UAM
TSM icon

UAS Asset Management’s TSMC TSM Stock Holding History

UAS Asset 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 		$60.3M Buy
126,214
+43,781
+53% +$17.8M 12.99% 4
2026
Q1 		$27.9M Buy
82,433
+41,687
+102% +$14.3M 6.08% 7
2025
Q4 		$12.4M Buy
40,746
+10,032
+33% +$2.94M 2.61% 10
2025
Q3 		$8.58M Buy
+30,714
New +$7.51M 1.82% 10
2025
Q2 		– Sell
-83,802
Closed -$13.9M – 16
2025
Q1 		$13.9M Buy
83,802
+2,214
+3% +$430K 3.35% 7
2024
Q4 		$16.1M Sell
81,588
-7,279
-8% -$1.41M 3.89% 7
2024
Q3 		$15.4M Buy
88,867
+22,318
+34% +$3.8M 3.75% 7
2024
Q2 		$11.6M Buy
66,549
+42,369
+175% +$6.43M 2.77% 8
2024
Q1 		$3.29M Sell
24,180
-820
-3% -$102K 0.88% 10
2023
Q4 		$2.6M Buy
+25,000
New +$2.38M 0.66% 11
2023
Q1 		– Sell
-122,902
Closed -$9.15M – 27
2022
Q4 		$9.15M Buy
+122,902
New +$8.89M 3.25% 9
2021
Q1 		– Sell
-2,500
Closed -$273K – 22
2020
Q4 		$273K Buy
+2,500
New +$237K 0.08% 24

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

UAS Asset Management's TSM Position: Q2 2026 in Review

UAS Asset Management increased its TSMC (TSM) stake by 53% in Q2 2026, buying an estimated $17.8M and bringing the position to 126,214 shares worth $60.3M. The position accounts for 12.99% of the portfolio, ranked #4.

UAS Asset Management first reported a position in TSM in Q4 2020 and has held it in 12 quarters since. 3,567 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • UAS Asset Management held 126,214 shares of TSMC worth $60.3M as of Q2 2026.
  • UAS Asset Management bought 43,781 TSMC shares in Q2 2026, an estimated $17.8M.
  • TSMC made up 12.99% of UAS Asset Management's portfolio in Q2 2026, its #4 holding.
  • UAS Asset Management first reported a position in TSMC in Q4 2020 and has held it in 12 quarters since.
  • 3,567 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

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