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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
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 		$10.7K 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 $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Noked Israel's TSM Position: Q1 2026 in Review

Noked Israel increased its TSMC (TSM) stake by 5% in Q1 2026, buying an estimated $15M and bringing the position to 910,350 shares worth $308M. The position accounts for 45.45% of the portfolio, ranked #1.

Noked Israel first reported a position in TSM in Q2 2019 and has held it in 17 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • Noked Israel held 910,350 shares of TSMC worth $308M as of Q1 2026.
  • Noked Israel bought 43,450 TSMC shares in Q1 2026, an estimated $15M.
  • TSMC made up 45.45% of Noked Israel's portfolio in Q1 2026, its #1 holding.
  • Noked Israel first reported a position in TSMC in Q2 2019 and has held it in 17 quarters since.
  • 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Noked Israel's 13F filing for Q1 2026, filed 14 May 2026.