Sand Hill Global Advisors’s TSMC TSM Stock Holding History

Sand Hill Global Advisors’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 Q1	$997K	Buy	2,949 +1,734	+143%	+$597K	0.03%	113
2025 Q4	$369K	Hold	1,215	–	–	0.01%	158
2025 Q3	$339K	Hold	1,215	–	–	0.01%	161
2025 Q2	$275K	Sell	1,215 -31	-2%	-$5.74K	0.01%	177
2025 Q1	$207K	Sell	1,246 -476	-28%	-$92.5K	0.01%	189
2024 Q4	$340K	Hold	1,722	–	–	0.01%	161
2024 Q3	$299K	Hold	1,722	–	–	0.01%	165
2024 Q2	$299K	Buy	1,722 +176	+11%	+$26.7K	0.01%	157
2024 Q1	$210K	Buy	+1,546	New	+$192K	0.01%	158
2021 Q3	–	Sell	-2,775	Closed	-$333K	–	170
2021 Q2	$333K	Buy	2,775 +1,000	+56%	+$117K	0.02%	118
2021 Q1	$210K	Buy	+1,775	New	+$220K	0.01%	136
2020 Q2	–	Sell	-6,421	Closed	-$307K	–	134
2020 Q1	$307K	Sell	6,421 -11,147	-63%	-$610K	0.03%	102
2019 Q4	$1.02M	Buy	17,568 +2,060	+13%	+$109K	0.09%	78
2019 Q3	$721K	Buy	+15,508	New	+$661K	0.07%	79

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Sand Hill Global Advisors's TSM Position: Q1 2026 in Review

Sand Hill Global Advisors increased its TSMC (TSM) stake by 143% in Q1 2026, buying an estimated $597K and bringing the position to 2,949 shares worth $997K. The position accounts for 0.03% of the portfolio, ranked #113.

Sand Hill Global Advisors first reported a position in TSM in Q3 2019 and has held it in 14 quarters since. The position peaked at $1.02M in Q4 2019. 3,253 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Sand Hill Global Advisors held 2,949 shares of TSMC worth $997K as of Q1 2026.
Sand Hill Global Advisors bought 1,734 TSMC shares in Q1 2026, an estimated $597K.
TSMC made up 0.03% of Sand Hill Global Advisors's portfolio in Q1 2026, its #113 holding.
Sand Hill Global Advisors first reported a position in TSMC in Q3 2019 and has held it in 14 quarters since.
Sand Hill Global Advisors's TSMC position peaked at $1.02M in Q4 2019.
3,253 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.