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 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 $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

Crow's Nest Holdings's TSM Position: Q1 2026 in Review

Crow's Nest Holdings reduced its TSMC (TSM) stake by 2.4% in Q1 2026, selling an estimated $1.89M and leaving 225,000 shares worth $76M. The position accounts for 17.78% of the portfolio, ranked #1.

Crow's Nest Holdings first reported a position in TSM in Q3 2025 and has held it in 3 quarters since. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Crow's Nest Holdings held 225,000 shares of TSMC worth $76M as of Q1 2026.
Crow's Nest Holdings sold 5,500 TSMC shares in Q1 2026, an estimated $1.89M.
TSMC made up 17.78% of Crow's Nest Holdings's portfolio in Q1 2026, its #1 holding.
Crow's Nest Holdings first reported a position in TSMC in Q3 2025 and has held it in 3 quarters since.
3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Crow's Nest Holdings's 13F filing for Q1 2026, filed 15 May 2026.