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 Q2	$1.69M	Buy	3,531 +690	+24%	+$280K	0.22%	42
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 $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

South Street Advisors's TSM Position: Q2 2026 in Review

South Street Advisors increased its TSMC (TSM) stake by 24% in Q2 2026, buying an estimated $280K and bringing the position to 3,531 shares worth $1.69M. The position accounts for 0.22% of the portfolio, ranked #42.

South Street Advisors first reported a position in TSM in Q2 2024 and has held it in 9 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

South Street Advisors held 3,531 shares of TSMC worth $1.69M as of Q2 2026.
South Street Advisors bought 690 TSMC shares in Q2 2026, an estimated $280K.
TSMC made up 0.22% of South Street Advisors's portfolio in Q2 2026, its #42 holding.
South Street Advisors first reported a position in TSMC in Q2 2024 and has held it in 9 quarters since.
3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on South Street Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.