TSM Stock Ownership Activity

TAIWAN SEMICONDUCTOR-SP ADR 13F holders

13 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 5, decreased by 7 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 5 gurus: Daniel Loeb - Third Point (added shares +72.34%), Prem Watsa - Fairfax Financial Holdings (added shares +51.23%), Chase Coleman III - Tiger Global Management (added shares +0.85%), Sarah Ketterer - Causeway Capital Management (added shares +3.39%) and Eric H. Schoenstein - Jensen Investment Management (added shares +1.64%).

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
2022 Q1 (7 results)
Stephen Mandel
Lone Pine Capital
buy
+7,981,414
+4.95%
4.95%
David Rolfe
Wedgewood Partners
+41.28%
+101,453
+1.49%
5.11%
Eric H. Schoenstein
Jensen Investment Management
+8.01%
+1,040
+0.00%
0.01%
William Von Mueffling
Cantillon Capital Management
+3.03%
+98,903
+0.07%
2.51%
Sarah Ketterer
Causeway Capital Management
+0.29%
+10,435
+0.03%
9.08%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-4.92%
-120,331
-0.31%
6.00%
Francois Rochon
Giverny Capital
-37.50%
-4,003
-0.03%
0.04%
Current price: $174.08 66.96% AVG reported price*: $104.26
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%
+11,604
+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%
-214,173
-0.20%
2.25%
Sarah Ketterer
Causeway Capital Management
-11.81%
-486,629
-1.29%
9.61%
Current price: $174.08 44.69% AVG reported price*: $120.31
2021 Q3 (6 results)
David Rolfe
Wedgewood Partners
+77.74%
+47,327
+1.45%
1.70%
Francois Rochon
Giverny Capital
+51.07%
+3,829
+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: $174.08 55.92% AVG reported price*: $111.65
2021 Q2 (6 results)
David Rolfe
Wedgewood Partners
buy
+83,928
+2.06%
1.46%
Eric H. Schoenstein
Jensen Investment Management
+10.62%
+775
+0.00%
0.01%
Terry Smith
Fundsmith
+9.88%
+10,428
+0.00%
0.04%
William Von Mueffling
Cantillon Capital Management
-1.14%
-30,636
-0.03%
2.14%
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: $174.08 44.88% 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%
-78
-0.00%
0.06%
William Von Mueffling
Cantillon Capital Management
-3.65%
-137,127
-0.12%
3.11%
Sarah Ketterer
Causeway Capital Management
-6.37%
-252,953
-0.75%
8.66%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-14.82%
-360,966
-0.93%
5.32%
Howard Marks
Oaktree Capital Management
-100.00%
-390,970
-0.72%
0.00%
Ole Andreas Halvorsen
Viking Global Investors
-100.00%
-3,444,792
-1.82%
0.00%
Current price: $174.08 47.18% 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%
-204,780
-0.61%
7.16%
Ole Andreas Halvorsen
Viking Global Investors
-8.88%
-335,687
-0.16%
0.00%
Francois Rochon
Giverny Capital
-24.36%
-3,020
-0.03%
0.08%
Howard Marks
Oaktree Capital Management
-84.28%
-2,096,302
-4.98%
0.00%
John Armitage
Egerton Capital
-100.00%
-421,953
-0.19%
0.00%
Current price: $174.08 59.67% AVG reported price*: $109.03
2020 Q3 (9 results)
John Armitage
Egerton Capital
buy
+421,953
+0.21%
0.00%
Ole Andreas Halvorsen
Viking Global Investors
buy
+3,657,538
+1.80%
1.07%
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: $174.08 114.72% AVG reported price*: $81.07
50 of 221

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.