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Coalescence Partners Investment Management’s TSMC TSM Stock Holding History

Coalescence Partners Investment 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 		$119M Buy
351,591
+150,707
+75% +$51.9M 25.69% 1
2025
Q4 		$61M Hold
200,884
– – 14.38% 1
2025
Q3 		$56.1M Hold
200,884
– – 14.61% 1
2025
Q2 		$45.5M Buy
200,884
+8,734
+5% +$1.62M 11.74% 2
2025
Q1 		$31.9M Buy
192,150
+179,819
+1,458% +$34.9M 10.54% 2
2024
Q4 		$2.44M Sell
12,331
-20,055
-62% -$3.88M 0.92% 15
2024
Q3 		$5.62M Buy
32,386
+4,683
+17% +$798K 2.52% 14
2024
Q2 		$4.82M Sell
27,703
-38,242
-58% -$5.8M 3.95% 11
2024
Q1 		$8.97M Sell
65,945
-25,053
-28% -$3.11M 7.09% 8
2023
Q4 		$9.46M Buy
+90,998
New +$8.68M 8.45% 3

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Coalescence Partners Investment Management's TSM Position: Q1 2026 in Review

Coalescence Partners Investment Management increased its TSMC (TSM) stake by 75% in Q1 2026, buying an estimated $51.9M and bringing the position to 351,591 shares worth $119M. The position accounts for 25.69% of the portfolio, ranked #1.

Coalescence Partners Investment Management first reported a position in TSM in Q4 2023 and has held it in 10 quarters since. 3,258 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Coalescence Partners Investment Management held 351,591 shares of TSMC worth $119M as of Q1 2026.
  • Coalescence Partners Investment Management bought 150,707 TSMC shares in Q1 2026, an estimated $51.9M.
  • TSMC made up 25.69% of Coalescence Partners Investment Management's portfolio in Q1 2026, its #1 holding.
  • Coalescence Partners Investment Management first reported a position in TSMC in Q4 2023 and has held it in 10 quarters since.
  • 3,258 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Coalescence Partners Investment Management's 13F filing for Q1 2026, filed 14 May 2026.