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

ALKEON CAPITAL MANAGEMENT LLC holds 5.4M shares of TSM (TAIWAN SEMICONDUCTOR MANUFAC), worth $1.8B as of 2026-Q1. The position was decreased (-0.3% shares). TSM represents 3.1% of ALKEON CAPITAL MANAGEMENT LLC's portfolio.

Current Value

$1.8B

Current Shares

5.4M

Total Value Change

+$369.7M

Total Shares Change

-3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
5.4M
-0.3%
$1.8B3.1%$353.13
0
2025-Q4
Increased
5.4M
+3.3%
$1.7B2.6%$299.58
57
2025-Q3
Decreased
5.3M
-5.4%
$1.5B2.2%$272.49
0
2025-Q2
Decreased
5.6M
-9.6%
$1.3B2.1%$227.24
0
2025-Q1
Decreased
6.2M
0.0%
$1B2.1%$163.69
0
2024-Q4
Decreased
6.2M
-0.8%
$1.2B2.5%$197.73
0
2024-Q3
Decreased
6.2M
-26.3%
$1.1B1.8%$175.05
0
2024-Q2
Decreased
8.4M
-18.2%
$1.5B2.4%$170.33
0

Other major holders of TSM: FMR LLC

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