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DSM Capital Partners’s TSMC TSM Stock Holding History

DSM Capital Partners’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 		$75.7M Buy
158,437
+116,171
+275% +$47.1M 1.3% 25
2026
Q1 		$14.3M Sell
42,266
-2,305
-5% -$793K 0.25% 29
2025
Q4 		$13.5M Sell
44,571
-6,416
-13% -$1.88M 0.2% 26
2025
Q3 		$14.2M Buy
50,987
+8,950
+21% +$2.19M 0.2% 25
2025
Q2 		$9.52M Sell
42,037
-561
-1% -$104K 0.14% 27
2025
Q1 		$7.07M Sell
42,598
-3,500
-8% -$680K 0.12% 29
2024
Q4 		$9.1M Sell
46,098
-1,870
-4% -$362K 0.14% 28
2024
Q3 		$8.33M Buy
47,968
+2,243
+5% +$382K 0.13% 28
2024
Q2 		$7.95M Sell
45,725
-15,051
-25% -$2.28M 0.12% 26
2024
Q1 		$8.27M Sell
60,776
-1,860
-3% -$231K 0.11% 31
2023
Q4 		$6.51M Buy
62,636
+520
+0.8% +$49.6K 0.1% 33
2023
Q3 		$5.4M Sell
62,116
-824
-1% -$77.9K 0.09% 34
2023
Q2 		$6.35M Sell
62,940
-547
-0.9% -$50.9K 0.1% 33
2023
Q1 		$5.91M Buy
63,487
+1,018
+2% +$91.4K 0.1% 35
2022
Q4 		$4.65M Sell
62,469
-24,345
-28% -$1.76M 0.08% 37
2022
Q3 		$5.95M Sell
86,814
-420,671
-83% -$34.8M 0.1% 37
2022
Q2 		$41.5M Sell
507,485
-291,305
-36% -$26.9M 0.7% 30
2022
Q1 		$83.3M Sell
798,790
-88,905
-10% -$10.4M 1.11% 27
2021
Q4 		$107M Buy
887,695
+849,851
+2,246% +$99.5M 1.12% 27
2021
Q3 		$4.22M Buy
+37,844
New +$4.44M 0.04% 33

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

DSM Capital Partners's TSM Position: Q2 2026 in Review

DSM Capital Partners increased its TSMC (TSM) stake by 275% in Q2 2026, buying an estimated $47.1M and bringing the position to 158,437 shares worth $75.7M. The position accounts for 1.3% of the portfolio, ranked #25.

DSM Capital Partners first reported a position in TSM in Q3 2021 and has held it in 20 quarters since. The position peaked at $107M in Q4 2021. 3,560 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • DSM Capital Partners held 158,437 shares of TSMC worth $75.7M as of Q2 2026.
  • DSM Capital Partners bought 116,171 TSMC shares in Q2 2026, an estimated $47.1M.
  • TSMC made up 1.3% of DSM Capital Partners's portfolio in Q2 2026, its #25 holding.
  • DSM Capital Partners first reported a position in TSMC in Q3 2021 and has held it in 20 quarters since.
  • DSM Capital Partners's TSMC position peaked at $107M in Q4 2021.
  • 3,560 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on DSM Capital Partners's 13F filing for Q2 2026, filed 3 Aug 2026.