Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$14.8M Sell
32,460
-11,580
-26% -$4.91M 6.28% 8
2026
Q2
$21M Sell
44,040
-52,640
-54% -$21.4M 9.77% 3
2026
Q1
$32.7M Buy
96,680
+49,200
+104% +$16.9M 12.01% 4
2025
Q4
$14.4M Buy
+47,480
New +$13.9M 16.26% 3

Other funds holding TSM

Franchise GP's TSM Position: Q3 2026 in Review

Franchise GP reduced its TSMC (TSM) stake by 26% in Q3 2026, selling an estimated $4.91M and leaving 32,460 shares worth $14.8M. The position accounts for 6.28% of the portfolio, ranked #8.

Franchise GP first reported a position in TSM in Q4 2025 and has held it in 4 quarters since. The position peaked at $32.7M in Q1 2026. 2,859 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Franchise GP held 32,460 shares of TSMC worth $14.8M as of Q3 2026.
  • Franchise GP sold 11,580 TSMC shares in Q3 2026, an estimated $4.91M.
  • TSMC made up 6.28% of Franchise GP's portfolio in Q3 2026, its #8 holding.
  • Franchise GP first reported a position in TSMC in Q4 2025 and has held it in 4 quarters since.
  • Franchise GP's TSMC position peaked at $32.7M in Q1 2026.
  • 2,859 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Franchise GP's 13F filing for Q3 2026, filed 16 Oct 2026.