Taiwan Semiconductor S.A. (TSM)

Sector:Technology
Super Investor Stats:
Ownership count:14
Ownership rank:11
% of all portfolios:0.408%
Hold Price * :$111.92
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q4  2023
≡ Lee Ainslie - Maverick Capital Add 66.97% 198,824 0.43
≡ Chase Coleman - Tiger Global Management Add 47.69% 983,200 0.73
≡ Jensen Investment Management Add 3.18% 560 0.00
≡ First Eagle Investment Management Add 0.94% 84,823 0.02
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.38% 80,539 0.06
≡ David Rolfe - Wedgewood Partners Reduce 2.78% 7,389 0.20
≡ Stephen Mandel - Lone Pine Capital Reduce 10.93% 852,228 0.77
≡ Hillman Value Fund Reduce 22.15% 15,000 0.70
≡ Polen Capital Management Reduce 25.36% 14,298 0.00
≡ Daniel Loeb - Third Point Reduce 33.80% 600,000 0.95
≡ David Tepper - Appaloosa Management Reduce 50.00% 500,000 0.92
Q3  2023
≡ Lee Ainslie - Maverick Capital Add 181.07% 191,259 0.39
≡ Stephen Mandel - Lone Pine Capital Add 21.68% 1,389,785 1.16
≡ Chase Coleman - Tiger Global Management Add 10.34% 193,235 0.12
≡ Polen Capital Management Buy 56,381 0.01
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.39% 13,229 0.01
≡ First Eagle Investment Management Reduce 0.86% 78,187 0.02
≡ Ruane Cunniff - Sequoia Fund Reduce 2.70% 43,081 0.13
≡ David Rolfe - Wedgewood Partners Reduce 21.36% 72,194 1.50
≡ Daniel Loeb - Third Point Reduce 27.55% 675,000 0.90
≡ David Tepper - Appaloosa Management Reduce 43.66% 775,000 1.33
Q2  2023
≡ Lee Ainslie - Maverick Capital Add 2056.57% 100,731 0.22
≡ Chase Coleman - Tiger Global Management Add 17.63% 280,000 0.24
≡ William Von Mueffling - Cantillon Capital Management Add 6.34% 202,676 0.14
≡ Jensen Investment Management Add 0.40% 70 0.00
≡ First Eagle Investment Management Add 0.19% 17,020 0.00
≡ Daniel Loeb - Third Point Buy 2,450,000 3.62
≡ David Tepper - Appaloosa Management Buy 1,775,000 3.32
≡ David Rolfe - Wedgewood Partners Reduce 0.02% 68 0.00
≡ Prem Watsa - Fairfax Financial Holdings Reduce 4.87% 4,800 0.03
≡ Stephen Mandel - Lone Pine Capital Reduce 21.67% 1,773,563 1.64
≡ Francois Rochon - Giverny Capital Reduce 41.96% 5,957 0.03
Q1  2023
≡ David Rolfe - Wedgewood Partners Add 12.60% 37,827 0.60
≡ First Eagle Investment Management Add 0.13% 11,891 0.00
≡ Chase Coleman - Tiger Global Management Buy 1,588,555 1.34
≡ Lee Ainslie - Maverick Capital Buy 4,898 0.01
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.58% 51,192 0.04
≡ Francois Rochon - Giverny Capital Reduce 5.77% 869 0.00
≡ Jensen Investment Management Reduce 6.30% 1,180 0.00
≡ Stephen Mandel - Lone Pine Capital Reduce 21.24% 2,207,470 1.90
≡ Warren Buffett - Berkshire Hathaway Sell 100.00% 8,292,724 0.21
Q4  2022
≡ Francois Rochon - Giverny Capital Add 82.84% 6,826 0.03
≡ Jensen Investment Management Add 14.57% 2,380 0.00
≡ Stephen Mandel - Lone Pine Capital Add 8.15% 782,730 0.56
≡ Prem Watsa - Fairfax Financial Holdings Add 5.12% 4,800 0.01
≡ First Eagle Investment Management Add 1.37% 122,272 0.03
≡ David Rolfe - Wedgewood Partners Add 1.27% 3,767 0.05
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.17% 72,028 0.05
