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TSMTSM

Showing 8 of 18 quarters

Position history for LONE PINE CAPITAL LLCLONE PINE CAPITAL LLC's holdings in TAIWAN SEMICONDUCTOR MANUFAC

Yes. Lone Pine Capital holds 101,242 shares of TSM (TSMC), worth $48.4M, as of its Q2 2026 13F filing. It reduced the position by 1,288,288 shares (-92.7%) from Q1 2026. Lone Pine Capital has held TSM since Q1 2022, across 18 quarterly 13F filings. TSM is 0.3% of Lone Pine Capital's reported 13F portfolio.

Current Value

$48.4M

Current Shares

101,242

Total Value Change

-$683.3M

Total Shares Change

-4.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
101,242
-92.7%
$48.4M0.3%$476.29
0
2026-Q1
Decreased
1.4M
-54.5%
$469.6M3.7%$336.26
0
2025-Q4
Unchanged
3.1M
0.0%
$927.6M6.8%$301.52
0
2025-Q3
Decreased
3.1M
-11.2%
$852.5M6.2%$276.37
0
2025-Q2
Decreased
3.4M
-11.1%
$778.2M5.5%$223.41
0
2025-Q1
Increased
3.9M
+2.8%
$641.7M5.5%$163.15
64
2024-Q4
Decreased
3.8M
-10.7%
$742.7M5.5%$193.34
0
2024-Q3
Decreased
4.2M
-29.8%
$731.6M5.5%$169.49
0

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