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
≡ Stephen Mandel - Lone Pine Capital Reduce 54.48% 1,662,870 4.48
≡ David Rolfe - Wedgewood Partners Reduce 29.95% 55,308 3.86
≡ Chase Coleman - Tiger Global Management Add 49.38% 1,839,600 2.72
≡ Daniel Loeb - Third Point Reduce 35.29% 150,000 2.43
≡ Duan Yongping - H&H International Investment Reduce 87.65% 1,073,184 1.85
≡ Lee Ainslie - Maverick Capital Reduce 25.40% 421,292 1.65
≡ Ruane Cunniff LP Reduce 15.00% 213,302 1.19
≡ First Eagle Investment Management Reduce 34.29% 2,036,189 1.17
≡ David Tepper - Appaloosa Management Add 17.48% 197,500 1.12
≡ William Von Mueffling - Cantillon Capital Management Reduce 11.87% 335,727 0.75
≡ Wallace Weitz - Weitz Investment Management Buy 20,000 0.47
≡ Viking Global Investors Reduce 9.15% 449,769 0.43
≡ Hillman Capital Management Reduce 15.69% 1,482 0.35
≡ Francois Rochon - Giverny Capital Reduce 49.44% 7,944 0.10
≡ Polen Capital Management Reduce 12.92% 25,907 0.06
≡ John Rogers - Ariel Investments Add 58.35% 5,930 0.02
≡ Torray Funds Add 0.50% 136 0.01
≡ Sarah Ketterer - Causeway Capital Management Reduce 0.63% 3,249 0.01
≡ Richard Pzena - Pzena Investment Management Reduce 27.92% 7,356 0.01
≡ Mairs & Power Funds Reduce 0.06% 294 0.00
≡ Jensen Investment Management Reduce 4.05% 693 0.00
Q4  2025
≡ Daniel Loeb - Third Point Reduce 61.36% 675,000 2.83
≡ Ruane Cunniff LP Reduce 24.45% 460,000 2.18
≡ Lee Ainslie - Maverick Capital Add 62.70% 639,178 2.08
≡ Duan Yongping - H&H International Investment Add 370.95% 964,400 1.68
≡ Chase Coleman - Tiger Global Management Reduce 18.63% 852,900 0.87
≡ Viking Global Investors Add 24.61% 970,530 0.79
≡ First Eagle Investment Management Reduce 11.37% 761,682 0.41
≡ Hillman Capital Management Reduce 15.49% 1,731 0.33
≡ David Tepper - Appaloosa Management Add 6.60% 70,000 0.31
≡ David Rolfe - Wedgewood Partners Reduce 2.44% 4,621 0.26
≡ Francois Rochon - Giverny Capital Add 96.85% 7,906 0.08
≡ William Von Mueffling - Cantillon Capital Management Add 0.76% 21,307 0.04
≡ Polen Capital Management Add 13.29% 23,534 0.03
≡ Mairs & Power Funds Reduce 1.76% 8,718 0.03
≡ Torray Funds Reduce 2.48% 687 0.03
≡ Sarah Ketterer - Causeway Capital Management Add 0.78% 3,969 0.02
≡ Jensen Investment Management Reduce 10.46% 2,000 0.01
≡ Richard Pzena - Pzena Investment Management Reduce 38.00% 16,143 0.01
≡ John Rogers - Ariel Investments Reduce 9.72% 1,094 0.00
≡ Bill Nygren - Oakmark Funds Sell 100.00% 1,185 0.00
Q3  2025
≡ Lee Ainslie - Maverick Capital Reduce 42.08% 740,545 2.77
≡ Daniel Loeb - Third Point Reduce 23.08% 330,000 1.11
≡ Hillman Capital Management Reduce 30.59% 4,924 0.80
≡ Stephen Mandel - Lone Pine Capital Reduce 11.16% 383,520 0.78
≡ David Rolfe - Wedgewood Partners Reduce 4.16% 8,218 0.42
≡ Viking Global Investors Reduce 8.89% 384,929 0.28
≡ Ruane Cunniff LP Reduce 1.88% 35,960 0.17
≡ Polen Capital Management Buy 177,059 0.16
≡ Mairs & Power Funds Add 10.84% 48,439 0.13
