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Grafton Street Partners’s TSMC TSM Stock Holding History

Grafton Street 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 		$32.9M Sell
68,899
-6,207
-8% -$2.52M 18.17% 1
2026
Q1 		$25.4M Hold
75,106
– – 15.17% 2
2025
Q4 		$22.8M Buy
75,106
+1,810
+2% +$531K 11.18% 5
2025
Q3 		$20.5M Buy
73,296
+1,917
+3% +$469K 11.03% 6
2025
Q2 		$16.2M Buy
71,379
+30,888
+76% +$5.72M 10.21% 6
2025
Q1 		$6.72M Buy
+40,491
New +$7.87M 5.17% 8

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

Grafton Street Partners's TSM Position: Q2 2026 in Review

Grafton Street Partners reduced its TSMC (TSM) stake by 8.3% in Q2 2026, selling an estimated $2.52M and leaving 68,899 shares worth $32.9M. The position accounts for 18.17% of the portfolio, ranked #1.

Grafton Street Partners first reported a position in TSM in Q1 2025 and has held it in 6 quarters since. 3,557 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Grafton Street Partners held 68,899 shares of TSMC worth $32.9M as of Q2 2026.
  • Grafton Street Partners sold 6,207 TSMC shares in Q2 2026, an estimated $2.52M.
  • TSMC made up 18.17% of Grafton Street Partners's portfolio in Q2 2026, its #1 holding.
  • Grafton Street Partners first reported a position in TSMC in Q1 2025 and has held it in 6 quarters since.
  • 3,557 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Grafton Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.