TPM
TSM icon

Totem Point Management’s TSMC TSM Stock Holding History

Totem Point 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 		$15.6M Buy
32,684
+11,003
+51% +$4.46M 9.55% 2
2026
Q1 		$7.33M Sell
21,681
-16,415
-43% -$5.65M 9.35% 4
2025
Q4 		$11.6M Sell
38,096
-5,211
-12% -$1.53M 11.55% 3
2025
Q3 		$12.1M Buy
43,307
+2,789
+7% +$682K 10.79% 2
2025
Q2 		$9.18M Sell
40,518
-10,226
-20% -$1.89M 9.66% 6
2025
Q1 		$8.42M Sell
50,744
-7,272
-13% -$1.41M 10.38% 5
2024
Q4 		$11.5M Sell
58,016
-1,633
-3% -$316K 12.14% 2
2024
Q3 		$10.4M Buy
59,649
+10,289
+21% +$1.75M 10.95% 5
2024
Q2 		$8.58M Sell
49,360
-11,774
-19% -$1.79M 12.56% 3
2024
Q1 		$8.32M Buy
+61,134
New +$7.59M 9.1% 5

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

Totem Point Management's TSM Position: Q2 2026 in Review

Totem Point Management increased its TSMC (TSM) stake by 51% in Q2 2026, buying an estimated $4.46M and bringing the position to 32,684 shares worth $15.6M. The position accounts for 9.55% of the portfolio, ranked #2.

Totem Point Management first reported a position in TSM in Q1 2024 and has held it in 10 quarters since. 3,583 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Totem Point Management held 32,684 shares of TSMC worth $15.6M as of Q2 2026.
  • Totem Point Management bought 11,003 TSMC shares in Q2 2026, an estimated $4.46M.
  • TSMC made up 9.55% of Totem Point Management's portfolio in Q2 2026, its #2 holding.
  • Totem Point Management first reported a position in TSMC in Q1 2024 and has held it in 10 quarters since.
  • 3,583 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

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