Daniel Loeb's Third Point bought 185K shares more of Taiwan Semiconductor Manufacturing (TSM) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, a 67% increase in the share count. Daniel Loeb now holds 460K shares worth about $219.7M, 4.72% of the portfolio against 4.46% a quarter earlier.
What did the 2026 Q2 filing report for TSM?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 275K | 460K |
| Shares added | +185K (67%) | |
| Reported value | $92.9M | $219.7M |
| Portfolio weight | 4.46% | 4.72% |
| Rank in portfolio | 6th of 40 |
How much did Daniel Loeb add to TSM?
Daniel Loeb added 185K shares of TSM during 2026 Q2, taking the stake from 275K to 460K. The reported value of the position rose by about $126.7M, from about $92.9M to about $219.7M.
Where does TSM sit in the Daniel Loeb portfolio?
TSM ranks 6th of 40 stock positions in the Daniel Loeb portfolio at 4.72%, above the fund's average stock position of 2%. The TSM addition was the 14th largest of the quarter's 42 position changes by percent change to portfolio. The largest stock position is WBD at 11.46%. Next come AMZN at 8.97% and GOOGL at 7.88%. The three largest stocks together are 28.31% of the book. Across the 2026 Q2 portfolio, Daniel Loeb reported 40 stock positions, with 16 opened and 9 closed. The total portfolio value is about $4.7B, up 123% from the prior quarter.
How long has Daniel Loeb held TSM?
Daniel Loeb first reported TSM in the quarter ended June 30, 2023. The current weight is the highest the fund has reported for the name. Last quarter the fund had cut the position by 35%, so the add reverses the prior move. Every reported trade is on the Daniel Loeb TSM trade history page.
Did other funds buy or sell TSM in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 23 hold TSM. Of those, 3 added to the position this quarter and 14 trimmed it. The largest buyers of TSM this quarter were David Tepper, Terry Smith and Sarah Ketterer. The largest sellers were Lewis Sanders, Chase Coleman III and Eagle Capital Management. Every tracked holder of TSM is on the TSM ownership page.
FAQ
How many TSM shares did Daniel Loeb buy in 2026 Q2?
Daniel Loeb added 185K shares of TSM, a 67% increase, to 460K shares.
What is the TSM position of Daniel Loeb worth now?
The TSM position of Daniel Loeb is worth about $219.7M at June 30, 2026 prices, 4.72% of the portfolio.
Is TSM a top holding of Daniel Loeb?
TSM ranks 6th of 40 stock positions in the Daniel Loeb portfolio, at 4.72%.
Did other funds add to TSM in 2026 Q2?
Among the 23 other tracked funds that hold TSM, 3 added to it in 2026 Q2 and 14 trimmed it.