Seaview Investment Managers’s TSMC TSM Stock Holding History

Seaview Investment Managers’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	$11.9M	Sell	24,839 -7,432	-23%	-$3.02M	3.54%	4
2026 Q1	$10.9M	Buy	32,271 +1,458	+5%	+$502K	3.93%	2
2025 Q4	$9.36M	Sell	30,813 -3,966	-11%	-$1.16M	3.52%	4
2025 Q3	$9.71M	Sell	34,779 -26,124	-43%	-$6.39M	3.59%	6
2025 Q2	$13.8M	Buy	60,903 +639	+1%	+$118K	2.92%	11
2025 Q1	$10M	Buy	60,264 +4,810	+9%	+$935K	2.43%	19
2024 Q4	$11M	Buy	+55,454	New	+$10.7M	3.03%	11
2021 Q1	–	Sell	-20	Closed	-$2K	–	150
2020 Q4	$2K	Buy	+20	New	+$1.9K	﹤0.01%	140

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

Seaview Investment Managers's TSM Position: Q2 2026 in Review

Seaview Investment Managers reduced its TSMC (TSM) stake by 23% in Q2 2026, selling an estimated $3.02M and leaving 24,839 shares worth $11.9M. The position accounts for 3.54% of the portfolio, ranked #4.

Seaview Investment Managers first reported a position in TSM in Q4 2020 and has held it in 8 quarters since. The position peaked at $13.8M in Q2 2025. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Seaview Investment Managers held 24,839 shares of TSMC worth $11.9M as of Q2 2026.
Seaview Investment Managers sold 7,432 TSMC shares in Q2 2026, an estimated $3.02M.
TSMC made up 3.54% of Seaview Investment Managers's portfolio in Q2 2026, its #4 holding.
Seaview Investment Managers first reported a position in TSMC in Q4 2020 and has held it in 8 quarters since.
Seaview Investment Managers's TSMC position peaked at $13.8M in Q2 2025.
3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Seaview Investment Managers's 13F filing for Q2 2026, filed 14 Jul 2026.