≡ Warren Buffett - Berkshire Hathaway Reduce 86.19% 51,768,156 1.31
≡ John Armitage - Egerton Capital Sell 100.00% 3,460,517 1.84
≡ Chase Coleman - Tiger Global Management Sell 100.00% 1,315,005 0.83
≡ Terry Smith - Fundsmith Sell 100.00% 155,558 0.05
Q3  2022
≡ Stephen Mandel - Lone Pine Capital Add 7.54% 673,709 0.44
≡ Jensen Investment Management Add 1.87% 300 0.00
≡ Hillman Value Fund Buy 67,729 2.69
≡ Warren Buffett - Berkshire Hathaway Buy 60,060,880 1.39
≡ Chase Coleman - Tiger Global Management Buy 1,315,005 0.83
≡ First Eagle Investment Management Reduce 0.61% 54,578 0.01
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.83% 27,836 0.02
≡ David Rolfe - Wedgewood Partners Reduce 15.17% 53,026 0.68
≡ John Armitage - Egerton Capital Reduce 27.40% 1,305,785 0.69
≡ Ruane Cunniff - Sequoia Fund Reduce 31.44% 730,870 1.77
Q2  2022
≡ Jensen Investment Management Add 14.41% 2,020 0.00
≡ Stephen Mandel - Lone Pine Capital Add 11.95% 953,547 0.74
≡ Terry Smith - Fundsmith Add 9.76% 13,837 0.00
≡ David Rolfe - Wedgewood Partners Add 0.66% 2,308 0.03
≡ John Armitage - Egerton Capital Buy 4,766,302 2.63
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.54% 18,082 0.01
≡ First Eagle Investment Management Reduce 1.12% 101,192 0.02
Q1  2022
≡ David Rolfe - Wedgewood Partners Add 41.28% 101,453 1.49
≡ Jensen Investment Management Add 8.01% 1,040 0.00
≡ William Von Mueffling - Cantillon Capital Management Add 3.03% 98,903 0.07
≡ Stephen Mandel - Lone Pine Capital Buy 7,981,414 4.95
≡ First Eagle Investment Management Reduce 2.21% 204,954 0.05
≡ Ruane Cunniff - Sequoia Fund Reduce 4.92% 120,331 0.31
≡ Francois Rochon - Giverny Capital Reduce 37.50% 4,943 0.03
Q4  2021
≡ David Rolfe - Wedgewood Partners Add 16.98% 35,674 0.57
≡ Jensen Investment Management Add 16.10% 1,800 0.00
≡ Terry Smith - Fundsmith Add 9.32% 12,088 0.00
≡ Francois Rochon - Giverny Capital Add 5.90% 735 0.00
≡ Ruane Cunniff - Sequoia Fund Reduce 1.60% 39,649 0.10
≡ First Eagle Investment Management Reduce 3.62% 348,461 0.11
≡ William Von Mueffling - Cantillon Capital Management Reduce 7.04% 247,599 0.20
Q3  2021
≡ David Rolfe - Wedgewood Partners Add 77.74% 91,898 1.45
≡ Francois Rochon - Giverny Capital Add 51.07% 4,208 0.03
≡ Ruane Cunniff - Sequoia Fund Add 19.78% 410,268 0.96
≡ Jensen Investment Management Add 14.20% 1,390 0.00
≡ First Eagle Investment Management Reduce 1.53% 149,137 0.04
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.63% 58,286 0.04
≡ Lee Ainslie - Maverick Capital Sell 100.00% 202,690 0.23
Q2  2021
≡ Jensen Investment Management Add 10.62% 940 0.00
≡ Terry Smith - Fundsmith Add 9.88% 11,652 0.00
≡ First Eagle Investment Management Add 0.56% 54,653 0.02
≡ David Rolfe - Wedgewood Partners Buy 118,209 2.06
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.14% 41,400 0.03
≡ Francois Rochon - Giverny Capital Reduce 11.18% 1,037 0.01
≡ Lee Ainslie - Maverick Capital Reduce 28.32% 80,072 0.09
Q1  2021
≡ Jensen Investment Management Add 9.39% 760 0.00
≡ Lee Ainslie - Maverick Capital Buy 282,762 0.31
≡ Francois Rochon - Giverny Capital Reduce 1.07% 100 0.00

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.