Back to Whale Rock Capital Management LLC Whale Rock Capital Management LLC

TSMTSM
19 quarters

Position history for Whale Rock Capital Management LLCWhale Rock Capital Management LLC's holdings in TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/

Whale Rock Capital Management LLC holds 589,911 shares of TSM (TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/), worth $281.7M as of 2026-Q2. The position was decreased (-28.0% shares). TSM represents 2.3% of Whale Rock Capital Management LLC's portfolio.

Current Value

$281.7M

Current Shares

589,911

Total Value Change

+$128.8M

Total Shares Change

-2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
589,911
-28.0%
$281.7M2.3%$477.57
0
2026-Q1
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
2024-Q1
New
236,418
-
$32.2M0.5%$132.90
49
2021-Q4
Exited
0
-100.0%
$00.0%$112.50
0
2021-Q3
Increased
1.4M
+1.1%
$155.6M1.0%$103.85
48
2021-Q2
Increased
1.4M
+10.3%
$165.8M1.1%$111.40
53
2021-Q1
Decreased
1.3M
-69.0%
$148M1.2%$106.21
0
2020-Q4
Increased
4M
+64.7%
$440.3M2.9%$100.14
78
2020-Q3
New
2.5M
-
$198.7M1.3%$73.72
71
2020-Q2
Exited
0
-100.0%
$00.0%$51.37
0
2020-Q1
Decreased
2.3M
-13.7%
$108.6M1.5%$43.24
0
2019-Q4
New
2.6M
-
$153M2.6%$51.82
79

Other major holders of TSM: BNP PARIBAS FINANCIAL MARKETS, FMR LLC

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