DF Dent & Co’s TSMC TSM Stock Holding History

DF Dent & Co’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	$50.8M	Buy	106,282 +105,316	+10,902%	+$42.7M	0.96%	32
2026 Q1	$326K	Buy	966 +48	+5%	+$16.5K	0.01%	237
2025 Q4	$279K	Sell	918 -44	-5%	-$12.9K	﹤0.01%	241
2025 Q3	$269K	Buy	+962	New	+$235K	﹤0.01%	247

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

DF Dent & Co's TSM Position: Q2 2026 in Review

DF Dent & Co increased its TSMC (TSM) stake by 10,902% in Q2 2026, buying an estimated $42.7M and bringing the position to 106,282 shares worth $50.8M. The position accounts for 0.96% of the portfolio, ranked #32.

DF Dent & Co first reported a position in TSM in Q3 2025 and has held it in 4 quarters since. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

DF Dent & Co held 106,282 shares of TSMC worth $50.8M as of Q2 2026.
DF Dent & Co bought 105,316 TSMC shares in Q2 2026, an estimated $42.7M.
TSMC made up 0.96% of DF Dent & Co's portfolio in Q2 2026, its #32 holding.
DF Dent & Co first reported a position in TSMC in Q3 2025 and has held it in 4 quarters since.
3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on DF Dent & Co's 13F filing for Q2 2026, filed 14 Aug 2026.