Insight Holdings Group’s TSMC TSM Stock Holding History

Insight Holdings Group’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 Q1	$77.4M	Buy	229,115 +3,890	+2%	+$1.34M	5.44%	7
2025 Q4	$68.4M	Buy	225,225 +12,195	+6%	+$3.58M	5.12%	7
2025 Q3	$59.5M	Sell	213,030 -33,900	-14%	-$8.29M	3.67%	8
2025 Q2	$55.9M	Buy	246,930 +30,600	+14%	+$5.67M	2.34%	12
2025 Q1	$35.9M	Buy	216,330 +12,500	+6%	+$2.43M	2.78%	10
2024 Q4	$40.3M	Buy	203,830 +530	+0.3%	+$103K	2.6%	11
2024 Q3	$35.3M	Hold	203,300	–	–	1.53%	11
2024 Q2	$35.3M	Buy	203,300 +9,500	+5%	+$1.44M	1.22%	13
2024 Q1	$26.4M	Buy	193,800 +107,100	+124%	+$13.3M	0.74%	13
2023 Q4	$9.02M	Buy	86,700 +79,400	+1,088%	+$7.57M	0.22%	24
2023 Q3	$634K	Buy	7,300 +1,300	+22%	+$123K	0.02%	28
2023 Q2	$606K	Hold	6,000	–	–	0.01%	29
2023 Q1	$558K	Buy	+6,000	New	+$539K	0.01%	32

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Insight Holdings Group's TSM Position: Q1 2026 in Review

Insight Holdings Group increased its TSMC (TSM) stake by 1.7% in Q1 2026, buying an estimated $1.34M and bringing the position to 229,115 shares worth $77.4M. The position accounts for 5.44% of the portfolio, ranked #7.

Insight Holdings Group first reported a position in TSM in Q1 2023 and has held it in 13 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Insight Holdings Group held 229,115 shares of TSMC worth $77.4M as of Q1 2026.
Insight Holdings Group bought 3,890 TSMC shares in Q1 2026, an estimated $1.34M.
TSMC made up 5.44% of Insight Holdings Group's portfolio in Q1 2026, its #7 holding.
Insight Holdings Group first reported a position in TSMC in Q1 2023 and has held it in 13 quarters since.
3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Insight Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.