Mairs & Power Growth Fund Taiwan Semiconductor Manufacturing transactions over time
TSM
Taiwan Semiconductor Manufacturing historical holders
total: 28
Transactions details
- Total transactions:
- 4
- New positions:
- 1
- Added:
- 1
- Reduced:
- 2
- Held since:
- 2025 Q1
- Held for:
- 6 quarters
- Latest activity:
- 2026 Q2
Mairs & Power Growth Fund has been an institutional investor in Taiwan Semiconductor Manufacturing (TSM) since 2025 Q1. According to 2026 Q2 report, Mairs & Power Growth Fund holds 360,754 shares with a market value of roughly $172.29M representing 3.10% of their equity portfolio. The fund/company first acquired TSM in 2025 Q1, initially purchasing 342,000 shares. Since the initial investment, Mairs & Power Growth Fund has made 3 more transactions in this position.
Does Mairs & Power Growth Fund still hold TSM?
Yes, Mairs & Power Growth Fund continues to hold Taiwan Semiconductor Manufacturing (TSM). According to their 2026 Q2 report, they maintain a position of 360,754 shares valued at approximately $172.29M, representing 3.10% of their equity portfolio.
When did Mairs & Power Growth Fund first invest in TSM?
Mairs & Power Growth Fund first invested in Taiwan Semiconductor Manufacturing (TSM) in 2025 Q1 at the reported quarter-end price of $166.00 per share, acquiring 342,000 shares in their initial purchase.
What is Mairs & Power Growth Fund's average cost basis for TSM?
Based on historical transaction data, Mairs & Power Growth Fund's estimated cost basis for Taiwan Semiconductor Manufacturing (TSM) is approximately $177.86 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $177.86
- Weighted AVG sell price:
- $403.67
TSM transactions history by Mairs & Power Growth Fund
4 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
3.10%
|
360,754
|
$477.57
|
$172,285,288
|
-2.70% (-10,000)
|
-0.1%
|
|
2026 Q1
|
2.50%
|
370,754
|
$337.95
|
$125,296,314
|
-2.94% (-11,246)
|
-0.07%
|
|
2025 Q3
|
1.88%
|
382,000
|
$279.29
|
$106,688,780
|
+11.70% (+40,000)
|
+0.2%
|
|
2025 Q1
|
1.11%
|
342,000
|
$166.00
|
$56,772,000
|
new
|
+1.11%
|
* Shares, change to shares, sold shares, shares held after: 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.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.