Dudley Capital Management’s TSMC TSM Stock Holding History

Dudley 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	$305K	Hold	639	–	–	0.12%	119
2026 Q1	$216K	Hold	639	–	–	0.1%	126
2025 Q4	$194K	Sell	639 -500	-44%	-$147K	0.08%	129
2025 Q3	$318K	Hold	1,139	–	–	0.14%	106
2025 Q2	$258K	Hold	1,139	–	–	0.13%	107
2025 Q1	$189K	Buy	1,139 +180	+19%	+$35K	0.1%	122
2024 Q4	$189K	Hold	959	–	–	0.1%	120
2024 Q3	$167K	Buy	959 +235	+32%	+$40K	0.09%	121
2024 Q2	$126K	Buy	+724	New	+$110K	0.07%	115

Other funds holding TSM

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Dudley Capital Management's TSM Position: Q2 2026 in Review

Dudley Capital Management held its TSMC (TSM) position steady in Q2 2026 at 639 shares worth $305K. The position accounts for 0.12% of the portfolio, ranked #119.

Dudley Capital Management first reported a position in TSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $318K in Q3 2025. 1,723 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Dudley Capital Management held 639 shares of TSMC worth $305K as of Q2 2026.
Dudley Capital Management left its TSMC share count unchanged in Q2 2026.
TSMC made up 0.12% of Dudley Capital Management's portfolio in Q2 2026, its #119 holding.
Dudley Capital Management first reported a position in TSMC in Q2 2024 and has held it in 9 quarters since.
Dudley Capital Management's TSMC position peaked at $318K in Q3 2025.
1,723 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.