Two Sigma Investments — TSM Trade History
Quarter-by-quarter changes in the TAIWAN SEMICONDUCTOR MANUFAC position · CUSIP 874039100
Currently held · 2 YearsFirst seen: 2016 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 120,904 | -487,425 | -80.1% | $57.7M | 0.04% |
| 2026 Q1 | 2026-05-15 | Reduce | 608,329 | -260,120 | -30.0% | $205.6M | 0.17% |
| 2025 Q4 | 2026-02-17 | Add | 868,449 | 4,022 | +0.5% | $263.9M | 0.37% |
| 2025 Q3 | 2025-11-14 | Add | 864,427 | 823,371 | +2005.5% | $241.4M | 0.36% |
| 2025 Q2 | 2025-08-14 | Reduce | 41,056 | -462,099 | -91.8% | $9.3M | 0.02% |
| 2025 Q1 | 2025-05-15 | Add | 503,155 | 197,863 | +64.8% | $83.5M | 0.18% |
| 2024 Q4 | 2025-02-14 | Reduce | 305,292 | -813,972 | -72.7% | $60.3M | 0.13% |
| 2024 Q3 | 2024-11-14 | New | 1,119,264 | 1,119,264 | — | $194.4M | 0.43% |
| 2024 Q2 | 2024-08-14 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-15 | Sold out | — | -18,200 | -100.0% | — | — |
| 2023 Q4 | 2024-02-14 | Reduce | 18,200 | -197,975 | -91.6% | $1.9M | 0.00% |
| 2023 Q3 | 2023-11-14 | Reduce | 216,175 | -5,076 | -2.3% | $18.8M | 0.05% |
| 2023 Q2 | 2023-08-14 | Add | 221,251 | 203,051 | +1115.7% | $22.3M | 0.06% |
| 2023 Q1 | 2023-05-15 | Reduce | 18,200 | -1,923,213 | -99.1% | $1.7M | 0.01% |
| 2022 Q4 | 2023-02-14 | Reduce | 1,941,413 | -1,361,886 | -41.2% | $144.6M | 0.45% |
| 2022 Q3 | 2022-11-14 | Add | 3,303,299 | 802,405 | +32.1% | $226.5M | 0.77% |
| 2022 Q2 | 2022-08-15 | Add | 2,500,894 | 629,883 | +33.7% | $204.4M | 0.68% |
| 2022 Q1 | 2022-05-16 | Add | 1,871,011 | 1,743,044 | +1362.1% | $195.1M | 0.58% |
| 2021 Q4 | 2022-02-14 | Add | 127,967 | 64,484 | +101.6% | $15.4M | 0.03% |
| 2021 Q3 | 2021-11-15 | New | 63,483 | 63,483 | — | $7.1M | 0.02% |
| 2021 Q2 | 2021-08-16 | Sold out | — | -61,183 | -100.0% | — | — |
| 2021 Q1 | 2021-05-17 | New | 61,183 | 61,183 | — | $7.2M | 0.02% |
| 2020 Q4 | 2021-02-16 | Sold out | — | -26,183 | -100.0% | — | — |
| 2020 Q3 | 2020-11-16 | Reduce | 26,183 | -1,010,464 | -97.5% | $2.1M | 0.01% |
| 2020 Q2 | 2020-08-14 | Add | 1,036,647 | 906,050 | +693.8% | $58.9M | 0.29% |
| 2020 Q1 | 2020-05-15 | New | 130,597 | 130,597 | — | $6.2M | 0.05% |
| 2019 Q4 | 2020-02-14 | Sold out | — | -1,361,863 | -100.0% | — | — |
| 2019 Q3 | 2019-11-14 | Reduce | 1,361,863 | -79,642 | -5.5% | $63.3M | 0.21% |
| 2019 Q2 | 2019-08-14 | Add | 1,441,505 | 1,305,305 | +958.4% | $56.5M | 0.19% |
| 2019 Q1 | 2019-05-15 | Reduce | 136,200 | -926,919 | -87.2% | $5.6M | 0.02% |
| 2018 Q4 | 2019-02-14 | Reduce | 1,063,119 | -428,573 | -28.7% | $39.2M | 0.15% |
| 2018 Q3 | 2018-11-14 | Reduce | 1,491,692 | -484,787 | -24.5% | $65.9M | 0.18% |
| 2018 Q2 | 2018-08-14 | Add | 1,976,479 | 215,720 | +12.3% | $72.3M | 0.21% |
| 2018 Q1 | 2018-05-15 | Reduce | 1,760,759 | -1,073,138 | -37.9% | $77.1M | 0.26% |
| 2017 Q4 | 2018-02-14 | Add | 2,833,897 | 2,411,568 | +571.0% | $112.4M | 0.37% |
| 2017 Q3 | 2017-11-14 | Add | 422,329 | 382,476 | +959.7% | $15.9M | 0.06% |
| 2017 Q2 | 2017-08-14 | Reduce | 39,853 | -712,273 | -94.7% | $1.4M | 0.01% |
| 2017 Q1 | 2017-05-15 | Reduce | 752,126 | -1,372,187 | -64.6% | $24.7M | 0.08% |
| 2016 Q4 | 2017-02-14 | Add | 2,124,313 | 2,084,046 | +5175.6% | $61.1M | 0.23% |
| 2016 Q3 | 2016-11-14 | New | 40,267 | 40,267 | — | $1.2M | 0.00% |
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.