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Bayforest Capital’s TSMC TSM Stock Holding History

Bayforest Capital’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 		$71.3K Sell
211
-292
-58% -$100K 0.08% 467
2025
Q4 		$153K Buy
+503
New +$148K 0.11% 358
2025
Q3 		– Sell
-658
Closed -$149K – 924
2025
Q2 		$149K Buy
+658
New +$122K 0.07% 424
2025
Q1 		– Sell
-551
Closed -$109K – 901
2024
Q4 		$109K Buy
+551
New +$107K 0.14% 297

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

Bayforest Capital's TSM Position: Q1 2026 in Review

Bayforest Capital reduced its TSMC (TSM) stake by 58% in Q1 2026, selling an estimated $100K and leaving 211 shares worth $71.3K. The position accounts for 0.08% of the portfolio, ranked #467.

Bayforest Capital first reported a position in TSM in Q4 2024 and has held it in 4 quarters since. The position peaked at $153K in Q4 2025. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Bayforest Capital held 211 shares of TSMC worth $71.3K as of Q1 2026.
  • Bayforest Capital sold 292 TSMC shares in Q1 2026, an estimated $100K.
  • TSMC made up 0.08% of Bayforest Capital's portfolio in Q1 2026, its #467 holding.
  • Bayforest Capital first reported a position in TSMC in Q4 2024 and has held it in 4 quarters since.
  • Bayforest Capital's TSMC position peaked at $153K in Q4 2025.
  • 3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.