LCI
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L1 Capital International’s TSMC TSM Stock Holding History

L1 Capital International’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 		$27.1M Buy
56,650
+10,780
+24% +$4.37M 1.58% 20
2026
Q1 		$15.5M Buy
45,870
+2,541
+6% +$874K 0.92% 22
2025
Q4 		$13.2M Sell
43,329
-226,215
-84% -$66.4M 0.68% 21
2025
Q3 		$75.3M Buy
269,544
+216,173
+405% +$52.9M 15.71% 1
2025
Q2 		$27.4M Buy
53,371
+7,719
+17% +$1.43M 6.73% 5
2025
Q1 		$7.58M Buy
+45,652
New +$8.87M 2.09% 18

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

L1 Capital International's TSM Position: Q2 2026 in Review

L1 Capital International increased its TSMC (TSM) stake by 24% in Q2 2026, buying an estimated $4.37M and bringing the position to 56,650 shares worth $27.1M. The position accounts for 1.58% of the portfolio, ranked #20.

L1 Capital International first reported a position in TSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $75.3M in Q3 2025. 3,544 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • L1 Capital International held 56,650 shares of TSMC worth $27.1M as of Q2 2026.
  • L1 Capital International bought 10,780 TSMC shares in Q2 2026, an estimated $4.37M.
  • TSMC made up 1.58% of L1 Capital International's portfolio in Q2 2026, its #20 holding.
  • L1 Capital International first reported a position in TSMC in Q1 2025 and has held it in 6 quarters since.
  • L1 Capital International's TSMC position peaked at $75.3M in Q3 2025.
  • 3,544 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on L1 Capital International's 13F filing for Q2 2026, filed 13 Aug 2026.