Summit Partners Public Asset Management’s TSMC TSM Stock Holding History

Summit Partners Public Asset Management’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	$58.9M	Sell	123,250 -1,911	-2%	-$775K	1.03%	25
2026 Q1	$42.3M	Sell	125,161 -51,339	-29%	-$17.7M	1.14%	25
2025 Q4	$53.6M	Sell	176,500 -128,725	-42%	-$37.8M	1.12%	34
2025 Q3	$85.2M	Buy	305,225 +48,225	+19%	+$11.8M	1.77%	14
2025 Q2	$58.2M	Buy	257,000 +63,500	+33%	+$11.8M	1.47%	21
2025 Q1	$32.1M	Sell	193,500 -494,278	-72%	-$96.1M	0.83%	42
2024 Q4	$136M	Buy	687,778 +186,262	+37%	+$36M	2.59%	6
2024 Q3	$87.1M	Sell	501,516 -134,308	-21%	-$22.9M	2.7%	5
2024 Q2	$111M	Sell	635,824 -20,892	-3%	-$3.17M	4.22%	1
2024 Q1	$89.3M	Sell	656,716 -23,690	-3%	-$2.94M	3.07%	2
2023 Q4	$70.8M	Buy	+680,406	New	+$64.9M	2.94%	3

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

Summit Partners Public Asset Management's TSM Position: Q2 2026 in Review

Summit Partners Public Asset Management reduced its TSMC (TSM) stake by 1.5% in Q2 2026, selling an estimated $775K and leaving 123,250 shares worth $58.9M. The position accounts for 1.03% of the portfolio, ranked #25.

Summit Partners Public Asset Management first reported a position in TSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $136M in Q4 2024. 3,560 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Summit Partners Public Asset Management held 123,250 shares of TSMC worth $58.9M as of Q2 2026.
Summit Partners Public Asset Management sold 1,911 TSMC shares in Q2 2026, an estimated $775K.
TSMC made up 1.03% of Summit Partners Public Asset Management's portfolio in Q2 2026, its #25 holding.
Summit Partners Public Asset Management first reported a position in TSMC in Q4 2023 and has held it in 11 quarters since.
Summit Partners Public Asset Management's TSMC position peaked at $136M in Q4 2024.
3,560 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Summit Partners Public Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.