Ole Andreas Halvorsen
Viking Global Investors
Ole Andreas Halvorsen Taiwan Semiconductor Manufacturing stake
total: 652
Viking Global Investors TSM trades
- Total transactions:
- 9
- New positions:
- 2
- Sold out:
- 1
- Added:
- 2
- Reduced:
- 4
- Held since:
- 2024 Q4
- Held for:
- 6 quarters
- Latest activity:
- 2026 Q1
According to 2026 Q1 report, Ole Andreas Halvorsen holds 4,465,127 Taiwan Semiconductor Manufacturing (TSM) shares with a market value of roughly $1.51B accounting for 4.22% of the overall portfolio. To date, the estimated cost basis is nearly $210.82 for "buy" trades and estimated average "sell" price is $277.01. Viking Global Investors first purchased TSM in 2020 Q3, initially acquiring about 6.15M shares. Ole Andreas Halvorsen later completely sold out the position and invested in Taiwan Semiconductor Manufacturing again in 2024 Q4. Since the initial investment in Taiwan Semiconductor Manufacturing (TSM), Viking Global Investors has made 8 more transactions.
When did Ole Andreas Halvorsen buy Taiwan Semiconductor Manufacturing (TSM)?
Ole Andreas Halvorsen first invested in Taiwan Semiconductor Manufacturing (TSM) in 2020 Q3 at the reported quarter-end price of $81.07 per share.
What's the cost basis of Viking Global Investors's TSM stake?
The estimated cost basis for Taiwan Semiconductor Manufacturing (TSM) stake is around $210.82 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $210.82
- Weighted AVG sell price:
- $277.01
Ole Andreas Halvorsen's historical trades in Taiwan Semiconductor Manufacturing
9 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
4.22%
|
4,465,127
|
$337.95
|
$1,508,989,670
|
-9.15% (-449,769)
|
-0.4%
|
|
2025 Q4
|
3.96%
|
4,914,896
|
$303.89
|
$1,493,587,745
|
+24.61% (+970,530)
|
+0.78%
|
|
2025 Q3
|
2.86%
|
3,944,366
|
$279.29
|
$1,101,621,980
|
-8.89% (-384,929)
|
-0.31%
|
|
2025 Q2
|
2.83%
|
4,329,295
|
$226.49
|
$980,542,025
|
-11.45% (-559,952)
|
-0.4%
|
|
2025 Q1
|
2.58%
|
4,889,247
|
$166.00
|
$811,615,002
|
+19.55% (+799,628)
|
+0.42%
|
|
2024 Q4
|
2.61%
|
4,089,619
|
$197.49
|
$807,658,856
|
new
|
+2.61%
|
|
2021 Q1
|
0.00%
|
0
|
$109.04
|
|
-100% (-5,601,289)
|
-1.68%
|
|
2020 Q4
|
1.68%
|
$109.04
|
-8.88% (-545,834)
|
|||
|
2020 Q3
|
1.80%
|
$81.07
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.