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Little House Capital’s TSMC TSM Stock Holding History

Little House 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 		$14M Sell
29,248
-1,415
-5% -$574K 3.14% 7
2026
Q1 		$10.4M Sell
30,663
-1,032
-3% -$355K 2.68% 11
2025
Q4 		$9.63M Sell
31,695
-2,343
-7% -$687K 2.42% 10
2025
Q3 		$9.51M Buy
34,038
+4,655
+16% +$1.14M 2.19% 13
2025
Q2 		$6.66M Buy
29,383
+12,114
+70% +$2.24M 1.67% 19
2025
Q1 		$2.87M Sell
17,269
-1,357
-7% -$264K 0.79% 37
2024
Q4 		$3.68M Buy
18,626
+1,506
+9% +$291K 1.05% 28
2024
Q3 		$2.97M Sell
17,120
-1,993
-10% -$340K 0.85% 35
2024
Q2 		$3.32M Buy
19,113
+443
+2% +$67.2K 1.04% 28
2024
Q1 		$2.54M Buy
18,670
+2,345
+14% +$291K 0.84% 32
2023
Q4 		$1.7M Buy
16,325
+174
+1% +$16.6K 0.62% 46
2023
Q3 		$1.4M Buy
16,151
+4,109
+34% +$389K 0.58% 48
2023
Q2 		$1.22M Sell
12,042
-3,425
-22% -$319K 0.52% 53
2023
Q1 		$1.44M Buy
+15,467
New +$1.39M 0.68% 39
2022
Q2 		– Sell
-5,536
Closed -$577K – 143
2022
Q1 		$577K Sell
5,536
-2,936
-35% -$343K 0.3% 93
2021
Q4 		$1.02M Sell
8,472
-1,133
-12% -$133K 0.54% 57
2021
Q3 		$1.07M Sell
9,605
-5,885
-38% -$691K 0.63% 51
2021
Q2 		$1.86M Buy
+15,490
New +$1.81M 1.01% 35
2021
Q1 		– Sell
-12,410
Closed -$1.35M – 161
2020
Q4 		$1.35M Buy
+12,410
New +$1.18M 1% 39

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

Little House Capital's TSM Position: Q2 2026 in Review

Little House Capital reduced its TSMC (TSM) stake by 4.6% in Q2 2026, selling an estimated $574K and leaving 29,248 shares worth $14M. The position accounts for 3.14% of the portfolio, ranked #7.

Little House Capital first reported a position in TSM in Q4 2020 and has held it in 19 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Little House Capital held 29,248 shares of TSMC worth $14M as of Q2 2026.
  • Little House Capital sold 1,415 TSMC shares in Q2 2026, an estimated $574K.
  • TSMC made up 3.14% of Little House Capital's portfolio in Q2 2026, its #7 holding.
  • Little House Capital first reported a position in TSMC in Q4 2020 and has held it in 19 quarters since.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Little House Capital's 13F filing for Q2 2026, filed 7 Aug 2026.