Ovata Capital Management’s TSMC TSM Stock Holding History

Ovata Capital Management’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	$70.1M	Sell	218,101 -157	-0.1%	-$54K	9.8%	3
2025 Q4	$67.3M	Hold	218,258	–	–	8.17%	3
2025 Q3	$59.3M	Hold	218,258	–	–	11.87%	2
2025 Q2	$48.2M	Buy	218,258 +18,779	+9%	+$3.48M	10.44%	3
2025 Q1	$32.6M	Buy	+199,479	New	+$38.8M	12.36%	3
2023 Q4	–	Sell	-160,555	Closed	-$13.7M	–	16
2023 Q3	$13.7M	Buy	+160,555	New	+$15.2M	17.13%	3
2023 Q2	–	Sell	-1,690,845	Closed	-$157M	–	30
2023 Q1	$157M	Sell	1,690,845 -690,689	-29%	-$62M	66.92%	1
2022 Q4	$176M	Buy	2,381,534 +273,064	+13%	+$19.8M	57.29%	1
2022 Q3	$145M	Buy	2,108,470 +167,797	+9%	+$13.9M	53.78%	1
2022 Q2	$158M	Buy	1,940,673 +1,081,903	+126%	+$100M	46.24%	1
2022 Q1	$92.7M	Buy	858,770 +729,128	+562%	+$85.3M	28.53%	2
2021 Q4	$15.7M	Buy	129,642 +93,842	+262%	+$11M	5.35%	4
2021 Q3	$4.04M	Sell	35,800 -11,700	-25%	-$1.37M	1.55%	15
2021 Q2	$5.64M	Sell	47,500 -11,033	-19%	-$1.29M	2.71%	7
2021 Q1	$6.66M	Buy	+58,533	New	+$7.25M	4.15%	7

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Ovata Capital Management's TSM Position: Q1 2026 in Review

Ovata Capital Management reduced its TSMC (TSM) stake by 0.07% in Q1 2026, selling an estimated $54K and leaving 218,101 shares worth $70.1M. The position accounts for 9.8% of the portfolio, ranked #3.

Ovata Capital Management first reported a position in TSM in Q1 2021 and has held it in 15 quarters since. The position peaked at $176M in Q4 2022. 3,257 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Ovata Capital Management held 218,101 shares of TSMC worth $70.1M as of Q1 2026.
Ovata Capital Management sold 157 TSMC shares in Q1 2026, an estimated $54K.
TSMC made up 9.8% of Ovata Capital Management's portfolio in Q1 2026, its #3 holding.
Ovata Capital Management first reported a position in TSMC in Q1 2021 and has held it in 15 quarters since.
Ovata Capital Management's TSMC position peaked at $176M in Q4 2022.
3,257 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Ovata Capital Management's 13F filing for Q1 2026, filed 13 May 2026.