Long Walk Management’s TSMC TSM Stock Holding History

Long Walk 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 Q2	$67.5M	Buy	+141,250	New	+$57.3M	15.3%	1

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Long Walk Management's TSM Position: Q2 2026 in Review

Long Walk Management opened a new position in TSMC (TSM) in Q2 2026: 141,250 shares worth $67.5M. The stake represents 15.3% of the portfolio and ranks #1 among its holdings.

3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Long Walk Management held 141,250 shares of TSMC worth $67.5M as of Q2 2026.
TSMC was a new Long Walk Management position in Q2 2026.
TSMC made up 15.3% of Long Walk Management's portfolio in Q2 2026, its #1 holding.
3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Long Walk Management's 13F filing for Q2 2026, filed 14 Aug 2026.