F
TSM icon

FIFTHDELTA’s TSMC TSM Stock Holding History

FIFTHDELTA’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 		$76.2M Sell
159,486
-58,245
-27% -$23.6M 8.93% 7
2026
Q1 		$73.6M Buy
+217,731
New +$74.9M 10.15% 4
2025
Q2 		– Sell
-264,000
Closed -$43.8M – 15
2025
Q1 		$43.8M Buy
264,000
+229,300
+661% +$44.6M 10.97% 5
2024
Q4 		$6.85M Buy
+34,700
New +$6.72M 2.43% 11
2024
Q1 		– Sell
-485,984
Closed -$50.5M – 14
2023
Q4 		$50.5M Buy
485,984
+76,388
+19% +$7.28M 7.76% 6
2023
Q3 		$35.6M Buy
+409,596
New +$38.7M 4.94% 9
2023
Q2 		– Sell
-1,206,816
Closed -$112M – 14
2023
Q1 		$112M Sell
1,206,816
-429,291
-26% -$38.5M 7.37% 8
2022
Q4 		$122M Buy
+1,636,107
New +$118M 8.73% 9

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

FIFTHDELTA's TSM Position: Q2 2026 in Review

FIFTHDELTA reduced its TSMC (TSM) stake by 27% in Q2 2026, selling an estimated $23.6M and leaving 159,486 shares worth $76.2M. The position accounts for 8.93% of the portfolio, ranked #7.

FIFTHDELTA first reported a position in TSM in Q4 2022 and has held it in 8 quarters since. The position peaked at $122M in Q4 2022. 3,566 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • FIFTHDELTA held 159,486 shares of TSMC worth $76.2M as of Q2 2026.
  • FIFTHDELTA sold 58,245 TSMC shares in Q2 2026, an estimated $23.6M.
  • TSMC made up 8.93% of FIFTHDELTA's portfolio in Q2 2026, its #7 holding.
  • FIFTHDELTA first reported a position in TSMC in Q4 2022 and has held it in 8 quarters since.
  • FIFTHDELTA's TSMC position peaked at $122M in Q4 2022.
  • 3,566 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on FIFTHDELTA's 13F filing for Q2 2026, filed 13 Aug 2026.