TAIWAN SEMICONDUCTOR-SP ADR

TSM stock holders 13F

16 superinvestors reported owning TSM (ADR) according to the gurus' 2023 Q4 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 David Rolfe - Wedgewood Partners (6.94%), Stephen Mandel - Lone Pine Capital (6.25%), Ruane, Cunniff & Goldfarb - Sequoia Fund (5.13%), Charles Jigarjian - 7G Capital Management (2.63%) and Ravenel Boykin Curry IV - Eagle Capital Management (2.54%) as of their 2023 Q4 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 Q4" dropdown menu and select the date.

# of holders: 16
Period: 2023 Q4
Type: ADR
History
Name
Company
% of
Portfolio
Shares*
Price*
Value
% (shares)
Activity
% change to
Portfolio
Charles Jigarjian
7G Capital Management
2.63%
48,500
$104.00
$5,044,000
+870.00% (+43,500)
+2.36%
Chase Coleman III
Tiger Global Management
2.25%
3,044,990
$104.00
$316,678,960
+47.69% (+983,200)
+0.73%
Daniel Loeb
Third Point
1.84%
775,499
$104.00
$80,651,999
-33.80% (-395,999)
-0.94%
David M. Polen
Polen Capital Management
0.01%
42,083
$104.00
$4,376,632
-25.36% (-14,298)
-0.00%
David Rolfe
Wedgewood Partners
6.94%
165,413
$127.55
$21,098,530
-2.78% (-4,728)
-0.20%
David Tepper
Appaloosa Management
0.92%
500,000
$104.00
$52,000,000
-50.00% (-500,000)
-0.92%
Eric H. Schoenstein
Jensen Investment Management
0.01%
15,898
$104.00
$1,653,470
+3.18% (+490)
+0.00%
Francois Rochon
Giverny Capital
0.03%
8,240
$104.00
$856,960
Mark A. Hillman
Hillman Value Fund
2.36%
52,729
$104.00
$5,483,816
-22.15% (-15,000)
-0.67%
Parnassus Investments
Parnassus Endeavor Fund
1.01%
476,163
$104.00
$49,520,952
buy
+1.01%
Prem Watsa
Fairfax Financial Holdings
0.66%
92,294
$103.95
$9,594,013
Ravenel Boykin Curry IV
Eagle Capital Management
2.54%
4,550,573
$104.00
$473,259,675
buy
+2.54%
Ruane, Cunniff & Goldfarb
Sequoia Fund
5.13%
1,550,352
$104.00
$161,236,608
Sarah Ketterer
Causeway Capital Management
1.23%
462,769
$104.00
$48,127,976
-6.99% (-34,760)
-0.09%
Stephen Mandel
Lone Pine Capital
6.25%
6,947,924
$104.00
$722,584,096
-10.93% (-852,228)
-0.77%
William Von Mueffling
Cantillon Capital Management
2.30%
3,307,970
$104.00
$344,028,880
-2.38% (-80,539)
-0.06%
Current price: $186.10 76.45% AVG reported hold price*: $105.47

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.