Matthew 25 Management Corp’s TSMC TSM Stock Holding History

Matthew 25 Management Corp’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	$47.3M	Buy	99,000 +1,000	+1%	+$406K	13.69%	2
2026 Q1	$33.1M	Sell	98,000 -1,000	-1%	-$344K	11%	2
2025 Q4	$30.1M	Buy	99,000 +30,500	+45%	+$8.95M	9.2%	2
2025 Q3	$19.1M	Buy	68,500 +5,500	+9%	+$1.34M	5.89%	4
2025 Q2	$14.3M	Buy	63,000 +43,000	+215%	+$7.97M	4.59%	7
2025 Q1	$3.32M	Buy	+20,000	New	+$3.89M	1.22%	17

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

Matthew 25 Management Corp's TSM Position: Q2 2026 in Review

Matthew 25 Management Corp increased its TSMC (TSM) stake by 1% in Q2 2026, buying an estimated $406K and bringing the position to 99,000 shares worth $47.3M. The position accounts for 13.69% of the portfolio, ranked #2.

Matthew 25 Management Corp first reported a position in TSM in Q1 2025 and has held it in 6 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Matthew 25 Management Corp held 99,000 shares of TSMC worth $47.3M as of Q2 2026.
Matthew 25 Management Corp bought 1,000 TSMC shares in Q2 2026, an estimated $406K.
TSMC made up 13.69% of Matthew 25 Management Corp's portfolio in Q2 2026, its #2 holding.
Matthew 25 Management Corp first reported a position in TSMC in Q1 2025 and has held it in 6 quarters since.
3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Matthew 25 Management Corp's 13F filing for Q2 2026, filed 14 Aug 2026.