Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$29.2M Buy
+61,210
New +$24.8M 10.05% 4
2026
Q1
Sell
-14,090
Closed -$4.28M 16
2025
Q4
$4.28M Buy
+14,090
New +$4.13M 1.66% 12
2025
Q3
Sell
-17,312
Closed -$3.92M 18
2025
Q2
$3.92M Sell
17,312
-22,554
-57% -$4.18M 1.48% 16
2025
Q1
$6.62M Sell
39,866
-89,364
-69% -$17.4M 2.73% 12
2024
Q4
$25.5M Buy
129,230
+3,941
+3% +$763K 12.83% 3
2024
Q3
$21.8M Buy
125,289
+37,467
+43% +$6.38M 3.79% 6
2024
Q2
$15.3M Buy
+87,822
New +$13.3M 3.19% 8
2024
Q1
Sell
-7,743
Closed -$805K 22
2023
Q4
$805K Sell
7,743
-45,495
-85% -$4.34M 0.3% 17
2023
Q3
$4.63M Sell
53,238
-29,354
-36% -$2.78M 5.12% 9
2023
Q2
$8.34M Buy
82,592
+6,615
+9% +$616K 9.8% 3
2023
Q1
$7.07K Buy
+75,977
New +$6.82M 8.66% 5
2022
Q1
Sell
-111,250
Closed -$13.4M 33
2021
Q4
$13.4M Buy
111,250
+5,100
+5% +$597K 2.99% 13
2021
Q3
$11.9M Sell
106,150
-45,215
-30% -$5.31M 2.5% 19
2021
Q2
$18.2M Buy
151,365
+30,950
+26% +$3.63M 2.59% 17
2021
Q1
$14.2M Buy
120,415
+60,315
+100% +$7.47M 2.25% 18
2020
Q4
$6.55M Sell
60,100
-27,300
-31% -$2.59M 1.29% 23
2020
Q3
$7.09M Buy
87,400
+8,250
+10% +$627K 1.71% 17
2020
Q2
$4.49M Sell
79,150
-10,000
-11% -$527K 1.79% 16
2020
Q1
$4.26M Buy
+89,150
New +$4.88M 2.62% 15

Other funds holding TSM

AMS Capital's TSM Position: Q2 2026 in Review

AMS Capital opened a new position in TSMC (TSM) in Q2 2026: 61,210 shares worth $29.2M. The stake represents 10.05% of the portfolio and ranks #4 among its holdings. This is a return to the name: AMS Capital previously reported a position in TSM as recently as Q4 2025.

AMS Capital first reported a position in TSM in Q1 2020 and has held it in 19 quarters since. 2,597 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • AMS Capital held 61,210 shares of TSMC worth $29.2M as of Q2 2026.
  • TSMC was a new AMS Capital position in Q2 2026.
  • TSMC made up 10.05% of AMS Capital's portfolio in Q2 2026, its #4 holding.
  • AMS Capital first reported a position in TSMC in Q1 2020 and has held it in 19 quarters since.
  • 2,597 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on AMS Capital's 13F filing for Q2 2026, filed 6 Aug 2026.