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Southpoint Capital Advisors’s TSMC TSM Stock Holding History

Southpoint Capital 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
2025
Q2 		– Sell
-100,000
Closed -$16.6M – 49
2025
Q1 		$16.6M Sell
100,000
-525,000
-84% -$102M 0.4% 39
2024
Q4 		$123M Buy
+625,000
New +$121M 2.9% 15
2023
Q4 		– Sell
-200,000
Closed -$17.4M – 58
2023
Q3 		$17.4M Sell
200,000
-550,000
-73% -$52M 0.39% 46
2023
Q2 		$75.7M Buy
+750,000
New +$69.8M 1.64% 24

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Southpoint Capital Advisors's TSM Position: Q2 2025 in Review

Southpoint Capital Advisors sold out of TSMC (TSM) in Q2 2025, closing a stake of 100,000 shares — an estimated $16.6M sold.

Southpoint Capital Advisors first reported a position in TSM in Q2 2023 and held it in 4 quarters. The position peaked at $123M in Q4 2024. 2,639 funds tracked by Wall St. Rank hold TSM as of Q2 2025.

  • Southpoint Capital Advisors reported no remaining TSMC position as of Q2 2025 after selling out during the quarter.
  • Southpoint Capital Advisors sold 100,000 TSMC shares in Q2 2025, an estimated $16.6M.
  • Southpoint Capital Advisors first reported a position in TSMC in Q2 2023 and held it in 4 quarters.
  • Southpoint Capital Advisors's TSMC position peaked at $123M in Q4 2024.
  • 2,639 funds tracked by Wall St. Rank held TSMC as of Q2 2025.

Based on Southpoint Capital Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.