Locust Wood Capital Advisers’s TSMC TSM Stock Holding History

Locust Wood Capital Advisers’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
2024 Q1	–	Sell	-487,600	Closed	-$50.7M	–	51
2023 Q4	$50.7M	Hold	487,600	–	–	1.93%	25
2023 Q3	$42.4M	Hold	487,600	–	–	1.8%	26
2023 Q2	$49.2M	Hold	487,600	–	–	2.29%	23
2023 Q1	$45.4M	Buy	487,600 +123,200	+34%	+$11.1M	2.66%	21
2022 Q4	$27.1M	Hold	364,400	–	–	1.52%	26
2022 Q3	$25M	Buy	364,400 +182,200	+100%	+$15.1M	1.72%	27
2022 Q2	$14.9M	Buy	182,200 +37,800	+26%	+$3.5M	0.92%	31
2022 Q1	$15.1M	Buy	+144,400	New	+$16.9M	0.83%	34

Other funds holding TSM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Locust Wood Capital Advisers's TSM Position: Q2 2026 in Review

Locust Wood Capital Advisers reduced its TSMC (TSM) stake by 6.1% in Q2 2026, selling an estimated $18.7M and leaving 705,818 shares worth $337M. The position accounts for 8.12% of the portfolio, ranked #1.

Locust Wood Capital Advisers first reported a position in TSM in Q1 2022 and has held it in 18 quarters since. 2,705 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Locust Wood Capital Advisers held 705,818 shares of TSMC worth $337M as of Q2 2026.
Locust Wood Capital Advisers sold 46,093 TSMC shares in Q2 2026, an estimated $18.7M.
TSMC made up 8.12% of Locust Wood Capital Advisers's portfolio in Q2 2026, its #1 holding.
Locust Wood Capital Advisers first reported a position in TSMC in Q1 2022 and has held it in 18 quarters since.
2,705 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Locust Wood Capital Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.