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Samlyn Capital’s TSMC TSM Stock Holding History

Samlyn 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 		$211M Sell
440,842
-8,719
-2% -$3.54M 3.43% 4
2026
Q1 		$152M Sell
449,561
-132,862
-23% -$45.7M 2.59% 8
2025
Q4 		$177M Buy
+582,423
New +$171M 2.82% 8
2025
Q3 		– Sell
-706,299
Closed -$160M – 100
2025
Q2 		$160M Buy
706,299
+88,606
+14% +$16.4M 2.2% 10
2025
Q1 		$103M Buy
+617,693
New +$120M 1.52% 25

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

Samlyn Capital's TSM Position: Q2 2026 in Review

Samlyn Capital reduced its TSMC (TSM) stake by 1.9% in Q2 2026, selling an estimated $3.54M and leaving 440,842 shares worth $211M. The position accounts for 3.43% of the portfolio, ranked #4.

Samlyn Capital first reported a position in TSM in Q1 2025 and has held it in 5 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Samlyn Capital held 440,842 shares of TSMC worth $211M as of Q2 2026.
  • Samlyn Capital sold 8,719 TSMC shares in Q2 2026, an estimated $3.54M.
  • TSMC made up 3.43% of Samlyn Capital's portfolio in Q2 2026, its #4 holding.
  • Samlyn Capital first reported a position in TSMC in Q1 2025 and has held it in 5 quarters since.
  • 3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

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