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Position history for Third Point LLCThird Point LLC's holdings in TAIWAN SEMICONDUCTOR MFG LTD

Third Point LLC holds 460,000 shares of TSM (TAIWAN SEMICONDUCTOR MFG LTD), worth $219.7M as of 2026-Q2. The position was increased (+67.3% shares). TSM represents 4.7% of Third Point LLC's portfolio.

Current Value

$219.7M

Current Shares

460,000

Total Value Change

-$89.5M

Total Shares Change

-1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
460,000
+67.3%
$219.7M4.7%$476.29
84
2026-Q1
Decreased
275,000
-35.3%
$92.9M4.5%$336.26
0
2025-Q4
Decreased
425,000
-61.4%
$129.2M1.8%$301.52
0
2025-Q3
Decreased
1.1M
-23.1%
$307.2M3.4%$276.37
0
2025-Q2
Decreased
1.4M
-19.7%
$323.9M4.3%$223.41
0
2025-Q1
Unchanged
1.8M
0.0%
$295.5M4.5%$163.15
0
2024-Q4
Unchanged
1.8M
0.0%
$351.5M4.7%$193.34
0
2024-Q3
Decreased
1.8M
-12.1%
$309.1M4.2%$169.49
0

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

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