Question 1

How many shares of TSM does AGF MANAGEMENT LTD own?

Accepted Answer

As of 2026-Q2, AGF MANAGEMENT LTD holds 624,253 shares of TSM (TAIWAN SEMICONDUCTOR MANUFAC).

Question 2

What is AGF MANAGEMENT LTD's TSM position worth?

Accepted Answer

As of 2026-Q2, AGF MANAGEMENT LTD's TSM position is worth $298.1M.

Question 3

Is AGF MANAGEMENT LTD buying or selling TSM?

Accepted Answer

In 2026-Q2, AGF MANAGEMENT LTD increased their TSM position (+28.5% change in shares).

Question 4

When did AGF MANAGEMENT LTD first buy TSM?

Accepted Answer

Based on available 13F filings, AGF MANAGEMENT LTD first reported a position in TSM in 2022-Q4. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	624,253	+28.5%	$298.1M	1.2%	$476.29	61
2026-Q1	Increased	485,639	+0.5%	$164.1M	0.7%	$336.26	43
2025-Q4	Increased	483,175	+3.6%	$146.8M	0.6%	$301.52	44
2025-Q3	Increased	466,325	+2.5%	$130.2M	0.6%	$276.37	44
2025-Q2	New	454,945	-	$103M	0.5%	$223.41	50
2024-Q2	Exited	0	-100.0%	$0	0.0%	$169.00	0
2024-Q1	Increased	18,252	+2.4%	$2.5M	0.0%	$131.87	27
2023-Q4	Increased	17,830	+3.4%	$1.9M	0.0%	$100.40	27
2023-Q3	Increased	17,238	+2.5%	$1.5M	0.0%	$83.49	26
2023-Q2	Decreased	16,816	-1.7%	$1.7M	0.0%	$96.46	0
2023-Q1	Increased	17,103	+2.0%	$1.6M	0.0%	$88.54	26
2022-Q4	First report	16,762	-	$1.2M	0.0%	$70.54	0

TSM12 quarters

TSM
12 quarters