Question 1

Does Third Point own TSM stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Third Point holds 460,000 shares of TSM (TSMC), worth $219.7M.

Question 2

How many shares of TSM does Third Point own?

Accepted Answer

As of its Q2 2026 13F, Third Point holds 460,000 shares of TSM (TSMC).

Question 3

What is Third Point's TSM position worth?

Accepted Answer

As of its Q2 2026 13F, Third Point's TSM position is worth $219.7M.

Question 4

Is Third Point buying or selling TSM?

Accepted Answer

In Q2 2026, Third Point increased its TSM position by 185,000 shares (+67.3%).

Question 5

When did Third Point first buy TSM?

Accepted Answer

Third Point first reported TSM in its Q2 2023 13F and has listed it in 13 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	460,000	+67.3%	$219.7M	4.7%	$476.29	84
2026-Q1	Decreased	275,000	-35.3%	$92.9M	4.5%	$336.26	0
2025-Q4	Decreased	425,000	-61.4%	$129.2M	1.8%	$301.52	0
2025-Q3	Decreased	1.1M	-23.1%	$307.2M	3.4%	$276.37	0
2025-Q2	Decreased	1.4M	-19.7%	$323.9M	4.3%	$223.41	0
2025-Q1	Unchanged	1.8M	0.0%	$295.5M	4.5%	$163.15	0
2024-Q4	Unchanged	1.8M	0.0%	$351.5M	4.7%	$193.34	0
2024-Q3	Decreased	1.8M	-12.1%	$309.1M	4.2%	$169.49	0