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 2020 it was held by 9 managers with an aggregate reported value of $1.32B, which is 0.19% of the combined portfolio.
As of Q1 2020, 9 tracked institutional managers held TSM (TAIWAN SEMICONDUCTOR MFG LTD) with an aggregate reported value of $1.32B — 0.19% of the combined AlphaBaseline portfolio.
Get email alerts when a tracked manager trades TSM — sign in or create a free account.
- Source
- Curated SEC 13F filings
- Period
- Q1 2020
- Ticker
- TSM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | First Eagle - First Eagle Investment Management | 1.76% | Reduce -0.0% | 10,126,647 | $483.95M |
| 2 | Sarah Ketterer - Causeway Capital Management | 4.76% | Reduce -0.3% | 6,237,317 | $298.08M |
| 3 | William Von Mueffling - Cantillon Capital Management | 2.00% | Reduce -0.1% | 3,784,974 | $180.88M |
| 4 | Howard Marks - Oaktree Capital Management | 4.78% | Add +15.0% | 3,457,927 | $165.25M |
| 5 | Ruane Cunniff LP - Ruane Cunniff LP | 2.33% | Add +2.2% | 3,047,431 | $145.64M |
| 6 | Richard Pzena - Pzena Investment Management | 0.22% | Reduce -16.2% | 602,887 | $28.81M |
| 7 | Bill Nygren - Oakmark Funds | 0.03% | Reduce -65.0% | 262,110 | $12.53M |
| 8 | Prem Watsa - Fairfax Financial Holdings | 0.33% | Add +85.7% | 99,700 | $4.77M |
| 9 | First Pacific Advisors - First Pacific Advisors | 0.00% | New | 270 | $13K |
Loading holder history for TSM…