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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 Q3 2021 it was held by 10 managers with an aggregate reported value of $2.8B, which is 0.23% of the combined portfolio.

As of Q3 2021, 10 tracked institutional managers held TSM (TAIWAN SEMICONDUCTOR MFG LTD) with an aggregate reported value of $2.8B0.23% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q3 2021
Ticker
TSM

13F data is delayed and excludes shorts/non-13F assets.

Holders

1First Eagle - First Eagle Investment Management2.75%Reduce -1.5%9,616,452$1.07B
2Ruane Cunniff LP - Ruane Cunniff LP7.09%Add +20.9%7,070,792$789.45M
3Sarah Ketterer - Causeway Capital Management10.35%Reduce -3.9%4,119,404$459.93M
4William Von Mueffling - Cantillon Capital Management2.68%Reduce -1.6%3,516,896$392.66M
5Richard Pzena - Pzena Investment Management0.15%Reduce -0.2%341,064$38.08M
6David Rolfe - Wedgewood Partners3.31%Add +77.7%210,107$23.46M
7Terry Smith - Fundsmith0.04%-129,633$14.47M
8Prem Watsa - Fairfax Financial Holdings0.37%-93,700$10.46M
9Francois Rochon - Giverny Capital0.08%Add +51.1%12,448$1.39M
10Jensen Investment Management - Jensen Investment Management0.01%Add +14.2%11,180$1.25M
Loading holder history for TSM