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
≡ 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
≡ 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
≡ 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
≡ 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
≡ 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
≡ 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
≡ 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
≡ 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
≡ 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
≡ 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
≡ 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
≡ Francois Rochon - Giverny Capital Reduce 1.07% 100 0.00
≡ 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
≡ 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
≡ 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
Q1  2020
≡ 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
≡ 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
≡ 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
≡ Lee Ainslie - Maverick Capital Reduce 3.98% 6,100 0.00
Q3  2018
≡ 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
≡ 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
≡ Howard Marks - Oaktree Capital Management Reduce 18.53% 660,915 0.80
Q4  2017
≡ 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  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
≡ Howard Marks - Oaktree Capital Management Reduce 2.53% 113,000 0.14
Q3  2015
≡ Howard Marks - Oaktree Capital Management Reduce 43.95% 1,994,849 1.04
Q1  2015
≡ Howard Marks - Oaktree Capital Management Reduce 18.93% 925,097 0.37
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

* "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.