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Position history for Axiom Investors LLCAxiom Investors LLC's holdings in Taiwan Semiconductor Manufacturing Company Ltd.

Yes. Axiom Investors holds 899,501 shares of TSM (TSMC), worth $429.6M, as of its Q2 2026 13F filing. It increased the position by 41,591 shares (+4.9%) from Q1 2026. Axiom Investors has held TSM in every 13F on record since Q1 2019, 30 quarterly filings. TSM is 3.7% of Axiom Investors' reported 13F portfolio.

Current Value

$429.6M

Current Shares

899,501

Total Value Change

+$63.6M

Total Shares Change

-1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
899,501
+4.8%
$429.6M3.7%$476.29
60
2026-Q1
Decreased
857,910
-12.4%
$289.9M3.2%$336.26
0
2025-Q4
Decreased
979,413
-2.9%
$297.6M2.6%$301.52
0
2025-Q3
Increased
1M
+11.3%
$281.6M2.1%$276.37
59
2025-Q2
Decreased
906,367
-15.9%
$205.3M1.7%$223.41
0
2025-Q1
Decreased
1.1M
-55.3%
$178.9M1.7%$163.15
0
2024-Q4
Increased
2.4M
+14.3%
$475.8M3.5%$193.34
65
2024-Q3
Decreased
2.1M
-5.5%
$366M3.2%$169.49
0

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