Taikang Asset Management (HK)’s TSMC TSM Stock Holding History

Taikang Asset Management (HK)’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	$43.4M	Buy	90,932 +6,540	+8%	+$2.65M	3.95%	6
2026 Q1	$28.5M	Buy	84,392 +25,117	+42%	+$8.64M	2.84%	9
2025 Q4	$18M	Buy	+59,275	New	+$17.4M	1.78%	15

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

Taikang Asset Management (HK)'s TSM Position: Q2 2026 in Review

Taikang Asset Management (HK) increased its TSMC (TSM) stake by 7.7% in Q2 2026, buying an estimated $2.65M and bringing the position to 90,932 shares worth $43.4M. The position accounts for 3.95% of the portfolio, ranked #6.

Taikang Asset Management (HK) first reported a position in TSM in Q4 2025 and has held it in 3 quarters since. 3,580 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Taikang Asset Management (HK) held 90,932 shares of TSMC worth $43.4M as of Q2 2026.
Taikang Asset Management (HK) bought 6,540 TSMC shares in Q2 2026, an estimated $2.65M.
TSMC made up 3.95% of Taikang Asset Management (HK)'s portfolio in Q2 2026, its #6 holding.
Taikang Asset Management (HK) first reported a position in TSMC in Q4 2025 and has held it in 3 quarters since.
3,580 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Taikang Asset Management (HK)'s 13F filing for Q2 2026, filed 12 Aug 2026.