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Eldred Rock Partners’s TSMC TSM Stock Holding History

Eldred Rock 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 		$26.2M Sell
54,902
-8,729
-14% -$3.54M 5.64% 4
2026
Q1 		$21.5M Sell
63,631
-572
-0.9% -$197K 5.47% 1
2025
Q4 		$19.5M Sell
64,203
-26,858
-29% -$7.88M 5.06% 2
2025
Q3 		$25.5M Buy
91,061
+4,602
+5% +$1.13M 6.36% 1
2025
Q2 		$19.6M Sell
86,459
-15
-0% -$2.78K 5.95% 1
2025
Q1 		$14.3M Sell
86,474
-15,376
-15% -$2.99M 4.38% 7
2024
Q4 		$14.3M Buy
101,850
+29,519
+41% +$5.71M 4.91% 5
2024
Q3 		$12.6M Buy
72,331
+39,451
+120% +$6.72M 4.21% 4
2024
Q2 		$5.71M Buy
32,880
+11,728
+55% +$1.78M 2.39% 22
2024
Q1 		$2.88M Buy
21,152
+856
+4% +$106K 1.57% 20
2023
Q4 		$2.11M Buy
+20,296
New +$1.94M 1.34% 20

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

Eldred Rock Partners's TSM Position: Q2 2026 in Review

Eldred Rock Partners reduced its TSMC (TSM) stake by 14% in Q2 2026, selling an estimated $3.54M and leaving 54,902 shares worth $26.2M. The position accounts for 5.64% of the portfolio, ranked #4.

Eldred Rock Partners first reported a position in TSM in Q4 2023 and has held it in 11 quarters since. 3,544 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Eldred Rock Partners held 54,902 shares of TSMC worth $26.2M as of Q2 2026.
  • Eldred Rock Partners sold 8,729 TSMC shares in Q2 2026, an estimated $3.54M.
  • TSMC made up 5.64% of Eldred Rock Partners's portfolio in Q2 2026, its #4 holding.
  • Eldred Rock Partners first reported a position in TSMC in Q4 2023 and has held it in 11 quarters since.
  • 3,544 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Eldred Rock Partners's 13F filing for Q2 2026, filed 8 Jul 2026.