TSM
Taiwan Semiconductor Manufacturing
Taiwan Semiconductor Manufacturing historical holders
total: 28
Joho Capital Taiwan Semiconductor Manufacturing transactions over time
- Total transactions:
- 3
- New positions:
- 1
- Added:
- 1
- Reduced:
- 1
- Held since:
- 2025 Q1
- Held for:
- 5 quarters
- Latest activity:
- 2025 Q4
Robert Karr has been an institutional investor in Taiwan Semiconductor Manufacturing (TSM) since 2025 Q1. According to 2026 Q1 report, Robert Karr holds 190,100 shares with a market value of roughly $64.24M representing 17.22% of their equity portfolio. The fund/company first acquired TSM in 2025 Q1, initially purchasing 168,000 shares. Since the initial investment, Joho Capital has made 2 more transactions in this position.
Does Robert Karr still hold TSM?
Yes, Robert Karr continues to hold Taiwan Semiconductor Manufacturing (TSM). According to their 2026 Q1 report, they maintain a position of 190,100 shares valued at approximately $64.24M, representing 17.22% of their equity portfolio.
When did Robert Karr first invest in TSM?
Robert Karr first invested in Taiwan Semiconductor Manufacturing (TSM) in 2025 Q1 at the reported quarter-end price of $166.00 per share, acquiring 168,000 shares in their initial purchase.
What is Robert Karr's average cost basis for TSM?
Based on historical transaction data, Robert Karr's estimated cost basis for Taiwan Semiconductor Manufacturing (TSM) is approximately $185.69 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $185.69
- Weighted AVG sell price:
- $303.89
TSM transactions history by Joho Capital
3 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q4
|
12.33%
|
190,100
|
$303.89
|
$57,769,489
|
-23.69% (-59,000)
|
-3.18%
|
|
2025 Q2
|
7.95%
|
249,100
|
$226.49
|
$56,418,659
|
+48.27% (+81,100)
|
+2.59%
|
|
2025 Q1
|
4.82%
|
168,000
|
$166.00
|
$27,888,000
|
new
|
+4.82%
|
* 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.