Barrier Capital Management’s TSMC TSM Stock Holding History

Barrier 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	$5.3M	Buy	11,094 +480	+5%	+$195K	3.87%	11
2026 Q1	$3.59M	Buy	+10,614	New	+$3.65M	3.15%	12
2023 Q4	–	Sell	-31,390	Closed	-$2.73M	–	16
2023 Q3	$2.73M	Sell	31,390 -55,094	-64%	-$5.21M	3.31%	15
2023 Q2	$8.73M	Sell	86,484 -12,980	-13%	-$1.21M	9.13%	2
2023 Q1	$9.25M	Buy	99,464 +18,030	+22%	+$1.62M	10.91%	2
2022 Q4	$6.07M	Buy	+81,434	New	+$5.89M	8.99%	3

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

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

Barrier Capital Management increased its TSMC (TSM) stake by 4.5% in Q2 2026, buying an estimated $195K and bringing the position to 11,094 shares worth $5.3M. The position accounts for 3.87% of the portfolio, ranked #11.

Barrier Capital Management first reported a position in TSM in Q4 2022 and has held it in 6 quarters since. The position peaked at $9.25M in Q1 2023. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Barrier Capital Management held 11,094 shares of TSMC worth $5.3M as of Q2 2026.
Barrier Capital Management bought 480 TSMC shares in Q2 2026, an estimated $195K.
TSMC made up 3.87% of Barrier Capital Management's portfolio in Q2 2026, its #11 holding.
Barrier Capital Management first reported a position in TSMC in Q4 2022 and has held it in 6 quarters since.
Barrier Capital Management's TSMC position peaked at $9.25M in Q1 2023.
3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Barrier Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.