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Franchise GP’s TSMC TSM Stock Holding History

Franchise GP’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 		$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

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Franchise GP's TSM Position: Q2 2026 in Review

Franchise GP reduced its TSMC (TSM) stake by 54% in Q2 2026, selling an estimated $21.4M and leaving 44,040 shares worth $21M. The position accounts for 9.77% of the portfolio, ranked #3.

Franchise GP first reported a position in TSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $32.7M in Q1 2026. 3,041 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Franchise GP held 44,040 shares of TSMC worth $21M as of Q2 2026.
  • Franchise GP sold 52,640 TSMC shares in Q2 2026, an estimated $21.4M.
  • TSMC made up 9.77% of Franchise GP's portfolio in Q2 2026, its #3 holding.
  • Franchise GP first reported a position in TSMC in Q4 2025 and has held it in 3 quarters since.
  • Franchise GP's TSMC position peaked at $32.7M in Q1 2026.
  • 3,041 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Franchise GP's 13F filing for Q2 2026, filed 22 Jul 2026.