Viking Global Investors — TSM Trade History
Quarter-by-quarter changes in the TAIWAN SEMICONDUCTOR MANUFAC position · CUSIP 874039100
Currently held · 1.8 YearsFirst seen: 2020 Q3
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Reduce | 3,168,097 | -1,297,030 | -29.0% | $1.51B | 4.31% |
| 2026 Q1 | 2026-05-15 | Reduce | 4,465,127 | -449,769 | -9.2% | $1.51B | 4.22% |
| 2025 Q4 | 2026-02-17 | Add | 4,914,896 | 970,530 | +24.6% | $1.49B | 3.96% |
| 2025 Q3 | 2025-11-14 | Reduce | 3,944,366 | -384,929 | -8.9% | $1.10B | 2.86% |
| 2025 Q2 | 2025-08-14 | Reduce | 4,329,295 | -559,952 | -11.5% | $980.5M | 2.83% |
| 2025 Q1 | 2025-05-15 | Add | 4,889,247 | 799,628 | +19.6% | $811.6M | 2.58% |
| 2024 Q4 | 2025-02-14 | New | 4,089,619 | 4,089,619 | — | $807.7M | 2.61% |
| 2024 Q3 | 2024-11-14 | — | — | — | — | — | — |
| 2024 Q2 | 2024-08-14 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-15 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-14 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-14 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-14 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-15 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-14 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-14 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-15 | — | — | — | — | — | — |
| 2021 Q3 | 2022-05-16 | — | — | — | — | — | — |
| 2021 Q4 | 2022-05-16 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-16 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-16 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-17 | Sold out | — | -5,601,289 | -100.0% | — | — |
| 2020 Q4 | 2021-02-16 | Reduce | 5,601,289 | -545,834 | -8.9% | $610.8M | 1.68% |
| 2020 Q3 | 2020-11-16 | New | 6,147,123 | 6,147,123 | — | $498.3M | 1.80% |
| 2020 Q2 | 2020-08-07 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-13 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-13 | — | — | — | — | — | — |
| 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 | 2018-05-15 | — | — | — | — | — | — |
| 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.