≡ David Tepper - Appaloosa Management Add 3.41% 35,000 0.13
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.09% 30,952 0.05
≡ John Rogers - Ariel Investments Reduce 62.52% 18,775 0.05
≡ Sarah Ketterer - Causeway Capital Management Reduce 1.94% 10,064 0.04
≡ Torray Funds Reduce 3.99% 1,151 0.04
≡ Francois Rochon - Giverny Capital Reduce 29.32% 3,387 0.03
≡ Jensen Investment Management Add 10.28% 1,782 0.01
≡ First Eagle Investment Management Add 0.10% 6,983 0.00
≡ Richard Pzena - Pzena Investment Management Reduce 0.16% 66 0.00
≡ Bill Nygren - Oakmark Funds Buy 1,185 0.00
Q2  2025
≡ David Tepper - Appaloosa Management Add 279.63% 755,000 2.65
≡ David Rolfe - Wedgewood Partners Reduce 16.60% 39,313 1.82
≡ Hillman Capital Management Add 792.41% 14,295 1.77
≡ Lee Ainslie - Maverick Capital Add 20.70% 301,881 1.05
≡ Daniel Loeb - Third Point Reduce 19.66% 350,000 1.05
≡ Torray Funds Buy 28,812 0.95
≡ Stephen Mandel - Lone Pine Capital Reduce 11.11% 429,461 0.70
≡ Prem Watsa - Fairfax Financial Holdings Reduce 33.87% 48,000 0.58
≡ First Eagle Investment Management Add 18.56% 1,047,777 0.48
≡ Viking Global Investors Reduce 11.45% 559,952 0.37
≡ Chase Coleman - Tiger Global Management Add 7.94% 336,900 0.22
≡ Ruane Cunniff LP Add 2.75% 51,388 0.20
≡ Mairs & Power Funds Add 12.36% 49,169 0.11
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.82% 82,413 0.11
≡ Duan Yongping - H&H International Investment Reduce 4.34% 11,808 0.02
≡ Sarah Ketterer - Causeway Capital Management Reduce 0.35% 1,830 0.01
≡ Jensen Investment Management Reduce 15.58% 3,200 0.01
≡ Christopher Davis - Davis Advisors Buy 7,200 0.01
≡ Richard Pzena - Pzena Investment Management Add 2.48% 1,030 0.00
≡ Dodge & Cox Funds Add 0.28% 300 0.00
≡ John Rogers - Ariel Investments Reduce 0.26% 77 0.00
Q1  2025
≡ Mairs & Power Funds Buy 397,657 0.69
≡ Lee Ainslie - Maverick Capital Add 17.64% 218,679 0.65
≡ Viking Global Investors Add 19.55% 799,628 0.42
≡ Chase Coleman - Tiger Global Management Add 16.68% 606,494 0.38
≡ Duan Yongping - H&H International Investment Buy 271,792 0.38
≡ Ruane Cunniff LP Reduce 3.49% 67,588 0.20
≡ Stephen Mandel - Lone Pine Capital Add 2.79% 104,937 0.15
≡ William Von Mueffling - Cantillon Capital Management Reduce 3.00% 90,328 0.10
≡ John Rogers - Ariel Investments Reduce 62.19% 49,530 0.10
≡ David Tepper - Appaloosa Management Add 8.00% 20,000 0.06
≡ Sarah Ketterer - Causeway Capital Management Reduce 1.78% 9,419 0.03
≡ Francois Rochon - Giverny Capital Reduce 21.10% 3,088 0.02
≡ Hillman Capital Management Add 8.81% 146 0.01
≡ Richard Pzena - Pzena Investment Management Reduce 24.59% 13,539 0.01
≡ First Eagle Investment Management Add 0.11% 6,096 0.00
≡ David Rolfe - Wedgewood Partners Reduce 0.01% 15 0.00
Q4  2024
≡ Ruane Cunniff LP Reduce 33.42% 970,808 3.25
≡ Viking Global Investors Buy 4,089,619 2.61
≡ Lee Ainslie - Maverick Capital Add 100.89% 622,478 2.21

* "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.