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Davis Selected Advisers’s TSMC TSM Stock Holding History

Davis Selected Advisers’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 		$1.9M Sell
3,980
-3,220
-45% -$1.31M 0.01% 108
2026
Q1 		$2.43M Hold
7,200
– – 0.01% 107
2025
Q4 		$2.19M Hold
7,200
– – 0.01% 106
2025
Q3 		$2.01M Hold
7,200
– – 0.01% 103
2025
Q2 		$1.63M Buy
+7,200
New +$1.33M 0.01% 102

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Davis Selected Advisers's TSM Position: Q2 2026 in Review

Davis Selected Advisers reduced its TSMC (TSM) stake by 45% in Q2 2026, selling an estimated $1.31M and leaving 3,980 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #108.

Davis Selected Advisers first reported a position in TSM in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.43M in Q1 2026. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Davis Selected Advisers held 3,980 shares of TSMC worth $1.9M as of Q2 2026.
  • Davis Selected Advisers sold 3,220 TSMC shares in Q2 2026, an estimated $1.31M.
  • TSMC made up 0.01% of Davis Selected Advisers's portfolio in Q2 2026, its #108 holding.
  • Davis Selected Advisers first reported a position in TSMC in Q2 2025 and has held it in 5 quarters since.
  • Davis Selected Advisers's TSMC position peaked at $2.43M in Q1 2026.
  • 3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Davis Selected Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.