MY.Alpha Management HK Advisors’s TSMC TSM Stock Holding History

MY.Alpha Management HK Advisors’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	$22.5M	Sell	47,160 -38,000	-45%	-$15.4M	8.68%	6
2026 Q1	$28.8M	Buy	85,160 +29,469	+53%	+$10.1M	11.71%	5
2025 Q4	$16.9M	Buy	55,691 +2,228	+4%	+$654K	9.08%	4
2025 Q3	$14.9M	Sell	53,463 -54,932	-51%	-$13.4M	9.67%	5
2025 Q2	$24.6M	Buy	108,395 +42,095	+63%	+$7.8M	18.22%	1
2025 Q1	$11M	Sell	66,300 -37,680	-36%	-$7.32M	5.47%	7
2024 Q4	$20.5M	Buy	103,980 +54,438	+110%	+$10.5M	9.03%	3
2024 Q3	$8.6M	Sell	49,542 -19,941	-29%	-$3.4M	3.07%	12
2024 Q2	$12.1M	Buy	+69,483	New	+$10.5M	4.55%	8

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

MY.Alpha Management HK Advisors's TSM Position: Q2 2026 in Review

MY.Alpha Management HK Advisors reduced its TSMC (TSM) stake by 45% in Q2 2026, selling an estimated $15.4M and leaving 47,160 shares worth $22.5M. The position accounts for 8.68% of the portfolio, ranked #6.

MY.Alpha Management HK Advisors first reported a position in TSM in Q2 2024 and has held it in 9 quarters since. The position peaked at $28.8M in Q1 2026. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

MY.Alpha Management HK Advisors held 47,160 shares of TSMC worth $22.5M as of Q2 2026.
MY.Alpha Management HK Advisors sold 38,000 TSMC shares in Q2 2026, an estimated $15.4M.
TSMC made up 8.68% of MY.Alpha Management HK Advisors's portfolio in Q2 2026, its #6 holding.
MY.Alpha Management HK Advisors first reported a position in TSMC in Q2 2024 and has held it in 9 quarters since.
MY.Alpha Management HK Advisors's TSMC position peaked at $28.8M in Q1 2026.
3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on MY.Alpha Management HK Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.