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BluePath Capital Management’s TSMC TSM Stock Holding History

BluePath 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 		$676K Sell
1,416
-62
-4% -$25.2K 0.37% 85
2026
Q1 		$500K Sell
1,478
-183
-11% -$63K 0.34% 84
2025
Q4 		$505K Sell
1,661
-23
-1% -$6.75K 0.34% 82
2025
Q3 		$470K Buy
1,684
+54
+3% +$13.2K 0.34% 75
2025
Q2 		$369K Buy
1,630
+216
+15% +$40K 0.32% 74
2025
Q1 		$235K Sell
1,414
-894
-39% -$174K 0.24% 78
2024
Q4 		$465K Buy
2,308
+432
+23% +$83.6K 0.25% 79
2024
Q3 		$326K Buy
1,876
+264
+16% +$45K 0.2% 86
2024
Q2 		$280K Buy
+1,612
New +$245K 0.2% 95

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

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

BluePath Capital Management reduced its TSMC (TSM) stake by 4.2% in Q2 2026, selling an estimated $25.2K and leaving 1,416 shares worth $676K. The position accounts for 0.37% of the portfolio, ranked #85.

BluePath Capital Management first reported a position in TSM in Q2 2024 and has held it in 9 quarters since. 1,079 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • BluePath Capital Management held 1,416 shares of TSMC worth $676K as of Q2 2026.
  • BluePath Capital Management sold 62 TSMC shares in Q2 2026, an estimated $25.2K.
  • TSMC made up 0.37% of BluePath Capital Management's portfolio in Q2 2026, its #85 holding.
  • BluePath Capital Management first reported a position in TSMC in Q2 2024 and has held it in 9 quarters since.
  • 1,079 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on BluePath Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.