TAIWAN SEMICONDUCTOR-SP ADR

TSM stock holders 13F

13 superinvestors reported owning TSM (ADR) according to the gurus' 2023 Q2 reports.

Top 5 gurus who own (TSM) TAIWAN SEMICONDUCTOR-SP ADR

The top 5 super investors (holders) owning TSM (by the percentage (%) of portfolio) are Stephen Mandel - Lone Pine Capital (5.93%), David Rolfe - Wedgewood Partners (5.50%), Ruane, Cunniff & Goldfarb - Sequoia Fund (5.41%), Sarah Ketterer - Causeway Capital Management (3.75%) and Daniel Loeb - Third Point (3.62%) as of their 2023 Q2 reports.

To check the latest activities of the top TSM shareholders between value investors, please click on the "Activity" tab.

To see the historical data of TSM's holders please click on the "2023 Q2" dropdown menu and select the date.

# of holders: 13
Period: 2023 Q2
Type: ADR
History
Name
Company
% of
Portfolio
Shares*
Price*
Value
% (shares)
Activity
% change to
Portfolio
Daniel Loeb
Third Point
3.62%
2,450,000
$100.92
$247,254,000
buy
+3.62%
Sarah Ketterer
Causeway Capital Management
3.75%
1,410,503
$100.92
$142,347,961
-48.46% (-1,326,004)
-3.52%
David Tepper
Appaloosa Management
3.32%
1,775,000
$100.92
$179,133,000
buy
+3.32%
Stephen Mandel
Lone Pine Capital
5.93%
6,410,367
$100.92
$646,934,238
-21.67% (-1,773,563)
-1.64%
Chase Coleman III
Tiger Global Management
1.58%
1,868,555
$100.92
$188,574,571
+17.63% (+280,000)
+0.24%
William Von Mueffling
Cantillon Capital Management
2.40%
3,401,738
$100.92
$343,303,399
+6.34% (+202,676)
+0.14%
Prem Watsa
Fairfax Financial Holdings
0.62%
93,700
$100.89
$9,453,393
-4.87% (-4,800)
-0.03%
Francois Rochon
Giverny Capital
0.04%
8,240
$100.92
$831,581
-41.96% (-5,957)
-0.03%
Eric H. Schoenstein
Jensen Investment Management
0.01%
17,610
$100.92
$1,777,201
+0.40% (+70)
+0.00%
Ruane, Cunniff & Goldfarb
Sequoia Fund
5.41%
1,593,433
$100.92
$160,809,258
Charles Jigarjian
7G Capital Management
0.26%
5,000
$100.92
$504,600
David Rolfe
Wedgewood Partners
5.50%
338,042
$100.92
$34,114,000
-0.02% (-68)
-0.00%
Mark A. Hillman
Hillman Value Fund
3.13%
67,729
$100.92
$6,835,210
Current price: $151.68 50.30% AVG reported hold price*: $100.92

Completely sold out

History
Name
Company
Sold
Shares*
% change to
Portfolio
Paul Lountzis
Lountzis Asset Management
4,020
-0.21%

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.