GK
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Glen Kacher’s TSMC TSM Stock Holding History

Glen Kacher’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 		$108M Sell
225,949
-1,636
-0.7% -$664K 11.95% 1
2026
Q1 		$76.9M Sell
227,585
-40,807
-15% -$14M 14.4% 1
2025
Q4 		$81.6M Sell
268,392
-20,703
-7% -$6.07M 12.55% 1
2025
Q3 		$80.7M Sell
289,095
-69,662
-19% -$17M 13.58% 1
2025
Q2 		$81.3M Buy
358,757
+39,012
+12% +$7.23M 16.6% 1
2025
Q1 		$53.1M Sell
319,745
-21,409
-6% -$4.16M 14.82% 1
2024
Q4 		$67.4M Sell
341,154
-5,350
-2% -$1.04M 12.37% 1
2024
Q3 		$60.2M Buy
346,504
+4,702
+1% +$801K 14.24% 2
2024
Q2 		$59.4M Buy
341,802
+6,932
+2% +$1.05M 13.65% 2
2024
Q1 		$45.6M Buy
334,870
+103,770
+45% +$12.9M 11.02% 2
2023
Q4 		$24M Buy
231,100
+133,636
+137% +$12.7M 7.2% 4
2023
Q3 		$8.47M Sell
97,464
-152,174
-61% -$14.4M 2.49% 18
2023
Q2 		$25.2M Sell
249,638
-131,851
-35% -$12.3M 6.68% 5
2023
Q1 		$35.5M Buy
+381,489
New +$34.2M 8.66% 3

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

Glen Kacher's TSM Position: Q2 2026 in Review

Glen Kacher reduced its TSMC (TSM) stake by 0.72% in Q2 2026, selling an estimated $664K and leaving 225,949 shares worth $108M. The position accounts for 11.95% of the portfolio, ranked #1.

Glen Kacher first reported a position in TSM in Q1 2023 and has held it in 14 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Glen Kacher held 225,949 shares of TSMC worth $108M as of Q2 2026.
  • Glen Kacher sold 1,636 TSMC shares in Q2 2026, an estimated $664K.
  • TSMC made up 11.95% of Glen Kacher's portfolio in Q2 2026, its #1 holding.
  • Glen Kacher first reported a position in TSMC in Q1 2023 and has held it in 14 quarters since.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

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