2022 and has held it in 15 quarters since.
7G Capital Management's TSMC position peaked at $37.2M in Q1 2026.
3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on 7G Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.