Question 1

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

Accepted Answer

As of 2026-Q2, ALKEON CAPITAL MANAGEMENT LLC holds 3.5M shares of TSM (TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/).

Question 2

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

Accepted Answer

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

Question 3

Is ALKEON CAPITAL MANAGEMENT LLC buying or selling TSM?

Accepted Answer

In 2026-Q2, ALKEON CAPITAL MANAGEMENT LLC decreased their TSM position (-34.8% 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 2019-Q4. They have held the position across 27 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3.5M	-34.8%	$1.7B	2.3%	$477.57	0
2026-Q1	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
2024-Q1	Increased	10.3M	+75.0%	$1.4B	2.4%	$132.90	83
2023-Q4	Decreased	5.9M	-2.0%	$611.3M	1.4%	$101.18	0
2023-Q3	Unchanged	6M	0.0%	$521.1M	0.9%	$84.15	0
2023-Q2	Decreased	6M	-12.1%	$605.2M	1.1%	$96.95	0
2023-Q1	Increased	6.8M	+44.1%	$634.8M	1.4%	$88.71	67
2022-Q4	Decreased	4.7M	-8.8%	$352.9M	1.4%	$71.09	0
2022-Q3	Increased	5.2M	+32.2%	$356M	1.2%	$65.75	62
2022-Q2	Decreased	3.9M	-3.1%	$321.1M	0.9%	$78.94	0
2022-Q1	Decreased	4.1M	-0.7%	$422.5M	0.8%	$100.19	0
2021-Q4	Increased	4.1M	+33.5%	$491M	0.9%	$112.50	57
2021-Q3	Decreased	3.1M	-11.8%	$341.2M	0.6%	$103.85	0
2021-Q2	Decreased	3.5M	-17.9%	$416.2M	0.6%	$111.40	0
2021-Q1	Increased	4.2M	+50.4%	$498.9M	0.7%	$106.21	61
2020-Q4	Decreased	2.8M	-9.5%	$305.9M	0.5%	$100.14	0
2020-Q3	Increased	3.1M	+1.6%	$251.3M	0.5%	$73.72	37
2020-Q2	Increased	3.1M	+69.4%	$173.1M	0.4%	$51.37	54
2020-Q1	Decreased	1.8M	-21.7%	$86M	0.4%	$43.24	0
2019-Q4	New	2.3M	-	$133.6M	0.5%	$51.82	50

TSM27 quarters

TSM
27 quarters