Gunderson Capital Management’s TSMC TSM Stock Holding History

Gunderson Capital Management’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	$17.3M	Buy	36,159 +631	+2%	+$256K	4.66%	6
2026 Q1	$12M	Buy	35,528 +1,512	+4%	+$520K	5.02%	1
2025 Q4	$10.3M	Buy	34,016 +622	+2%	+$183K	4.66%	4
2025 Q3	$9.33M	Buy	33,394 +1,383	+4%	+$338K	3.44%	8
2025 Q2	$7.25M	Buy	+32,011	New	+$5.93M	3.03%	13
2023 Q4	–	Sell	-59,827	Closed	-$5.2M	–	56
2023 Q3	$5.2M	Sell	59,827 -2,892	-5%	-$273K	3.54%	14
2023 Q2	$6.33M	Sell	62,719 -5,986	-9%	-$557K	4.18%	10
2023 Q1	$6.39M	Buy	+68,705	New	+$6.17M	4.75%	7
2021 Q1	–	Sell	-62,262	Closed	-$6.79M	–	74
2020 Q4	$6.79M	Buy	62,262 +47,419	+319%	+$4.5M	4.44%	6
2020 Q3	$1.2M	Buy	14,843 +761	+5%	+$57.8K	1.04%	23
2020 Q2	$799K	Buy	14,082 +3,860	+38%	+$203K	0.64%	41
2020 Q1	$489K	Buy	+10,222	New	+$559K	0.68%	31
2019 Q2	–	Sell	-7,009	Closed	-$287K	–	70
2019 Q1	$287K	Buy	+7,009	New	+$267K	0.25%	50

Other funds holding TSM

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Gunderson Capital Management's TSM Position: Q2 2026 in Review

Gunderson Capital Management increased its TSMC (TSM) stake by 1.8% in Q2 2026, buying an estimated $256K and bringing the position to 36,159 shares worth $17.3M. The position accounts for 4.66% of the portfolio, ranked #6.

Gunderson Capital Management first reported a position in TSM in Q1 2019 and has held it in 13 quarters since. 1,415 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Gunderson Capital Management held 36,159 shares of TSMC worth $17.3M as of Q2 2026.
Gunderson Capital Management bought 631 TSMC shares in Q2 2026, an estimated $256K.
TSMC made up 4.66% of Gunderson Capital Management's portfolio in Q2 2026, its #6 holding.
Gunderson Capital Management first reported a position in TSMC in Q1 2019 and has held it in 13 quarters since.
1,415 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Gunderson Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.