Question 1

How many shares of TSM does LONE PINE CAPITAL LLC own?

Accepted Answer

As of 2026-Q1, LONE PINE CAPITAL LLC holds 1.4M shares of TSM (TAIWAN SEMICONDUCTOR MANUFAC).

Question 2

What is LONE PINE CAPITAL LLC's TSM position worth?

Accepted Answer

As of 2026-Q1, LONE PINE CAPITAL LLC's TSM position is worth $469.6M.

Question 3

Is LONE PINE CAPITAL LLC buying or selling TSM?

Accepted Answer

In 2026-Q1, LONE PINE CAPITAL LLC decreased their TSM position (-54.5% change in shares).

Question 4

When did LONE PINE CAPITAL LLC first buy TSM?

Accepted Answer

Based on available 13F filings, LONE PINE CAPITAL LLC first reported a position in TSM in 2024-Q2. They have held the position across 17 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	1.4M	-54.5%	$469.6M	3.7%	$353.13	0
2025-Q4	Unchanged	3.1M	0.0%	$927.6M	6.8%	$299.58	0
2025-Q3	Decreased	3.1M	-11.2%	$852.5M	6.2%	$272.49	0
2025-Q2	Decreased	3.4M	-11.1%	$778.2M	5.5%	$227.24	0
2025-Q1	Increased	3.9M	+2.8%	$641.7M	5.5%	$163.69	64
2024-Q4	Decreased	3.8M	-10.7%	$742.7M	5.5%	$197.73	0
2024-Q3	Decreased	4.2M	-29.8%	$731.6M	5.5%	$175.05	0
2024-Q2	Decreased	6M	-2.8%	$1B	8.5%	$170.33	0