Oakum Bay Capital’s TSMC TSM Stock Holding History

Oakum Bay 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 Q1	$2.21M	Hold	6,550	–	–	1.19%	14
2025 Q4	$1.99M	Buy	+6,550	New	+$1.92M	0.97%	19

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

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Oakum Bay Capital's TSM Position: Q1 2026 in Review

Oakum Bay Capital held its TSMC (TSM) position steady in Q1 2026 at 6,550 shares worth $2.21M. The position accounts for 1.19% of the portfolio, ranked #14.

Oakum Bay Capital first reported a position in TSM in Q4 2025 and has held it in 2 quarters since. 3,277 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Oakum Bay Capital held 6,550 shares of TSMC worth $2.21M as of Q1 2026.
Oakum Bay Capital left its TSMC share count unchanged in Q1 2026.
TSMC made up 1.19% of Oakum Bay Capital's portfolio in Q1 2026, its #14 holding.
Oakum Bay Capital first reported a position in TSMC in Q4 2025 and has held it in 2 quarters since.
3,277 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Oakum Bay Capital's 13F filing for Q1 2026, filed 15 May 2026.