Polen Capital Management’s TSMC TSM Stock Holding History

Polen 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	$239M	Buy	501,210 +326,524	+187%	+$133M	2.06%	18
2026 Q1	$59M	Sell	174,686 -25,907	-13%	-$8.92M	0.41%	28
2025 Q4	$61M	Buy	200,593 +23,534	+13%	+$6.91M	0.26%	31
2025 Q3	$49.5M	Buy	+177,059	New	+$43.3M	0.16%	36
2024 Q1	–	Sell	-42,083	Closed	-$4.38M	–	110
2023 Q4	$4.38M	Sell	42,083 -14,298	-25%	-$1.36M	0.01%	82
2023 Q3	$4.9M	Buy	+56,381	New	+$5.33M	0.01%	69

Other funds holding TSM

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Polen Capital Management increased its TSMC (TSM) stake by 187% in Q2 2026, buying an estimated $133M and bringing the position to 501,210 shares worth $239M. The position accounts for 2.06% of the portfolio, ranked #18.

Polen Capital Management first reported a position in TSM in Q3 2023 and has held it in 6 quarters since. 2,179 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Polen Capital Management held 501,210 shares of TSMC worth $239M as of Q2 2026.
Polen Capital Management bought 326,524 TSMC shares in Q2 2026, an estimated $133M.
TSMC made up 2.06% of Polen Capital Management's portfolio in Q2 2026, its #18 holding.
Polen Capital Management first reported a position in TSMC in Q3 2023 and has held it in 6 quarters since.
2,179 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Polen Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.