Ardmore Road Asset Management’s TSMC TSM Stock Holding History

Ardmore Road Asset 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	$53.9M	Sell	112,800 -37,200	-25%	-$15.1M	3.16%	5
2026 Q1	$50.7M	Sell	150,000 -6,335	-4%	-$2.18M	3.34%	5
2025 Q4	$47.5M	Sell	156,335 -43,665	-22%	-$12.8M	3.6%	3
2025 Q3	$55.9M	Buy	+200,000	New	+$48.9M	3.61%	6
2025 Q2	–	Sell	-110,000	Closed	-$18.3M	–	56
2025 Q1	$18.3M	Sell	110,000 -30,000	-21%	-$5.83M	1.87%	25
2024 Q4	$27.6M	Buy	+140,000	New	+$27.1M	4.03%	8
2024 Q3	–	Sell	-150,000	Closed	-$26.1M	–	61
2024 Q2	$26.1M	Buy	150,000 +50,000	+50%	+$7.58M	3.96%	8
2024 Q1	$13.6M	Buy	+100,000	New	+$12.4M	2.4%	17

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

Ardmore Road Asset Management's TSM Position: Q2 2026 in Review

Ardmore Road Asset Management reduced its TSMC (TSM) stake by 25% in Q2 2026, selling an estimated $15.1M and leaving 112,800 shares worth $53.9M. The position accounts for 3.16% of the portfolio, ranked #5.

Ardmore Road Asset Management first reported a position in TSM in Q1 2024 and has held it in 8 quarters since. The position peaked at $55.9M in Q3 2025. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Ardmore Road Asset Management held 112,800 shares of TSMC worth $53.9M as of Q2 2026.
Ardmore Road Asset Management sold 37,200 TSMC shares in Q2 2026, an estimated $15.1M.
TSMC made up 3.16% of Ardmore Road Asset Management's portfolio in Q2 2026, its #5 holding.
Ardmore Road Asset Management first reported a position in TSMC in Q1 2024 and has held it in 8 quarters since.
Ardmore Road Asset Management's TSMC position peaked at $55.9M in Q3 2025.
3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Ardmore Road Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.