TC
TSM icon

Tairen Capital’s TSMC TSM Stock Holding History

Tairen 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 		$216M Buy
452,800
+290,160
+178% +$118M 19.1% 1
2026
Q1 		$55M Buy
162,640
+156,090
+2,383% +$53.7M 5.95% 3
2025
Q4 		$1.99M Sell
6,550
-151,752
-96% -$44.5M 0.21% 52
2025
Q3 		$44.2M Sell
158,302
-26,741
-14% -$6.54M 4.78% 4
2025
Q2 		$41.9M Sell
185,043
-105,607
-36% -$19.6M 4.28% 2
2025
Q1 		$48.2M Buy
+290,650
New +$56.5M 3.19% 7
2024
Q4 		– Sell
-119,614
Closed -$22.8M – 81
2024
Q3 		$22.8M Buy
+119,614
New +$20.4M 0.81% 13
2024
Q2 		– Sell
-106,601
Closed -$14.5M – 47
2024
Q1 		$14.5M Buy
+106,601
New +$13.2M 0.89% 20
2023
Q3 		– Sell
-485,671
Closed -$49M – 38
2023
Q2 		$49M Buy
+485,671
New +$45.2M 1.54% 19
2023
Q1 		– Sell
-3,000
Closed -$223K – 41
2022
Q4 		$223K Buy
+3,000
New +$217K 0.03% 29
2022
Q2 		– Sell
-72,943
Closed -$7.61M – 38
2022
Q1 		$7.61M Sell
72,943
-286,029
-80% -$33.4M 0.96% 17
2021
Q4 		$43.2M Buy
358,972
+309,172
+621% +$36.2M 6.65% 2
2021
Q3 		$5.56M Buy
+49,800
New +$5.85M 1.39% 20
2021
Q1 		– Sell
-75,000
Closed -$8.18M – 39
2020
Q4 		$8.18M Buy
+75,000
New +$7.11M 1.35% 13
2020
Q3 		– Sell
-522,700
Closed -$29.7M – 35
2020
Q2 		$29.7M Sell
522,700
-634,415
-55% -$33.4M 2.22% 13
2020
Q1 		$55.3M Sell
1,157,115
-451,321
-28% -$24.7M 6% 7
2019
Q4 		$93.5M Buy
1,608,436
+675,974
+72% +$35.9M 14.38% 1
2019
Q3 		$43.3M Buy
+932,462
New +$39.8M 6.38% 5
2018
Q4 		– Sell
-1,081,476
Closed -$47.8M – 29
2018
Q3 		$47.8M Buy
+1,081,476
New +$44.8M 15.67% 3
2017
Q3 		– Sell
-37,000
Closed -$1.29M – 12
2017
Q2 		$1.29M Buy
+37,000
New +$1.28M 0.29% 8

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

Tairen Capital's TSM Position: Q2 2026 in Review

Tairen Capital increased its TSMC (TSM) stake by 178% in Q2 2026, buying an estimated $118M and bringing the position to 452,800 shares worth $216M. The position accounts for 19.1% of the portfolio, ranked #1.

Tairen Capital first reported a position in TSM in Q2 2017 and has held it in 20 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Tairen Capital held 452,800 shares of TSMC worth $216M as of Q2 2026.
  • Tairen Capital bought 290,160 TSMC shares in Q2 2026, an estimated $118M.
  • TSMC made up 19.1% of Tairen Capital's portfolio in Q2 2026, its #1 holding.
  • Tairen Capital first reported a position in TSMC in Q2 2017 and has held it in 20 quarters since.
  • 3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

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