Question 1

How many shares of TSM does PZENA INVESTMENT MANAGEMENT LLC own?

Accepted Answer

As of 2026-Q2, PZENA INVESTMENT MANAGEMENT LLC holds 4,054 shares of TSM (TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/).

Question 2

What is PZENA INVESTMENT MANAGEMENT LLC's TSM position worth?

Accepted Answer

As of 2026-Q2, PZENA INVESTMENT MANAGEMENT LLC's TSM position is worth $1.9M.

Question 3

Is PZENA INVESTMENT MANAGEMENT LLC buying or selling TSM?

Accepted Answer

In 2026-Q2, PZENA INVESTMENT MANAGEMENT LLC decreased their TSM position (-78.7% change in shares).

Question 4

When did PZENA INVESTMENT MANAGEMENT LLC first buy TSM?

Accepted Answer

Based on available 13F filings, PZENA INVESTMENT MANAGEMENT LLC first reported a position in TSM in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	4,054	-78.7%	$1.9M	0.0%	$477.57	0
2026-Q1	Decreased	18,986	-27.9%	$6.4M	0.0%	$353.13	0
2025-Q4	Decreased	26,342	-38.0%	$8M	0.0%	$299.58	0
2025-Q3	Decreased	42,485	-0.2%	$11.9M	0.0%	$272.49	0
2025-Q2	Increased	42,551	+2.5%	$9.6M	0.0%	$227.24	28
2025-Q1	Decreased	41,521	-24.6%	$6.9M	0.0%	$163.69	0
2024-Q4	Decreased	55,060	-4.4%	$10.9M	0.0%	$197.73	0
2024-Q3	Decreased	57,582	-11.9%	$10M	0.0%	$175.05	0