Connective Capital Management’s TSMC TSM Stock Holding History

Connective 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	$6.3M	Buy	+13,191	New	+$5.35M	4.44%	5
2024 Q3	–	Sell	-8,561	Closed	-$1.49M	–	49
2024 Q2	$1.49M	Buy	+8,561	New	+$1.3M	2.67%	14
2014 Q2	–	Sell	-262,076	Closed	-$5.25M	–	38
2014 Q1	$5.25M	Sell	262,076 -45,283	-15%	-$811K	8.4%	2
2013 Q4	$5.36M	Buy	307,359 +233	+0.1%	+$4.14K	6.27%	3
2013 Q3	$5.21M	Buy	307,126 +25,061	+9%	+$427K	7.26%	3
2013 Q2	$5.17M	Buy	+282,065	New	+$5.19M	7.58%	4

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

Connective Capital Management's TSM Position: Q2 2026 in Review

Connective Capital Management opened a new position in TSMC (TSM) in Q2 2026: 13,191 shares worth $6.3M. The stake represents 4.44% of the portfolio and ranks #5 among its holdings. This is a return to the name: Connective Capital Management previously reported a position in TSM as recently as Q2 2024.

Connective Capital Management first reported a position in TSM in Q2 2013 and has held it in 6 quarters since. 3,560 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Connective Capital Management held 13,191 shares of TSMC worth $6.3M as of Q2 2026.
TSMC was a new Connective Capital Management position in Q2 2026.
TSMC made up 4.44% of Connective Capital Management's portfolio in Q2 2026, its #5 holding.
Connective Capital Management first reported a position in TSMC in Q2 2013 and has held it in 6 quarters since.
3,560 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

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