Eminence Capital’s TSMC TSM Stock Holding History

Eminence Capital’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	–	Sell	-421,673	Closed	-$143M	–	26
2026 Q1	$143M	Buy	+421,673	New	+$145M	3.27%	16

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

Eminence Capital's TSM Position: Q2 2026 in Review

Eminence Capital sold out of TSMC (TSM) in Q2 2026, closing a stake of 421,673 shares — an estimated $143M sold.

Eminence Capital first reported a position in TSM in Q1 2026 and held it in 1 quarter. The position peaked at $143M in Q1 2026. 3,547 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Eminence Capital reported no remaining TSMC position as of Q2 2026 after selling out during the quarter.
Eminence Capital sold 421,673 TSMC shares in Q2 2026, an estimated $143M.
Eminence Capital first reported a position in TSMC in Q1 2026 and held it in 1 quarter.
Eminence Capital's TSMC position peaked at $143M in Q1 2026.
3,547 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Eminence Capital's 13F filing for Q2 2026.