BCM
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Barometer Capital Management’s TSMC TSM Stock Holding History

Barometer 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
Q1 		$1.52M Buy
+4,490
New +$1.55M 0.52% 48
2025
Q4 		– Sell
-4,403
Closed -$1.23M – 151
2025
Q3 		$1.23M Buy
4,403
+1,400
+47% +$342K 0.28% 54
2025
Q2 		$680K Buy
3,003
+600
+25% +$111K 0.19% 60
2025
Q1 		$399K Sell
2,403
-923
-28% -$179K 0.15% 65
2024
Q4 		$629K Buy
3,326
+2,133
+179% +$413K 0.25% 56
2024
Q3 		$207K Hold
1,193
– – 0.06% 110
2024
Q2 		$207K Sell
1,193
-2,300
-66% -$349K 0.08% 109
2024
Q1 		$480K Buy
3,493
+2,293
+191% +$285K 0.12% 91
2023
Q4 		$125K Buy
+1,200
New +$114K 0.04% 118

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Barometer Capital Management's TSM Position: Q1 2026 in Review

Barometer Capital Management opened a new position in TSMC (TSM) in Q1 2026: 4,490 shares worth $1.52M. The stake represents 0.52% of the portfolio and ranks #48 among its holdings. This is a return to the name: Barometer Capital Management previously reported a position in TSM as recently as Q3 2025.

Barometer Capital Management first reported a position in TSM in Q4 2023 and has held it in 9 quarters since. 3,258 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Barometer Capital Management held 4,490 shares of TSMC worth $1.52M as of Q1 2026.
  • TSMC was a new Barometer Capital Management position in Q1 2026.
  • TSMC made up 0.52% of Barometer Capital Management's portfolio in Q1 2026, its #48 holding.
  • Barometer Capital Management first reported a position in TSMC in Q4 2023 and has held it in 9 quarters since.
  • 3,258 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Barometer Capital Management's 13F filing for Q1 2026, filed 12 May 2026.