SCM
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SCS Capital Management’s TSMC TSM Stock Holding History

SCS Capital 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
2026
Q2 		$23.3M Buy
48,685
+277
+0.6% +$112K 0.22% 63
2026
Q1 		$16.4M Sell
48,408
-5,033
-9% -$1.73M 0.17% 75
2025
Q4 		$16.3M Sell
53,441
-117
-0.2% -$34.3K 0.17% 80
2025
Q3 		$15M Sell
53,558
-4,381
-8% -$1.07M 0.16% 81
2025
Q2 		$13.2M Buy
57,939
+42,853
+284% +$7.94M 0.15% 92
2025
Q1 		$2.51M Sell
15,086
-41,961
-74% -$8.15M 0.03% 177
2024
Q4 		$11.3M Buy
57,047
+151
+0.3% +$29.2K 0.23% 43
2024
Q3 		$9.88M Buy
56,896
+17,952
+46% +$3.06M 0.2% 42
2024
Q2 		$6.77M Buy
38,944
+117
+0.3% +$17.7K 0.14% 46
2024
Q1 		$5.3M Buy
38,827
+14,835
+62% +$1.84M 0.11% 47
2023
Q4 		$2.5M Buy
+23,992
New +$2.29M 0.06% 57

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

SCS Capital Management's TSM Position: Q2 2026 in Review

SCS Capital Management increased its TSMC (TSM) stake by 0.57% in Q2 2026, buying an estimated $112K and bringing the position to 48,685 shares worth $23.3M. The position accounts for 0.22% of the portfolio, ranked #63.

SCS Capital Management first reported a position in TSM in Q4 2023 and has held it in 11 quarters since. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • SCS Capital Management held 48,685 shares of TSMC worth $23.3M as of Q2 2026.
  • SCS Capital Management bought 277 TSMC shares in Q2 2026, an estimated $112K.
  • TSMC made up 0.22% of SCS Capital Management's portfolio in Q2 2026, its #63 holding.
  • SCS Capital Management first reported a position in TSMC in Q4 2023 and has held it in 11 quarters since.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.