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TSMTSM
30 quarters

Position history for Cullen Capital Management, LLCCullen Capital Management, LLC's holdings in TAIWAN SEMICONDUCTOR MANUFAC

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

+$71.3M

Total Shares Change

-176,673

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
2024-Q2
Decreased
314,494
-3.8%
$54.7M0.6%$169.00
0
2024-Q1
Decreased
327,039
-14.4%
$44.5M0.5%$131.87
0
2023-Q4
Increased
382,206
+26.3%
$39.7M0.6%$100.40
51
2023-Q3
Decreased
302,689
-11.0%
$26.3M0.3%$83.49
0
2023-Q2
Increased
340,217
+0.9%
$34.3M0.3%$96.46
35
2023-Q1
Increased
337,157
+187.5%
$31.4M0.3%$88.54
56
2022-Q4
Decreased
117,255
-27.6%
$8.7M0.1%$70.54
0
2022-Q3
Increased
162,000
+1.9%
$11.1M0.1%$64.56
34
2022-Q2
Decreased
158,935
-17.1%
$13M0.1%$76.54
0
2022-Q1
Decreased
191,688
-10.8%
$20M0.2%$97.11
0
2021-Q4
Increased
214,840
+1.9%
$25.8M0.2%$111.52
35
2021-Q3
Increased
210,865
+13.1%
$23.5M0.2%$103.07
39
2021-Q2
Increased
186,444
+6.2%
$22.4M0.2%$110.47
36
2021-Q1
Increased
175,548
+39.8%
$20.8M0.2%$108.32
45
2020-Q4
Decreased
125,610
-25.5%
$13.7M0.8%$99.49
0
2020-Q3
Decreased
168,640
-13.9%
$13.7M0.8%$73.66
0
2020-Q2
Decreased
195,855
-7.8%
$11.1M0.6%$51.31
0
2020-Q1
Decreased
212,330
-21.3%
$10.1M0.6%$42.88
0
2019-Q4
Decreased
269,700
-7.0%
$15.7M0.6%$51.64
0
2019-Q3
Decreased
290,150
-12.0%
$13.5M0.5%$41.02
0
2019-Q2
Decreased
329,550
-7.5%
$12.9M0.5%$34.32
0
2019-Q1
First report
356,450
-
$14.6M0.6%$34.76
0

Other major holders of TSM: FMR LLC, Capital World Investors

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