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TSMTSM

Showing 8 of 31 quarters

Position history for SANDS CAPITAL MANAGEMENT, LLCSANDS CAPITAL MANAGEMENT, LLC's holdings in TAIWAN SEMICONDUCTOR MANUFAC

Yes. Sands Capital Management holds 3,925,440 shares of TSM (TSMC), worth $1.9B, as of its Q2 2026 13F filing. It reduced the position by 1,937,245 shares (-33.0%) from Q1 2026. Sands Capital Management has held TSM in every 13F on record since Q4 2018, 31 quarterly filings. TSM is 7.0% of Sands Capital Management's reported 13F portfolio.

Current Value

$1.9B

Current Shares

3.9M

Total Value Change

+$1.1B

Total Shares Change

-758,082

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.9M
-33.0%
$1.9B7.0%$476.29
0
2026-Q1
Decreased
5.9M
-14.1%
$2B7.8%$336.26
0
2025-Q4
Decreased
6.8M
-26.2%
$2.1B6.3%$301.52
0
2025-Q3
Increased
9.3M
+8.2%
$2.6B7.1%$276.37
67
2025-Q2
Increased
8.6M
+6.5%
$1.9B5.6%$223.41
66
2025-Q1
Increased
8M
+82.4%
$1.3B4.5%$163.15
90
2024-Q4
Decreased
4.4M
-6.0%
$869.1M2.6%$193.34
0
2024-Q3
Decreased
4.7M
-2.0%
$813.4M2.5%$169.49
0

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