MGM
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Manchester Global Management’s TSMC TSM Stock Holding History

Manchester Global 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
Q1 		$31.9M Hold
94,275
– – 4.25% 8
2025
Q4 		$28.6M Sell
94,275
-41,538
-31% -$12.2M 3.86% 14
2025
Q3 		$37.9M Buy
135,813
+49,500
+57% +$12.1M 4.99% 8
2025
Q2 		$19.5M Sell
86,313
-91,000
-51% -$16.9M 2.82% 17
2025
Q1 		$29.4M Buy
177,313
+12,676
+8% +$2.46M 4.39% 9
2024
Q4 		$32.5M Sell
164,637
-103,387
-39% -$20M 4.29% 8
2024
Q3 		$46.5M Sell
268,024
-34,376
-11% -$5.86M 7.51% 4
2024
Q2 		$52.6M Buy
302,400
+5,000
+2% +$758K 9.24% 2
2024
Q1 		$40.5M Buy
297,400
+79,000
+36% +$9.81M 7.11% 5
2023
Q4 		$22.7M Buy
218,400
+37,500
+21% +$3.58M 7.39% 3
2023
Q3 		$15.7M Buy
180,900
+10,000
+6% +$946K 6.02% 6
2023
Q2 		$17.2M Buy
170,900
+25,000
+17% +$2.33M 6.99% 5
2023
Q1 		$13.6M Buy
145,900
+7,200
+5% +$646K 4.87% 10
2022
Q4 		$10.3M Buy
+138,700
New +$10M 4.19% 11

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Manchester Global Management's TSM Position: Q1 2026 in Review

Manchester Global Management held its TSMC (TSM) position steady in Q1 2026 at 94,275 shares worth $31.9M. The position accounts for 4.25% of the portfolio, ranked #8.

Manchester Global Management first reported a position in TSM in Q4 2022 and has held it in 14 quarters since. The position peaked at $52.6M in Q2 2024. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Manchester Global Management held 94,275 shares of TSMC worth $31.9M as of Q1 2026.
  • Manchester Global Management left its TSMC share count unchanged in Q1 2026.
  • TSMC made up 4.25% of Manchester Global Management's portfolio in Q1 2026, its #8 holding.
  • Manchester Global Management first reported a position in TSMC in Q4 2022 and has held it in 14 quarters since.
  • Manchester Global Management's TSMC position peaked at $52.6M in Q2 2024.
  • 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Manchester Global Management's 13F filing for Q1 2026, filed 15 May 2026.