Andrew R. Adams
Mairs & Power Growth Fund
Mairs & Power Growth Fund Taiwan Semiconductor Manufacturing stake
total: 96
Mairs & Power Growth Fund TSM trades
- Total transactions:
- 4
- New positions:
- 1
- Added:
- 1
- Reduced:
- 2
- Held since:
- 2025 Q1
- Held for:
- 6 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Mairs & Power Growth Fund holds 360,754 Taiwan Semiconductor Manufacturing (TSM) shares with a market value of roughly $172.29M accounting for 3.10% of the overall portfolio. To date, the estimated cost basis is nearly $177.86 for "buy" trades and estimated average "sell" price is $403.67. Mairs & Power Growth Fund first purchased TSM in 2025 Q1, initially acquiring 342,000 shares. Since the initial investment in Taiwan Semiconductor Manufacturing (TSM), Mairs & Power Growth Fund has made 3 more transactions.
When did Mairs & Power Growth Fund buy Taiwan Semiconductor Manufacturing (TSM)?
Mairs & Power Growth Fund first invested in Taiwan Semiconductor Manufacturing (TSM) in 2025 Q1 at the reported quarter-end price of $166.00 per share.
What's the cost basis of Mairs & Power Growth Fund's TSM stake?
The estimated cost basis for Taiwan Semiconductor Manufacturing (TSM) stake is around $177.86 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $177.86
- Weighted AVG sell price:
- $403.67
Mairs & Power Growth Fund's historical trades in Taiwan Semiconductor Manufacturing
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
3.10%
|
360,754
|
$477.57
|
$172,285,288
|
-2.70% (-10,000)
|
-0.1%
|
|
2026 Q1
|
2.50%
|
370,754
|
$337.95
|
$125,296,314
|
-2.94% (-11,246)
|
-0.07%
|
|
2025 Q3
|
1.88%
|
382,000
|
$279.29
|
$106,688,780
|
+11.70% (+40,000)
|
+0.2%
|
|
2025 Q1
|
1.11%
|
342,000
|
$166.00
|
$56,772,000
|
new
|
+1.11%
|
* 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.