TSM Stock Ownership Activity

TAIWAN SEMICONDUCTOR-SP ADR 13F holders

18 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 bought (as a new position) by 1 guru(s), the number of TSM shares has been increased by 3, decreased by 14 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 4 gurus: Chase Coleman III - Tiger Global Management (added shares +49.38%), David Tepper - Appaloosa Management (added shares +17.48%), Wallace Weitz - Weitz Value Fund (new buy) and Parnassus Investments - Parnassus Endeavor Fund (added shares +2%).

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
2020 Q2 (6 results)
Francois Rochon
Giverny Capital
buy
+5,336
+0.03%
0.03%
Ruane, Cunniff & Goldfarb
Sequoia Fund
buy
+2,439,715
+3.90%
3.90%
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%
AVG reported price*: $56.75
2020 Q1 (4 results)
Prem Watsa
Fairfax Financial Holdings
+85.66%
+46,000
+0.15%
0.33%
Howard Marks
Oaktree Capital Management
+15.03%
+451,734
+0.77%
5.89%
William Von Mueffling
Cantillon Capital Management
-0.09%
-3,310
-0.00%
2.00%
Sarah Ketterer
Causeway Capital Management
-0.26%
-16,300
-0.01%
4.77%
AVG reported price*: $47.79
2019 Q4 (3 results)
Sarah Ketterer
Causeway Capital Management
+5.55%
+328,637
+0.21%
3.90%
Howard Marks
Oaktree Capital Management
+5.53%
+157,621
+0.23%
4.31%
William Von Mueffling
Cantillon Capital Management
-2.12%
-82,091
-0.04%
2.05%
AVG reported price*: $58.10
2019 Q3 (3 results)
William Von Mueffling
Cantillon Capital Management
-0.95%
-37,036
-0.02%
1.75%
Howard Marks
Oaktree Capital Management
-2.43%
-71,001
-0.09%
3.45%
Sarah Ketterer
Causeway Capital Management
-9.54%
-625,002
-0.35%
3.29%
AVG reported price*: $46.48
2019 Q2 (4 results)
Prem Watsa
Fairfax Financial Holdings
+85.17%
+24,700
+0.05%
0.12%
Sarah Ketterer
Causeway Capital Management
+8.00%
+484,910
+0.21%
2.81%
Howard Marks
Oaktree Capital Management
+0.66%
+19,221
+0.02%
3.02%
William Von Mueffling
Cantillon Capital Management
-1.67%
-66,546
-0.03%
1.55%
AVG reported price*: $39.17
2019 Q1 (3 results)
Sarah Ketterer
Causeway Capital Management
+0.52%
+31,403
+0.01%
2.52%
William Von Mueffling
Cantillon Capital Management
-0.45%
-18,162
-0.01%
1.73%
Howard Marks
Oaktree Capital Management
-24.64%
-948,225
-1.07%
3.28%
AVG reported price*: $40.96
2018 Q4 (3 results)
Howard Marks
Oaktree Capital Management
+6.14%
+222,768
+0.23%
4.03%
William Von Mueffling
Cantillon Capital Management
+0.75%
+29,864
+0.01%
1.78%
Sarah Ketterer
Causeway Capital Management
-7.24%
-470,772
-0.21%
2.66%
AVG reported price*: $36.91
2018 Q3 (3 results)
Howard Marks
Oaktree Capital Management
+13.28%
+424,923
+0.47%
3.99%
Sarah Ketterer
Causeway Capital Management
+8.48%
+508,295
+0.23%
2.89%
William Von Mueffling
Cantillon Capital Management
-6.17%
-260,706
-0.13%
1.97%
AVG reported price*: $44.16
2018 Q2 (4 results)
Howard Marks
Oaktree Capital Management
+10.17%
+295,445
+0.24%
2.58%
William Von Mueffling
Cantillon Capital Management
-2.95%
-128,413
-0.05%
1.66%
Sarah Ketterer
Causeway Capital Management
-11.60%
-787,181
-0.29%
2.22%
Stephen Mandel
Lone Pine Capital
-100.00%
-12,349,027
-2.86%
0.00%
AVG reported price*: $36.56
2018 Q1 (4 results)
Stephen Mandel
Lone Pine Capital
buy
+12,349,027
+2.74%
0.00%
William Von Mueffling
Cantillon Capital Management
+64.02%
+1,698,463
+0.84%
2.16%
Sarah Ketterer
Causeway Capital Management
+23.93%
+1,309,782
+0.61%
3.18%
Howard Marks
Oaktree Capital Management
-18.53%
-660,915
-0.72%
3.15%
AVG reported price*: $43.76
2017 Q4 (3 results)
Sarah Ketterer
Causeway Capital Management
-0.74%
-40,700
-0.02%
2.30%
William Von Mueffling
Cantillon Capital Management
-6.31%
-178,751
-0.08%
1.25%
Howard Marks
Oaktree Capital Management
-11.89%
-481,144
-0.47%
3.51%
AVG reported price*: $39.65
2017 Q3 (4 results)
Prem Watsa
Fairfax Financial Holdings
buy
+29,000
+0.09%
0.09%
William Von Mueffling
Cantillon Capital Management
buy
+2,831,662
+1.24%
1.24%
Howard Marks
Oaktree Capital Management
+5.54%
+212,375
+0.19%
3.63%
Sarah Ketterer
Causeway Capital Management
-11.51%
-716,900
-0.30%
2.33%
AVG reported price*: $37.55
2017 Q2 (2 results)
Howard Marks
Oaktree Capital Management
+0.80%
+30,389
+0.03%
3.49%
Sarah Ketterer
Causeway Capital Management
-7.07%
-473,800
-0.21%
2.73%
AVG reported price*: $35.14
2017 Q1 (2 results)
Howard Marks
Oaktree Capital Management
+1.53%
+57,389
+0.05%
3.42%
Sarah Ketterer
Causeway Capital Management
-4.84%
-341,100
-0.15%
2.96%
AVG reported price*: $32.68
2016 Q4 (2 results)
Howard Marks
Oaktree Capital Management
+10.26%
+348,550
+0.28%
3.02%
Sarah Ketterer
Causeway Capital Management
+7.30%
+479,400
+0.24%
3.59%
AVG reported price*: $28.91
50 of 319

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.