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Light Street Capital Management’s TSMC TSM Stock Holding History

Light Street 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
2026
Q1 		$36.9M Buy
+109,200
New +$37.6M 6.91% 6
2025
Q2 		– Sell
-297,500
Closed -$49.4M – 27
2025
Q1 		$49.4M Hold
297,500
– – 13.79% 2
2024
Q4 		$58.8M Buy
297,500
+190,800
+179% +$36.9M 10.79% 2
2024
Q3 		$18.5M Hold
106,700
– – 4.39% 10
2024
Q2 		$18.5M Buy
106,700
+2,000
+2% +$303K 4.26% 10
2024
Q1 		$14.2M Buy
+104,700
New +$13M 3.44% 12

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

Light Street Capital Management's TSM Position: Q1 2026 in Review

Light Street Capital Management reduced its TSMC (TSM) stake by 15% in Q1 2026, selling an estimated $14M and leaving 227,585 shares worth $76.9M. The position accounts for 14.4% of the portfolio, ranked #1.

Light Street Capital Management first reported a position in TSM in Q1 2023 and has held it in 13 quarters since. The position peaked at $81.6M in Q4 2025. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Light Street Capital Management held 227,585 shares of TSMC worth $76.9M as of Q1 2026.
  • Light Street Capital Management sold 40,807 TSMC shares in Q1 2026, an estimated $14M.
  • TSMC made up 14.4% of Light Street Capital Management's portfolio in Q1 2026, its #1 holding.
  • Light Street Capital Management first reported a position in TSMC in Q1 2023 and has held it in 13 quarters since.
  • Light Street Capital Management's TSMC position peaked at $81.6M in Q4 2025.
  • 3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

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