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 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 $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

Brilliance Asset Management's TSM Position: Q1 2026 in Review

Brilliance Asset Management opened a new position in TSMC (TSM) in Q1 2026: 8,009 shares worth $2.71M. The stake represents 0.8% of the portfolio and ranks #14 among its holdings. This is a return to the name: Brilliance Asset Management previously reported a position in TSM as recently as Q2 2024.

Brilliance Asset Management first reported a position in TSM in Q2 2020 and has held it in 8 quarters since. The position peaked at $67.3M in Q2 2022. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Brilliance Asset Management held 8,009 shares of TSMC worth $2.71M as of Q1 2026.
TSMC was a new Brilliance Asset Management position in Q1 2026.
TSMC made up 0.8% of Brilliance Asset Management's portfolio in Q1 2026, its #14 holding.
Brilliance Asset Management first reported a position in TSMC in Q2 2020 and has held it in 8 quarters since.
Brilliance Asset Management's TSMC position peaked at $67.3M in Q2 2022.
3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Brilliance Asset Management's 13F filing for Q1 2026, filed 12 May 2026.