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Triavera Capital’s TSMC TSM Stock Holding History

Triavera 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 		$27.7M Buy
57,996
+5,100
+10% +$2.07M 15.07% 1
2026
Q1 		$17.9M Sell
52,896
-8,000
-13% -$2.75M 10.68% 2
2025
Q4 		$18.5M Buy
60,896
+1,138
+2% +$334K 8.85% 2
2025
Q3 		$16.7M Hold
59,758
– – 8.12% 2
2025
Q2 		$13.5M Buy
59,758
+2,525
+4% +$468K 7.13% 3
2025
Q1 		$9.5M Buy
57,233
+5,236
+10% +$1.02M 5.45% 10
2024
Q4 		$10.3M Buy
+51,997
New +$10.1M 5.59% 7

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

Triavera Capital's TSM Position: Q2 2026 in Review

Triavera Capital increased its TSMC (TSM) stake by 9.6% in Q2 2026, buying an estimated $2.07M and bringing the position to 57,996 shares worth $27.7M. The position accounts for 15.07% of the portfolio, ranked #1.

Triavera Capital first reported a position in TSM in Q4 2024 and has held it in 7 quarters since. 3,578 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Triavera Capital held 57,996 shares of TSMC worth $27.7M as of Q2 2026.
  • Triavera Capital bought 5,100 TSMC shares in Q2 2026, an estimated $2.07M.
  • TSMC made up 15.07% of Triavera Capital's portfolio in Q2 2026, its #1 holding.
  • Triavera Capital first reported a position in TSMC in Q4 2024 and has held it in 7 quarters since.
  • 3,578 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

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