PBCay One’s TSMC TSM Stock Holding History

PBCay One’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	$143M	Buy	298,632 +58,100	+24%	+$23.6M	8.19%	3
2026 Q1	$81.3M	Buy	240,532 +238,709	+13,094%	+$82.1M	6.05%	5
2025 Q4	$554K	Buy	+1,823	New	+$535K	0.1%	11
2025 Q1	$74.1M	Buy	+446,376	New	+$86.7M	5.7%	5

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

PBCay One's TSM Position: Q2 2026 in Review

PBCay One increased its TSMC (TSM) stake by 24% in Q2 2026, buying an estimated $23.6M and bringing the position to 298,632 shares worth $143M. The position accounts for 8.19% of the portfolio, ranked #3.

PBCay One first reported a position in TSM in Q1 2025 and has held it in 4 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

PBCay One held 298,632 shares of TSMC worth $143M as of Q2 2026.
PBCay One bought 58,100 TSMC shares in Q2 2026, an estimated $23.6M.
TSMC made up 8.19% of PBCay One's portfolio in Q2 2026, its #3 holding.
PBCay One first reported a position in TSMC in Q1 2025 and has held it in 4 quarters since.
3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on PBCay One's 13F filing for Q2 2026, filed 27 Jul 2026.