Question 1

How many shares of TSM does Third Point LLC own?

Accepted Answer

As of 2026-Q1, Third Point LLC holds 275,000 shares of TSM (TAIWAN SEMICONDUCTOR MANUFAC).

Question 2

What is Third Point LLC's TSM position worth?

Accepted Answer

As of 2026-Q1, Third Point LLC's TSM position is worth $92.9M.

Question 3

Is Third Point LLC buying or selling TSM?

Accepted Answer

In 2026-Q1, Third Point LLC decreased their TSM position (-35.3% change in shares).

Question 4

When did Third Point LLC first buy TSM?

Accepted Answer

Based on available 13F filings, Third Point LLC first reported a position in TSM in 2024-Q2. They have held the position across 12 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	275,000	-35.3%	$92.9M	4.5%	$353.13	0
2025-Q4	Decreased	425,000	-61.4%	$129.2M	1.8%	$299.58	0
2025-Q3	Decreased	1.1M	-23.1%	$307.2M	3.4%	$272.49	0
2025-Q2	Decreased	1.4M	-19.7%	$323.9M	4.3%	$227.24	0
2025-Q1	Unchanged	1.8M	0.0%	$295.5M	4.5%	$163.69	0
2024-Q4	Unchanged	1.8M	0.0%	$351.5M	4.7%	$197.73	0
2024-Q3	Decreased	1.8M	-12.1%	$309.1M	4.2%	$175.05	0
2024-Q2	Increased	2M	+72.3%	$352M	4.0%	$170.33	86