Taiwan Semiconductor S.A. (TSM)

Sector:Technology
Super Investor Stats:
Ownership count:24
Ownership rank:7
% of all portfolios:0.847%
Hold Price * :$337.95
History Portfolio Manager Activity ▲ Share change % change to portfolio
Q1  2026
≡ Torray Funds Add 0.50% 136 0.01
≡ David Tepper - Appaloosa Management Add 17.48% 197,500 1.12
≡ Chase Coleman - Tiger Global Management Add 49.38% 1,839,600 2.72
≡ John Rogers - Ariel Investments Add 58.35% 5,930 0.02
≡ Wallace Weitz - Weitz Investment Management Buy 20,000 0.47
Q4  2025
≡ William Von Mueffling - Cantillon Capital Management Add 0.76% 21,307 0.04
≡ Sarah Ketterer - Causeway Capital Management Add 0.78% 3,969 0.02
≡ David Tepper - Appaloosa Management Add 6.60% 70,000 0.31
≡ Polen Capital Management Add 13.29% 23,534 0.03
≡ Viking Global Investors Add 24.61% 970,530 0.79
≡ Lee Ainslie - Maverick Capital Add 62.70% 639,178 2.08
≡ Francois Rochon - Giverny Capital Add 96.85% 7,906 0.08
≡ Duan Yongping - H&H International Investment Add 370.95% 964,400 1.68
Q3  2025
≡ First Eagle Investment Management Add 0.10% 6,983 0.00
≡ David Tepper - Appaloosa Management Add 3.41% 35,000 0.13
≡ Jensen Investment Management Add 10.28% 1,782 0.01
≡ Mairs & Power Funds Add 10.84% 48,439 0.13
≡ Bill Nygren - Oakmark Funds Buy 1,185 0.00
≡ Polen Capital Management Buy 177,059 0.16
Q2  2025
≡ Dodge & Cox Funds Add 0.28% 300 0.00
≡ Richard Pzena - Pzena Investment Management Add 2.48% 1,030 0.00
≡ Ruane Cunniff LP Add 2.75% 51,388 0.20
≡ Chase Coleman - Tiger Global Management Add 7.94% 336,900 0.22
≡ Mairs & Power Funds Add 12.36% 49,169 0.11
≡ First Eagle Investment Management Add 18.56% 1,047,777 0.48
≡ Lee Ainslie - Maverick Capital Add 20.70% 301,881 1.05
≡ David Tepper - Appaloosa Management Add 279.63% 755,000 2.65
≡ Hillman Capital Management Add 792.41% 14,295 1.77
≡ Christopher Davis - Davis Advisors Buy 7,200 0.01
≡ Torray Funds Buy 28,812 0.95
Q1  2025
≡ First Eagle Investment Management Add 0.11% 6,096 0.00
≡ Stephen Mandel - Lone Pine Capital Add 2.79% 104,937 0.15
≡ David Tepper - Appaloosa Management Add 8.00% 20,000 0.06
≡ Hillman Capital Management Add 8.81% 146 0.01
≡ Chase Coleman - Tiger Global Management Add 16.68% 606,494 0.38
≡ Lee Ainslie - Maverick Capital Add 17.64% 218,679 0.65
≡ Viking Global Investors Add 19.55% 799,628 0.42
≡ Duan Yongping - H&H International Investment Buy 271,792 0.38
≡ Mairs & Power Funds Buy 397,657 0.69
Q4  2024
≡ Sarah Ketterer - Causeway Capital Management Add 0.04% 213 0.00
≡ William Von Mueffling - Cantillon Capital Management Add 0.53% 15,977 0.02
≡ Francois Rochon - Giverny Capital Add 0.60% 88 0.00
≡ Jensen Investment Management Add 0.83% 170 0.00
≡ Lee Ainslie - Maverick Capital Add 100.89% 622,478 2.21
≡ Viking Global Investors Buy 4,089,619 2.61
Q3  2024
≡ Sarah Ketterer - Causeway Capital Management Add 4.56% 23,079 0.10
≡ Chase Coleman - Tiger Global Management Add 18.37% 564,090 0.42
≡ Dodge & Cox Funds Add 24.28% 21,000 0.00
≡ Lee Ainslie - Maverick Capital Add 26.14% 127,871 0.43
