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Eric Mandelblatt’s TSMC TSM Stock Holding History

Eric Mandelblatt’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 		$1.04B Buy
2,174,760
+243,230
+13% +$98.7M 2.17% 8
2026
Q1 		$653M Sell
1,931,530
-711,534
-27% -$245M 1.26% 13
2025
Q4 		$738M Buy
2,643,064
+798,830
+43% +$234M 5.15% 8
2025
Q3 		$515M Hold
1,844,234
– – 3.88% 10
2025
Q2 		$418M Buy
1,844,234
+343,978
+23% +$63.7M 4.07% 9
2025
Q1 		$249M Buy
1,500,256
+538,300
+56% +$105M 3.52% 9
2024
Q4 		$190M Hold
961,956
– – 2.54% 13
2024
Q3 		$167M Buy
+961,956
New +$164M 2.31% 14

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

Eric Mandelblatt's TSM Position: Q2 2026 in Review

Eric Mandelblatt increased its TSMC (TSM) stake by 13% in Q2 2026, buying an estimated $98.7M and bringing the position to 2,174,760 shares worth $1.04B. The position accounts for 2.17% of the portfolio, ranked #8.

Eric Mandelblatt first reported a position in TSM in Q3 2024 and has held it in 8 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Eric Mandelblatt held 2,174,760 shares of TSMC worth $1.04B as of Q2 2026.
  • Eric Mandelblatt bought 243,230 TSMC shares in Q2 2026, an estimated $98.7M.
  • TSMC made up 2.17% of Eric Mandelblatt's portfolio in Q2 2026, its #8 holding.
  • Eric Mandelblatt first reported a position in TSMC in Q3 2024 and has held it in 8 quarters since.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Soroban Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.