ZCI
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Zevenbergen Capital Investments’s TSMC TSM Stock Holding History

Zevenbergen Capital Investments’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 		$51.9M Buy
108,665
+41,115
+61% +$16.7M 1.19% 25
2026
Q1 		$22.8M Buy
+67,550
New +$23.2M 0.66% 37

Other funds holding TSM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Zevenbergen Capital Investments's TSM Position: Q2 2026 in Review

Zevenbergen Capital Investments increased its TSMC (TSM) stake by 61% in Q2 2026, buying an estimated $16.7M and bringing the position to 108,665 shares worth $51.9M. The position accounts for 1.19% of the portfolio, ranked #25.

Zevenbergen Capital Investments first reported a position in TSM in Q1 2026 and has held it in 2 quarters since. 1,890 funds tracked by Wall St. Rank hold TSM as of Q2 2026.

  • Zevenbergen Capital Investments held 108,665 shares of TSMC worth $51.9M as of Q2 2026.
  • Zevenbergen Capital Investments bought 41,115 TSMC shares in Q2 2026, an estimated $16.7M.
  • TSMC made up 1.19% of Zevenbergen Capital Investments's portfolio in Q2 2026, its #25 holding.
  • Zevenbergen Capital Investments first reported a position in TSMC in Q1 2026 and has held it in 2 quarters since.
  • 1,890 funds tracked by Wall St. Rank held TSMC as of Q2 2026.

Based on Zevenbergen Capital Investments's 13F filing for Q2 2026, filed 16 Jul 2026.