Taiwan Semiconductor Manufacturing (TSM) took the top spot in Chase Coleman III's Tiger Global Management portfolio in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake is 4.88M shares worth about $2.3B at June 30, 2026, 9.72% of the reported portfolio. TSM ranked 4th a quarter earlier, at 8.23% of the book.
What did the 2026 Q2 filing report for TSM?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Portfolio weight | 9.72% |
| Shares | 4.88M |
| Reported value | $2.3B |
| Rank in portfolio | 1st of 46 |
| Rank a quarter earlier | 4th |
| Largest holding a quarter earlier | GOOGL at 13.38% |
| Next largest holding now | AMZN at 9.62% |
How did TSM become the largest holding?
Chase Coleman III trimmed the TSM share count by 12% in 2026 Q2; the name moved up as the rest of the book shifted. GOOGL, the largest holding a quarter earlier at 13.38%, was trimmed to 8.65%, now 4th. The next largest holding now is AMZN at 9.62%.
Where does TSM sit in the Chase Coleman III portfolio?
TSM is the largest of 46 stock positions in the Chase Coleman III portfolio at 9.72%, above the fund's average stock position of 2%. The TSM cut was the 8th largest of the quarter's 51 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Chase Coleman III reported 46 stock positions, with 9 opened and 16 closed. The total portfolio value is about $24B, up 5% from the prior quarter.
How long has Chase Coleman III held TSM?
Chase Coleman III first reported TSM in the quarter ended September 30, 2022. The fund sold out of the name in 2022 Q4 and came back in 2023 Q1. The current weight is the highest the fund has reported for the name. Last quarter the fund added to the position by 49%. Every reported trade is on the Chase Coleman III TSM trade history page.
Did other funds buy or sell TSM in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 23 hold TSM. Of those, 2 opened it this quarter. One other tracked fund sold out of it. The largest buyers of TSM this quarter were David Tepper, Terry Smith and Sarah Ketterer. The largest sellers were Lewis Sanders, Eagle Capital Management and Ole Andreas Halvorsen. Every tracked holder of TSM is on the TSM ownership page.
FAQ
What is the largest holding in the Chase Coleman III portfolio?
TSM is the largest holding in the Chase Coleman III portfolio as of 2026 Q2, at 9.72% of the reported value.
What was the largest holding of Chase Coleman III a quarter earlier?
GOOGL, at 13.38% of the book. GOOGL, the largest holding a quarter earlier at 13.38%, was trimmed to 8.65%, now 4th.
How did TSM become the largest holding of Chase Coleman III?
TSM ranked 4th a quarter earlier, at 8.23% of the book. Chase Coleman III trimmed the TSM share count by 12% in 2026 Q2; the name moved up as the rest of the book shifted. GOOGL, the largest holding a quarter earlier at 13.38%, was trimmed to 8.65%, now 4th.
How many TSM shares does Chase Coleman III hold?
Chase Coleman III holds 4.88M shares of TSM, worth about $2.3B at June 30, 2026 prices.