Question 1

How many shares of TSM does ALKEON CAPITAL MANAGEMENT LLC own?

Accepted Answer

As of 2026-Q1, ALKEON CAPITAL MANAGEMENT LLC holds 5.4M shares of TSM (TAIWAN SEMICONDUCTOR MANUFAC).

Question 2

What is ALKEON CAPITAL MANAGEMENT LLC's TSM position worth?

Accepted Answer

As of 2026-Q1, ALKEON CAPITAL MANAGEMENT LLC's TSM position is worth $1.8B.

Question 3

Is ALKEON CAPITAL MANAGEMENT LLC buying or selling TSM?

Accepted Answer

In 2026-Q1, ALKEON CAPITAL MANAGEMENT LLC decreased their TSM position (-0.3% change in shares).

Question 4

When did ALKEON CAPITAL MANAGEMENT LLC first buy TSM?

Accepted Answer

Based on available 13F filings, ALKEON CAPITAL MANAGEMENT LLC first reported a position in TSM in 2024-Q2. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	5.4M	-0.3%	$1.8B	3.1%	$353.13	0
2025-Q4	Increased	5.4M	+3.3%	$1.7B	2.6%	$299.58	57
2025-Q3	Decreased	5.3M	-5.4%	$1.5B	2.2%	$272.49	0
2025-Q2	Decreased	5.6M	-9.6%	$1.3B	2.1%	$227.24	0
2025-Q1	Decreased	6.2M	0.0%	$1B	2.1%	$163.69	0
2024-Q4	Decreased	6.2M	-0.8%	$1.2B	2.5%	$197.73	0
2024-Q3	Decreased	6.2M	-26.3%	$1.1B	1.8%	$175.05	0
2024-Q2	Decreased	8.4M	-18.2%	$1.5B	2.4%	$170.33	0