Jennison Associates
TSM icon

Jennison Associates’s TSMC TSM Stock Holding History

Jennison Associates’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 		$5.1B Sell
10,687,770
-1,334,055
-11% -$541M 3.06% 9
2026
Q1 		$4.06B Sell
12,021,825
-1,372,474
-10% -$472M 2.79% 10
2025
Q4 		$4.07B Buy
13,394,299
+802,757
+6% +$236M 2.44% 11
2025
Q3 		$3.52B Buy
12,591,542
+544,750
+5% +$133M 2.05% 10
2025
Q2 		$2.73B Buy
12,046,792
+2,537,760
+27% +$470M 1.62% 16
2025
Q1 		$1.58B Buy
9,509,032
+2,559,512
+37% +$497M 1.11% 25
2024
Q4 		$1.37B Buy
6,949,520
+2,931,209
+73% +$567M 0.83% 29
2024
Q3 		$698M Buy
4,018,311
+304,566
+8% +$51.9M 0.43% 48
2024
Q2 		$645M Sell
3,713,745
-521
-0% -$79K 0.41% 44
2024
Q1 		$505M Buy
3,714,266
+276,974
+8% +$34.4M 0.34% 49
2023
Q4 		$357M Sell
3,437,292
-202,424
-6% -$19.3M 0.27% 53
2023
Q3 		$316M Sell
3,639,716
-79,237
-2% -$7.49M 0.27% 54
2023
Q2 		$375M Buy
3,718,953
+292,143
+9% +$27.2M 0.31% 50
2023
Q1 		$319M Buy
+3,426,810
New +$308M 0.29% 54
2022
Q4 		– Sell
-1,200,837
Closed -$82.3M – 624
2022
Q3 		$82.3M Sell
1,200,837
-5,233,177
-81% -$433M 0.08% 121
2022
Q2 		$526M Sell
6,434,014
-3,498,499
-35% -$324M 0.53% 41
2022
Q1 		$1.04B Sell
9,932,513
-335,141
-3% -$39.2M 0.76% 34
2021
Q4 		$1.24B Sell
10,267,654
-1,809,584
-15% -$212M 0.78% 34
2021
Q3 		$1.35B Sell
12,077,238
-643,410
-5% -$75.5M 0.87% 33
2021
Q2 		$1.53B Sell
12,720,648
-813,913
-6% -$95.4M 1.01% 29
2021
Q1 		$1.6B Buy
13,534,561
+3,839,316
+40% +$476M 1.17% 25
2020
Q4 		$1.06B Buy
9,695,245
+8,213,857
+554% +$779M 0.75% 37
2020
Q3 		$120M Buy
1,481,388
+287,253
+24% +$21.8M 0.1% 78
2020
Q2 		$67.8M Buy
1,194,135
+816,452
+216% +$43M 0.06% 126
2020
Q1 		$18M Buy
377,683
+348
+0.1% +$19K 0.02% 270
2019
Q4 		$21.9M Buy
377,335
+371,798
+6,715% +$19.7M 0.02% 293
2019
Q3 		$257K Buy
+5,537
New +$236K ﹤0.01% 630

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jennison Associates's TSM Position: Q2 2026 in Review

Jennison Associates reduced its TSMC (TSM) stake by 11% in Q2 2026, selling an estimated $541M and leaving 10,687,770 shares worth $5.1B. The position accounts for 3.06% of the portfolio, ranked #9.

Jennison Associates first reported a position in TSM in Q3 2019 and has held it in 27 quarters since. 3,574 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Jennison Associates held 10,687,770 shares of TSMC worth $5.1B as of Q2 2026.
  • Jennison Associates sold 1,334,055 TSMC shares in Q2 2026, an estimated $541M.
  • TSMC made up 3.06% of Jennison Associates's portfolio in Q2 2026, its #9 holding.
  • Jennison Associates first reported a position in TSMC in Q3 2019 and has held it in 27 quarters since.
  • 3,574 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Jennison Associates's 13F filing for Q2 2026, filed 3 Aug 2026.