Question 1

How many shares of TSM does VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. own?

Accepted Answer

As of 2026-Q2, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. holds 1.1M shares of TSM (TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/).

Question 2

What is VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s TSM position worth?

Accepted Answer

As of 2026-Q2, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.'s TSM position is worth $537.8M.

Question 3

Is VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. buying or selling TSM?

Accepted Answer

In 2026-Q2, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. increased their TSM position (+18.2% change in shares).

Question 4

When did VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. first buy TSM?

Accepted Answer

Based on available 13F filings, VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. first reported a position in TSM in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.1M	+18.2%	$537.8M	4.1%	$477.57	68
2026-Q1	Increased	952,622	+0.2%	$321.9M	2.8%	$353.13	53
2025-Q4	Decreased	950,713	-13.1%	$288.9M	2.5%	$299.58	0
2025-Q3	Decreased	1.1M	-8.6%	$305.7M	2.7%	$272.49	0
2025-Q2	Decreased	1.2M	-3.6%	$271.3M	2.6%	$227.24	0
2025-Q1	Increased	1.2M	+11.6%	$206.2M	2.2%	$163.69	59
2024-Q4	Decreased	1.1M	-2.8%	$219.8M	2.2%	$197.73	0
2024-Q3	Increased	1.1M	+3.0%	$198.8M	2.0%	$175.05	54