Taiwan Semiconductor S.A. (TSM)

Sector:Technology
Super Investor Stats:
Ownership count:12
Ownership rank:18
% of all portfolios:0.511%
Hold Price * :$172.51
History Portfolio Manager Activity Share change % change to portfolio ▼
Q2  2024
≡ Hillman Value Fund Sell 100.00% 52,729 2.97
≡ Daniel Loeb - Third Point Add 72.34% 850,000 1.70
≡ Ruane Cunniff - Sequoia Fund Reduce 16.91% 228,000 1.17
≡ First Eagle Investment Management Reduce 30.69% 2,780,260 1.09
≡ Prem Watsa - Fairfax Financial Holdings Add 51.23% 48,000 0.70
≡ 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
≡ Chase Coleman - Tiger Global Management Add 0.85% 25,900 0.02
≡ Jensen Investment Management Add 1.64% 328 0.00
≡ Francois Rochon - Giverny Capital Reduce 0.37% 30 0.00
Q1  2024
≡ Stephen Mandel - Lone Pine Capital Reduce 11.16% 775,400 0.83
≡ Ruane Cunniff - Sequoia Fund Reduce 13.03% 201,948 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
≡ Lee Ainslie - Maverick Capital Add 1.68% 8,310 0.02
≡ Polen Capital Management Sell 100.00% 42,083 0.01
≡ Jensen Investment Management Add 10.29% 1,870 0.00
≡ 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
≡ Chase Coleman - Tiger Global Management Add 47.69% 983,200 0.73
≡ Hillman Value Fund Reduce 22.15% 15,000 0.70
≡ Lee Ainslie - Maverick Capital Add 66.97% 198,824 0.43
≡ David Rolfe - Wedgewood Partners Reduce 2.78% 7,389 0.20
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.38% 80,539 0.06
≡ First Eagle Investment Management Add 0.94% 84,823 0.02
≡ Jensen Investment Management Add 3.18% 560 0.00
≡ Polen Capital Management Reduce 25.36% 14,298 0.00
Q3  2023
≡ David Rolfe - Wedgewood Partners Reduce 21.36% 72,194 1.50
≡ David Tepper - Appaloosa Management Reduce 43.66% 775,000 1.33
≡ Stephen Mandel - Lone Pine Capital Add 21.68% 1,389,785 1.16
≡ Daniel Loeb - Third Point Reduce 27.55% 675,000 0.90
≡ Lee Ainslie - Maverick Capital Add 181.07% 191,259 0.39
≡ Ruane Cunniff - Sequoia Fund Reduce 2.70% 43,081 0.13
≡ Chase Coleman - Tiger Global Management Add 10.34% 193,235 0.12
≡ First Eagle Investment Management Reduce 0.86% 78,187 0.02
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.39% 13,229 0.01
≡ Polen Capital Management Buy 56,381 0.01
Q2  2023
≡ Daniel Loeb - Third Point Buy 2,450,000 3.62
≡ David Tepper - Appaloosa Management Buy 1,775,000 3.32
≡ Stephen Mandel - Lone Pine Capital Reduce 21.67% 1,773,563 1.64
≡ Chase Coleman - Tiger Global Management Add 17.63% 280,000 0.24
≡ Lee Ainslie - Maverick Capital Add 2056.57% 100,731 0.22
≡ William Von Mueffling - Cantillon Capital Management Add 6.34% 202,676 0.14
≡ Prem Watsa - Fairfax Financial Holdings Reduce 4.87% 4,800 0.03
≡ Francois Rochon - Giverny Capital Reduce 41.96% 5,957 0.03
≡ Jensen Investment Management Add 0.40% 70 0.00
≡ First Eagle Investment Management Add 0.19% 17,020 0.00
≡ David Rolfe - Wedgewood Partners Reduce 0.02% 68 0.00
Q1  2023
