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TSMTSM

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Position history for Cullen Capital Management, LLCCullen Capital Management, LLC's holdings in Taiwan Semiconductor Manufacturing Company Ltd.

Yes. Cullen Capital Management holds 179,777 shares of TSM (TSMC), worth $85.9M, as of its Q2 2026 13F filing. It reduced the position by 11,840 shares (-6.2%) from Q1 2026. Cullen Capital Management has held TSM in every 13F on record since Q1 2019, 30 quarterly filings. TSM is 0.8% of Cullen Capital Management's reported 13F portfolio.

Current Value

$85.9M

Current Shares

179,777

Total Value Change

+$32.7M

Total Shares Change

-126,434

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
179,777
-6.2%
$85.9M0.8%$476.29
0
2026-Q1
Decreased
191,617
-19.4%
$64.8M0.7%$336.26
0
2025-Q4
Decreased
237,805
-5.3%
$72.3M0.8%$301.52
0
2025-Q3
Increased
251,074
+6.7%
$70.1M0.8%$276.37
45
2025-Q2
Increased
235,376
+43.1%
$53.3M0.6%$223.41
56
2025-Q1
Decreased
164,444
-45.3%
$27.3M0.3%$163.15
0
2024-Q4
Decreased
300,623
-1.8%
$59.4M0.7%$193.34
0
2024-Q3
Decreased
306,211
-2.6%
$53.2M0.6%$169.49
0

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