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O'Neil Global Advisors’s TSMC TSM Stock Holding History

O'Neil Global Advisors’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 		– Sell
-25,313
Closed -$7.69M – 46
2025
Q4 		$7.69M Buy
+25,313
New +$7.43M 2.65% 9
2024
Q4 		– Sell
-40,769
Closed -$7.08M – 69
2024
Q3 		$7.08M Buy
40,769
+35,479
+671% +$6.05M 1.81% 10
2024
Q2 		$919K Buy
+5,290
New +$802K 0.43% 28
2023
Q3 		– Sell
-9,400
Closed -$949K – 99
2023
Q2 		$949K Buy
+9,400
New +$875K 0.2% 35

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

O'Neil Global Advisors's TSM Position: Q1 2026 in Review

O'Neil Global Advisors sold out of TSMC (TSM) in Q1 2026, closing a stake of 25,313 shares — an estimated $7.69M sold.

O'Neil Global Advisors first reported a position in TSM in Q2 2023 and held it in 4 quarters. The position peaked at $7.69M in Q4 2025. 3,254 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

  • O'Neil Global Advisors reported no remaining TSMC position as of Q1 2026 after selling out during the quarter.
  • O'Neil Global Advisors sold 25,313 TSMC shares in Q1 2026, an estimated $7.69M.
  • O'Neil Global Advisors first reported a position in TSMC in Q2 2023 and held it in 4 quarters.
  • O'Neil Global Advisors's TSMC position peaked at $7.69M in Q4 2025.
  • 3,254 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on O'Neil Global Advisors's 13F filing for Q1 2026, filed 11 May 2026.