Stanley Druckenmiller’s TSMC TSM Stock Holding History

Stanley Druckenmiller’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	$167M	Sell	495,280 -47,805	-9%	-$16.5M	4.96%	3
2025 Q4	$165M	Sell	543,085 -222,000	-29%	-$65.1M	3.67%	8
2025 Q3	$214M	Hold	765,085	–	–	5.26%	4
2025 Q2	$173M	Buy	765,085 +166,305	+28%	+$30.8M	4.26%	5
2025 Q1	$99.4M	Buy	598,780 +491,265	+457%	+$95.5M	3.25%	9
2024 Q4	$21.2M	Buy	107,515 +50,160	+87%	+$9.71M	0.57%	45
2024 Q3	$9.96M	Buy	+57,355	New	+$9.77M	0.34%	47
2023 Q3	–	Sell	-486,190	Closed	-$49.1M	–	61
2023 Q2	$49.1M	Sell	486,190 -92,400	-16%	-$8.6M	1.71%	11
2023 Q1	$53.8M	Buy	+578,590	New	+$51.9M	2.33%	12
2022 Q4	–	Sell	-87,900	Closed	-$6.03M	–	78
2022 Q3	$6.03M	Buy	+87,900	New	+$7.27M	0.34%	45
2021 Q2	–	Sell	-391,475	Closed	-$46.3M	–	74
2021 Q1	$46.3M	Buy	+391,475	New	+$48.5M	1.02%	29

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 $167B AUM 44.17% 1-Year Est. Return

Stanley Druckenmiller's TSM Position: Q1 2026 in Review

Stanley Druckenmiller reduced its TSMC (TSM) stake by 8.8% in Q1 2026, selling an estimated $16.5M and leaving 495,280 shares worth $167M. The position accounts for 4.96% of the portfolio, ranked #3.

Stanley Druckenmiller first reported a position in TSM in Q1 2021 and has held it in 11 quarters since. The position peaked at $214M in Q3 2025. 3,258 funds tracked by Wall St. Rank hold TSM as of Q1 2026.

Stanley Druckenmiller held 495,280 shares of TSMC worth $167M as of Q1 2026.
Stanley Druckenmiller sold 47,805 TSMC shares in Q1 2026, an estimated $16.5M.
TSMC made up 4.96% of Stanley Druckenmiller's portfolio in Q1 2026, its #3 holding.
Stanley Druckenmiller first reported a position in TSMC in Q1 2021 and has held it in 11 quarters since.
Stanley Druckenmiller's TSMC position peaked at $214M in Q3 2025.
3,258 funds tracked by Wall St. Rank held TSMC as of Q1 2026.

Based on Duquesne Family Office's 13F filing for Q1 2026, filed 15 May 2026.