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 2024 it was held by 17 managers with an aggregate reported value of $3.91B, which is 0.33% of the combined portfolio.
As of Q1 2024, 17 tracked institutional managers held TSM (TAIWAN SEMICONDUCTOR MFG LTD) with an aggregate reported value of $3.91B — 0.33% 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 2024
- Ticker
- TSM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | First Eagle - First Eagle Investment Management | 2.80% | Reduce -0.1% | 9,059,112 | $1.23B |
| 2 | Stephen Mandel - Lone Pine Capital | 6.63% | Reduce -11.2% | 6,172,524 | $839.77M |
| 3 | Ruane Cunniff LP - Ruane Cunniff LP | 7.85% | Reduce -8.7% | 3,716,650 | $505.65M |
| 4 | William Von Mueffling - Cantillon Capital Management | 2.77% | Reduce -2.0% | 3,242,314 | $441.12M |
| 5 | Chase Coleman - Tiger Global Management | 2.26% | - | 3,044,990 | $414.27M |
| 6 | Daniel Loeb - Third Point | 2.04% | - | 1,175,000 | $159.86M |
| 7 | Lee Ainslie - Maverick Capital | 1.33% | Add +1.7% | 504,022 | $68.57M |
| 8 | David Tepper - Appaloosa Management | 1.02% | - | 500,000 | $68.03M |
| 9 | Sarah Ketterer - Causeway Capital Management | 1.74% | Add +5.7% | 489,167 | $66.55M |
| 10 | David Rolfe - Wedgewood Partners | 7.90% | Reduce -1.9% | 253,667 | $39.47M |
| 11 | Ariel Investments - Ariel Investments | 0.21% | Reduce -10.2% | 160,054 | $21.78M |
| 12 | Prem Watsa - Fairfax Financial Holdings | 1.04% | - | 93,700 | $12.75M |
| 13 | Dodge & Cox - Dodge & Cox | 0.01% | Add +40.6% | 86,500 | $11.77M |
| 14 | Hillman Value Fund - Hillman Value Fund | 3.50% | Reduce -1.3% | 79,991 | $10.88M |
| 15 | Richard Pzena - Pzena Investment Management | 0.04% | Reduce -86.3% | 76,068 | $10.35M |
| 16 | Jensen Investment Management - Jensen Investment Management | 0.02% | Add +10.3% | 20,040 | $2.73M |
| 17 | Francois Rochon - Giverny Capital | 0.05% | Reduce -0.6% | 8,193 | $1.11M |
Loading holder history for TSM…