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TSMTSM

Showing 8 of 30 quarters

Position history for Select Equity Group, L.P.Select Equity Group, L.P.'s holdings in Taiwan Semiconductor Manufacturing Company Ltd.

Yes. Select Equity Group holds 1,024,189 shares of TSM (TSMC), worth $489.1M, as of its Q2 2026 13F filing. It reduced the position by 3,737 shares (-0.4%) from Q1 2026. Select Equity Group has held TSM since Q1 2019, across 30 quarterly 13F filings. TSM is 2.4% of Select Equity Group's reported 13F portfolio.

Current Value

$489.1M

Current Shares

1M

Total Value Change

+$259.8M

Total Shares Change

-296,109

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1M
-0.4%
$489.1M2.4%$476.29
0
2026-Q1
Increased
1M
+1.4%
$347.4M1.8%$336.26
49
2025-Q4
Decreased
1M
-54.3%
$308.1M1.3%$301.52
0
2025-Q3
Decreased
2.2M
-1.9%
$619.5M2.6%$276.37
0
2025-Q2
Increased
2.3M
+21.9%
$511.9M2.1%$223.41
65
2025-Q1
Increased
1.9M
+53.5%
$307.7M1.3%$163.15
68
2024-Q4
Decreased
1.2M
-8.5%
$238.6M0.9%$193.34
0
2024-Q3
Decreased
1.3M
-47.1%
$229.3M0.8%$169.49
0

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