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Francois Rochon’s TSMC TSM Stock Holding History

Francois Rochon’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 		$1.75M Sell
3,655
-4,470
-55% -$1.81M 0.06% 45
2026
Q1 		$2.75M Sell
8,125
-7,944
-49% -$2.73M 0.1% 38
2025
Q4 		$4.84M Buy
16,069
+7,906
+97% +$2.32M 0.16% 34
2025
Q3 		$2.28M Sell
8,163
-3,387
-29% -$828K 0.08% 38
2025
Q2 		$2.62M Hold
11,550
– – 0.09% 39
2025
Q1 		$1.92M Sell
11,550
-3,088
-21% -$600K 0.07% 40
2024
Q4 		$2.89M Buy
14,638
+88
+0.6% +$17K 0.11% 39
2024
Q3 		$2.53M Buy
14,550
+6,387
+78% +$1.09M 0.1% 39
2024
Q2 		$1.42M Sell
8,163
-30
-0.4% -$4.55K 0.06% 42
2024
Q1 		$1.11M Sell
8,193
-47
-0.6% -$5.84K 0.05% 46
2023
Q4 		$857K Hold
8,240
– – 0.04% 47
2023
Q3 		$716K Hold
8,240
– – 0.04% 48
2023
Q2 		$832K Sell
8,240
-5,957
-42% -$554K 0.04% 45
2023
Q1 		$1.32M Sell
14,197
-869
-6% -$78K 0.08% 40
2022
Q4 		$1.12M Buy
15,066
+6,826
+83% +$494K 0.07% 43
2022
Q3 		$565K Hold
8,240
– – 0.04% 47
2022
Q2 		$674K Hold
8,240
– – 0.04% 46
2022
Q1 		$859K Sell
8,240
-4,943
-37% -$578K 0.05% 42
2021
Q4 		$1.59M Buy
13,183
+735
+6% +$86.1K 0.08% 40
2021
Q3 		$1.39M Buy
12,448
+4,208
+51% +$494K 0.08% 38
2021
Q2 		$990K Sell
8,240
-1,037
-11% -$122K 0.06% 39
2021
Q1 		$1.1M Sell
9,277
-100
-1% -$12.4K 0.07% 37
2020
Q4 		$1.02M Sell
9,377
-3,020
-24% -$286K 0.08% 38
2020
Q3 		$1M Buy
12,397
+7,061
+132% +$537K 0.09% 40
2020
Q2 		$303K Buy
+5,336
New +$281K 0.03% 48

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

Francois Rochon's TSM Position: Q2 2026 in Review

Francois Rochon reduced its TSMC (TSM) stake by 55% in Q2 2026, selling an estimated $1.81M and leaving 3,655 shares worth $1.75M. The position accounts for 0.06% of the portfolio, ranked #45.

Francois Rochon first reported a position in TSM in Q2 2020 and has held it in 25 quarters since. The position peaked at $4.84M in Q4 2025. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Francois Rochon held 3,655 shares of TSMC worth $1.75M as of Q2 2026.
  • Francois Rochon sold 4,470 TSMC shares in Q2 2026, an estimated $1.81M.
  • TSMC made up 0.06% of Francois Rochon's portfolio in Q2 2026, its #45 holding.
  • Francois Rochon first reported a position in TSMC in Q2 2020 and has held it in 25 quarters since.
  • Francois Rochon's TSMC position peaked at $4.84M in Q4 2025.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Giverny Capital's 13F filing for Q2 2026, filed 14 Aug 2026.