Savoie Capital’s TSMC TSM Stock Holding History

Savoie 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
2025 Q2	$6.31M	Sell	27,866 -3,100	-10%	-$574K	0.78%	25
2025 Q1	$6.12M	Hold	30,966	–	–	0.73%	24
2024 Q4	$6.12M	Hold	30,966	–	–	0.73%	24
2024 Q3	$5.38M	Buy	30,966 +2,900	+10%	+$494K	0.66%	29
2024 Q2	$4.88M	Sell	28,066 -2,900	-9%	-$440K	0.63%	30
2024 Q1	$4.21M	Hold	30,966	–	–	0.59%	34
2023 Q4	$3.22M	Sell	30,966 -25,000	-45%	-$2.38M	0.74%	29
2023 Q3	$4.86M	Buy	+55,966	New	+$5.29M	1.27%	23

Other funds holding TSM

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Savoie Capital's TSM Position: Q2 2025 in Review

Savoie Capital reduced its TSMC (TSM) stake by 10% in Q2 2025, selling an estimated $574K and leaving 27,866 shares worth $6.31M. The position accounts for 0.78% of the portfolio, ranked #25.

Savoie Capital first reported a position in TSM in Q3 2023 and has held it in 8 quarters since. 2,639 funds tracked by Wall St. Rank hold TSM as of Q2 2025.

Savoie Capital held 27,866 shares of TSMC worth $6.31M as of Q2 2025.
Savoie Capital sold 3,100 TSMC shares in Q2 2025, an estimated $574K.
TSMC made up 0.78% of Savoie Capital's portfolio in Q2 2025, its #25 holding.
Savoie Capital first reported a position in TSMC in Q3 2023 and has held it in 8 quarters since.
2,639 funds tracked by Wall St. Rank held TSMC as of Q2 2025.

Based on Savoie Capital's 13F filing for Q2 2025, filed 14 Aug 2025.