DKCM
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Davidson Kahn Capital Management’s TSMC TSM Stock Holding History

Davidson Kahn 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 		$250K Buy
+523
New +$212K 0.11% 63

Other funds holding TSM

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Davidson Kahn Capital Management's TSM Position: Q2 2026 in Review

Davidson Kahn Capital Management opened a new position in TSMC (TSM) in Q2 2026: 523 shares worth $250K. The stake represents 0.11% of the portfolio and ranks #63 among its holdings.

1,079 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Davidson Kahn Capital Management held 523 shares of TSMC worth $250K as of Q2 2026.
  • TSMC was a new Davidson Kahn Capital Management position in Q2 2026.
  • TSMC made up 0.11% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #63 holding.
  • 1,079 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.