Polymer Capital Management (HK)’s TSMC TSM Stock Holding History

Polymer Capital Management (HK)’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	$30M	Sell	62,849 -30,857	-33%	-$12.5M	1.52%	10
2026 Q1	$31.7M	Sell	93,706 -9,434	-9%	-$3.25M	2.74%	8
2025 Q4	$31.3M	Buy	103,140 +68,508	+198%	+$20.1M	4.46%	6
2025 Q3	$9.67M	Sell	34,632 -23,136	-40%	-$5.66M	1.33%	22
2025 Q2	$13.1M	Sell	57,768 -18,680	-24%	-$3.46M	1.98%	15
2025 Q1	$12.7M	Sell	76,448 -10,045	-12%	-$1.95M	2.16%	15
2024 Q4	$17.1M	Buy	86,493 +27,938	+48%	+$5.41M	2.96%	5
2024 Q3	$10.2M	Sell	58,555 -15,644	-21%	-$2.67M	2.35%	9
2024 Q2	$12.9M	Buy	74,199 +58,199	+364%	+$8.83M	2.61%	9
2024 Q1	$2.18M	Sell	16,000 -8,000	-33%	-$994K	0.55%	52
2023 Q4	$2.5M	Buy	+24,000	New	+$2.29M	0.86%	35

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

Polymer Capital Management (HK)'s TSM Position: Q2 2026 in Review

Polymer Capital Management (HK) reduced its TSMC (TSM) stake by 33% in Q2 2026, selling an estimated $12.5M and leaving 62,849 shares worth $30M. The position accounts for 1.52% of the portfolio, ranked #10.

Polymer Capital Management (HK) first reported a position in TSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $31.7M in Q1 2026. 3,581 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Polymer Capital Management (HK) held 62,849 shares of TSMC worth $30M as of Q2 2026.
Polymer Capital Management (HK) sold 30,857 TSMC shares in Q2 2026, an estimated $12.5M.
TSMC made up 1.52% of Polymer Capital Management (HK)'s portfolio in Q2 2026, its #10 holding.
Polymer Capital Management (HK) first reported a position in TSMC in Q4 2023 and has held it in 11 quarters since.
Polymer Capital Management (HK)'s TSMC position peaked at $31.7M in Q1 2026.
3,581 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Polymer Capital Management (HK)'s 13F filing for Q2 2026, filed 13 Aug 2026.