Infinitum Asset Management’s TSMC TSM Stock Holding History

Infinitum Asset 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	$83.6M	Hold	175,000	–	–	8.5%	6
2026 Q1	$59.1M	Hold	175,000	–	–	7.39%	4
2025 Q4	$53.2M	Hold	175,000	–	–	7.87%	6
2025 Q3	$48.9M	Hold	175,000	–	–	8.99%	4
2025 Q2	$39.6M	Hold	175,000	–	–	8.78%	3
2025 Q1	$29.1M	Buy	175,000 +140,000	+400%	+$27.2M	9.29%	3
2024 Q4	$6.91M	Buy	+35,000	New	+$6.77M	3.65%	9

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

Infinitum Asset Management's TSM Position: Q2 2026 in Review

Infinitum Asset Management held its TSMC (TSM) position steady in Q2 2026 at 175,000 shares worth $83.6M. The position accounts for 8.5% of the portfolio, ranked #6.

Infinitum Asset Management first reported a position in TSM in Q4 2024 and has held it in 7 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Infinitum Asset Management held 175,000 shares of TSMC worth $83.6M as of Q2 2026.
Infinitum Asset Management left its TSMC share count unchanged in Q2 2026.
TSMC made up 8.5% of Infinitum Asset Management's portfolio in Q2 2026, its #6 holding.
Infinitum Asset Management first reported a position in TSMC in Q4 2024 and has held it in 7 quarters since.
3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Infinitum Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.