Berkshire Capital Holdings’s TSMC TSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Berkshire Capital Holdings's TSM Position: Q1 2026 in Review

Berkshire Capital Holdings reduced its TSMC (TSM) stake by 28% in Q1 2026, selling an estimated $9.68M and leaving 73,970 shares worth $25M. The position accounts for 9.02% of the portfolio, ranked #2.

Berkshire Capital Holdings first reported a position in TSM in Q4 2019 and has held it in 26 quarters since. The position peaked at $31M in Q4 2025. 3,267 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Berkshire Capital Holdings held 73,970 shares of TSMC worth $25M as of Q1 2026.
  • Berkshire Capital Holdings sold 28,130 TSMC shares in Q1 2026, an estimated $9.68M.
  • TSMC made up 9.02% of Berkshire Capital Holdings's portfolio in Q1 2026, its #2 holding.
  • Berkshire Capital Holdings first reported a position in TSMC in Q4 2019 and has held it in 26 quarters since.
  • Berkshire Capital Holdings's TSMC position peaked at $31M in Q4 2025.
  • 3,267 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

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