PC
TSM icon

Pelham Capital’s TSMC TSM Stock Holding History

Pelham 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
Q2 		$25.8M Hold
54,000
– – 14.69% 2
2026
Q1 		$18.2M Sell
54,000
-7,972
-13% -$2.74M 14.3% 2
2025
Q4 		$18.8M Sell
61,972
-11,803
-16% -$3.46M 10.02% 3
2025
Q3 		$20.6M Sell
73,775
-980
-1% -$240K 10.2% 3
2025
Q2 		$16.9M Sell
74,755
-3,813
-5% -$706K 7.88% 5
2025
Q1 		$13M Buy
78,568
+54
+0.1% +$10.5K 6.85% 5
2024
Q4 		$15.5M Buy
78,514
+9,814
+14% +$1.9M 9.07% 5
2024
Q3 		$11.9M Buy
68,700
+27,946
+69% +$4.76M 7.12% 7
2024
Q2 		$7.08M Buy
+40,754
New +$6.18M 4.26% 9

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pelham Capital's TSM Position: Q2 2026 in Review

Pelham Capital held its TSMC (TSM) position steady in Q2 2026 at 54,000 shares worth $25.8M. The position accounts for 14.69% of the portfolio, ranked #2.

Pelham Capital first reported a position in TSM in Q2 2024 and has held it in 9 quarters since. 3,566 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Pelham Capital held 54,000 shares of TSMC worth $25.8M as of Q2 2026.
  • Pelham Capital left its TSMC share count unchanged in Q2 2026.
  • TSMC made up 14.69% of Pelham Capital's portfolio in Q2 2026, its #2 holding.
  • Pelham Capital first reported a position in TSMC in Q2 2024 and has held it in 9 quarters since.
  • 3,566 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Pelham Capital's 13F filing for Q2 2026, filed 13 Aug 2026.