Nipun Capital’s TSMC TSM Stock Holding History

Nipun Capital’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	$40.7M	Buy	85,280 +11,760	+16%	+$4.77M	18.98%	3
2026 Q1	$24.8M	Buy	73,520 +160	+0.2%	+$55.1K	12.29%	4
2025 Q4	$22.3M	Buy	73,360 +64,760	+753%	+$19M	10.17%	4
2025 Q3	$1.49M	Hold	8,600	–	–	0.94%	7
2025 Q2	$1.95M	Hold	8,600	–	–	1.06%	7
2025 Q1	$1.43M	Hold	8,600	–	–	0.84%	7
2024 Q4	$1.7M	Hold	8,600	–	–	1.1%	6
2024 Q3	$1.49M	Hold	8,600	–	–	0.94%	7
2024 Q2	$1.49M	Hold	8,600	–	–	1.07%	6
2024 Q1	$1.17M	Hold	8,600	–	–	1.04%	6
2023 Q4	$894K	Buy	+8,600	New	+$820K	0.86%	5

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

Nipun Capital's TSM Position: Q2 2026 in Review

Nipun Capital increased its TSMC (TSM) stake by 16% in Q2 2026, buying an estimated $4.77M and bringing the position to 85,280 shares worth $40.7M. The position accounts for 18.98% of the portfolio, ranked #3.

Nipun Capital first reported a position in TSM in Q4 2023 and has held it in 11 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Nipun Capital held 85,280 shares of TSMC worth $40.7M as of Q2 2026.
Nipun Capital bought 11,760 TSMC shares in Q2 2026, an estimated $4.77M.
TSMC made up 18.98% of Nipun Capital's portfolio in Q2 2026, its #3 holding.
Nipun Capital first reported a position in TSMC in Q4 2023 and has held it in 11 quarters since.
3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Nipun Capital's 13F filing for Q2 2026, filed 8 Jul 2026.