In a notable move, Dan Sundheim's D1 Capital completely sold off its stake in Taiwan Semiconductor Manufacturing, a position previously valued at over $111 million. The exit involved the sale of all 328,600 shares the fund held in the world's largest contract chipmaker.
This trade was disclosed in a quarterly 13F filing, which reflects holdings as of June 30, 2026, so the transactions occurred in the preceding quarter. The sale came during a period of strong performance for TSM, which has been benefiting from surging demand for AI chips and reported record earnings for the second quarter.