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 2021 it was held by 11 managers with an aggregate reported value of $2.99B, which is 0.26% of the combined portfolio.
As of Q1 2021, 11 tracked institutional managers held TSM (TAIWAN SEMICONDUCTOR MFG LTD) with an aggregate reported value of $2.99B — 0.26% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2021
- Ticker
- TSM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | First Eagle - First Eagle Investment Management | 3.06% | Reduce -1.3% | 9,710,936 | $1.15B |
| 2 | Ruane Cunniff LP - Ruane Cunniff LP | 6.58% | Reduce -11.5% | 5,920,645 | $700.29M |
| 3 | Sarah Ketterer - Causeway Capital Management | 11.03% | Reduce -6.4% | 4,738,901 | $560.52M |
| 4 | William Von Mueffling - Cantillon Capital Management | 3.11% | Reduce -3.6% | 3,616,582 | $427.77M |
| 5 | Stanley Druckenmiller - Duquesne Family Office LLC | 1.19% | New | 391,475 | $46.3M |
| 6 | Richard Pzena - Pzena Investment Management | 0.18% | Reduce -17.1% | 366,943 | $43.4M |
| 7 | Lee Ainslie - Maverick Capital | 0.31% | New | 282,762 | $33.45M |
| 8 | Terry Smith - Fundsmith | 0.04% | - | 117,981 | $13.96M |
| 9 | Prem Watsa - Fairfax Financial Holdings | 0.39% | - | 93,700 | $11.08M |
| 10 | Francois Rochon - Giverny Capital | 0.07% | Reduce -1.1% | 9,277 | $1.1M |
| 11 | Jensen Investment Management - Jensen Investment Management | 0.01% | Add +9.4% | 8,850 | $1.05M |
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