Appaloosa (David Tepper) — TSM Trade History
Quarter-by-quarter changes in the TAIWAN SEMICONDUCTOR MANUFAC position · CUSIP 874039100
Currently held · 3.3 YearsFirst seen: 2023 Q2
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Add | 1,650,000 | 322,500 | +24.3% | $788.0M | 10.20% |
| 2026 Q1 | 2026-05-15 | Add | 1,327,500 | 197,500 | +17.5% | $448.6M | 7.56% |
| 2025 Q4 | 2026-02-17 | Add | 1,130,000 | 70,000 | +6.6% | $343.4M | 4.96% |
| 2025 Q3 | 2025-11-13 | Add | 1,060,000 | 35,000 | +3.4% | $296.0M | 4.01% |
| 2025 Q2 | 2025-08-14 | Add | 1,025,000 | 755,000 | +279.6% | $232.2M | 3.60% |
| 2025 Q1 | 2025-05-15 | Add | 270,000 | 20,000 | +8.0% | $44.8M | 0.54% |
| 2024 Q4 | 2025-02-10 | Reduce | 250,000 | -150,000 | -37.5% | $49.4M | 0.76% |
| 2024 Q3 | 2024-11-14 | Reduce | 400,000 | -60,000 | -13.0% | $69.5M | 1.03% |
| 2024 Q2 | 2024-08-14 | Reduce | 460,000 | -40,000 | -8.0% | $80.0M | 1.29% |
| 2024 Q1 | 2024-05-15 | Hold | 500,000 | — | 0.0% | $68.0M | 1.01% |
| 2023 Q4 | 2024-02-14 | Reduce | 500,000 | -500,000 | -50.0% | $52.0M | 0.90% |
| 2023 Q3 | 2023-11-14 | Reduce | 1,000,000 | -775,000 | -43.7% | $86.9M | 1.72% |
| 2023 Q2 | 2023-08-14 | New | 1,775,000 | 1,775,000 | — | $179.1M | 3.32% |
| 2023 Q1 | 2023-05-15 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-14 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-14 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-15 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-16 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-14 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-15 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-16 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-17 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-16 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-16 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-14 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-15 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-14 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-14 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-14 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-14 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-14 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-14 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-14 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-12 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-14 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.