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 Q2	$282M	Buy	589,680 +94,400	+19%	+$38.3M	5.4%	2
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 $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

Stanley Druckenmiller's TSM Position: Q2 2026 in Review

Stanley Druckenmiller increased its TSMC (TSM) stake by 19% in Q2 2026, buying an estimated $38.3M and bringing the position to 589,680 shares worth $282M. The position accounts for 5.4% of the portfolio, ranked #2.

Stanley Druckenmiller first reported a position in TSM in Q1 2021 and has held it in 12 quarters since. 3,581 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Stanley Druckenmiller held 589,680 shares of TSMC worth $282M as of Q2 2026.
Stanley Druckenmiller bought 94,400 TSMC shares in Q2 2026, an estimated $38.3M.
TSMC made up 5.4% of Stanley Druckenmiller's portfolio in Q2 2026, its #2 holding.
Stanley Druckenmiller first reported a position in TSMC in Q1 2021 and has held it in 12 quarters since.
3,581 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Duquesne Family Office's 13F filing for Q2 2026, filed 14 Aug 2026.