Tenzing Global Management’s TSMC TSM Stock Holding History

Tenzing Global 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	$8.36M	Sell	17,500 -22,500	-56%	-$9.13M	3.86%	7
2026 Q1	$13.5M	Hold	40,000	–	–	11.21%	4
2025 Q4	$12.2M	Buy	40,000 +20,000	+100%	+$5.87M	7.27%	6
2025 Q3	$5.59M	Sell	20,000 -32,500	-62%	-$7.95M	3.07%	14
2025 Q2	$11.9M	Buy	52,500 +7,500	+17%	+$1.39M	7.45%	3
2025 Q1	$7.47M	Buy	45,000 +15,000	+50%	+$2.92M	5.42%	7
2024 Q4	$5.92M	Buy	30,000 +7,500	+33%	+$1.45M	4.43%	10
2024 Q3	$3.91M	Sell	22,500 -30,000	-57%	-$5.11M	2.78%	12
2024 Q2	$9.13M	Sell	52,500 -17,500	-25%	-$2.65M	5.84%	6
2024 Q1	$9.52M	Buy	+70,000	New	+$8.69M	8.66%	4

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

Tenzing Global Management's TSM Position: Q2 2026 in Review

Tenzing Global Management reduced its TSMC (TSM) stake by 56% in Q2 2026, selling an estimated $9.13M and leaving 17,500 shares worth $8.36M. The position accounts for 3.86% of the portfolio, ranked #7.

Tenzing Global Management first reported a position in TSM in Q1 2024 and has held it in 10 quarters since. The position peaked at $13.5M in Q1 2026. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Tenzing Global Management held 17,500 shares of TSMC worth $8.36M as of Q2 2026.
Tenzing Global Management sold 22,500 TSMC shares in Q2 2026, an estimated $9.13M.
TSMC made up 3.86% of Tenzing Global Management's portfolio in Q2 2026, its #7 holding.
Tenzing Global Management first reported a position in TSMC in Q1 2024 and has held it in 10 quarters since.
Tenzing Global Management's TSMC position peaked at $13.5M in Q1 2026.
3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Tenzing Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.