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TSMTSM

Showing 8 of 25 quarters

Position history for GENERATION INVESTMENT MANAGEMENT LLPGENERATION INVESTMENT MANAGEMENT LLP's holdings in Taiwan Semiconductor Manufacturing Co., Ltd.

Yes. Generation Investment Management holds 141,665 shares of TSM (TSMC), worth $67.7M, as of its Q2 2026 13F filing. It increased the position by 2,721 shares (+2.0%) from Q1 2026. Generation Investment Management has held TSM since Q2 2024, across 9 quarterly 13F filings. TSM is 0.7% of Generation Investment Management's reported 13F portfolio.

Current Value

$67.7M

Current Shares

141,665

Total Value Change

+$16.7M

Total Shares Change

-151,766

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
141,665
+2.0%
$67.7M0.7%$476.29
43
2026-Q1
Decreased
138,944
-27.7%
$47M0.4%$336.26
0
2025-Q4
Decreased
192,192
-20.9%
$58.4M0.4%$301.52
0
2025-Q3
Decreased
242,970
-18.2%
$67.9M0.4%$276.37
0
2025-Q2
Increased
297,088
+5.8%
$67.3M0.4%$223.41
38
2025-Q1
Decreased
280,895
-19.7%
$46.6M0.3%$163.15
0
2024-Q4
Increased
349,760
+19.2%
$69.1M0.4%$193.34
43
2024-Q3
Increased
293,431
+98.9%
$51M0.2%$169.49
57

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