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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
Q2 		$2.29M Buy
4,790
+300
+7% +$122K 0.64% 34
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 $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Barometer Capital Management increased its TSMC (TSM) stake by 6.7% in Q2 2026, buying an estimated $122K and bringing the position to 4,790 shares worth $2.29M. The position accounts for 0.64% of the portfolio, ranked #34.

Barometer Capital Management first reported a position in TSM in Q4 2023 and has held it in 10 quarters since. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Barometer Capital Management held 4,790 shares of TSMC worth $2.29M as of Q2 2026.
  • Barometer Capital Management bought 300 TSMC shares in Q2 2026, an estimated $122K.
  • TSMC made up 0.64% of Barometer Capital Management's portfolio in Q2 2026, its #34 holding.
  • Barometer Capital Management first reported a position in TSMC in Q4 2023 and has held it in 10 quarters since.
  • 3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.