GK
TSM icon

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 		$52.2M Hold
109,200
– – 5.78% 6
2026
Q1 		$36.9M Buy
+109,200
New +$37.6M 6.91% 6
2025
Q2 		– Sell
-297,500
Closed -$49.4M – 27
2025
Q1 		$49.4M Hold
297,500
– – 13.79% 2
2024
Q4 		$58.8M Buy
297,500
+190,800
+179% +$36.9M 10.79% 2
2024
Q3 		$18.5M Hold
106,700
– – 4.39% 10
2024
Q2 		$18.5M Buy
106,700
+2,000
+2% +$303K 4.26% 10
2024
Q1 		$14.2M Buy
+104,700
New +$13M 3.44% 12

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.