Analog Century Management’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
Other funds holding TSM
Analog Century Management's TSM Position: Q1 2026 in Review
Analog Century Management reduced its TSMC (TSM) stake by 23% in Q1 2026, selling an estimated $31.4M and leaving 302,885 shares worth $102M. The position accounts for 4.89% of the portfolio, ranked #7.
Analog Century Management first reported a position in TSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $131M in Q2 2025. 3,258 funds tracked by Wall St. Rank hold TSM as of Q1 2026.
- Analog Century Management held 302,885 shares of TSMC worth $102M as of Q1 2026.
- Analog Century Management sold 91,153 TSMC shares in Q1 2026, an estimated $31.4M.
- TSMC made up 4.89% of Analog Century Management's portfolio in Q1 2026, its #7 holding.
- Analog Century Management first reported a position in TSMC in Q4 2022 and has held it in 14 quarters since.
- Analog Century Management's TSMC position peaked at $131M in Q2 2025.
- 3,258 funds tracked by Wall St. Rank held TSMC as of Q1 2026.
Based on Analog Century Management's 13F filing for Q1 2026, filed 15 May 2026.