Corvex Management’s TSMC TSM Stock Holding History

Corvex 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
2025 Q2	–	Sell	-310,354	Closed	-$51.5M	–	35
2025 Q1	$51.5M	Buy	310,354 +109,500	+55%	+$21.3M	1.95%	18
2024 Q4	$39.7M	Buy	+200,854	New	+$38.9M	1.09%	24

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Corvex Management's TSM Position: Q2 2025 in Review

Corvex Management sold out of TSMC (TSM) in Q2 2025, closing a stake of 310,354 shares — an estimated $51.5M sold.

Corvex Management first reported a position in TSM in Q4 2024 and held it in 2 quarters. The position peaked at $51.5M in Q1 2025. 2,644 funds tracked by Wall St. Rank hold TSM as of Q2 2025.

Corvex Management reported no remaining TSMC position as of Q2 2025 after selling out during the quarter.
Corvex Management sold 310,354 TSMC shares in Q2 2025, an estimated $51.5M.
Corvex Management first reported a position in TSMC in Q4 2024 and held it in 2 quarters.
Corvex Management's TSMC position peaked at $51.5M in Q1 2025.
2,644 funds tracked by Wall St. Rank held TSMC as of Q2 2025.

Based on Corvex Management's 13F filing for Q2 2025, filed 14 Aug 2025.