Silphium Asset Management’s TSMC TSM Stock Holding History

Silphium Asset 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 Q2	–	Sell	-23,469	Closed	-$3.9M	–	36
2025 Q1	$3.9M	Buy	23,469 +49	+0.2%	+$9.52K	3.14%	14
2024 Q4	$4.63M	Buy	23,420 +5,276	+29%	+$1.02M	1.52%	26
2024 Q3	$3.15M	Buy	18,144 +3,094	+21%	+$527K	1.12%	37
2024 Q2	$2.62M	Buy	+15,050	New	+$2.28M	1.24%	32
2020 Q1	–	Sell	-15,000	Closed	-$872K	–	49
2019 Q4	$872K	Sell	15,000 -20,000	-57%	-$1.06M	0.46%	34
2019 Q3	$1.63M	Buy	+35,000	New	+$1.49M	0.59%	45

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Silphium Asset Management's TSM Position: Q2 2025 in Review

Silphium Asset Management sold out of TSMC (TSM) in Q2 2025, closing a stake of 23,469 shares — an estimated $3.9M sold.

Silphium Asset Management first reported a position in TSM in Q3 2019 and held it in 6 quarters. The position peaked at $4.63M in Q4 2024. 2,644 funds tracked by Wall St. Rank hold TSM as of Q2 2025.

Silphium Asset Management reported no remaining TSMC position as of Q2 2025 after selling out during the quarter.
Silphium Asset Management sold 23,469 TSMC shares in Q2 2025, an estimated $3.9M.
Silphium Asset Management first reported a position in TSMC in Q3 2019 and held it in 6 quarters.
Silphium Asset Management's TSMC position peaked at $4.63M in Q4 2024.
2,644 funds tracked by Wall St. Rank held TSMC as of Q2 2025.

Based on Silphium Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.