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

As of 2026-Q2, ALKEON CAPITAL MANAGEMENT LLC holds 3.5M shares of TSM (TAIWAN SEMICONDUCTOR MANUFAC).

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

As of 2026-Q2, ALKEON CAPITAL MANAGEMENT LLC's TSM position is worth $1.7B.

Is ALKEON CAPITAL MANAGEMENT LLC buying or selling TSM?

In 2026-Q2, ALKEON CAPITAL MANAGEMENT LLC decreased their TSM position (-34.8% change in shares).

When did ALKEON CAPITAL MANAGEMENT LLC first buy TSM?

Based on available 13F filings, ALKEON CAPITAL MANAGEMENT LLC first reported a position in TSM in 2019-Q4. They have held the position across 27 quarters.

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ALKEON CAPITAL MANAGEMENT LLC

TSM
27 quarters

Position history for ALKEON CAPITAL MANAGEMENT LLC's holdings in TAIWAN SEMICONDUCTOR MANUFAC

Current Value

$1.7B

Current Shares

3.5M

Total Value Change

+$1.6B

Total Shares Change

+1.2M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3.5M	-34.8%	$1.7B	2.3%	$476.29	0
2026-Q1	Decreased	5.4M	-0.3%	$1.8B	3.1%	$336.26	0
2025-Q4	Increased	5.4M	+3.3%	$1.7B	2.6%	$301.52	57
2025-Q3	Decreased	5.3M	-5.4%	$1.5B	2.2%	$276.37	0
2025-Q2	Decreased	5.6M	-9.6%	$1.3B	2.1%	$223.41	0
2025-Q1	Decreased	6.2M	0.0%	$1B	2.1%	$163.15	0
2024-Q4	Decreased	6.2M	-0.8%	$1.2B	2.5%	$193.34	0
2024-Q3	Decreased	6.2M	-26.3%	$1.1B	1.8%	$169.49	0
2024-Q2	Decreased	8.4M	-18.2%	$1.5B	2.4%	$169.00	0
2024-Q1	Increased	10.3M	+75.0%	$1.4B	2.4%	$131.87	83
2023-Q4	Decreased	5.9M	-2.0%	$611.3M	1.4%	$100.40	0
2023-Q3	Unchanged	6M	0.0%	$521.1M	0.9%	$83.49	0
2023-Q2	Decreased	6M	-12.1%	$605.2M	1.1%	$96.46	0
2023-Q1	Increased	6.8M	+44.1%	$634.8M	1.4%	$88.54	67
2022-Q4	Decreased	4.7M	-8.8%	$352.9M	1.4%	$70.54	0
2022-Q3	Increased	5.2M	+32.2%	$356M	1.2%	$64.56	62
2022-Q2	Decreased	3.9M	-3.1%	$321.1M	0.9%	$76.54	0
2022-Q1	Decreased	4.1M	-0.7%	$422.5M	0.8%	$97.11	0
2021-Q4	Increased	4.1M	+33.5%	$491M	0.9%	$111.52	57
2021-Q3	Decreased	3.1M	-11.8%	$341.2M	0.6%	$103.07	0
2021-Q2	Decreased	3.5M	-17.9%	$416.2M	0.6%	$110.47	0
2021-Q1	Increased	4.2M	+50.4%	$498.9M	0.7%	$108.32	61
2020-Q4	Decreased	2.8M	-9.5%	$305.9M	0.5%	$99.49	0
2020-Q3	Increased	3.1M	+1.6%	$251.3M	0.5%	$73.66	37
2020-Q2	Increased	3.1M	+69.4%	$173.1M	0.4%	$51.31	54
2020-Q1	Decreased	1.8M	-21.7%	$86M	0.4%	$42.88	0
2019-Q4	New	2.3M	-	$133.6M	0.5%	$51.64	50

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

TSM27 quarters

TSM
27 quarters