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Tenere Capital’s TSMC TSM Stock Holding History

Tenere 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 		$5.85M Sell
12,248
-16,090
-57% -$6.53M 4.65% 8
2026
Q1 		$9.58M Sell
28,338
-827
-3% -$285K 7.02% 5
2025
Q4 		$8.86M Buy
+29,165
New +$8.56M 6.87% 4
2025
Q2 		– Sell
-57,500
Closed -$9.54M – 24
2025
Q1 		$9.54M Buy
57,500
+3,653
+7% +$710K 2.63% 21
2024
Q4 		$10.6M Sell
53,847
-2,784
-5% -$539K 2.82% 20
2024
Q3 		$9.84M Sell
56,631
-38,165
-40% -$6.5M 2.61% 22
2024
Q2 		$16.5M Sell
94,796
-42,547
-31% -$6.45M 4.89% 6
2024
Q1 		$18.7M Sell
137,343
-5,168
-4% -$642K 5.56% 3
2023
Q4 		$14.8M Buy
142,511
+49,788
+54% +$4.75M 4.84% 11
2023
Q3 		$8.06M Buy
92,723
+20,640
+29% +$1.95M 3.1% 17
2023
Q2 		$7.27M Hold
72,083
– – 3.57% 16
2023
Q1 		$6.71M Buy
+72,083
New +$6.47M 3.5% 12
2022
Q2 		– Sell
-62,118
Closed -$6.48M – 27
2022
Q1 		$6.48M Buy
62,118
+21,918
+55% +$2.56M 2.48% 21
2021
Q4 		$4.84M Buy
+40,200
New +$4.71M 1.92% 23

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

Tenere Capital's TSM Position: Q2 2026 in Review

Tenere Capital reduced its TSMC (TSM) stake by 57% in Q2 2026, selling an estimated $6.53M and leaving 12,248 shares worth $5.85M. The position accounts for 4.65% of the portfolio, ranked #8.

Tenere Capital first reported a position in TSM in Q4 2021 and has held it in 14 quarters since. The position peaked at $18.7M in Q1 2024. 3,550 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Tenere Capital held 12,248 shares of TSMC worth $5.85M as of Q2 2026.
  • Tenere Capital sold 16,090 TSMC shares in Q2 2026, an estimated $6.53M.
  • TSMC made up 4.65% of Tenere Capital's portfolio in Q2 2026, its #8 holding.
  • Tenere Capital first reported a position in TSMC in Q4 2021 and has held it in 14 quarters since.
  • Tenere Capital's TSMC position peaked at $18.7M in Q1 2024.
  • 3,550 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Tenere Capital's 13F filing for Q2 2026, filed 14 Aug 2026.