TSM - TAIWAN SEMICONDUCTOR MFG LTD
This page shows which of the focused investors we track hold TSM and how their positions changed, so you can see how much conviction the group has in the stock.
In Q1 2018 it was held by 7 managers with an aggregate reported value of $1.19B, which is 0.14% of the combined portfolio.
As of Q1 2018, 7 tracked institutional managers held TSM (TAIWAN SEMICONDUCTOR MFG LTD) with an aggregate reported value of $1.19B — 0.14% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2018
- Ticker
- TSM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Stephen Mandel - Lone Pine Capital | 2.74% | New | 12,349,027 | $540.39M |
| 2 | Sarah Ketterer - Causeway Capital Management | 3.18% | Add +23.9% | 6,783,327 | $296.84M |
| 3 | William Von Mueffling - Cantillon Capital Management | 2.16% | Add +64.0% | 4,351,374 | $190.42M |
| 4 | Howard Marks - Oaktree Capital Management | 2.02% | Reduce -18.5% | 2,905,441 | $127.14M |
| 5 | Richard Pzena - Pzena Investment Management | 0.14% | Add +3.9% | 623,501 | $27.28M |
| 6 | Lee Ainslie - Maverick Capital | 0.12% | Add +29.5% | 214,000 | $9.37M |
| 7 | Prem Watsa - Fairfax Financial Holdings | 0.06% | - | 29,000 | $1.27M |
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