TSM Stock Ownership Activity

TAIWAN SEMICONDUCTOR-SP ADR 13F holders

9 value investing gurus have made changes to the TAIWAN SEMICONDUCTOR-SP ADR (TSM) position according to the gurus' latest SEC quarterly report(s). TSM has been completely sold out by 1 guru(s), the number of TSM shares has been increased by 3, decreased by 5 super investor(s).

Which gurus or hedge funds are buying TSM now?

According to the latest SEC filing(s) TAIWAN SEMICONDUCTOR-SP ADR (TSM) has been bought by 3 gurus: Ravenel Boykin Curry IV - Eagle Capital Management (added shares +8.13%), Sarah Ketterer - Causeway Capital Management (added shares +5.7%) and Eric H. Schoenstein - Jensen Investment Management (added shares +10.29%).

To see more about who is investing in TAIWAN SEMICONDUCTOR-SP ADR (TSM), please go to the TSM ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2021 Q4 (7 results)
David Rolfe
Wedgewood Partners
+16.98%
+35,674
+0.57%
3.93%
Eric H. Schoenstein
Jensen Investment Management
+16.10%
+1,800
+0.00%
0.01%
Terry Smith
Fundsmith
+9.32%
+12,088
+0.00%
0.04%
Francois Rochon
Giverny Capital
+5.90%
+735
+0.00%
0.08%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-1.60%
-39,649
-0.10%
6.06%
William Von Mueffling
Cantillon Capital Management
-7.04%
-247,599
-0.20%
2.60%
Sarah Ketterer
Causeway Capital Management
-11.81%
-486,629
-1.29%
9.61%
Current price: $161.94 34.60% AVG reported price*: $120.31
2021 Q3 (6 results)
David Rolfe
Wedgewood Partners
+77.74%
+91,898
+1.45%
3.31%
Francois Rochon
Giverny Capital
+51.07%
+4,208
+0.03%
0.08%
Ruane, Cunniff & Goldfarb
Sequoia Fund
+19.78%
+410,268
+0.96%
5.83%
Eric H. Schoenstein
Jensen Investment Management
+14.20%
+1,390
+0.00%
0.01%
William Von Mueffling
Cantillon Capital Management
-1.63%
-58,286
-0.04%
2.68%
Sarah Ketterer
Causeway Capital Management
-3.93%
-168,364
-0.42%
10.35%
Current price: $161.94 45.04% AVG reported price*: $111.65
2021 Q2 (6 results)
David Rolfe
Wedgewood Partners
buy
+118,209
+2.06%
2.06%
Eric H. Schoenstein
Jensen Investment Management
+10.62%
+940
+0.00%
0.01%
Terry Smith
Fundsmith
+9.88%
+11,652
+0.00%
0.04%
William Von Mueffling
Cantillon Capital Management
-1.14%
-41,400
-0.03%
2.89%
Sarah Ketterer
Causeway Capital Management
-9.52%
-451,133
-1.11%
10.52%
Francois Rochon
Giverny Capital
-11.18%
-1,037
-0.01%
0.06%
Current price: $161.94 34.78% AVG reported price*: $120.15
2021 Q1 (7 results)
Eric H. Schoenstein
Jensen Investment Management
+9.39%
+760
+0.00%
0.01%
Francois Rochon
Giverny Capital
-1.07%
-100
-0.00%
0.07%
William Von Mueffling
Cantillon Capital Management
-3.65%
-137,127
-0.12%
3.11%
Sarah Ketterer
Causeway Capital Management
-6.37%
-322,234
-0.75%
11.03%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-14.82%
-360,966
-0.93%
5.32%
Howard Marks
Oaktree Capital Management
-100.00%
-398,949
-0.72%
0.00%
Ole Andreas Halvorsen
Viking Global Investors
-100.00%
-5,601,289
-1.82%
0.00%
Current price: $161.94 36.91% AVG reported price*: $118.28
2020 Q4 (8 results)
Terry Smith
Fundsmith
buy
+117,981
+0.04%
0.04%
Eric H. Schoenstein
Jensen Investment Management
+21.29%
+1,420
+0.00%
0.01%
William Von Mueffling
Cantillon Capital Management
-0.61%
-22,959
-0.02%
3.07%
Sarah Ketterer
Causeway Capital Management
-5.54%
-296,783
-0.61%
10.38%
Ole Andreas Halvorsen
Viking Global Investors
-8.88%
-545,834
-0.16%
0.00%
Francois Rochon
Giverny Capital
-24.36%
-3,020
-0.03%
0.08%
Howard Marks
Oaktree Capital Management
-84.28%
-2,139,084
-4.98%
0.00%
John Armitage
Egerton Capital
-100.00%
-421,953
-0.19%
0.00%
Current price: $161.94 48.53% AVG reported price*: $109.03
2020 Q3 (9 results)
Ole Andreas Halvorsen
Viking Global Investors
buy
+6,147,123
+1.80%
1.80%
John Armitage
Egerton Capital
buy
+421,953
+0.21%
0.00%
Francois Rochon
Giverny Capital
+132.33%
+7,061
+0.05%
0.09%
Eric H. Schoenstein
Jensen Investment Management
+80.76%
+2,980
+0.00%
0.00%
Sarah Ketterer
Causeway Capital Management
+3.35%
+173,501
+0.26%
8.08%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-0.19%
-4,734
-0.01%
5.06%
William Von Mueffling
Cantillon Capital Management
-1.00%
-38,097
-0.03%
2.56%
Prem Watsa
Fairfax Financial Holdings
-6.02%
-6,000
-0.03%
0.43%
Howard Marks
Oaktree Capital Management
-33.27%
-1,265,446
-2.78%
5.57%
Current price: $161.94 99.74% AVG reported price*: $81.07
2020 Q2 (6 results)
Ruane, Cunniff & Goldfarb
Sequoia Fund
buy
+2,439,715
+3.90%
3.90%
Francois Rochon
Giverny Capital
buy
+5,336
+0.03%
0.03%
Eric H. Schoenstein
Jensen Investment Management
buy
+3,690
+0.00%
0.00%
Howard Marks
Oaktree Capital Management
+9.99%
+345,552
+0.53%
5.87%
William Von Mueffling
Cantillon Capital Management
+0.79%
+29,791
+0.01%
1.88%
Sarah Ketterer
Causeway Capital Management
-16.88%
-1,052,900
-1.08%
5.30%
Current price: $161.94 185.35% AVG reported price*: $56.75
49 of 208

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.