Jag Capital Management
TSM icon

Jag Capital Management’s TSMC TSM Stock Holding History

Jag 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
Q3 		$24.7M Buy
54,157
+643
+1% +$272K 2.3% 13
2026
Q2 		$25.6M Sell
53,514
-855
-2% -$347K 2.39% 12
2026
Q1 		$18.4M Buy
54,369
+2,453
+5% +$844K 2.07% 18
2025
Q4 		$15.8M Sell
51,916
-3,191
-6% -$936K 1.71% 21
2025
Q3 		$15.4M Buy
55,107
+10,182
+23% +$2.49M 1.69% 20
2025
Q2 		$10.2M Buy
44,925
+2,529
+6% +$469K 1.14% 31
2025
Q1 		$7.04M Sell
42,396
-10,924
-20% -$2.12M 0.94% 30
2024
Q4 		$10.5M Sell
53,320
-15,604
-23% -$3.02M 1.47% 27
2024
Q3 		$12M Buy
68,924
+7,018
+11% +$1.2M 1.44% 26
2024
Q2 		$10.8M Sell
61,906
-243
-0.4% -$36.9K 1.47% 24
2024
Q1 		$8.46M Buy
+62,149
New +$7.72M 1.2% 30
2023
Q4 		– Sell
-36,711
Closed -$3.19M – 193
2023
Q3 		$3.19M Buy
36,711
+948
+3% +$89.6K 0.38% 47
2023
Q2 		$3.61M Sell
35,763
-107,234
-75% -$10M 0.42% 46
2023
Q1 		$13.3M Buy
+142,997
New +$12.8M 1.72% 20
2022
Q3 		– Sell
-20,523
Closed -$1.68M – 188
2022
Q2 		$1.68M Buy
20,523
+13,436
+190% +$1.24M 0.21% 86
2022
Q1 		$838K Sell
7,087
-14,657
-67% -$1.71M 0.08% 116
2021
Q4 		$2.62M Sell
21,744
-2,740
-11% -$321K 0.2% 66
2021
Q3 		$2.73M Sell
24,484
-285
-1% -$33.5K 0.21% 70
2021
Q2 		$2.98M Buy
24,769
+17,442
+238% +$2.04M 0.23% 70
2021
Q1 		$867K Buy
+7,327
New +$908K 0.08% 121
2013
Q3 		– Sell
-203,090
Closed -$3.72M – 96
2013
Q2 		$3.72M Buy
+203,090
New +$3.74M 0.91% 38

Other funds holding TSM

Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Jag Capital Management's TSM Position: Q3 2026 in Review

Jag Capital Management increased its TSMC (TSM) stake by 1.2% in Q3 2026, buying an estimated $272K and bringing the position to 54,157 shares worth $24.7M. The position accounts for 2.3% of the portfolio, ranked #13.

Jag Capital Management first reported a position in TSM in Q2 2013 and has held it in 21 quarters since. The position peaked at $25.6M in Q2 2026. 2,198 funds tracked by Wall St. Rank hold TSM as of Q3 2026.

  • Jag Capital Management held 54,157 shares of TSMC worth $24.7M as of Q3 2026.
  • Jag Capital Management bought 643 TSMC shares in Q3 2026, an estimated $272K.
  • TSMC made up 2.3% of Jag Capital Management's portfolio in Q3 2026, its #13 holding.
  • Jag Capital Management first reported a position in TSMC in Q2 2013 and has held it in 21 quarters since.
  • Jag Capital Management's TSMC position peaked at $25.6M in Q2 2026.
  • 2,198 funds tracked by Wall St. Rank held TSMC as of Q3 2026.

Based on Jag Capital Management's 13F filing for Q3 2026, filed 6 Nov 2026.