Elwood Capital Partners’s TSMC TSM Stock Holding History

Elwood 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	$14.3M	Sell	30,010 -5,000	-14%	-$2.03M	7.07%	3
2026 Q1	$11.8M	Hold	35,010	–	–	6%	5
2025 Q4	$10.6M	Sell	35,010 -10,000	-22%	-$2.93M	6.33%	5
2025 Q3	$12.6M	Hold	45,010	–	–	7.68%	5
2025 Q2	$10.2M	Buy	45,010 +35,000	+350%	+$6.48M	7.84%	4
2025 Q1	$1.66M	Sell	10,010 -20,045	-67%	-$3.9M	1.44%	22
2024 Q4	$5.94M	Buy	+30,055	New	+$5.82M	5.84%	5

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

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

Elwood Capital Partners reduced its TSMC (TSM) stake by 14% in Q2 2026, selling an estimated $2.03M and leaving 30,010 shares worth $14.3M. The position accounts for 7.07% of the portfolio, ranked #3.

Elwood Capital Partners first reported a position in TSM in Q4 2024 and has held it in 7 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Elwood Capital Partners held 30,010 shares of TSMC worth $14.3M as of Q2 2026.
Elwood Capital Partners sold 5,000 TSMC shares in Q2 2026, an estimated $2.03M.
TSMC made up 7.07% of Elwood Capital Partners's portfolio in Q2 2026, its #3 holding.
Elwood Capital Partners first reported a position in TSMC in Q4 2024 and has held it in 7 quarters since.
3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

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