HGP
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Haven Global Partners’s TSMC TSM Stock Holding History

Haven Global 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 		$16.8M Buy
35,174
+7,500
+27% +$3.04M 12.88% 5
2026
Q1 		$9.35M Buy
27,674
+3,980
+17% +$1.37M 8.8% 5
2025
Q4 		$7.2M Buy
23,694
+157
+0.7% +$46.1K 5.29% 6
2025
Q3 		$6.57M Buy
23,537
+2,047
+10% +$501K 4.71% 7
2025
Q2 		$4.87M Sell
21,490
-206
-0.9% -$38.2K 3.82% 7
2025
Q1 		$3.6M Sell
21,696
-1,517
-7% -$295K 3.77% 7
2024
Q4 		$4.58M Buy
+23,213
New +$4.49M 4.32% 7

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

Haven Global Partners's TSM Position: Q2 2026 in Review

Haven Global Partners increased its TSMC (TSM) stake by 27% in Q2 2026, buying an estimated $3.04M and bringing the position to 35,174 shares worth $16.8M. The position accounts for 12.88% of the portfolio, ranked #5.

Haven Global Partners first reported a position in TSM in Q4 2024 and has held it in 7 quarters since. 3,546 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Haven Global Partners held 35,174 shares of TSMC worth $16.8M as of Q2 2026.
  • Haven Global Partners bought 7,500 TSMC shares in Q2 2026, an estimated $3.04M.
  • TSMC made up 12.88% of Haven Global Partners's portfolio in Q2 2026, its #5 holding.
  • Haven Global Partners first reported a position in TSMC in Q4 2024 and has held it in 7 quarters since.
  • 3,546 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Haven Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.