TAIWAN SEMICONDUCTOR-SP ADR

TSM stock holders 13F

15 superinvestors reported owning TSM (ADR) according to the gurus' 2024 Q1 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 (7.90%), Stephen Mandel - Lone Pine Capital (6.63%), Ruane, Cunniff & Goldfarb - Sequoia Fund (5.52%), Charles Jigarjian - 7G Capital Management (3.57%) and Ravenel Boykin Curry IV - Eagle Capital Management (3.28%) as of their 2024 Q1 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 "2024 Q1" dropdown menu and select the date.

# of holders: 15
Period: 2024 Q1
Type: ADR
History
Name
Company
% of
Portfolio
Shares*
Price*
Value
% (shares)
Activity
% change to
Portfolio
Charles Jigarjian
7G Capital Management
3.57%
48,500
$136.05
$6,598,425
Chase Coleman III
Tiger Global Management
2.26%
3,044,990
$136.05
$414,270,890
Daniel Loeb
Third Point
2.04%
1,175,000
$136.05
$159,858,750
David Rolfe
Wedgewood Partners
7.90%
253,667
$155.58
$39,465,467
-1.85% (-4,792)
-0.15%
David Tepper
Appaloosa Management
1.02%
417,500
$136.05
$56,800,875
Eric H. Schoenstein
Jensen Investment Management
0.02%
20,040
$136.05
$2,726,442
+10.29% (+1,870)
+0.00%
Francois Rochon
Giverny Capital
0.02%
5,612
$136.05
$763,540
-0.57% (-32)
-0.00%
Mark A. Hillman
Hillman Value Fund
2.95%
52,729
$136.05
$7,173,780
Parnassus Investments
Parnassus Endeavor Fund
1.24%
476,163
$136.05
$64,781,976
Prem Watsa
Fairfax Financial Holdings
1.04%
93,700
$136.02
$12,745,074
Ravenel Boykin Curry IV
Eagle Capital Management
3.28%
3,238,927
$136.05
$440,656,105
+8.13% (+243,613)
+0.25%
Ruane, Cunniff & Goldfarb
Sequoia Fund
5.52%
1,348,404
$136.05
$183,450,364
-13.03% (-201,948)
-0.83%
Sarah Ketterer
Causeway Capital Management
1.74%
489,167
$136.06
$66,554,839
+5.70% (+26,398)
+0.09%
Stephen Mandel
Lone Pine Capital
6.63%
6,172,524
$136.05
$839,771,890
-11.16% (-775,400)
-0.83%
William Von Mueffling
Cantillon Capital Management
2.77%
3,242,314
$136.05
$441,116,819
-1.98% (-65,656)
-0.06%
Current price: $184.93 34.64% AVG reported hold price*: $137.35

Completely sold out

History
Name
Company
Sold
Shares*
% change to
Portfolio
David M. Polen
Polen Capital Management
42,083
-0.01%

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.