Hudson Edge Investment Partners’s TSMC TSM Stock Holding History

Hudson Edge Investment 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	$109M	Sell	228,303 -14,040	-6%	-$5.7M	14.9%	1
2026 Q1	$81.9M	Buy	242,343 +6,840	+3%	+$2.35M	11.97%	1
2025 Q4	$71.6M	Sell	235,503 -1,800	-0.8%	-$528K	10.6%	1
2025 Q3	$66.3M	Buy	237,303 +800	+0.3%	+$196K	10.73%	1
2025 Q2	$53.6M	Buy	236,503 +21,648	+10%	+$4.01M	9.17%	3
2025 Q1	$35.7M	Sell	214,855 -2,800	-1%	-$544K	7.25%	3
2024 Q4	$43M	Buy	217,655 +12,800	+6%	+$2.48M	7.93%	2
2024 Q3	$35.6M	Buy	204,855 +5,900	+3%	+$1.01M	6.6%	4
2024 Q2	$34.6M	Sell	198,955 -62,000	-24%	-$9.4M	6.68%	4
2024 Q1	$35.5M	Buy	260,955 +30,555	+13%	+$3.8M	6.93%	3
2023 Q4	$24M	Buy	+230,400	New	+$22M	5.56%	3

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hudson Edge Investment Partners's TSM Position: Q2 2026 in Review

Hudson Edge Investment Partners reduced its TSMC (TSM) stake by 5.8% in Q2 2026, selling an estimated $5.7M and leaving 228,303 shares worth $109M. The position accounts for 14.9% of the portfolio, ranked #1.

Hudson Edge Investment Partners first reported a position in TSM in Q4 2023 and has held it in 11 quarters since. 3,579 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Hudson Edge Investment Partners held 228,303 shares of TSMC worth $109M as of Q2 2026.
Hudson Edge Investment Partners sold 14,040 TSMC shares in Q2 2026, an estimated $5.7M.
TSMC made up 14.9% of Hudson Edge Investment Partners's portfolio in Q2 2026, its #1 holding.
Hudson Edge Investment Partners first reported a position in TSMC in Q4 2023 and has held it in 11 quarters since.
3,579 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Hudson Edge Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.