≡ Francois Rochon - Giverny Capital Add 78.24% 6,387 0.04
≡ Hillman Capital Management Buy 1,730 0.10
Q2  2024
≡ Chase Coleman - Tiger Global Management Add 0.85% 25,900 0.02
≡ Jensen Investment Management Add 1.64% 328 0.00
≡ Sarah Ketterer - Causeway Capital Management Add 3.39% 16,605 0.08
≡ Prem Watsa - Fairfax Financial Holdings Add 51.23% 48,000 0.70
≡ Daniel Loeb - Third Point Add 72.34% 850,000 1.70
Q1  2024
≡ Lee Ainslie - Maverick Capital Add 1.68% 8,310 0.02
≡ Sarah Ketterer - Causeway Capital Management Add 5.70% 26,398 0.10
≡ Jensen Investment Management Add 10.29% 1,870 0.00
Q4  2023
≡ First Eagle Investment Management Add 0.94% 84,823 0.02
≡ Jensen Investment Management Add 3.18% 560 0.00
≡ Chase Coleman - Tiger Global Management Add 47.69% 983,200 0.73
≡ Lee Ainslie - Maverick Capital Add 66.97% 198,824 0.43
Q3  2023
≡ Chase Coleman - Tiger Global Management Add 10.34% 193,235 0.12
≡ Stephen Mandel - Lone Pine Capital Add 21.68% 1,389,785 1.16
≡ Lee Ainslie - Maverick Capital Add 181.07% 191,259 0.39
≡ Polen Capital Management Buy 56,381 0.01
Q2  2023
≡ First Eagle Investment Management Add 0.19% 17,020 0.00
≡ Jensen Investment Management Add 0.40% 70 0.00
≡ William Von Mueffling - Cantillon Capital Management Add 6.34% 202,676 0.14
≡ Chase Coleman - Tiger Global Management Add 17.63% 280,000 0.24
≡ Lee Ainslie - Maverick Capital Add 2056.57% 100,731 0.22
≡ David Tepper - Appaloosa Management Buy 1,775,000 3.32
≡ Daniel Loeb - Third Point Buy 2,450,000 3.62
Q1  2023
≡ First Eagle Investment Management Add 0.13% 11,891 0.00
≡ David Rolfe - Wedgewood Partners Add 12.60% 37,827 0.60
≡ Lee Ainslie - Maverick Capital Buy 4,898 0.01
≡ Chase Coleman - Tiger Global Management Buy 1,588,555 1.34
Q4  2022
≡ David Rolfe - Wedgewood Partners Add 1.27% 3,767 0.05
≡ First Eagle Investment Management Add 1.37% 122,272 0.03
≡ Prem Watsa - Fairfax Financial Holdings Add 5.12% 4,800 0.01
≡ Stephen Mandel - Lone Pine Capital Add 8.15% 782,730 0.56
≡ Jensen Investment Management Add 14.57% 2,380 0.00
≡ Francois Rochon - Giverny Capital Add 82.84% 6,826 0.03
Q3  2022
≡ Jensen Investment Management Add 1.87% 300 0.00
≡ Stephen Mandel - Lone Pine Capital Add 7.54% 673,709 0.44
≡ Chase Coleman - Tiger Global Management Buy 1,315,005 0.83
≡ Warren Buffett - Berkshire Hathaway Buy 60,060,880 1.39
Q2  2022
≡ David Rolfe - Wedgewood Partners Add 0.66% 2,308 0.03
≡ Terry Smith - Fundsmith Add 9.76% 13,837 0.00
≡ Stephen Mandel - Lone Pine Capital Add 11.95% 953,547 0.74
≡ Jensen Investment Management Add 14.41% 2,020 0.00
≡ John Armitage - Egerton Capital Buy 4,766,302 2.63
Q1  2022
≡ William Von Mueffling - Cantillon Capital Management Add 3.03% 98,903 0.07
≡ Jensen Investment Management Add 8.01% 1,040 0.00
≡ David Rolfe - Wedgewood Partners Add 41.28% 101,453 1.49
≡ Stephen Mandel - Lone Pine Capital Buy 7,981,414 4.95
Q4  2021
≡ Francois Rochon - Giverny Capital Add 5.90% 735 0.00
≡ Terry Smith - Fundsmith Add 9.32% 12,088 0.00
≡ Jensen Investment Management Add 16.10% 1,800 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.