Daniel Sundheim’s TSMC TSM Stock Holding History

Daniel Sundheim’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	–	Sell	-328,600	Closed	-$111M	–	64
2026 Q1	$111M	Buy	+328,600	New	+$113M	0.99%	35
2020 Q3	–	Sell	-625,000	Closed	-$35.5M	–	59
2020 Q2	$35.5M	Buy	+625,000	New	+$32.9M	0.26%	39

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

Daniel Sundheim's TSM Position: Q2 2026 in Review

Daniel Sundheim sold out of TSMC (TSM) in Q2 2026, closing a stake of 328,600 shares — an estimated $111M sold.

Daniel Sundheim first reported a position in TSM in Q2 2020 and held it in 2 quarters. The position peaked at $111M in Q1 2026. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Daniel Sundheim reported no remaining TSMC position as of Q2 2026 after selling out during the quarter.
Daniel Sundheim sold 328,600 TSMC shares in Q2 2026, an estimated $111M.
Daniel Sundheim first reported a position in TSMC in Q2 2020 and held it in 2 quarters.
Daniel Sundheim's TSMC position peaked at $111M in Q1 2026.
3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on D1 Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.