Bryn Mawr Capital Management’s TSMC TSM Stock Holding History

Bryn Mawr 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	$729K	Buy	1,527 +627	+70%	+$254K	0.03%	243
2026 Q1	$304K	Sell	900 -498	-36%	-$171K	0.01%	350
2025 Q4	$425K	Buy	1,398 +440	+46%	+$129K	0.02%	296
2025 Q3	$267K	Buy	+958	New	+$234K	0.01%	362

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

Bryn Mawr Capital Management's TSM Position: Q2 2026 in Review

Bryn Mawr Capital Management increased its TSMC (TSM) stake by 70% in Q2 2026, buying an estimated $254K and bringing the position to 1,527 shares worth $729K. The position accounts for 0.03% of the portfolio, ranked #243.

Bryn Mawr Capital Management first reported a position in TSM in Q3 2025 and has held it in 4 quarters since. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Bryn Mawr Capital Management held 1,527 shares of TSMC worth $729K as of Q2 2026.
Bryn Mawr Capital Management bought 627 TSMC shares in Q2 2026, an estimated $254K.
TSMC made up 0.03% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #243 holding.
Bryn Mawr Capital Management first reported a position in TSMC in Q3 2025 and has held it in 4 quarters since.
3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.