Polen Capital Management bought 327K shares more of Taiwan Semiconductor Manufacturing (TSM) in 2026 Q2, according to the 13F-HR filed with the SEC on August 4, 2026, a 187% increase in the share count. Polen Capital Management now holds 501K shares worth about $239.4M, 2.06% of the portfolio against 0.41% a quarter earlier.
What did the 2026 Q2 filing report for TSM?
As of June 30, 2026, from the 13F-HR filed August 4, 2026.
| Before | After | |
|---|---|---|
| Shares | 175K | 501K |
| Shares added | +327K (187%) | |
| Reported value | $59M | $239.4M |
| Portfolio weight | 0.41% | 2.06% |
| Rank in portfolio | 18th of 219 |
How much did Polen Capital Management add to TSM?
Polen Capital Management added 327K shares of TSM during 2026 Q2, taking the stake from 175K to 501K. The reported value of the position rose by about $180.3M, from about $59M to about $239.4M.
Where does TSM sit in the Polen Capital Management portfolio?
TSM ranks 18th of 219 stock positions in the Polen Capital Management portfolio at 2.06%, above the fund's average stock position of 0%. The TSM addition was the 16th largest of the quarter's 289 position changes by percent change to portfolio. The largest stock position is LLY at 6.89%. Next come NVDA at 6.86% and MSFT at 6.74%. The three largest stocks together are 20.49% of the book. Across the 2026 Q2 portfolio, Polen Capital Management reported 219 stock positions, with 68 opened and 70 closed. The total portfolio value is about $11.6B, down 20% from the prior quarter.
How long has Polen Capital Management held TSM?
Polen Capital Management first reported TSM in the quarter ended September 30, 2023. The fund sold out of the name in 2024 Q1 and came back in 2025 Q3. The current weight is the highest the fund has reported for the name. Last quarter the fund had cut the position by 13%, so the add reverses the prior move. Every reported trade is on the Polen Capital Management 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 4, 2026, 23 hold TSM. Of those, 3 added to the position this quarter and 14 trimmed it. The largest buyers of TSM this quarter were David Tepper, Terry Smith and Sarah Ketterer. The largest sellers were Lewis Sanders, Chase Coleman III and Eagle Capital Management. Every tracked holder of TSM is on the TSM ownership page.
FAQ
How many TSM shares did Polen Capital Management buy in 2026 Q2?
Polen Capital Management added 327K shares of TSM, a 187% increase, to 501K shares.
What is the TSM position of Polen Capital Management worth now?
The TSM position of Polen Capital Management is worth about $239.4M at June 30, 2026 prices, 2.06% of the portfolio.
Is TSM a top holding of Polen Capital Management?
TSM ranks 18th of 219 stock positions in the Polen Capital Management portfolio, at 2.06%.
Did other funds add to TSM in 2026 Q2?
Among the 23 other tracked funds that hold TSM, 3 added to it in 2026 Q2 and 14 trimmed it.