Question 1

How many shares of TSM does GENERATION INVESTMENT MANAGEMENT LLP own?

Accepted Answer

As of 2026-Q1, GENERATION INVESTMENT MANAGEMENT LLP holds 138,944 shares of TSM (TAIWAN SEMICONDUCTOR MANUFAC).

Question 2

What is GENERATION INVESTMENT MANAGEMENT LLP's TSM position worth?

Accepted Answer

As of 2026-Q1, GENERATION INVESTMENT MANAGEMENT LLP's TSM position is worth $47M.

Question 3

Is GENERATION INVESTMENT MANAGEMENT LLP buying or selling TSM?

Accepted Answer

In 2026-Q1, GENERATION INVESTMENT MANAGEMENT LLP decreased their TSM position (-27.7% change in shares).

Question 4

When did GENERATION INVESTMENT MANAGEMENT LLP first buy TSM?

Accepted Answer

Based on available 13F filings, GENERATION INVESTMENT MANAGEMENT LLP first reported a position in TSM in 2024-Q2. They have held the position across 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	138,944	-27.7%	$47M	0.4%	$353.13	0
2025-Q4	Decreased	192,192	-20.9%	$58.4M	0.4%	$299.58	0
2025-Q3	Decreased	242,970	-18.2%	$67.9M	0.4%	$272.49	0
2025-Q2	Increased	297,088	+5.8%	$67.3M	0.4%	$227.24	38
2025-Q1	Decreased	280,895	-19.7%	$46.6M	0.3%	$163.69	0
2024-Q4	Increased	349,760	+19.2%	$69.1M	0.4%	$197.73	43
2024-Q3	Increased	293,431	+98.9%	$51M	0.2%	$175.05	57
2024-Q2	New	147,503	—	$25.6M	0.1%	$170.33	48