TSM
Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing historical holders
total: 26
Hillman Value Fund Taiwan Semiconductor Manufacturing transactions over time
- Total transactions:
- 7
- New positions:
- 2
- Sold out:
- 1
- Reduced:
- 4
- Held since:
- 2025 Q2
- Held for:
- 4 quarters
- Latest activity:
- 2026 Q1
Mark A. Hillman has been an institutional investor in Taiwan Semiconductor Manufacturing (TSM) since 2022 Q3. According to 2026 Q1 report, Mark A. Hillman holds 6,800 shares with a market value of roughly $2.30M representing 2.77% of their equity portfolio. The fund/company first acquired TSM in 2022 Q3, initially purchasing 67,729 shares. Mark A. Hillman later completely sold out the position and reinvested in TSM again in 2025 Q2. Since the initial investment, Hillman Value Fund has made 6 more transactions in this position.
Does Mark A. Hillman still hold TSM?
Yes, Mark A. Hillman continues to hold Taiwan Semiconductor Manufacturing (TSM). According to their 2026 Q1 report, they maintain a position of 6,800 shares valued at approximately $2.30M, representing 2.77% of their equity portfolio.
When did Mark A. Hillman first invest in TSM?
Mark A. Hillman first invested in Taiwan Semiconductor Manufacturing (TSM) in 2022 Q3 at the reported quarter-end price of $68.56 per share, acquiring 67,729 shares in their initial purchase.
What is Mark A. Hillman's average cost basis for TSM?
Based on historical transaction data, Mark A. Hillman's estimated cost basis for Taiwan Semiconductor Manufacturing (TSM) is approximately $226.49 per share. This represents their average reported price* across all buy transactions.
Has Mark A. Hillman reinvested in TSM after selling?
Yes, Mark A. Hillman has shown renewed interest in Taiwan Semiconductor Manufacturing (TSM). After completely selling their position, they reinitiated an investment in 2025 Q2, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $226.49
- Weighted AVG sell price:
- $294.93
TSM transactions history by Hillman Value Fund
7 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q1
|
2.77%
|
6,800
|
$337.95
|
$2,298,060
|
-16.05% (-1,300)
|
-0.47%
|
|
2025 Q4
|
2.63%
|
8,100
|
$303.89
|
$2,461,509
|
-16.54% (-1,605)
|
-0.46%
|
|
2025 Q3
|
2.58%
|
9,705
|
$279.29
|
$2,710,509
|
-31.65% (-4,495)
|
-1.06%
|
|
2025 Q2
|
2.72%
|
14,200
|
$226.49
|
$3,216,158
|
new
|
+2.72%
|
|
2024 Q2
|
0.00%
|
0
|
$136.05
|
|
-100% (-52,729)
|
-2.95%
|
|
2023 Q4
|
2.36%
|
52,729
|
$104.00
|
$5,483,816
|
-22.15% (-15,000)
|
-0.75%
|
|
2022 Q3
|
2.58%
|
67,729
|
$68.56
|
$4,643,500
|
new
|
+2.58%
|
* 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.