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Night Owl Capital Management’s TSMC TSM Stock Holding History

Night Owl 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 		$77.9M Buy
163,108
+2,507
+2% +$1.02M 8.18% 2
2026
Q1 		$54.3M Buy
160,601
+1,008
+0.6% +$347K 6.33% 5
2025
Q4 		$48.5M Buy
159,593
+2,282
+1% +$670K 5.32% 7
2025
Q3 		$43.9M Buy
157,311
+1,507
+1% +$369K 4.79% 8
2025
Q2 		$35.3M Buy
155,804
+4,748
+3% +$880K 4.08% 10
2025
Q1 		$25.1M Buy
151,056
+5,968
+4% +$1.16M 3.13% 17
2024
Q4 		$28.7M Sell
145,088
-60,507
-29% -$11.7M 3.7% 13
2024
Q3 		$35.7M Buy
205,595
+6,546
+3% +$1.12M 4.88% 9
2024
Q2 		$34.6M Buy
199,049
+51,407
+35% +$7.8M 5.18% 7
2024
Q1 		$20.1M Buy
147,642
+40,460
+38% +$5.03M 3.05% 16
2023
Q4 		$9.31M Hold
107,182
– – 2.33% 16
2023
Q3 		$9.31M Buy
107,182
+397
+0.4% +$37.5K 2.33% 16
2023
Q2 		$10.8M Sell
106,785
-6,783
-6% -$631K 2.79% 15
2023
Q1 		$10.6M Buy
+113,568
New +$10.2M 3.82% 10

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

Night Owl Capital Management's TSM Position: Q2 2026 in Review

Night Owl Capital Management increased its TSMC (TSM) stake by 1.6% in Q2 2026, buying an estimated $1.02M and bringing the position to 163,108 shares worth $77.9M. The position accounts for 8.18% of the portfolio, ranked #2.

Night Owl Capital Management first reported a position in TSM in Q1 2023 and has held it in 14 quarters since. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Night Owl Capital Management held 163,108 shares of TSMC worth $77.9M as of Q2 2026.
  • Night Owl Capital Management bought 2,507 TSMC shares in Q2 2026, an estimated $1.02M.
  • TSMC made up 8.18% of Night Owl Capital Management's portfolio in Q2 2026, its #2 holding.
  • Night Owl Capital Management first reported a position in TSMC in Q1 2023 and has held it in 14 quarters since.
  • 3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Night Owl Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.