Back to Hudson Bay Capital Management LP Hudson Bay Capital Management LP

TSMTSM
14 quarters

Position history for Hudson Bay Capital Management LPHudson Bay Capital Management LP's holdings in TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/

Hudson Bay Capital Management LP holds 1.9M shares of TSM (TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/), worth $923.2M as of 2026-Q2. The position was increased (+169.7% shares). TSM represents 2.5% of Hudson Bay Capital Management LP's portfolio.

Current Value

$923.2M

Current Shares

1.9M

Total Value Change

+$786.1M

Total Shares Change

-66,905

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.9M
+169.7%
$923.2M2.5%$477.57
88
2026-Q1
Increased
716,699
+235.7%
$242.2M0.8%$353.13
70
2025-Q4
Decreased
213,473
-70.4%
$64.9M0.2%$299.58
0
2025-Q3
Increased
720,931
+1095.2%
$201.3M0.7%$272.49
69
2025-Q2
Decreased
60,321
-94.5%
$13.7M0.0%$227.24
0
2025-Q1
Increased
1.1M
+8.5%
$183.6M0.6%$163.69
47
2024-Q4
Decreased
1M
-45.8%
$201.3M0.7%$197.73
0
2024-Q3
Increased
1.9M
+36.1%
$326.6M1.3%$175.05
64
2024-Q2
Increased
1.4M
+771.7%
$240.1M1.1%$170.33
78
2024-Q1
New
158,494
-
$21.6M0.1%$132.90
47
2023-Q3
Exited
0
-100.0%
$00.0%$84.15
0
2023-Q2
New
9,577
-
$966,5110.0%$96.95
35
2022-Q4
Exited
0
-100.0%
$00.0%$71.09
0
2022-Q3
New
2M
-
$137.1M1.2%$65.75
69

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

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