SPC
TSM icon

Stony Point Capital’s TSMC TSM Stock Holding History

Stony Point Capital’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 		$141M Buy
296,263
+9,536
+3% +$3.87M 9.19% 1
2026
Q1 		$96.9M Sell
286,727
-1,253
-0.4% -$431K 7.79% 2
2025
Q4 		$87.5M Buy
287,980
+7,234
+3% +$2.12M 6.42% 2
2025
Q3 		$78.4M Buy
280,746
+13,344
+5% +$3.26M 5.49% 5
2025
Q2 		$60.6M Buy
267,402
+170,113
+175% +$31.5M 4.59% 7
2025
Q1 		$16.1M Buy
+97,289
New +$18.9M 1.66% 26

Other funds holding TSM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stony Point Capital's TSM Position: Q2 2026 in Review

Stony Point Capital increased its TSMC (TSM) stake by 3.3% in Q2 2026, buying an estimated $3.87M and bringing the position to 296,263 shares worth $141M. The position accounts for 9.19% of the portfolio, ranked #1.

Stony Point Capital first reported a position in TSM in Q1 2025 and has held it in 6 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Stony Point Capital held 296,263 shares of TSMC worth $141M as of Q2 2026.
  • Stony Point Capital bought 9,536 TSMC shares in Q2 2026, an estimated $3.87M.
  • TSMC made up 9.19% of Stony Point Capital's portfolio in Q2 2026, its #1 holding.
  • Stony Point Capital first reported a position in TSMC in Q1 2025 and has held it in 6 quarters since.
  • 3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Stony Point Capital's 13F filing for Q2 2026, filed 13 Aug 2026.