JM2 Capital’s TSMC TSM Stock Holding History

JM2 Capital’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	$439K	Buy	920 +22	+2%	+$8.93K	0.3%	77
2026 Q1	$303K	Buy	898 +51	+6%	+$17.6K	0.25%	90
2025 Q4	$257K	Buy	+847	New	+$249K	0.21%	92

Other funds holding TSM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JM2 Capital's TSM Position: Q2 2026 in Review

JM2 Capital increased its TSMC (TSM) stake by 2.4% in Q2 2026, buying an estimated $8.93K and bringing the position to 920 shares worth $439K. The position accounts for 0.3% of the portfolio, ranked #77.

JM2 Capital first reported a position in TSM in Q4 2025 and has held it in 3 quarters since. 2,041 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

JM2 Capital held 920 shares of TSMC worth $439K as of Q2 2026.
JM2 Capital bought 22 TSMC shares in Q2 2026, an estimated $8.93K.
TSMC made up 0.3% of JM2 Capital's portfolio in Q2 2026, its #77 holding.
JM2 Capital first reported a position in TSMC in Q4 2025 and has held it in 3 quarters since.
2,041 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on JM2 Capital's 13F filing for Q2 2026, filed 22 Jul 2026.