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
Q1  2021
≡ First Eagle Investment Management Reduce 1.34% 132,351 0.04
≡ William Von Mueffling - Cantillon Capital Management Reduce 3.65% 137,127 0.12
≡ Ruane Cunniff - Sequoia Fund Reduce 14.82% 360,966 0.93
≡ Viking Global Investors Sell 100.00% 5,601,289 1.68
≡ Howard Marks - Oaktree Capital Management Sell 100.00% 398,949 0.93
Q4  2020
≡ Jensen Investment Management Add 21.29% 1,420 0.00
≡ Terry Smith - Fundsmith Buy 117,981 0.04
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.61% 22,959 0.02
≡ First Eagle Investment Management Reduce 2.48% 250,533 0.08
≡ Viking Global Investors Reduce 8.88% 545,834 0.16
≡ Francois Rochon - Giverny Capital Reduce 24.36% 3,020 0.03
≡ Howard Marks - Oaktree Capital Management Reduce 84.28% 2,139,084 4.99
≡ John Armitage - Egerton Capital Sell 100.00% 421,953 0.21
Q3  2020
≡ Francois Rochon - Giverny Capital Add 132.33% 7,061 0.05
≡ Jensen Investment Management Add 80.76% 2,980 0.00
≡ Viking Global Investors Buy 6,147,123 1.80
≡ John Armitage - Egerton Capital Buy 421,953 0.21
≡ Ruane Cunniff - Sequoia Fund Reduce 0.19% 4,734 0.01
≡ First Eagle Investment Management Reduce 0.35% 35,211 0.01
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.00% 38,097 0.03
≡ Prem Watsa - Fairfax Financial Holdings Reduce 6.02% 6,000 0.03
≡ Howard Marks - Oaktree Capital Management Reduce 33.27% 1,265,446 2.78
Q2  2020
≡ Howard Marks - Oaktree Capital Management Add 9.99% 345,552 0.53
≡ William Von Mueffling - Cantillon Capital Management Add 0.79% 29,791 0.01
≡ First Eagle Investment Management Add 0.02% 2,384 0.00
≡ Ruane Cunniff - Sequoia Fund Buy 2,439,715 3.90
≡ Francois Rochon - Giverny Capital Buy 5,336 0.03
≡ Jensen Investment Management Buy 3,690 0.00
Q1  2020
≡ Prem Watsa - Fairfax Financial Holdings Add 85.66% 46,000 0.15
≡ Howard Marks - Oaktree Capital Management Add 15.03% 451,734 0.77
≡ First Eagle Investment Management Reduce 0.01% 632 0.00
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.09% 3,310 0.00
Q4  2019
≡ Howard Marks - Oaktree Capital Management Add 5.53% 157,621 0.23
≡ First Eagle Investment Management Reduce 1.18% 121,013 0.02
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.12% 82,091 0.04
Q3  2019
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.95% 37,036 0.02
≡ Howard Marks - Oaktree Capital Management Reduce 2.43% 71,001 0.09
≡ Lee Ainslie - Maverick Capital Sell 100.00% 136,970 0.08
Q2  2019
≡ Prem Watsa - Fairfax Financial Holdings Add 85.17% 24,700 0.06
≡ Howard Marks - Oaktree Capital Management Add 0.66% 19,221 0.02
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.67% 66,546 0.03
≡ Lee Ainslie - Maverick Capital Reduce 3.28% 4,650 0.00
Q1  2019
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.45% 18,162 0.01
≡ Lee Ainslie - Maverick Capital Reduce 3.88% 5,710 0.00
≡ Howard Marks - Oaktree Capital Management Reduce 24.64% 948,225 1.16
Q4  2018
≡ Howard Marks - Oaktree Capital Management Add 6.14% 222,768 0.26
≡ William Von Mueffling - Cantillon Capital Management Add 0.75% 29,864 0.01
≡ Lee Ainslie - Maverick Capital Reduce 3.98% 6,100 0.00
