Coatue Management — TSM Trade History
Quarter-by-quarter changes in the TAIWAN SEMICONDUCTOR MANUFAC position · CUSIP 874039100
Currently held · 3.5 YearsFirst seen: 2021 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Add | 8,914,995 | 285,471 | +3.3% | $4.26B | 8.76% |
| 2025 Q4 | 2026-05-15 | Reduce | 8,629,524 | -654,023 | -7.0% | $2.62B | 6.56% |
| 2026 Q1 | 2026-05-15 | Add | 9,283,547 | 1,211,011 | +15.0% | $3.14B | 10.80% |
| 2025 Q3 | 2025-11-14 | Add | 8,072,536 | 4,335 | +0.1% | $2.25B | 5.53% |
| 2025 Q2 | 2025-08-14 | Add | 8,068,201 | 108,164 | +1.4% | $1.83B | 5.09% |
| 2025 Q1 | 2025-05-15 | Reduce | 7,960,037 | -2,002,065 | -20.1% | $1.32B | 5.83% |
| 2024 Q4 | 2025-02-14 | Add | 9,962,102 | 596,342 | +6.4% | $1.97B | 6.63% |
| 2024 Q3 | 2024-11-14 | Reduce | 9,365,760 | -2,027,942 | -17.8% | $1.63B | 6.04% |
| 2024 Q2 | 2024-08-14 | Add | 11,393,702 | 1,053,684 | +10.2% | $1.98B | 7.71% |
| 2024 Q1 | 2024-05-15 | Add | 10,340,018 | 10,027,552 | +3209.2% | $1.41B | 5.52% |
| 2023 Q4 | 2024-02-14 | Reduce | 312,466 | -2,059,097 | -86.8% | $32.5M | 0.14% |
| 2023 Q3 | 2023-11-14 | Reduce | 2,371,563 | -4,387,128 | -64.9% | $206.1M | 1.05% |
| 2023 Q2 | 2023-08-14 | Add | 6,758,691 | 857,828 | +14.5% | $682.1M | 3.34% |
| 2023 Q1 | 2023-05-15 | New | 5,900,863 | 5,900,863 | — | $548.9M | 3.65% |
| 2022 Q4 | 2023-02-14 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-14 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-15 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-16 | Sold out | — | -858,277 | -100.0% | — | — |
| 2021 Q4 | 2022-02-14 | New | 858,277 | 858,277 | — | $103.3M | 0.46% |
| 2021 Q2 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-12 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-14 | — | — | — | — | — | — |
| 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 | 2018-05-14 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-13 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-11 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-15 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 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.