Voyager Global Management’s TSMC TSM Stock Holding History

Voyager 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	$466M	Sell	975,000 -175,000	-15%	-$71M	12.82%	4
2026 Q1	$389M	Sell	1,150,000 -75,000	-6%	-$25.8M	13.22%	4
2025 Q4	$372M	Buy	1,225,000 +50,000	+4%	+$14.7M	10.89%	5
2025 Q3	$328M	Sell	1,175,000 -275,000	-19%	-$67.2M	9.61%	6
2025 Q2	$328M	Sell	1,450,000 -575,000	-28%	-$107M	11.79%	4
2025 Q1	$336M	Buy	2,025,000 +650,000	+47%	+$126M	14.98%	3
2024 Q4	$272M	Sell	1,375,000 -100,000	-7%	-$19.4M	10.84%	4
2024 Q3	$256M	Buy	1,475,000 +325,000	+28%	+$55.4M	11.09%	4
2024 Q2	$200M	Buy	1,150,000 +50,000	+5%	+$7.58M	8.92%	6
2024 Q1	$150M	Sell	1,100,000 -1,025,000	-48%	-$127M	7.23%	5
2023 Q4	$221M	Buy	2,125,000 +300,000	+16%	+$28.6M	10.56%	4
2023 Q3	$159M	Buy	1,825,000 +1,250,000	+217%	+$118M	7.44%	7
2023 Q2	$58M	Buy	+575,000	New	+$53.5M	2.82%	12

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

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

Voyager Global Management reduced its TSMC (TSM) stake by 15% in Q2 2026, selling an estimated $71M and leaving 975,000 shares worth $466M. The position accounts for 12.82% of the portfolio, ranked #4.

Voyager Global Management first reported a position in TSM in Q2 2023 and has held it in 13 quarters since. 3,543 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

Voyager Global Management held 975,000 shares of TSMC worth $466M as of Q2 2026.
Voyager Global Management sold 175,000 TSMC shares in Q2 2026, an estimated $71M.
TSMC made up 12.82% of Voyager Global Management's portfolio in Q2 2026, its #4 holding.
Voyager Global Management first reported a position in TSMC in Q2 2023 and has held it in 13 quarters since.
3,543 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

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