Brilliance Asset Management’s TSMC TSM Stock Holding History

Brilliance Asset 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	$8.49M	Buy	17,771 +9,762	+122%	+$3.96M	2.5%	7
2026 Q1	$2.71M	Buy	+8,009	New	+$2.76M	0.8%	14
2024 Q3	–	Sell	-5,057	Closed	-$879K	–	14
2024 Q2	$879K	Buy	5,057 +651	+15%	+$98.7K	0.22%	13
2024 Q1	$599K	Buy	+4,406	New	+$547K	0.13%	9
2022 Q3	–	Sell	-823,297	Closed	-$67.3M	–	8
2022 Q2	$67.3M	Buy	+823,297	New	+$76.1M	13.95%	3
2021 Q2	–	Sell	-50,000	Closed	-$5.91M	–	11
2021 Q1	$5.91M	Sell	50,000 -90,912	-65%	-$11.3M	0.27%	9
2020 Q4	$15.4M	Hold	140,912	–	–	0.61%	7
2020 Q3	$11.4M	Hold	140,912	–	–	0.73%	9
2020 Q2	$8M	Buy	+140,912	New	+$7.43M	0.76%	6

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brilliance Asset Management's TSM Position: Q2 2026 in Review

Brilliance Asset Management increased its TSMC (TSM) stake by 122% in Q2 2026, buying an estimated $3.96M and bringing the position to 17,771 shares worth $8.49M. The position accounts for 2.5% of the portfolio, ranked #7.

Brilliance Asset Management first reported a position in TSM in Q2 2020 and has held it in 9 quarters since. The position peaked at $67.3M in Q2 2022. 3,573 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Brilliance Asset Management held 17,771 shares of TSMC worth $8.49M as of Q2 2026.
Brilliance Asset Management bought 9,762 TSMC shares in Q2 2026, an estimated $3.96M.
TSMC made up 2.5% of Brilliance Asset Management's portfolio in Q2 2026, its #7 holding.
Brilliance Asset Management first reported a position in TSMC in Q2 2020 and has held it in 9 quarters since.
Brilliance Asset Management's TSMC position peaked at $67.3M in Q2 2022.
3,573 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Brilliance Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.