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Light Street Capital position in TSM
TAIWAN SEMICONDUCTOR MANUFAC · Technology
Latest position (Q2 2026)335.15K sh
Reported value held$160.06M
Portfolio Weight17.90%
First reportedQ1 2023
Last changeHold
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q1 2023 | 381.49K | $35.49M | New |
| Q2 2023 | 249.64K | $25.19M | Reduce |
| Q3 2023 | 97.46K | $8.47M | Reduce |
| Q4 2023 | 231.10K | $24.03M | Add |
| Q1 2024 | 439.57K | $59.80M | Add |
| Q2 2024 | 448.50K | $77.95M | Add |
| Q3 2024 | 453.20K | $78.71M | Add |
| Q4 2024 | 638.65K | $126.13M | Add |
| Q1 2025 | 617.25K | $102.46M | Reduce |
| Q2 2025 | 358.76K | $81.25M | Reduce |
| Q3 2025 | 289.10K | $80.74M | Reduce |
| Q4 2025 | 268.39K | $81.56M | Reduce |
| Q1 2026 | 336.79K | $113.82M | Add |
| Q2 2026 | 335.15K | $160.06M | Hold |
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