Vines Capital Management’s TSMC TSM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$486K Buy
1,018
+98
+11% +$39.8K 0.4% 45
2026
Q1
$311K Buy
920
+143
+18% +$49.2K 0.31% 53
2025
Q4
$236K Buy
+777
New +$228K 0.23% 61

Other funds holding TSM

Vines Capital Management's TSM Position: Q2 2026 in Review

Vines Capital Management increased its TSMC (TSM) stake by 11% in Q2 2026, buying an estimated $39.8K and bringing the position to 1,018 shares worth $486K. The position accounts for 0.4% of the portfolio, ranked #45.

Vines Capital Management first reported a position in TSM in Q4 2025 and has held it in 3 quarters since. 3,560 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Vines Capital Management held 1,018 shares of TSMC worth $486K as of Q2 2026.
  • Vines Capital Management bought 98 TSMC shares in Q2 2026, an estimated $39.8K.
  • TSMC made up 0.4% of Vines Capital Management's portfolio in Q2 2026, its #45 holding.
  • Vines Capital Management first reported a position in TSMC in Q4 2025 and has held it in 3 quarters since.
  • 3,560 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Vines Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.