Gavilan Investment Partners’s TSMC TSM Stock Holding History

Gavilan Investment Partners’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	$36.3M	Buy	+76,000	New	+$30.8M	8.84%	4

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Gavilan Investment Partners's TSM Position: Q2 2026 in Review

Gavilan Investment Partners opened a new position in TSMC (TSM) in Q2 2026: 76,000 shares worth $36.3M. The stake represents 8.84% of the portfolio and ranks #4 among its holdings.

3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Gavilan Investment Partners held 76,000 shares of TSMC worth $36.3M as of Q2 2026.
TSMC was a new Gavilan Investment Partners position in Q2 2026.
TSMC made up 8.84% of Gavilan Investment Partners's portfolio in Q2 2026, its #4 holding.
3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Gavilan Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.