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BlueSpruce Investments’s TSMC TSM Stock Holding History

BlueSpruce Investments’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 		$208M Buy
434,582
+113,086
+35% +$45.9M 31.91% 1
2026
Q1 		$109M Sell
321,496
-1,691,842
-84% -$582M 17.21% 3
2025
Q4 		$612M Sell
2,013,338
-496,796
-20% -$146M 15.61% 3
2025
Q3 		$701M Buy
2,510,134
+417,331
+20% +$102M 16.1% 2
2025
Q2 		$474M Sell
2,092,803
-304,856
-13% -$56.5M 11.03% 2
2025
Q1 		$398M Buy
2,397,659
+100,187
+4% +$19.5M 9.29% 5
2024
Q4 		$454M Sell
2,297,472
-189,982
-8% -$36.8M 9.22% 4
2024
Q3 		$432M Buy
2,487,454
+288,864
+13% +$49.2M 7.96% 5
2024
Q2 		$382M Buy
+2,198,590
New +$333M 7.02% 8

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BlueSpruce Investments's TSM Position: Q2 2026 in Review

BlueSpruce Investments increased its TSMC (TSM) stake by 35% in Q2 2026, buying an estimated $45.9M and bringing the position to 434,582 shares worth $208M. The position accounts for 31.91% of the portfolio, ranked #1.

BlueSpruce Investments first reported a position in TSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $701M in Q3 2025. 3,574 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • BlueSpruce Investments held 434,582 shares of TSMC worth $208M as of Q2 2026.
  • BlueSpruce Investments bought 113,086 TSMC shares in Q2 2026, an estimated $45.9M.
  • TSMC made up 31.91% of BlueSpruce Investments's portfolio in Q2 2026, its #1 holding.
  • BlueSpruce Investments first reported a position in TSMC in Q2 2024 and has held it in 9 quarters since.
  • BlueSpruce Investments's TSMC position peaked at $701M in Q3 2025.
  • 3,574 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on BlueSpruce Investments's 13F filing for Q2 2026, filed 14 Aug 2026.