SM
TSM icon

SCGE Management’s TSMC TSM Stock Holding History

SCGE Management’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
Q4 		– Sell
-453,000
Closed -$127M – 25
2025
Q3 		$127M Sell
453,000
-103,000
-19% -$25.2M 2.47% 16
2025
Q2 		$126M Sell
556,000
-245,000
-31% -$45.4M 2.64% 18
2025
Q1 		$133M Buy
801,000
+268,000
+50% +$52.1M 3.83% 12
2024
Q4 		$105M Hold
533,000
– – 1.95% 15
2024
Q3 		$92.6M Buy
533,000
+442,228
+487% +$75.4M 2.02% 14
2024
Q2 		$15.8M Hold
90,772
– – 0.31% 16
2024
Q1 		$12.3M Hold
90,772
– – 0.23% 18
2023
Q4 		$9.44M Hold
90,772
– – 0.21% 17
2023
Q3 		$7.89M Hold
90,772
– – 0.21% 23
2023
Q2 		$9.16M Buy
+90,772
New +$8.45M 0.22% 22

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCGE Management's TSM Position: Q4 2025 in Review

SCGE Management sold out of TSMC (TSM) in Q4 2025, closing a stake of 453,000 shares — an estimated $127M sold.

SCGE Management first reported a position in TSM in Q2 2023 and held it in 10 quarters. The position peaked at $133M in Q1 2025. 3,108 funds tracked by Wall St. Rank hold TSM as of Q4 2025.

  • SCGE Management reported no remaining TSMC position as of Q4 2025 after selling out during the quarter.
  • SCGE Management sold 453,000 TSMC shares in Q4 2025, an estimated $127M.
  • SCGE Management first reported a position in TSMC in Q2 2023 and held it in 10 quarters.
  • SCGE Management's TSMC position peaked at $133M in Q1 2025.
  • 3,108 funds tracked by Wall St. Rank held TSMC as of Q4 2025.

Based on SCGE Management's 13F filing for Q4 2025, filed 13 Feb 2026.