In its latest SEC filing covering the third quarter, Dupont Capital Management Corp reported a 6.7% reduction in its position in Taiwan Semiconductor Manufacturing Company Ltd., selling 6,026 shares to bring its total holding to 83,277 shares. This transaction reduced the fund’s exposure by approximately $1.7 million, based on the reported value of $23.258 million for its remaining stake. The sale marks a modest shift in allocation by the San Francisco–based manager, which continues to view the world’s leading pure-play foundry as a core holding despite this quarter’s trimming.

Taiwan Semiconductor Manufacturing now represents 2.4% of Dupont Capital’s overall assets, making it the firm’s eleventh largest equity holding. Prior to the sale, the position ranked tenth, underscoring a slight de-emphasis relative to other portfolio weights. Despite the reduction, the fund retains one of the industry’s largest active stakes among U.S. investors, signalling continued confidence in TSMC’s long-term growth drivers such as advanced-node capacity expansion and AI-related fab demand.

The third quarter saw a flurry of adjustments among other institutional managers: 1248 Management initiated a new position worth $28,000, Heartwood Wealth Advisors added $32,000 in shares, and Resources Management Corp CT ADV and Mid American Wealth Advisory Group each deployed roughly $32,000–$33,000 into TSMC. First Command Advisory Services also grew its stake by 174.1%, acquiring an additional 101 shares. Collectively, hedge funds and institutional investors now own over 16.5% of TSMC’s outstanding stock. For equity investors, these shifts highlight a balanced mix of fresh commitments and tactical profit-taking as major shareholders calibrate exposure ahead of next-generation node rollouts and anticipated margin expansions.