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Alkeon Capital Management position in TSM
TAIWAN SEMICONDUCTOR MANUFAC · Technology
Latest position (Q2 2026)5.19M sh
Reported value held$2.48B
Portfolio Weight3.34%
First reportedQ3 2021
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q3 2021 | 3.06M | $341.19M | New |
| Q4 2021 | 4.08M | $490.98M | Add |
| Q1 2022 | 5.55M | $578.87M | Add |
| Q2 2022 | 5.83M | $476.45M | Add |
| Q3 2022 | 6.94M | $475.99M | Add |
| Q4 2022 | 7.73M | $576.02M | Add |
| Q1 2023 | 11.07M | $1.03B | Add |
| Q2 2023 | 8.62M | $870.13M | Reduce |
| Q3 2023 | 7.90M | $686.20M | Reduce |
| Q4 2023 | 7.40M | $769.90M | Reduce |
| Q1 2024 | 17.13M | $2.33B | Add |
| Q2 2024 | 15.56M | $2.71B | Reduce |
| Q3 2024 | 11.55M | $2.01B | Reduce |
| Q4 2024 | 10.95M | $2.16B | Reduce |
| Q1 2025 | 13.86M | $2.30B | Add |
| Q2 2025 | 11.70M | $2.65B | Reduce |
| Q3 2025 | 11.26M | $3.15B | Reduce |
| Q4 2025 | 7.61M | $2.31B | Reduce |
| Q1 2026 | 9.72M | $3.29B | Add |
| Q2 2026 | 5.19M | $2.48B | Reduce |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding TSM
- Fidelity Management & Research (FMR) 58.94M sh · $28.15B · Q2 2026
- Goldman Sachs Group 49.80M sh · $23.78B · Q2 2026
- Capital World Investors 34.37M sh · $16.41B · Q2 2026
- BlackRock Inc 20.11M sh · $9.61B · Q2 2026
- Citadel Advisors 18.08M sh · $8.63B · Q2 2026
- Morgan Stanley 15.85M sh · $7.57B · Q2 2026
- Bank of America Corp 15.28M sh · $7.30B · Q2 2026
- UBS Group AG 13.50M sh · $6.45B · Q2 2026
- Capital Research Global Investors 10.47M sh · $5.00B · Q2 2026
- MFS Investment Management 9.51M sh · $4.73B · Q2 2026
- Coatue Management 8.91M sh · $4.26B · Q2 2026
- BNY Mellon 7.81M sh · $3.73B · Q2 2026