Codex Capital Asset Management’s TSMC TSM Stock Holding History

Codex Capital 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	$2.6M	Buy	+7,700	New	+$2.65M	1.01%	24

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

Codex Capital Asset Management's TSM Position: Q1 2026 in Review

Codex Capital Asset Management opened a new position in TSMC (TSM) in Q1 2026: 7,700 shares worth $2.6M. The stake represents 1.01% of the portfolio and ranks #24 among its holdings.

3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Codex Capital Asset Management held 7,700 shares of TSMC worth $2.6M as of Q1 2026.
TSMC was a new Codex Capital Asset Management position in Q1 2026.
TSMC made up 1.01% of Codex Capital Asset Management's portfolio in Q1 2026, its #24 holding.
3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Codex Capital Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.