Q3  2018
≡ Howard Marks - Oaktree Capital Management Add 13.28% 424,923 0.53
≡ William Von Mueffling - Cantillon Capital Management Reduce 6.17% 260,706 0.13
≡ Lee Ainslie - Maverick Capital Reduce 18.82% 35,580 0.02
Q2  2018
≡ Howard Marks - Oaktree Capital Management Add 10.17% 295,445 0.28
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.95% 128,413 0.05
≡ Lee Ainslie - Maverick Capital Reduce 11.68% 24,990 0.01
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 12,349,027 2.74
Q1  2018
≡ William Von Mueffling - Cantillon Capital Management Add 64.02% 1,698,463 0.84
≡ Lee Ainslie - Maverick Capital Add 29.52% 48,780 0.03
≡ Stephen Mandel - Lone Pine Capital Buy 12,349,027 2.74
≡ Howard Marks - Oaktree Capital Management Reduce 18.53% 660,915 0.80
Q4  2017
≡ Lee Ainslie - Maverick Capital Add 82.28% 74,580 0.04
≡ William Von Mueffling - Cantillon Capital Management Reduce 6.31% 178,751 0.08
≡ Howard Marks - Oaktree Capital Management Reduce 11.89% 481,144 0.52
Q3  2017
≡ Lee Ainslie - Maverick Capital Add 33.57% 22,780 0.01
≡ Howard Marks - Oaktree Capital Management Add 5.54% 212,375 0.22
≡ William Von Mueffling - Cantillon Capital Management Buy 2,831,662 1.24
≡ Prem Watsa - Fairfax Financial Holdings Buy 29,000 0.09
Q2  2017
≡ Lee Ainslie - Maverick Capital Add 59.07% 25,200 0.01
≡ Howard Marks - Oaktree Capital Management Add 0.80% 30,389 0.03
Q1  2017
≡ Howard Marks - Oaktree Capital Management Add 1.53% 57,389 0.05
≡ Lee Ainslie - Maverick Capital Add 1.33% 560 0.00
Q4  2016
≡ Howard Marks - Oaktree Capital Management Add 10.26% 348,550 0.30
≡ Lee Ainslie - Maverick Capital Buy 42,100 0.02
Q3  2016
≡ Howard Marks - Oaktree Capital Management Reduce 21.82% 948,559 0.84
≡ Lee Ainslie - Maverick Capital Sell 100.00% 50,500 0.02
Q2  2016
≡ Lee Ainslie - Maverick Capital Add 7.86% 3,680 0.00
≡ Howard Marks - Oaktree Capital Management Reduce 2.53% 113,000 0.14
Q1  2016
≡ Lee Ainslie - Maverick Capital Buy 46,820 0.02
Q4  2015
≡ Howard Marks - Oaktree Capital Management Add 75.35% 1,916,718 1.10
Q3  2015
≡ Howard Marks - Oaktree Capital Management Reduce 43.95% 1,994,849 1.04
Q2  2015
≡ Howard Marks - Oaktree Capital Management Add 14.53% 575,800 0.26
Q1  2015
≡ Howard Marks - Oaktree Capital Management Reduce 18.93% 925,097 0.37
Q4  2014
≡ Howard Marks - Oaktree Capital Management Add 10.70% 472,300 0.18
Q3  2014
≡ Howard Marks - Oaktree Capital Management Add 36.33% 1,176,700 0.82
Q2  2014
≡ Howard Marks - Oaktree Capital Management Add 18.37% 502,700 0.44
Q1  2014
≡ Howard Marks - Oaktree Capital Management Add 26.65% 575,744 0.51
Q4  2013
≡ Howard Marks - Oaktree Capital Management Add 406.90% 1,734,156 1.36
Q3  2013
≡ Howard Marks - Oaktree Capital Management Add 307.45% 321,586 0.29
Q2  2013
≡ Howard Marks - Oaktree Capital Management Add 198.25% 69,528 0.07
Q2  2008
≡ David Katz - Matrix Asset Advisors Sell 100.00% 60,000 0.48
Q1  2008
≡ David Katz - Matrix Asset Advisors Reduce 7.69% 5,000 0.04
Q4  2007
≡ David Katz - Matrix Asset Advisors Buy 65,000 0.40

* "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.