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 2023 it was held by 14 managers with an aggregate reported value of $2.89B, which is 0.28% of the combined portfolio.
As of Q1 2023, 14 tracked institutional managers held TSM (TAIWAN SEMICONDUCTOR MFG LTD) with an aggregate reported value of $2.89B — 0.28% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2023
- Ticker
- TSM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | First Eagle - First Eagle Investment Management | 2.22% | Add +0.1% | 9,041,430 | $841.03M |
| 2 | Stephen Mandel - Lone Pine Capital | 7.05% | Reduce -21.2% | 8,183,930 | $761.27M |
| 3 | Ruane Cunniff LP - Ruane Cunniff LP | 6.69% | Reduce -2.3% | 4,400,820 | $409.36M |
| 4 | William Von Mueffling - Cantillon Capital Management | 2.42% | Reduce -1.6% | 3,199,062 | $297.58M |
| 5 | Sarah Ketterer - Causeway Capital Management | 6.10% | Reduce -10.5% | 2,736,507 | $254.55M |
| 6 | Chase Coleman - Tiger Global Management | 1.34% | New | 1,588,555 | $147.77M |
| 7 | Richard Pzena - Pzena Investment Management | 0.32% | Add +5.8% | 799,096 | $74.33M |
| 8 | Stanley Druckenmiller - Duquesne Family Office LLC | 2.33% | New | 578,590 | $53.82M |
| 9 | David Rolfe - Wedgewood Partners | 5.33% | Add +12.6% | 338,110 | $31.45M |
| 10 | Hillman Value Fund - Hillman Value Fund | 3.49% | Reduce -0.7% | 99,152 | $9.22M |
| 11 | Prem Watsa - Fairfax Financial Holdings | 0.52% | - | 98,500 | $9.16M |
| 12 | Jensen Investment Management - Jensen Investment Management | 0.01% | New | 17,540 | $1.62M |
| 13 | Francois Rochon - Giverny Capital | 0.08% | New | 14,197 | $1.32M |
| 14 | Lee Ainslie - Maverick Capital | 0.01% | New | 4,898 | $455.61K |
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