Crow's Nest Holdings’s TSMC TSM Stock Holding History

Crow's Nest Holdings’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	$88.4M	Sell	185,000 -40,000	-18%	-$16.2M	26.72%	1
2026 Q1	$76M	Sell	225,000 -5,500	-2%	-$1.89M	17.78%	1
2025 Q4	$70M	Sell	230,500 -4,150	-2%	-$1.22M	15.95%	2
2025 Q3	$65.5M	Buy	+234,650	New	+$57.4M	13.65%	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

Crow's Nest Holdings's TSM Position: Q2 2026 in Review

Crow's Nest Holdings reduced its TSMC (TSM) stake by 18% in Q2 2026, selling an estimated $16.2M and leaving 185,000 shares worth $88.4M. The position accounts for 26.72% of the portfolio, ranked #1.

Crow's Nest Holdings first reported a position in TSM in Q3 2025 and has held it in 4 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Crow's Nest Holdings held 185,000 shares of TSMC worth $88.4M as of Q2 2026.
Crow's Nest Holdings sold 40,000 TSMC shares in Q2 2026, an estimated $16.2M.
TSMC made up 26.72% of Crow's Nest Holdings's portfolio in Q2 2026, its #1 holding.
Crow's Nest Holdings first reported a position in TSMC in Q3 2025 and has held it in 4 quarters since.
3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Crow's Nest Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.