South Street Advisors’s TSMC TSM Stock Holding History

South Street Advisors’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 Q1	$960K	Hold	2,841	–	–	0.14%	49
2025 Q4	$863K	Buy	2,841 +121	+4%	+$35.5K	0.12%	48
2025 Q3	$760K	Buy	2,720 +1,500	+123%	+$367K	0.1%	52
2025 Q2	$276K	Sell	1,220 -20	-2%	-$3.71K	0.04%	58
2025 Q1	$206K	Hold	1,240	–	–	0.03%	65
2024 Q4	$245K	Hold	1,240	–	–	0.04%	63
2024 Q3	$215K	Hold	1,240	–	–	0.03%	72
2024 Q2	$216K	Buy	+1,240	New	+$188K	0.03%	70

Other funds holding TSM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

South Street Advisors's TSM Position: Q1 2026 in Review

South Street Advisors held its TSMC (TSM) position steady in Q1 2026 at 2,841 shares worth $960K. The position accounts for 0.14% of the portfolio, ranked #49.

South Street Advisors first reported a position in TSM in Q2 2024 and has held it in 8 quarters since. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

South Street Advisors held 2,841 shares of TSMC worth $960K as of Q1 2026.
South Street Advisors left its TSMC share count unchanged in Q1 2026.
TSMC made up 0.14% of South Street Advisors's portfolio in Q1 2026, its #49 holding.
South Street Advisors first reported a position in TSMC in Q2 2024 and has held it in 8 quarters since.
3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on South Street Advisors's 13F filing for Q1 2026, filed 13 May 2026.