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
Other major holders of TSM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 1.4M |
+12.0% |
| $461.5M |
| 8.1% |
| $353.13 |
71 |
| 2025-Q4 | Increased | 1.2M | +14.1% | $370.5M | 5.6% | $299.58 | 72 |
| 2025-Q3 | Increased | 1.1M | +23.2% | $298.5M | 3.9% | $272.49 | 70 |
| 2025-Q2 | New | 867,209 | - | $196.4M | 2.8% | $227.24 | 82 |
| 2025-Q1 | Exited | 0 | -100.0% | $0 | 0.0% | $163.69 | 0 |
| 2024-Q4 | Decreased | 504,380 | -2.9% | $99.6M | 1.8% | $197.73 | 0 |
| 2024-Q3 | New | 519,290 | - | $90.2M | 1.3% | $175.05 | 69 |