FCM
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Fernbridge Capital Management’s TSMC TSM Stock Holding History

Fernbridge Capital 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
Q1 		– Sell
-180,401
Closed -$54.8M – 21
2025
Q4 		$54.8M Buy
180,401
+38,141
+27% +$11.2M 2.69% 12
2025
Q3 		$39.7M Sell
142,260
-89,242
-39% -$21.8M 1.94% 18
2025
Q2 		$52.4M Sell
231,502
-20,740
-8% -$3.84M 2.5% 12
2025
Q1 		$41.9M Buy
252,242
+125,031
+98% +$24.3M 2.32% 12
2024
Q4 		$25.1M Buy
+127,211
New +$24.6M 1.32% 20

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fernbridge Capital Management's TSM Position: Q1 2026 in Review

Fernbridge Capital Management sold out of TSMC (TSM) in Q1 2026, closing a stake of 180,401 shares — an estimated $54.8M sold.

Fernbridge Capital Management first reported a position in TSM in Q4 2024 and held it in 5 quarters. The position peaked at $54.8M in Q4 2025. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Fernbridge Capital Management reported no remaining TSMC position as of Q1 2026 after selling out during the quarter.
  • Fernbridge Capital Management sold 180,401 TSMC shares in Q1 2026, an estimated $54.8M.
  • Fernbridge Capital Management first reported a position in TSMC in Q4 2024 and held it in 5 quarters.
  • Fernbridge Capital Management's TSMC position peaked at $54.8M in Q4 2025.
  • 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Fernbridge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.