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TSMTSM
16 quarters

Position history for COATUE MANAGEMENT LLCCOATUE MANAGEMENT LLC's holdings in TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/

COATUE MANAGEMENT LLC holds 8.9M shares of TSM (TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/), worth $4.3B as of 2026-Q2. The position was decreased (-4.0% shares). TSM represents 8.8% of COATUE MANAGEMENT LLC's portfolio.

Current Value

$4.3B

Current Shares

8.9M

Total Value Change

+$4.2B

Total Shares Change

+8.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
8.9M
-4.0%
$4.3B8.8%$477.57
0
2026-Q1
Increased
9.3M
+7.6%
$3.1B10.8%$353.13
67
2025-Q4
Increased
8.6M
+6.9%
$2.6B6.6%$299.58
66
2025-Q3
Increased
8.1M
+0.1%
$2.3B5.5%$272.49
62
2025-Q2
Increased
8.1M
+1.4%
$1.8B5.1%$227.24
63
2025-Q1
Decreased
8M
-20.1%
$1.3B5.8%$163.69
0
2024-Q4
Increased
10M
+6.4%
$2B6.6%$197.73
66
2024-Q3
Decreased
9.4M
-17.8%
$1.6B6.0%$175.05
0
2024-Q2
Increased
11.4M
+10.2%
$2B7.7%$170.33
68
2024-Q1
Increased
10.3M
+3209.2%
$1.4B5.5%$132.90
100
2023-Q4
Decreased
312,466
-86.8%
$32.5M0.1%$101.18
0
2023-Q3
Decreased
2.4M
-64.9%
$206.1M1.0%$84.15
0
2023-Q2
Increased
6.8M
+14.5%
$682.1M3.3%$96.95
66
2023-Q1
New
5.9M
-
$548.9M3.6%$88.71
87
2022-Q1
Exited
0
-100.0%
$00.0%$100.19
0
2021-Q4
New
858,277
-
$103.3M0.5%$112.50
50

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

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