Avalon Capital Management’s TSMC TSM Stock Holding History

Avalon 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	$1.71M	Buy	3,580 +343	+11%	+$139K	0.4%	44
2026 Q1	$1.09M	Sell	3,237 -82	-2%	-$28.2K	0.31%	50
2025 Q4	$1.01M	Buy	3,319 +714	+27%	+$210K	0.24%	61
2025 Q3	$728K	Buy	2,605 +375	+17%	+$91.7K	0.18%	70
2025 Q2	$505K	Sell	2,230 -893	-29%	-$165K	0.14%	82
2025 Q1	$518K	Sell	3,123 -101	-3%	-$19.6K	0.15%	83
2024 Q4	$637K	Buy	3,224 +873	+37%	+$169K	0.21%	76
2024 Q3	$408K	Hold	2,351	–	–	0.12%	89
2024 Q2	$409K	Buy	2,351 +194	+9%	+$29.4K	0.13%	82
2024 Q1	$293K	Hold	2,157	–	–	0.12%	74
2023 Q4	$224K	Buy	+2,157	New	+$206K	0.09%	87

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

Avalon Capital Management's TSM Position: Q2 2026 in Review

Avalon Capital Management increased its TSMC (TSM) stake by 11% in Q2 2026, buying an estimated $139K and bringing the position to 3,580 shares worth $1.71M. The position accounts for 0.4% of the portfolio, ranked #44.

Avalon Capital Management first reported a position in TSM in Q4 2023 and has held it in 11 quarters since. 3,560 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Avalon Capital Management held 3,580 shares of TSMC worth $1.71M as of Q2 2026.
Avalon Capital Management bought 343 TSMC shares in Q2 2026, an estimated $139K.
TSMC made up 0.4% of Avalon Capital Management's portfolio in Q2 2026, its #44 holding.
Avalon Capital Management first reported a position in TSMC in Q4 2023 and has held it in 11 quarters since.
3,560 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.