M37 Management’s TSMC TSM Stock Holding History

M37 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	$95.5M	Buy	200,000 +50,000	+33%	+$20.3M	16.62%	2
2026 Q1	$50.7M	Buy	150,000 +100,000	+200%	+$34.4M	20.2%	1
2025 Q4	$15.2M	Buy	+50,000	New	+$14.7M	10.44%	3

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

M37 Management's TSM Position: Q2 2026 in Review

M37 Management increased its TSMC (TSM) stake by 33% in Q2 2026, buying an estimated $20.3M and bringing the position to 200,000 shares worth $95.5M. The position accounts for 16.62% of the portfolio, ranked #2.

M37 Management first reported a position in TSM in Q4 2025 and has held it in 3 quarters since. 3,558 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

M37 Management held 200,000 shares of TSMC worth $95.5M as of Q2 2026.
M37 Management bought 50,000 TSMC shares in Q2 2026, an estimated $20.3M.
TSMC made up 16.62% of M37 Management's portfolio in Q2 2026, its #2 holding.
M37 Management first reported a position in TSMC in Q4 2025 and has held it in 3 quarters since.
3,558 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on M37 Management's 13F filing for Q2 2026, filed 14 Aug 2026.