Palestra Capital Management’s TSMC TSM Stock Holding History

Palestra 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 Q2	$19.7M	Buy	+41,307	New	+$16.8M	0.67%	20
2024 Q1	–	Sell	-513,351	Closed	-$53.4M	–	37
2023 Q4	$53.4M	Sell	513,351 -278,910	-35%	-$26.6M	2.65%	19
2023 Q3	$68.8M	Buy	792,261 +292,752	+59%	+$27.7M	3.63%	17
2023 Q2	$50.4M	Buy	+499,509	New	+$46.5M	2.49%	23
2020 Q4	–	Sell	-1,407,718	Closed	-$114M	–	37
2020 Q3	$114M	Buy	+1,407,718	New	+$107M	2.66%	20

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Palestra Capital Management's TSM Position: Q2 2026 in Review

Palestra Capital Management opened a new position in TSMC (TSM) in Q2 2026: 41,307 shares worth $19.7M. The stake represents 0.67% of the portfolio and ranks #20 among its holdings. This is a return to the name: Palestra Capital Management previously reported a position in TSM as recently as Q4 2023.

Palestra Capital Management first reported a position in TSM in Q3 2020 and has held it in 5 quarters since. The position peaked at $114M in Q3 2020. 3,578 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Palestra Capital Management held 41,307 shares of TSMC worth $19.7M as of Q2 2026.
TSMC was a new Palestra Capital Management position in Q2 2026.
TSMC made up 0.67% of Palestra Capital Management's portfolio in Q2 2026, its #20 holding.
Palestra Capital Management first reported a position in TSMC in Q3 2020 and has held it in 5 quarters since.
Palestra Capital Management's TSMC position peaked at $114M in Q3 2020.
3,578 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Palestra Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.