Sassicaia Capital Advisers’s TSMC TSM Stock Holding History

Sassicaia Capital Advisers’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	$6.29M	Buy	13,180 +9,376	+246%	+$3.8M	2.78%	6
2026 Q1	$1.29M	Buy	3,804 +1,598	+72%	+$550K	1.45%	14
2025 Q4	$670K	Buy	+2,206	New	+$647K	1.47%	19
2025 Q2	–	Sell	-6,392	Closed	-$1.06M	–	54
2025 Q1	$1.06M	Buy	+6,392	New	+$1.24M	3.84%	7
2022 Q3	–	Sell	-10,000	Closed	-$818K	–	14
2022 Q2	$818K	Buy	+10,000	New	+$925K	5.09%	5

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

Sassicaia Capital Advisers's TSM Position: Q2 2026 in Review

Sassicaia Capital Advisers increased its TSMC (TSM) stake by 246% in Q2 2026, buying an estimated $3.8M and bringing the position to 13,180 shares worth $6.29M. The position accounts for 2.78% of the portfolio, ranked #6.

Sassicaia Capital Advisers first reported a position in TSM in Q2 2022 and has held it in 5 quarters since. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Sassicaia Capital Advisers held 13,180 shares of TSMC worth $6.29M as of Q2 2026.
Sassicaia Capital Advisers bought 9,376 TSMC shares in Q2 2026, an estimated $3.8M.
TSMC made up 2.78% of Sassicaia Capital Advisers's portfolio in Q2 2026, its #6 holding.
Sassicaia Capital Advisers first reported a position in TSMC in Q2 2022 and has held it in 5 quarters since.
3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

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