Clear Street’s TSMC TSM Stock Holding History

Clear Street’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	$20.8M	Buy	61,607 +14,361	+30%	+$4.94M	0.08%	73
2025 Q4	$14.4M	Buy	47,246 +14,294	+43%	+$4.19M	0.05%	80
2025 Q3	$9.2M	Buy	32,952 +17,634	+115%	+$4.31M	0.03%	90
2025 Q2	$3.47M	Buy	+15,318	New	+$2.84M	0.01%	79
2022 Q3	–	Sell	-200,172	Closed	-$16.4M	–	1235
2022 Q2	$16.4M	Buy	+200,172	New	+$18.5M	0.7%	38
2022 Q1	–	Sell	-1,360,000	Closed	-$164M	–	478
2021 Q4	$164M	Buy	+1,360,000	New	+$159M	4.5%	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

Clear Street's TSM Position: Q1 2026 in Review

Clear Street increased its TSMC (TSM) stake by 30% in Q1 2026, buying an estimated $4.94M and bringing the position to 61,607 shares worth $20.8M. The position accounts for 0.08% of the portfolio, ranked #73.

Clear Street first reported a position in TSM in Q4 2021 and has held it in 6 quarters since. The position peaked at $164M in Q4 2021. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Clear Street held 61,607 shares of TSMC worth $20.8M as of Q1 2026.
Clear Street bought 14,361 TSMC shares in Q1 2026, an estimated $4.94M.
TSMC made up 0.08% of Clear Street's portfolio in Q1 2026, its #73 holding.
Clear Street first reported a position in TSMC in Q4 2021 and has held it in 6 quarters since.
Clear Street's TSMC position peaked at $164M in Q4 2021.
3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.