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TSMTSM

Showing 8 of 31 quarters

Position history for First Eagle Investment Management, LLCFirst Eagle Investment Management, LLC's holdings in Taiwan Semiconductor Manufacturing Company Ltd.

Yes. First Eagle Investment Management holds 3,745,597 shares of TSM (TSMC), worth $1.8B, as of its Q2 2026 13F filing. It reduced the position by 156,540 shares (-4.0%) from Q1 2026. First Eagle Investment Management has held TSM in every 13F on record since Q4 2018, 31 quarterly filings. TSM is 2.9% of First Eagle Investment Management's reported 13F portfolio.

Current Value

$1.8B

Current Shares

3.7M

Total Value Change

+$772.4M

Total Shares Change

-2.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.7M
-4.0%
$1.8B2.9%$476.29
0
2026-Q1
Decreased
3.9M
-34.3%
$1.3B2.2%$336.26
0
2025-Q4
Decreased
5.9M
-11.4%
$1.8B3.2%$301.52
0
2025-Q3
Increased
6.7M
+0.1%
$1.9B3.4%$276.37
58
2025-Q2
Increased
6.7M
+18.6%
$1.5B3.0%$223.41
64
2025-Q1
Increased
5.6M
+0.1%
$937.1M2.0%$163.15
50
2024-Q4
Decreased
5.6M
-3.6%
$1.1B2.5%$193.34
0
2024-Q3
Decreased
5.9M
-6.8%
$1B2.1%$169.49
0

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