Back to Soroban Capital Partners LP Soroban Capital Partners LP

TSMTSM
8 quarters

Position history for Soroban Capital Partners LPSoroban Capital Partners LP's holdings in TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/

Soroban Capital Partners LP holds 2.2M shares of TSM (TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/), worth $1B as of 2026-Q2. The position was increased (+12.6% shares). TSM represents 2.2% of Soroban Capital Partners LP's portfolio.

Current Value

$1B

Current Shares

2.2M

Total Value Change

+$871.5M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.2M
+12.6%
$1B2.2%$477.57
63
2026-Q1
Decreased
1.9M
-26.9%
$652.8M1.3%$353.13
0
2025-Q4
Increased
2.6M
+43.3%
$738.2M5.2%$299.58
84
2025-Q3
Unchanged
1.8M
0.0%
$515.1M3.9%$272.49
0
2025-Q2
Increased
1.8M
+22.9%
$417.7M4.1%$227.24
70
2025-Q1
Increased
1.5M
+56.0%
$249M3.5%$163.69
81
2024-Q4
Unchanged
961,956
0.0%
$190M2.5%$197.73
0
2024-Q3
New
961,956
-
$167.1M2.3%$175.05
80

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

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