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Lone Pine Capital position in TSM
TAIWAN SEMICONDUCTOR MANUFAC · Technology
Latest position (Q2 2026)101.24K sh
Reported value held$48.35M
Portfolio Weight0.30%
First reportedQ1 2022
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q1 2022 | 7.98M | $832.14M | New |
| Q2 2022 | 8.93M | $730.43M | Add |
| Q3 2022 | 9.61M | $658.77M | Add |
| Q4 2022 | 10.39M | $774.06M | Add |
| Q1 2023 | 8.18M | $761.27M | Reduce |
| Q2 2023 | 6.41M | $646.93M | Reduce |
| Q3 2023 | 7.80M | $677.83M | Add |
| Q4 2023 | 6.95M | $722.58M | Reduce |
| Q1 2024 | 6.17M | $839.77M | Reduce |
| Q2 2024 | 6.00M | $1.04B | Reduce |
| Q3 2024 | 4.21M | $731.65M | Reduce |
| Q4 2024 | 3.76M | $742.65M | Reduce |
| Q1 2025 | 3.87M | $641.65M | Add |
| Q2 2025 | 3.44M | $778.20M | Reduce |
| Q3 2025 | 3.05M | $852.50M | Reduce |
| Q4 2025 | 3.05M | $927.59M | Hold |
| Q1 2026 | 1.39M | $469.59M | Reduce |
| Q2 2026 | 101.24K | $48.35M | 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
- Capital World Investors 34.37M sh · $16.41B · Q2 2026
- BlackRock Inc 20.11M sh · $9.61B · Q2 2026
- Morgan Stanley 15.85M sh · $7.57B · Q2 2026
- Bank of America Corp 15.28M sh · $7.30B · Q2 2026
- Goldman Sachs Group 15.22M sh · $7.27B · 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
- Franklin Resources 7.01M sh · $3.35B · Q2 2026
- Wellington Management Group 6.38M sh · $3.05B · Q2 2026