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
≡ 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
≡ William Von Mueffling - Cantillon Capital Management Reduce 11.87% 335,727 0.75
≡ 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
≡ 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
≡ Chase Coleman - Tiger Global Management Reduce 18.63% 852,900 0.87
≡ First Eagle Investment Management Reduce 11.37% 761,682 0.41
≡ Hillman Capital Management Reduce 15.49% 1,731 0.33
≡ David Rolfe - Wedgewood Partners Reduce 2.44% 4,621 0.26
≡ Mairs & Power Funds Reduce 1.76% 8,718 0.03
≡ Torray Funds Reduce 2.48% 687 0.03
≡ 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
≡ 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
≡ Richard Pzena - Pzena Investment Management Reduce 0.16% 66 0.00
Q2  2025
≡ David Rolfe - Wedgewood Partners Reduce 16.60% 39,313 1.82
≡ Daniel Loeb - Third Point Reduce 19.66% 350,000 1.05
≡ Stephen Mandel - Lone Pine Capital Reduce 11.11% 429,461 0.70
≡ Prem Watsa - Fairfax Financial Holdings Reduce 33.87% 48,000 0.58
≡ Viking Global Investors Reduce 11.45% 559,952 0.37
≡ 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
≡ John Rogers - Ariel Investments Reduce 0.26% 77 0.00
Q1  2025
≡ Ruane Cunniff LP Reduce 3.49% 67,588 0.20
≡ William Von Mueffling - Cantillon Capital Management Reduce 3.00% 90,328 0.10
≡ John Rogers - Ariel Investments Reduce 62.19% 49,530 0.10
≡ Sarah Ketterer - Causeway Capital Management Reduce 1.78% 9,419 0.03
≡ Francois Rochon - Giverny Capital Reduce 21.10% 3,088 0.02
≡ Richard Pzena - Pzena Investment Management Reduce 24.59% 13,539 0.01
≡ David Rolfe - Wedgewood Partners Reduce 0.01% 15 0.00
Q4  2024
≡ Ruane Cunniff LP Reduce 33.42% 970,808 3.25
≡ Stephen Mandel - Lone Pine Capital Reduce 10.74% 452,417 0.66
≡ David Tepper - Appaloosa Management Reduce 37.50% 150,000 0.46
≡ David Rolfe - Wedgewood Partners Reduce 3.78% 9,304 0.36
≡ John Rogers - Ariel Investments Reduce 43.85% 62,194 0.13
≡ First Eagle Investment Management Reduce 3.65% 213,486 0.09
≡ Hillman Capital Management Reduce 4.16% 72 0.01
≡ Richard Pzena - Pzena Investment Management Reduce 4.38% 2,522 0.00
Q3  2024
≡ Stephen Mandel - Lone Pine Capital Reduce 29.81% 1,789,337 2.32
≡ Daniel Loeb - Third Point Reduce 12.10% 245,000 0.58
≡ Ruane Cunniff LP Reduce 3.94% 119,034 0.32
≡ First Eagle Investment Management Reduce 6.79% 426,214 0.15
≡ David Tepper - Appaloosa Management Reduce 13.04% 60,000 0.15
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.90% 89,406 0.09
≡ David Rolfe - Wedgewood Partners Reduce 0.67% 1,656 0.06
≡ John Rogers - Ariel Investments Reduce 6.05% 9,129 0.02
≡ Richard Pzena - Pzena Investment Management Reduce 11.91% 7,786 0.00
Q2  2024
≡ Hillman Capital Management Sell 100.00% 79,991 3.50
≡ Ruane Cunniff LP Reduce 18.64% 692,927 1.88
≡ First Eagle Investment Management Reduce 30.69% 2,780,260 1.09
≡ Stephen Mandel - Lone Pine Capital Reduce 2.76% 170,326 0.24
≡ David Rolfe - Wedgewood Partners Reduce 2.32% 5,879 0.20
≡ William Von Mueffling - Cantillon Capital Management Reduce 4.85% 157,221 0.18
≡ David Tepper - Appaloosa Management Reduce 8.00% 40,000 0.11
≡ Lee Ainslie - Maverick Capital Reduce 2.96% 14,914 0.05
≡ John Rogers - Ariel Investments Reduce 5.68% 9,093 0.02
≡ Richard Pzena - Pzena Investment Management Reduce 14.07% 10,700 0.01
≡ Francois Rochon - Giverny Capital Reduce 0.37% 30 0.00
Q1  2024
≡ Stephen Mandel - Lone Pine Capital Reduce 11.16% 775,400 0.83
≡ David Rolfe - Wedgewood Partners Reduce 1.85% 4,792 0.15
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.98% 65,656 0.06
≡ Polen Capital Management Sell 100.00% 42,083 0.01
≡ First Eagle Investment Management Reduce 0.07% 5,974 0.00
≡ Francois Rochon - Giverny Capital Reduce 0.57% 47 0.00
Q4  2023
≡ Daniel Loeb - Third Point Reduce 33.80% 600,000 0.95
≡ David Tepper - Appaloosa Management Reduce 50.00% 500,000 0.92
≡ Stephen Mandel - Lone Pine Capital Reduce 10.93% 852,228 0.77
≡ David Rolfe - Wedgewood Partners Reduce 2.78% 7,389 0.20
≡ Sarah Ketterer - Causeway Capital Management Reduce 6.99% 34,760 0.10
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.38% 80,539 0.06
≡ Polen Capital Management Reduce 25.36% 14,298 0.00
Q3  2023
≡ Sarah Ketterer - Causeway Capital Management Reduce 64.73% 912,974 2.22

* "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.