Select Equity Group — TSM Trade History
Quarter-by-quarter changes in the TAIWAN SEMICONDUCTOR MANUFAC position · CUSIP 874039100
Currently held · 7.5 YearsFirst seen: 2019 Q1
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 1,024,189 | -3,737 | -0.4% | $489.1M | 2.42% |
| 2026 Q1 | 2026-05-15 | Add | 1,027,926 | 14,187 | +1.4% | $347.4M | 1.78% |
| 2025 Q4 | 2026-02-17 | Reduce | 1,013,739 | -1,204,426 | -54.3% | $308.1M | 1.33% |
| 2025 Q3 | 2025-11-14 | Reduce | 2,218,165 | -41,820 | -1.9% | $619.5M | 2.55% |
| 2025 Q2 | 2025-08-14 | Add | 2,259,985 | 406,347 | +21.9% | $511.9M | 2.15% |
| 2025 Q1 | 2025-05-15 | Add | 1,853,638 | 645,627 | +53.4% | $307.7M | 1.33% |
| 2024 Q4 | 2025-02-14 | Reduce | 1,208,011 | -112,287 | -8.5% | $238.6M | 0.95% |
| 2024 Q3 | 2024-11-14 | Reduce | 1,320,298 | -1,177,771 | -47.1% | $229.3M | 0.82% |
| 2024 Q2 | 2024-08-14 | Reduce | 2,498,069 | -137,953 | -5.2% | $434.2M | 1.71% |
| 2024 Q1 | 2024-05-15 | Reduce | 2,636,022 | -548 | -0.0% | $358.6M | 1.27% |
| 2023 Q4 | 2024-02-14 | Add | 2,636,570 | 565,396 | +27.3% | $274.2M | 0.98% |
| 2023 Q3 | 2023-11-14 | Reduce | 2,071,174 | -332,987 | -13.9% | $180.0M | 0.74% |
| 2023 Q2 | 2023-08-14 | Reduce | 2,404,161 | -12,059 | -0.5% | $242.6M | 0.90% |
| 2023 Q1 | 2023-05-15 | Reduce | 2,416,220 | -111,730 | -4.4% | $224.8M | 0.80% |
| 2022 Q4 | 2023-02-14 | Add | 2,527,950 | 1,906,239 | +306.6% | $188.3M | 0.71% |
| 2022 Q3 | 2022-11-14 | Reduce | 621,711 | -165,216 | -21.0% | $42.6M | 0.15% |
| 2022 Q2 | 2022-08-15 | Add | 786,927 | 329,865 | +72.2% | $64.3M | 0.21% |
| 2022 Q1 | 2022-05-16 | Reduce | 457,062 | -383,360 | -45.6% | $47.7M | 0.15% |
| 2021 Q4 | 2022-02-14 | Add | 840,422 | 263,574 | +45.7% | $101.1M | 0.28% |
| 2021 Q3 | 2021-11-15 | Add | 576,848 | 84,939 | +17.3% | $64.41B | 0.22% |
| 2021 Q2 | 2021-08-16 | Add | 491,909 | 10,507 | +2.2% | $59.11B | 0.20% |
| 2021 Q1 | 2021-05-17 | Reduce | 481,402 | -287,483 | -37.4% | $56.94B | 0.21% |
| 2020 Q4 | 2021-02-16 | Reduce | 768,885 | -394,743 | -33.9% | $83.84B | 0.34% |
| 2020 Q3 | 2020-11-16 | Reduce | 1,163,628 | -414,115 | -26.2% | $94.34B | 0.46% |
| 2020 Q2 | 2020-08-14 | Add | 1,577,743 | 1,383,480 | +712.2% | $89.57B | 0.51% |
| 2020 Q1 | 2020-05-15 | Reduce | 194,263 | -27,765 | -12.5% | $9.28B | 0.06% |
| 2019 Q4 | 2020-02-14 | Add | 222,028 | 8,490 | +4.0% | $12.90B | 0.08% |
| 2019 Q3 | 2019-11-14 | Add | 213,538 | 188,071 | +738.5% | $9.93B | 0.07% |
| 2019 Q2 | 2019-08-14 | Reduce | 25,467 | -51,358 | -66.9% | $997.5M | 0.01% |
| 2019 Q1 | 2019-05-15 | New | 76,825 | 76,825 | — | $3.15B | 0.02% |
| 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 | 2017-05-15 | — | — | — | — | — | — |
| 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.