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 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 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 $295B AUM 31.6% 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 $145B AUM 34.61% 1-Year Est. Return

BlueSpruce Investments's TSM Position: Q1 2026 in Review

BlueSpruce Investments reduced its TSMC (TSM) stake by 84% in Q1 2026, selling an estimated $582M and leaving 321,496 shares worth $109M. The position accounts for 17.21% of the portfolio, ranked #3.

BlueSpruce Investments first reported a position in TSM in Q2 2024 and has held it in 8 quarters since. The position peaked at $701M in Q3 2025. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

BlueSpruce Investments held 321,496 shares of TSMC worth $109M as of Q1 2026.
BlueSpruce Investments sold 1,691,842 TSMC shares in Q1 2026, an estimated $582M.
TSMC made up 17.21% of BlueSpruce Investments's portfolio in Q1 2026, its #3 holding.
BlueSpruce Investments first reported a position in TSMC in Q2 2024 and has held it in 8 quarters since.
BlueSpruce Investments's TSMC position peaked at $701M in Q3 2025.
3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on BlueSpruce Investments's 13F filing for Q1 2026, filed 15 May 2026.