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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
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 $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

FIFTHDELTA's TSM Position: Q1 2026 in Review

FIFTHDELTA opened a new position in TSMC (TSM) in Q1 2026: 217,731 shares worth $73.6M. The stake represents 10.15% of the portfolio and ranks #4 among its holdings. This is a return to the name: FIFTHDELTA previously reported a position in TSM as recently as Q1 2025.

FIFTHDELTA first reported a position in TSM in Q4 2022 and has held it in 7 quarters since. The position peaked at $122M in Q4 2022. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • FIFTHDELTA held 217,731 shares of TSMC worth $73.6M as of Q1 2026.
  • TSMC was a new FIFTHDELTA position in Q1 2026.
  • TSMC made up 10.15% of FIFTHDELTA's portfolio in Q1 2026, its #4 holding.
  • FIFTHDELTA first reported a position in TSMC in Q4 2022 and has held it in 7 quarters since.
  • FIFTHDELTA's TSMC position peaked at $122M in Q4 2022.
  • 3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on FIFTHDELTA's 13F filing for Q1 2026, filed 15 May 2026.