Bluefin Capital Management’s TSMC TSM Stock Holding History

Bluefin 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
2022 Q1	–	Sell	-114,300	Closed	-$6K	–	987
2021 Q4	$6K	Buy	+114,300	New	+$13.4M	﹤0.01%	828
2021 Q3	–	Sell	-14,300	Closed	-$1K	–	894
2021 Q2	$1K	Buy	14,300 +900	+7%	+$105K	﹤0.01%	676
2021 Q1	$1K	Buy	+13,400	New	+$1.66M	﹤0.01%	757
2014 Q4	–	Sell	-110,000	Closed	-$47K	–	904
2014 Q3	$47K	Buy	+110,000	New	+$2.29M	﹤0.01%	751

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bluefin Capital Management's TSM Position: Q1 2026 in Review

Bluefin Capital Management reduced its TSMC (TSM) stake by 67% in Q1 2026, selling an estimated $1.31M and leaving 1,890 shares worth $639K. The position accounts for 0.41% of the portfolio, ranked #42.

Bluefin Capital Management first reported a position in TSM in Q2 2014 and has held it in 11 quarters since. The position peaked at $5.65M in Q2 2021. 3,261 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Bluefin Capital Management held 1,890 shares of TSMC worth $639K as of Q1 2026.
Bluefin Capital Management sold 3,810 TSMC shares in Q1 2026, an estimated $1.31M.
TSMC made up 0.41% of Bluefin Capital Management's portfolio in Q1 2026, its #42 holding.
Bluefin Capital Management first reported a position in TSMC in Q2 2014 and has held it in 11 quarters since.
Bluefin Capital Management's TSMC position peaked at $5.65M in Q2 2021.
3,261 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Bluefin Capital Management's 13F filing for Q1 2026, filed 15 May 2026.