Barden Capital Management’s TSMC TSM Stock Holding History

Barden 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	$2.69M	Sell	5,633 -2,724	-33%	-$1.11M	2.48%	11
2026 Q1	$2.82M	Buy	8,357 +144	+2%	+$49.6K	2.42%	10
2025 Q4	$2.5M	Sell	8,213 -318	-4%	-$93.3K	2.05%	14
2025 Q3	$2.38M	Sell	8,531 -56	-0.7%	-$13.7K	1.98%	13
2025 Q2	$1.94M	Sell	8,587 -321	-4%	-$59.5K	1.7%	22
2025 Q1	$1.48M	Buy	8,908 +63	+0.7%	+$12.2K	1.32%	30
2024 Q4	$1.75M	Sell	8,845 -61	-0.7%	-$11.8K	1.5%	26
2024 Q3	$1.55M	Sell	8,906 -346	-4%	-$59K	1.36%	30
2024 Q2	$1.6M	Buy	9,252 +75	+0.8%	+$11.4K	1.51%	25
2024 Q1	$1.25M	Buy	+9,177	New	+$1.14M	1.21%	33

Other funds holding TSM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Barden Capital Management reduced its TSMC (TSM) stake by 33% in Q2 2026, selling an estimated $1.11M and leaving 5,633 shares worth $2.69M. The position accounts for 2.48% of the portfolio, ranked #11.

Barden Capital Management first reported a position in TSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.82M in Q1 2026. 2,041 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Barden Capital Management held 5,633 shares of TSMC worth $2.69M as of Q2 2026.
Barden Capital Management sold 2,724 TSMC shares in Q2 2026, an estimated $1.11M.
TSMC made up 2.48% of Barden Capital Management's portfolio in Q2 2026, its #11 holding.
Barden Capital Management first reported a position in TSMC in Q1 2024 and has held it in 10 quarters since.
Barden Capital Management's TSMC position peaked at $2.82M in Q1 2026.
2,041 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

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