SoftBank Group’s TSMC TSM Stock Holding History

SoftBank Group’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	$270M	Sell	565,000 -1,420,000	-72%	-$576M	1.48%	8
2026 Q1	$671M	Hold	1,985,000	–	–	5.88%	4
2025 Q4	$603M	Hold	1,985,000	–	–	3.9%	5
2025 Q3	$554M	Hold	1,985,000	–	–	2.13%	8
2025 Q2	$450M	Hold	1,985,000	–	–	1.8%	5
2025 Q1	$330M	Buy	+1,985,000	New	+$386M	1.12%	5

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

SoftBank Group's TSM Position: Q2 2026 in Review

SoftBank Group reduced its TSMC (TSM) stake by 72% in Q2 2026, selling an estimated $576M and leaving 565,000 shares worth $270M. The position accounts for 1.48% of the portfolio, ranked #8.

SoftBank Group first reported a position in TSM in Q1 2025 and has held it in 6 quarters since. The position peaked at $671M in Q1 2026. 3,566 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

SoftBank Group held 565,000 shares of TSMC worth $270M as of Q2 2026.
SoftBank Group sold 1,420,000 TSMC shares in Q2 2026, an estimated $576M.
TSMC made up 1.48% of SoftBank Group's portfolio in Q2 2026, its #8 holding.
SoftBank Group first reported a position in TSMC in Q1 2025 and has held it in 6 quarters since.
SoftBank Group's TSMC position peaked at $671M in Q1 2026.
3,566 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on SoftBank Group's 13F filing for Q2 2026, filed 14 Aug 2026.