Mainstay Capital Management’s TSMC TSM Stock Holding History

Mainstay 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 Q2	$3.53M	Buy	7,386 +6,138	+492%	+$2.49M	0.26%	31
2026 Q1	$422K	Sell	1,248 -62	-5%	-$21.3K	0.03%	102
2025 Q4	$398K	Buy	1,310 +136	+12%	+$39.9K	0.03%	98
2025 Q3	$328K	Buy	+1,174	New	+$287K	0.03%	96
2018 Q4	–	Sell	-1,565	Closed	-$69K	–	354
2018 Q3	$69K	Sell	1,565 -600	-28%	-$24.9K	0.04%	177
2018 Q2	$79K	Buy	+2,165	New	+$85.6K	0.06%	135

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

Mainstay Capital Management's TSM Position: Q2 2026 in Review

Mainstay Capital Management increased its TSMC (TSM) stake by 492% in Q2 2026, buying an estimated $2.49M and bringing the position to 7,386 shares worth $3.53M. The position accounts for 0.26% of the portfolio, ranked #31.

Mainstay Capital Management first reported a position in TSM in Q2 2018 and has held it in 6 quarters since. 3,574 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Mainstay Capital Management held 7,386 shares of TSMC worth $3.53M as of Q2 2026.
Mainstay Capital Management bought 6,138 TSMC shares in Q2 2026, an estimated $2.49M.
TSMC made up 0.26% of Mainstay Capital Management's portfolio in Q2 2026, its #31 holding.
Mainstay Capital Management first reported a position in TSMC in Q2 2018 and has held it in 6 quarters since.
3,574 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Mainstay Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.