KCMH
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Keywise Capital Management (HK)’s TSMC TSM Stock Holding History

Keywise Capital Management (HK)’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 		$252M Sell
528,600
-102,830
-16% -$41.7M 34.4% 1
2026
Q1 		$213M Buy
631,430
+624,570
+9,105% +$215M 33.87% 1
2025
Q4 		$2.08M Buy
6,860
+2,830
+70% +$830K 0.16% 13
2025
Q3 		$1.13M Buy
4,030
+800
+25% +$196K 0.09% 15
2025
Q2 		$732K Sell
3,230
-1,100
-25% -$204K 0.06% 11
2025
Q1 		$719K Sell
4,330
-1,033,150
-100% -$201M 0.08% 10
2024
Q4 		$205M Buy
1,037,480
+2,430
+0.2% +$470K 16.78% 3
2024
Q3 		$180M Sell
1,035,050
-173,900
-14% -$29.6M 17.77% 2
2024
Q2 		$210M Sell
1,208,950
-179,950
-13% -$27.3M 25.24% 1
2024
Q1 		$189M Buy
1,388,900
+202,500
+17% +$25.2M 25.51% 1
2023
Q4 		$123M Buy
1,186,400
+286,600
+32% +$27.3M 20.26% 1
2023
Q3 		$78.2M Buy
899,800
+736,500
+451% +$69.6M 12.95% 5
2023
Q2 		$16.5M Sell
163,300
-50
-0% -$4.65K 3% 8
2023
Q1 		$15.2M Hold
163,350
– – 3.45% 7
2022
Q4 		$12.2M Sell
163,350
-159,450
-49% -$11.5M 4.29% 6
2022
Q3 		$22.1M Buy
322,800
+110,492
+52% +$9.13M 10.55% 3
2022
Q2 		$17.4M Sell
212,308
-700
-0.3% -$64.7K 14.9% 4
2022
Q1 		$22.2M Sell
213,008
-442,500
-68% -$51.7M 12.31% 4
2021
Q4 		$78.9M Sell
655,508
-480
-0.1% -$56.2K 39.97% 1
2021
Q3 		$73.2M Sell
655,988
-341,500
-34% -$40.1M 30.63% 1
2021
Q2 		$120M Buy
997,488
+336,600
+51% +$39.4M 29.36% 1
2021
Q1 		$78.2M Sell
660,888
-200
-0% -$24.8K 21.43% 1
2020
Q4 		$72.1M Sell
661,088
-112
-0% -$10.6K 22.03% 1
2020
Q3 		$53.6M Sell
661,200
-1,900
-0.3% -$144K 13.25% 2
2020
Q2 		$37.6M Buy
663,100
+378,900
+133% +$20M 9.42% 3
2020
Q1 		$13.6M Sell
284,200
-969,700
-77% -$53M 3.68% 9
2019
Q4 		$72.9M Buy
+1,253,900
New +$66.5M 24.15% 1

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

Keywise Capital Management (HK)'s TSM Position: Q2 2026 in Review

Keywise Capital Management (HK) reduced its TSMC (TSM) stake by 16% in Q2 2026, selling an estimated $41.7M and leaving 528,600 shares worth $252M. The position accounts for 34.4% of the portfolio, ranked #1.

Keywise Capital Management (HK) first reported a position in TSM in Q4 2019 and has held it in 27 quarters since. 3,543 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Keywise Capital Management (HK) held 528,600 shares of TSMC worth $252M as of Q2 2026.
  • Keywise Capital Management (HK) sold 102,830 TSMC shares in Q2 2026, an estimated $41.7M.
  • TSMC made up 34.4% of Keywise Capital Management (HK)'s portfolio in Q2 2026, its #1 holding.
  • Keywise Capital Management (HK) first reported a position in TSMC in Q4 2019 and has held it in 27 quarters since.
  • 3,543 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Keywise Capital Management (HK)'s 13F filing for Q2 2026, filed 14 Aug 2026.