MP
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Marcho Partners’s TSMC TSM Stock Holding History

Marcho Partners’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 		$61.4M Buy
128,571
+19,073
+17% +$7.74M 34.92% 1
2026
Q1 		$37M Sell
109,498
-13,966
-11% -$4.81M 29.88% 1
2025
Q4 		$37.5M Sell
123,464
-67,074
-35% -$19.7M 22.78% 1
2025
Q3 		$53.2M Sell
190,538
-63,341
-25% -$15.5M 20.29% 1
2025
Q2 		$57.5M Buy
253,879
+6,887
+3% +$1.28M 20.37% 1
2025
Q1 		$41M Buy
246,992
+23,661
+11% +$4.6M 15.07% 2
2024
Q4 		$44.1M Buy
223,331
+93,625
+72% +$18.1M 11.84% 3
2024
Q3 		$22.5M Buy
129,706
+23,065
+22% +$3.93M 6.01% 8
2024
Q2 		$18.5M Buy
+106,641
New +$16.2M 4.84% 11

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marcho Partners's TSM Position: Q2 2026 in Review

Marcho Partners increased its TSMC (TSM) stake by 17% in Q2 2026, buying an estimated $7.74M and bringing the position to 128,571 shares worth $61.4M. The position accounts for 34.92% of the portfolio, ranked #1.

Marcho Partners first reported a position in TSM in Q2 2024 and has held it in 9 quarters since. 3,566 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Marcho Partners held 128,571 shares of TSMC worth $61.4M as of Q2 2026.
  • Marcho Partners bought 19,073 TSMC shares in Q2 2026, an estimated $7.74M.
  • TSMC made up 34.92% of Marcho Partners's portfolio in Q2 2026, its #1 holding.
  • Marcho Partners first reported a position in TSMC in Q2 2024 and has held it in 9 quarters since.
  • 3,566 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Marcho Partners's 13F filing for Q2 2026, filed 6 Aug 2026.