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
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
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
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
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
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
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
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
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
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
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
Q1  2021
≡ Jensen Investment Management Add 9.39% 760 0.00
≡ Lee Ainslie - Maverick Capital Buy 282,762 0.31
Q4  2020
≡ Jensen Investment Management Add 21.29% 1,420 0.00
≡ Terry Smith - Fundsmith Buy 117,981 0.04
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
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
Q4  2019
≡ Howard Marks - Oaktree Capital Management Add 5.53% 157,621 0.23
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
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
Q3  2018
≡ Howard Marks - Oaktree Capital Management Add 13.28% 424,923 0.53
Q2  2018
≡ Howard Marks - Oaktree Capital Management Add 10.17% 295,445 0.28
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
Q4  2017
≡ Lee Ainslie - Maverick Capital Add 82.28% 74,580 0.04
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
Q2  2016
≡ Lee Ainslie - Maverick Capital Add 7.86% 3,680 0.00
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
Q2  2015
≡ Howard Marks - Oaktree Capital Management Add 14.53% 575,800 0.26
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
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.