≡ Stephen Mandel - Lone Pine Capital Reduce 21.24% 2,207,470 1.90
≡ Chase Coleman - Tiger Global Management Buy 1,588,555 1.34
≡ David Rolfe - Wedgewood Partners Add 12.60% 37,827 0.60
≡ Warren Buffett - Berkshire Hathaway Sell 100.00% 8,292,724 0.21
≡ William Von Mueffling - Cantillon Capital Management Reduce 1.58% 51,192 0.04
≡ Lee Ainslie - Maverick Capital Buy 4,898 0.01
≡ First Eagle Investment Management Add 0.13% 11,891 0.00
≡ Francois Rochon - Giverny Capital Reduce 5.77% 869 0.00
≡ Jensen Investment Management Reduce 6.30% 1,180 0.00
Q4  2022
≡ John Armitage - Egerton Capital Sell 100.00% 3,460,517 1.84
≡ Warren Buffett - Berkshire Hathaway Reduce 86.19% 51,768,156 1.31
≡ Chase Coleman - Tiger Global Management Sell 100.00% 1,315,005 0.83
≡ Stephen Mandel - Lone Pine Capital Add 8.15% 782,730 0.56
≡ David Rolfe - Wedgewood Partners Add 1.27% 3,767 0.05
≡ William Von Mueffling - Cantillon Capital Management Reduce 2.17% 72,028 0.05
≡ Terry Smith - Fundsmith Sell 100.00% 155,558 0.05
≡ Francois Rochon - Giverny Capital Add 82.84% 6,826 0.03
≡ First Eagle Investment Management Add 1.37% 122,272 0.03
≡ Prem Watsa - Fairfax Financial Holdings Add 5.12% 4,800 0.01
≡ Jensen Investment Management Add 14.57% 2,380 0.00
Q3  2022
≡ Hillman Value Fund Buy 67,729 2.69
≡ Ruane Cunniff - Sequoia Fund Reduce 31.44% 730,870 1.77
≡ Warren Buffett - Berkshire Hathaway Buy 60,060,880 1.39
≡ Chase Coleman - Tiger Global Management Buy 1,315,005 0.83
≡ John Armitage - Egerton Capital Reduce 27.40% 1,305,785 0.69
≡ David Rolfe - Wedgewood Partners Reduce 15.17% 53,026 0.68
≡ Stephen Mandel - Lone Pine Capital Add 7.54% 673,709 0.44
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.83% 27,836 0.02
≡ First Eagle Investment Management Reduce 0.61% 54,578 0.01
≡ Jensen Investment Management Add 1.87% 300 0.00
Q2  2022
≡ John Armitage - Egerton Capital Buy 4,766,302 2.63
≡ Stephen Mandel - Lone Pine Capital Add 11.95% 953,547 0.74
≡ David Rolfe - Wedgewood Partners Add 0.66% 2,308 0.03
≡ First Eagle Investment Management Reduce 1.12% 101,192 0.02
≡ William Von Mueffling - Cantillon Capital Management Reduce 0.54% 18,082 0.01
≡ Jensen Investment Management Add 14.41% 2,020 0.00
≡ Terry Smith - Fundsmith Add 9.76% 13,837 0.00
Q1  2022
≡ Stephen Mandel - Lone Pine Capital Buy 7,981,414 4.95
≡ David Rolfe - Wedgewood Partners Add 41.28% 101,453 1.49
≡ Ruane Cunniff - Sequoia Fund Reduce 4.92% 120,331 0.31
≡ William Von Mueffling - Cantillon Capital Management Add 3.03% 98,903 0.07
≡ First Eagle Investment Management Reduce 2.21% 204,954 0.05
≡ Francois Rochon - Giverny Capital Reduce 37.50% 4,943 0.03
≡ Jensen Investment Management Add 8.01% 1,040 0.00
Q4  2021
≡ David Rolfe - Wedgewood Partners Add 16.98% 35,674 0.57
≡ William Von Mueffling - Cantillon Capital Management Reduce 7.04% 247,599 0.20

* "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.