KCM
TSM icon

Kingdon Capital Management’s TSMC TSM Stock Holding History

Kingdon 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
2023
Q3 		– Sell
-105,000
Closed -$10.6M – 104
2023
Q2 		$10.6M Buy
+105,000
New +$9.77M 1% 35

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

Kingdon Capital Management increased its TSMC (TSM) stake by 13% in Q1 2026, buying an estimated $1.72M and bringing the position to 45,000 shares worth $15.2M. The position accounts for 1.67% of the portfolio, ranked #13.

Kingdon Capital Management first reported a position in TSM in Q2 2023 and has held it in 10 quarters since. 3,257 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Kingdon Capital Management held 45,000 shares of TSMC worth $15.2M as of Q1 2026.
  • Kingdon Capital Management bought 5,000 TSMC shares in Q1 2026, an estimated $1.72M.
  • TSMC made up 1.67% of Kingdon Capital Management's portfolio in Q1 2026, its #13 holding.
  • Kingdon Capital Management first reported a position in TSMC in Q2 2023 and has held it in 10 quarters since.
  • 3,257 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Kingdon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.