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TSMTSM
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Position history for POLEN CAPITAL MANAGEMENT LLCPOLEN CAPITAL MANAGEMENT LLC's holdings in TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/

POLEN CAPITAL MANAGEMENT LLC holds 501,210 shares of TSM (TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/), worth $239.4M as of 2026-Q2. The position was increased (+186.9% shares). TSM represents 2.1% of POLEN CAPITAL MANAGEMENT LLC's portfolio.

Current Value

$239.4M

Current Shares

501,210

Total Value Change

+$189.9M

Total Shares Change

+324,151

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
501,210
+186.9%
$239.4M2.1%$477.57
85
2026-Q1
Decreased
174,686
-12.9%
$59M0.4%$353.13
0
2025-Q4
Increased
200,593
+13.3%
$61M0.3%$299.58
40
2025-Q3
New
177,059
-
$49.5M0.2%$272.49
48

Other major holders of TSM: BNP PARIBAS FINANCIAL MARKETS, FMR LLC

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