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 $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

Jag Capital Management's TSM Position: Q1 2026 in Review

Jag Capital Management increased its TSMC (TSM) stake by 4.7% in Q1 2026, buying an estimated $844K and bringing the position to 54,369 shares worth $18.4M. The position accounts for 2.07% of the portfolio, ranked #18.

Jag Capital Management first reported a position in TSM in Q2 2013 and has held it in 19 quarters since. 3,257 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Jag Capital Management held 54,369 shares of TSMC worth $18.4M as of Q1 2026.
Jag Capital Management bought 2,453 TSMC shares in Q1 2026, an estimated $844K.
TSMC made up 2.07% of Jag Capital Management's portfolio in Q1 2026, its #18 holding.
Jag Capital Management first reported a position in TSMC in Q2 2013 and has held it in 19 quarters since.
3,257 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Jag Capital Management's 13F filing for Q1 2026, filed 6 May 2026.