Eagle Capital Management (New York)’s TSMC TSM Stock Holding History

Eagle Capital Management (New York)’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 Q1	$1.65B	Sell	4,878,275 -82,031	-2%	-$28.2M	5.53%	3
2025 Q4	$1.51B	Sell	4,960,306 -77,602	-2%	-$22.8M	4.69%	7
2025 Q3	$1.41B	Sell	5,037,908 -2,535	-0.1%	-$620K	4.48%	10
2025 Q2	$1.14B	Sell	5,040,443 -109,974	-2%	-$20.4M	3.76%	11
2025 Q1	$855M	Sell	5,150,417 -40,483	-0.8%	-$7.87M	3.12%	15
2024 Q4	$1.03B	Sell	5,190,900 -5,250	-0.1%	-$1.02M	3.74%	12
2024 Q3	$902M	Sell	5,196,150 -920,600	-15%	-$157M	3.35%	14
2024 Q2	$1.06B	Sell	6,116,750 -111,957	-2%	-$17M	3.94%	11
2024 Q1	$847M	Buy	6,228,707 +468,487	+8%	+$58.2M	3.28%	13
2023 Q4	$599M	Buy	+5,760,220	New	+$549M	2.54%	17

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Eagle Capital Management (New York)'s TSM Position: Q1 2026 in Review

Eagle Capital Management (New York) reduced its TSMC (TSM) stake by 1.7% in Q1 2026, selling an estimated $28.2M and leaving 4,878,275 shares worth $1.65B. The position accounts for 5.53% of the portfolio, ranked #3.

Eagle Capital Management (New York) first reported a position in TSM in Q4 2023 and has held it in 10 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Eagle Capital Management (New York) held 4,878,275 shares of TSMC worth $1.65B as of Q1 2026.
Eagle Capital Management (New York) sold 82,031 TSMC shares in Q1 2026, an estimated $28.2M.
TSMC made up 5.53% of Eagle Capital Management (New York)'s portfolio in Q1 2026, its #3 holding.
Eagle Capital Management (New York) first reported a position in TSMC in Q4 2023 and has held it in 10 quarters since.
3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Eagle Capital Management (New York)'s 13F filing for Q1 2026, filed 15 May 2026.