Back to VIKING GLOBAL INVESTORS LP VIKING GLOBAL INVESTORS LP

TSMTSM
10 quarters

Position history for VIKING GLOBAL INVESTORS LPVIKING GLOBAL INVESTORS LP's holdings in Taiwan Semiconductor Manufactu

VIKING GLOBAL INVESTORS LP holds 3.2M shares of TSM (Taiwan Semiconductor Manufactu), worth $1.5B as of 2026-Q2. The position was decreased (-29.1% shares). TSM represents 4.3% of VIKING GLOBAL INVESTORS LP's portfolio.

Current Value

$1.5B

Current Shares

3.2M

Total Value Change

+$1B

Total Shares Change

-3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.2M
-29.1%
$1.5B4.3%$476.29
0
2026-Q1
Decreased
4.5M
-9.2%
$1.5B4.2%$336.26
0
2025-Q4
Increased
4.9M
+24.6%
$1.5B4.0%$301.52
72
2025-Q3
Decreased
3.9M
-8.9%
$1.1B2.9%$276.37
0
2025-Q2
Decreased
4.3M
-11.4%
$980.5M2.8%$223.41
0
2025-Q1
Increased
4.9M
+19.6%
$811.6M2.6%$163.15
64
2024-Q4
New
4.1M
-
$807.7M2.6%$193.34
82
2021-Q1
Exited
0
-100.0%
$00.0%$108.32
0
2020-Q4
Decreased
5.6M
-8.9%
$610.8M1.7%$99.49
0
2020-Q3
New
6.1M
-
$498.3M1.8%$73.66
72

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used