Berkshire Capital Holdings’s TSMC TSM Stock Holding History

Berkshire Capital Holdings’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	$37.2M	Buy	77,910 +3,940	+5%	+$1.6M	8.05%	2
2026 Q1	$25M	Sell	73,970 -28,130	-28%	-$9.68M	9.02%	2
2025 Q4	$31M	Buy	102,100 +43,480	+74%	+$12.8M	10.28%	2
2025 Q3	$16.4M	Sell	58,620 -29,430	-33%	-$7.2M	4.97%	6
2025 Q2	$19.9M	Buy	88,050 +37,130	+73%	+$6.88M	6.98%	3
2025 Q1	$8.45M	Sell	50,920 -33,440	-40%	-$6.5M	4.04%	13
2024 Q4	$16.7M	Buy	84,360 +18,030	+27%	+$3.49M	6.02%	4
2024 Q3	$11.5M	Sell	66,330 -19,530	-23%	-$3.33M	4.89%	10
2024 Q2	$14.9M	Buy	85,860 +85,850	+858,500%	+$13M	6.03%	6
2024 Q1	$1.36K	Hold	10	–	–	﹤0.01%	52
2023 Q4	$1.04K	Hold	10	–	–	﹤0.01%	53
2023 Q3	$869	Hold	10	–	–	﹤0.01%	53
2023 Q2	$1.01K	Hold	10	–	–	﹤0.01%	50
2023 Q1	$930	Hold	10	–	–	﹤0.01%	51
2022 Q4	$745	Hold	10	–	–	﹤0.01%	55
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	64
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	78
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	70
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	73
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	78
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	82
2021 Q1	$1K	Hold	10	–	–	﹤0.01%	77
2020 Q4	$1K	Hold	10	–	–	﹤0.01%	71
2020 Q3	$1K	Hold	10	–	–	﹤0.01%	65
2020 Q2	$1K	Hold	10	–	–	﹤0.01%	55
2020 Q1	$0	Hold	10	–	–	﹤0.01%	54
2019 Q4	$1K	Buy	+10	New	+$530	﹤0.01%	44

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

Berkshire Capital Holdings's TSM Position: Q2 2026 in Review

Berkshire Capital Holdings increased its TSMC (TSM) stake by 5.3% in Q2 2026, buying an estimated $1.6M and bringing the position to 77,910 shares worth $37.2M. The position accounts for 8.05% of the portfolio, ranked #2.

Berkshire Capital Holdings first reported a position in TSM in Q4 2019 and has held it in 27 quarters since. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Berkshire Capital Holdings held 77,910 shares of TSMC worth $37.2M as of Q2 2026.
Berkshire Capital Holdings bought 3,940 TSMC shares in Q2 2026, an estimated $1.6M.
TSMC made up 8.05% of Berkshire Capital Holdings's portfolio in Q2 2026, its #2 holding.
Berkshire Capital Holdings first reported a position in TSMC in Q4 2019 and has held it in 27 quarters since.
3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

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