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Noked Israel’s TSMC TSM Stock Holding History

Noked Israel’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 		$394M Sell
825,650
-84,700
-9% -$34.4M 40.65% 1
2026
Q1 		$308M Buy
910,350
+43,450
+5% +$15M 45.45% 1
2025
Q4 		$263M Sell
866,900
-30,910
-3% -$9.07M 42.24% 1
2025
Q3 		$251M Buy
897,810
+290,480
+48% +$71M 39.27% 1
2025
Q2 		$138M Sell
607,330
-21,120
-3% -$3.91M 25.38% 2
2025
Q1 		$104M Buy
628,450
+160,550
+34% +$31.2M 23.92% 1
2024
Q4 		$92.4M Buy
467,900
+5,100
+1% +$987K 18.19% 2
2024
Q3 		$80.4M Buy
462,800
+67,500
+17% +$11.5M 17.56% 1
2024
Q2 		$68.7M Buy
395,300
+257,300
+186% +$39M 18.96% 1
2024
Q1 		$18.8M Buy
+138,000
New +$17.1M 5.05% 9
2023
Q2 		– Sell
-20,000
Closed -$1.86M – 38
2023
Q1 		$1.86M Sell
20,000
-1,975
-9% -$177K 0.81% 16
2022
Q4 		$1.64M Buy
+21,975
New +$1.59M 0.63% 20
2022
Q3 		– Sell
-5,510
Closed -$450K – 58
2022
Q2 		$450K Sell
5,510
-60,000
-92% -$5.55M 0.1% 39
2022
Q1 		$6.83M Buy
+65,510
New +$7.66M 2.08% 14
2021
Q2 		– Sell
-195,300
Closed -$23.1M – 38
2021
Q1 		$23.1M Buy
195,300
+96,800
+98% +$12M 7.53% 4
2020
Q4 		$10.7M Buy
+98,500
New +$9.34M 4.42% 11
2020
Q1 		– Sell
-6,900
Closed -$401K – 56
2019
Q4 		$401K Buy
+6,900
New +$366K 0.45% 24
2019
Q3 		– Sell
-6,600
Closed -$259K – 94
2019
Q2 		$259K Buy
+6,600
New +$272K 0.32% 60

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

Noked Israel's TSM Position: Q2 2026 in Review

Noked Israel reduced its TSMC (TSM) stake by 9.3% in Q2 2026, selling an estimated $34.4M and leaving 825,650 shares worth $394M. The position accounts for 40.65% of the portfolio, ranked #1.

Noked Israel first reported a position in TSM in Q2 2019 and has held it in 18 quarters since. 3,581 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Noked Israel held 825,650 shares of TSMC worth $394M as of Q2 2026.
  • Noked Israel sold 84,700 TSMC shares in Q2 2026, an estimated $34.4M.
  • TSMC made up 40.65% of Noked Israel's portfolio in Q2 2026, its #1 holding.
  • Noked Israel first reported a position in TSMC in Q2 2019 and has held it in 18 quarters since.
  • 3,581 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Noked Israel's 13F filing for Q2 2026, filed 13 Aug 2026.