Question 1

How many shares of TSM does Fundsmith LLP own?

Accepted Answer

As of 2026-Q2, Fundsmith LLP holds 1.1M shares of TSM (TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/).

Question 2

What is Fundsmith LLP's TSM position worth?

Accepted Answer

As of 2026-Q2, Fundsmith LLP's TSM position is worth $548.5M.

Question 3

Is Fundsmith LLP buying or selling TSM?

Accepted Answer

In 2026-Q2, Fundsmith LLP opened a new position in TSM.

Question 4

When did Fundsmith LLP first buy TSM?

Accepted Answer

Based on available 13F filings, Fundsmith LLP first reported a position in TSM in 2020-Q4. They have held the position across 10 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	New	1.1M	-	$548.5M	4.0%	$477.57	88
2022-Q4	Exited	0	-100.0%	$0	0.0%	$71.09	0
2022-Q3	Unchanged	155,558	0.0%	$10.7M	0.1%	$65.75	0
2022-Q2	Increased	155,558	+9.8%	$12.7M	0.1%	$78.94	32
2022-Q1	Unchanged	141,721	0.0%	$14.8M	0.1%	$100.19	0
2021-Q4	Increased	141,721	+9.3%	$17.1M	0.0%	$112.50	32
2021-Q3	Unchanged	129,633	0.0%	$14.5M	0.0%	$103.85	0
2021-Q2	Increased	129,633	+9.9%	$15.6M	0.0%	$111.40	32
2021-Q1	Unchanged	117,981	0.0%	$14M	0.0%	$106.21	0
2020-Q4	New	117,981	-	$12.9M	0.0%	$100.14	40

TSM10 quarters

TSM
10 quarters