FFM
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FengHe Fund Management’s TSMC TSM Stock Holding History

FengHe Fund Management’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 		$79.3M Buy
166,075
+55,225
+50% +$22.4M 7.52% 5
2026
Q1 		$37.5M Sell
110,850
-204,090
-65% -$70.2M 5.18% 5
2025
Q4 		$95.7M Sell
314,940
-38,960
-11% -$11.4M 5.39% 6
2025
Q3 		$98.8M Buy
353,900
+253,800
+254% +$62.1M 9.02% 1
2025
Q2 		$22.7M Sell
100,100
-47,500
-32% -$8.8M 3.72% 11
2025
Q1 		$24.5M Sell
147,600
-299,500
-67% -$58.2M 9.19% 3
2024
Q4 		$88.3M Buy
447,100
+8,400
+2% +$1.63M 26.05% 1
2024
Q3 		$76.2M Sell
438,700
-2,043,300
-82% -$348M 22.52% 1
2024
Q2 		$73.9M Buy
2,482,000
+1,865,300
+302% +$283M 10.31% 4
2024
Q1 		$83.9M Buy
616,700
+335,600
+119% +$41.7M 10.57% 3
2023
Q4 		$29.2M Buy
+281,100
New +$26.8M 5.13% 8
2022
Q3 		– Sell
-64,500
Closed -$5.27M – 24
2022
Q2 		$5.27M Sell
64,500
-21,400
-25% -$1.98M 2.07% 9
2022
Q1 		$8.96M Buy
85,900
+46,600
+119% +$5.45M 3.28% 8
2021
Q4 		$4.73M Buy
39,300
+17,600
+81% +$2.06M 3.28% 8
2021
Q3 		$2.42M Sell
21,700
-15,400
-42% -$1.81M 2.12% 11
2021
Q2 		$4.46M Buy
37,100
+25,900
+231% +$3.03M 2.34% 13
2021
Q1 		$1.32M Sell
11,200
-42,900
-79% -$5.31M 1.04% 11
2020
Q4 		$5.9M Buy
+54,100
New +$5.13M 4.35% 5

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

FengHe Fund Management's TSM Position: Q2 2026 in Review

FengHe Fund Management increased its TSMC (TSM) stake by 50% in Q2 2026, buying an estimated $22.4M and bringing the position to 166,075 shares worth $79.3M. The position accounts for 7.52% of the portfolio, ranked #5.

FengHe Fund Management first reported a position in TSM in Q4 2020 and has held it in 18 quarters since. The position peaked at $98.8M in Q3 2025. 3,566 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • FengHe Fund Management held 166,075 shares of TSMC worth $79.3M as of Q2 2026.
  • FengHe Fund Management bought 55,225 TSMC shares in Q2 2026, an estimated $22.4M.
  • TSMC made up 7.52% of FengHe Fund Management's portfolio in Q2 2026, its #5 holding.
  • FengHe Fund Management first reported a position in TSMC in Q4 2020 and has held it in 18 quarters since.
  • FengHe Fund Management's TSMC position peaked at $98.8M in Q3 2025.
  • 3,566 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on FengHe Fund Management's 13F filing for Q2 2026, filed 7 Aug 2026.