Lansdowne Partners (UK) — TSM Trade History
Quarter-by-quarter changes in the TAIWAN SEMICONDUCTOR MANUFAC position · CUSIP 874039100
Currently held · 3.3 YearsFirst seen: 2017 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Add | 1,475,803 | 140,117 | +10.5% | $704.8M | 29.00% |
| 2026 Q1 | 2026-05-14 | Add | 1,335,686 | 10,402 | +0.8% | $451.4M | 24.19% |
| 2025 Q4 | 2026-02-13 | Reduce | 1,325,284 | -94,031 | -6.6% | $402.7M | 29.53% |
| 2025 Q3 | 2025-11-19 | Add | 1,419,315 | 681,110 | +92.3% | $396.4M | 33.44% |
| 2025 Q2 | 2025-08-14 | Reduce | 738,205 | -1,337,373 | -64.4% | $167.2M | 21.71% |
| 2023 Q4 | 2025-05-20 | Reduce | 2,075,578 | -203,386 | -8.9% | $215.9M | 15.84% |
| 2024 Q1 | 2025-05-20 | Add | 2,278,964 | 96,759 | +4.4% | $310.1M | 20.06% |
| 2024 Q2 | 2025-05-20 | Add | 2,182,205 | 395,425 | +22.1% | $379.3M | 29.70% |
| 2024 Q3 | 2025-05-15 | Add | 1,786,780 | 124,703 | +7.5% | $310.3M | 24.26% |
| 2024 Q4 | 2025-05-15 | Add | 1,662,077 | 1,164,060 | +233.7% | $328.2M | 23.85% |
| 2025 Q1 | 2025-05-14 | Reduce | 498,017 | -1,311,531 | -72.5% | $82.7M | 11.71% |
| 2023 Q3 | 2023-11-14 | Add | 1,809,548 | 210,164 | +13.1% | $157.2M | 14.38% |
| 2023 Q2 | 2023-08-14 | New | 1,599,384 | 1,599,384 | — | $161.4M | 17.89% |
| 2023 Q1 | 2023-05-15 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-10 | Sold out | — | -3,040 | -100.0% | — | — |
| 2022 Q3 | 2022-11-10 | Reduce | 3,040 | -4,759 | -61.0% | $208.0K | 0.04% |
| 2022 Q2 | 2022-08-12 | Reduce | 7,799 | -5,401 | -40.9% | $638.0K | 0.09% |
| 2022 Q1 | 2022-05-16 | Reduce | 13,200 | -1,358,137 | -99.0% | $1.4M | 0.11% |
| 2021 Q4 | 2022-02-14 | Add | 1,371,337 | 1,980 | +0.1% | $165.0M | 9.99% |
| 2021 Q3 | 2021-11-12 | Add | 1,369,357 | 203,891 | +17.5% | $152.9M | 7.21% |
| 2021 Q2 | 2021-08-13 | Reduce | 1,165,466 | -530,596 | -31.3% | $140.0M | 5.59% |
| 2021 Q1 | 2021-05-13 | Reduce | 1,696,062 | -496,687 | -22.7% | $200.6M | 6.53% |
| 2020 Q4 | 2021-02-16 | Add | 2,192,749 | 358,044 | +19.5% | $239.1M | 7.74% |
| 2020 Q3 | 2020-11-16 | Add | 1,834,705 | 441,319 | +31.7% | $148.7M | 5.98% |
| 2020 Q2 | 2020-08-14 | Reduce | 1,393,386 | -414,918 | -22.9% | $79.1M | 3.31% |
| 2020 Q1 | 2020-05-15 | Reduce | 1,808,304 | -2,110,170 | -53.9% | $86.4M | 4.79% |
| 2019 Q4 | 2020-02-14 | Reduce | 3,918,474 | -3,255,732 | -45.4% | $227.7M | 6.16% |
| 2019 Q3 | 2019-11-13 | Add | 7,174,206 | 217,876 | +3.1% | $333.5M | 8.87% |
| 2019 Q2 | 2019-08-13 | Add | 6,956,330 | 1,199,165 | +20.8% | $272.5M | 6.68% |
| 2019 Q1 | 2019-05-15 | Reduce | 5,757,165 | -6,882,008 | -54.4% | $235.8M | 5.23% |
| 2018 Q4 | 2019-02-13 | Reduce | 12,639,173 | -7,341,466 | -36.7% | $466.5M | 6.89% |
| 2018 Q3 | 2018-11-13 | Reduce | 19,980,639 | -1,329,647 | -6.2% | $882.3M | 9.30% |
| 2018 Q2 | 2018-08-13 | Reduce | 21,310,286 | -3,685,129 | -14.7% | $779.1M | 7.44% |
| 2018 Q1 | 2018-05-14 | Reduce | 24,995,415 | -989,789 | -3.8% | $1.09B | 11.39% |
| 2017 Q4 | 2018-02-13 | Add | 25,985,204 | 48,122 | +0.2% | $1.03B | 9.48% |
| 2017 Q3 | 2017-11-13 | Add | 25,937,082 | 7,095,969 | +37.7% | $973.9M | 10.14% |
| 2017 Q2 | 2017-08-11 | Add | 18,841,113 | 18,809,863 | +60191.6% | $658.7M | 5.73% |
| 2017 Q1 | 2017-05-12 | New | 31,250 | 31,250 | — | $1.0M | 0.01% |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-10 | — | — | — | — | — | — |
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.