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 2019 it was held by 8 managers with an aggregate reported value of $1.08B, which is 0.13% of the combined portfolio.
As of Q1 2019, 8 tracked institutional managers held TSM (TAIWAN SEMICONDUCTOR MFG LTD) with an aggregate reported value of $1.08B — 0.13% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2019
- Ticker
- TSM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | First Eagle - First Eagle Investment Management | 1.08% | Add +3.8% | 9,782,035 | $400.67M |
| 2 | Sarah Ketterer - Causeway Capital Management | 2.51% | Add +0.5% | 6,065,072 | $248.43M |
| 3 | William Von Mueffling - Cantillon Capital Management | 1.73% | Reduce -0.5% | 3,973,957 | $162.77M |
| 4 | Bill Nygren - Oakmark Funds | 0.22% | Add +0.7% | 2,948,971 | $120.79M |
| 5 | Howard Marks - Oaktree Capital Management | 2.26% | Reduce -24.6% | 2,900,352 | $118.8M |
| 6 | Richard Pzena - Pzena Investment Management | 0.13% | - | 597,355 | $24.47M |
| 7 | Lee Ainslie - Maverick Capital | 0.08% | Reduce -3.9% | 141,620 | $5.8M |
| 8 | Prem Watsa - Fairfax Financial Holdings | 0.05% | - | 29,000 | $1.19M |
Loading holder history for TSM…