Third Point (Dan Loeb) — 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 | 460,000 | 185,000 | +67.3% | $219.7M | 4.69% |
| 2026 Q1 | 2026-05-15 | Reduce | 275,000 | -150,000 | -35.3% | $92.9M | 4.46% |
| 2025 Q4 | 2026-02-17 | Reduce | 425,000 | -675,000 | -61.4% | $129.2M | 1.77% |
| 2025 Q3 | 2025-11-14 | Reduce | 1,100,000 | -330,000 | -23.1% | $307.2M | 3.42% |
| 2025 Q2 | 2025-08-14 | Reduce | 1,430,000 | -350,000 | -19.7% | $323.9M | 4.25% |
| 2025 Q1 | 2025-05-15 | Hold | 1,780,000 | — | 0.0% | $295.5M | 4.51% |
| 2024 Q4 | 2025-02-14 | Hold | 1,780,000 | — | 0.0% | $351.5M | 4.72% |
| 2024 Q3 | 2024-11-14 | Reduce | 1,780,000 | -245,000 | -12.1% | $309.1M | 4.16% |
| 2024 Q2 | 2024-08-14 | Add | 2,025,000 | 850,000 | +72.3% | $352.0M | 4.03% |
| 2024 Q1 | 2024-05-15 | Hold | 1,175,000 | — | 0.0% | $159.9M | 2.04% |
| 2023 Q4 | 2024-02-14 | Reduce | 1,175,000 | -600,000 | -33.8% | $122.2M | 1.84% |
| 2023 Q3 | 2023-11-14 | Reduce | 1,775,000 | -675,000 | -27.6% | $154.2M | 2.34% |
| 2023 Q2 | 2023-08-14 | New | 2,450,000 | 2,450,000 | — | $247.3M | 3.62% |
| 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 | 2021-05-14 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-16 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-13 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-17 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-15 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-14 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-13 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-08 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-09 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-10 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-15 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-14 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-09 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-11 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-12 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-10 | — | — | — | — | — | — |
| 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.