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
2025 Q2	–	Sell	-300	Closed	-$49.8K	–	154
2025 Q1	$49.8K	Buy	+300	New	+$58.3K	0.01%	135

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

Jag Capital Management's TSM Position: Q2 2026 in Review

Jag Capital Management reduced its TSMC (TSM) stake by 1.6% in Q2 2026, selling an estimated $347K and leaving 53,514 shares worth $25.6M. The position accounts for 2.39% of the portfolio, ranked #12.

Jag Capital Management first reported a position in TSM in Q2 2013 and has held it in 20 quarters since. 3,578 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Jag Capital Management held 53,514 shares of TSMC worth $25.6M as of Q2 2026.
Jag Capital Management sold 855 TSMC shares in Q2 2026, an estimated $347K.
TSMC made up 2.39% of Jag Capital Management's portfolio in Q2 2026, its #12 holding.
Jag Capital Management first reported a position in TSMC in Q2 2013 and has held it in 20 quarters since.
3,578 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Jag Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.