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TSM
7 quarters

Position history for Altimeter Capital Management, LP's holdings in TAIWAN SEMICONDUCTOR MANUFAC

Altimeter Capital Management, LP holds 1.4M shares of TSM (TAIWAN SEMICONDUCTOR MANUFAC), worth $461.5M as of 2026-Q1. The position was increased (+12.0% shares). TSM represents 8.1% of Altimeter Capital Management, LP's portfolio.

Current Value

$461.5M

Current Shares

1.4M

Total Value Change

+$371.3M

Total Shares Change

+846,385

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.4M
+12.0%
$461.5M8.1%$353.13
71
2025-Q4
Increased
1.2M
+14.1%
$370.5M5.6%$299.58
72
2025-Q3
Increased
1.1M
+23.2%
$298.5M3.9%$272.49
70
2025-Q2
New
867,209
-
$196.4M2.8%$227.24
82
2025-Q1
Exited
0
-100.0%
$00.0%$163.69
0
2024-Q4
Decreased
504,380
-2.9%
$99.6M1.8%$197.73
0
2024-Q3
New
519,290
-
$90.2M1.3%$175.05
69

Other major holders of TSM: FMR LLC

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