Question 1

How many shares of TSM does Sustainable Growth Advisers, LP own?

Accepted Answer

As of 2026-Q1, Sustainable Growth Advisers, LP holds 130,255 shares of TSM (TAIWAN SEMICONDUCTOR MANUFAC).

Question 2

What is Sustainable Growth Advisers, LP's TSM position worth?

Accepted Answer

As of 2026-Q1, Sustainable Growth Advisers, LP's TSM position is worth $44M.

Question 3

Is Sustainable Growth Advisers, LP buying or selling TSM?

Accepted Answer

In 2026-Q1, Sustainable Growth Advisers, LP decreased their TSM position (-2.5% change in shares).

Question 4

When did Sustainable Growth Advisers, LP first buy TSM?

Accepted Answer

Based on available 13F filings, Sustainable Growth Advisers, LP first reported a position in TSM in 2024-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	130,255	-2.5%	$44M	0.4%	$353.13	0
2025-Q4	Decreased	133,526	-52.6%	$40.6M	0.3%	$299.58	0
2025-Q3	Decreased	281,554	-47.8%	$78.6M	0.5%	$272.49	0
2025-Q2	Decreased	539,358	-2.8%	$122.2M	0.6%	$227.24	0
2025-Q1	Increased	554,775	+116.8%	$92.1M	0.5%	$163.69	68
2024-Q4	Increased	255,844	+5.7%	$50.5M	0.3%	$197.73	37
2024-Q3	Increased	242,058	+930.8%	$42M	0.2%	$175.05	56
2024-Q2	Unchanged	23,482	0.0%	$3.2M	0.0%	$170.33	0