ATI
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ARK & TLK Investments’s TSMC TSM Stock Holding History

ARK & TLK Investments’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 		$874K Hold
1,829
– – 0.22% 60
2026
Q1 		$618K Buy
1,829
+200
+12% +$68.8K 0.17% 68
2025
Q4 		$495K Hold
1,629
– – 0.14% 74
2025
Q3 		$455K Buy
+1,629
New +$398K 0.14% 80

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

ARK & TLK Investments's TSM Position: Q2 2026 in Review

ARK & TLK Investments held its TSMC (TSM) position steady in Q2 2026 at 1,829 shares worth $874K. The position accounts for 0.22% of the portfolio, ranked #60.

ARK & TLK Investments first reported a position in TSM in Q3 2025 and has held it in 4 quarters since. 1,299 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • ARK & TLK Investments held 1,829 shares of TSMC worth $874K as of Q2 2026.
  • ARK & TLK Investments left its TSMC share count unchanged in Q2 2026.
  • TSMC made up 0.22% of ARK & TLK Investments's portfolio in Q2 2026, its #60 holding.
  • ARK & TLK Investments first reported a position in TSMC in Q3 2025 and has held it in 4 quarters since.
  • 1,299 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on ARK & TLK Investments's 13F filing for Q2 2026, filed 20 Jul 2026.