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TSM
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Position history for Whale Rock Capital Management LLC's holdings in TAIWAN SEMICONDUCTOR MANUFAC

Whale Rock Capital Management LLC holds 819,445 shares of TSM (TAIWAN SEMICONDUCTOR MANUFAC), worth $276.9M as of 2026-Q1. The position was increased (+38.2% shares). TSM represents 3.6% of Whale Rock Capital Management LLC's portfolio.

Current Value

$276.9M

Current Shares

819,445

Total Value Change

+$236M

Total Shares Change

+583,781

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
819,445
+38.2%
$276.9M3.6%$353.13
75
2025-Q4
Decreased
592,941
-18.4%
$180.2M2.3%$299.58
0
2025-Q3
Increased
726,803
+20.0%
$203M2.4%$272.49
63
2025-Q2
Increased
605,847
+15.5%
$137.2M1.9%$227.24
56
2025-Q1
Increased
524,453
+109.9%
$87.1M1.5%$163.69
77
2024-Q4
Decreased
249,873
-1.1%
$49.3M0.6%$197.73
0
2024-Q3
Increased
252,635
+7.2%
$43.9M0.6%$175.05
45
2024-Q2
Decreased
235,664
-0.3%
$41M0.6%$170.33
0

Other major holders of TSM: FMR LLC

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