Joho Capital’s TSMC TSM Stock Holding History

Joho 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	$90.8M	Hold	190,100	–	–	19.72%	3
2026 Q1	$64.2M	Hold	190,100	–	–	17.22%	3
2025 Q4	$57.8M	Sell	190,100 -59,000	-24%	-$17.3M	12.33%	5
2025 Q3	$69.6M	Hold	249,100	–	–	12.36%	4
2025 Q2	$56.4M	Buy	249,100 +81,100	+48%	+$15M	7.95%	5
2025 Q1	$27.9M	Buy	+168,000	New	+$32.6M	4.82%	6

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

Joho Capital's TSM Position: Q2 2026 in Review

Joho Capital held its TSMC (TSM) position steady in Q2 2026 at 190,100 shares worth $90.8M. The position accounts for 19.72% of the portfolio, ranked #3.

Joho Capital first reported a position in TSM in Q1 2025 and has held it in 6 quarters since. 3,566 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Joho Capital held 190,100 shares of TSMC worth $90.8M as of Q2 2026.
Joho Capital left its TSMC share count unchanged in Q2 2026.
TSMC made up 19.72% of Joho Capital's portfolio in Q2 2026, its #3 holding.
Joho Capital first reported a position in TSMC in Q1 2025 and has held it in 6 quarters since.
3,566 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Joho Capital's 13F filing for Q2 2026, filed 14 Aug 2026.