Question 1

How many shares of TSM does Select Equity Group, L.P. own?

Accepted Answer

As of 2026-Q2, Select Equity Group, L.P. holds 1M shares of TSM (TAIWAN SEMICONDUCTOR MANUFAC).

Question 2

What is Select Equity Group, L.P.'s TSM position worth?

Accepted Answer

As of 2026-Q2, Select Equity Group, L.P.'s TSM position is worth $489.1M.

Question 3

Is Select Equity Group, L.P. buying or selling TSM?

Accepted Answer

In 2026-Q2, Select Equity Group, L.P. decreased their TSM position (-0.4% change in shares).

Question 4

When did Select Equity Group, L.P. first buy TSM?

Accepted Answer

Based on available 13F filings, Select Equity Group, L.P. first reported a position in TSM in 2024-Q3. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1M	-0.4%	$489.1M	2.4%	$477.57	0
2026-Q1	Increased	1M	+1.4%	$347.4M	1.8%	$353.13	49
2025-Q4	Decreased	1M	-54.3%	$308.1M	1.3%	$299.58	0
2025-Q3	Decreased	2.2M	-1.9%	$619.5M	2.6%	$272.49	0
2025-Q2	Increased	2.3M	+21.9%	$511.9M	2.1%	$227.24	65
2025-Q1	Increased	1.9M	+53.5%	$307.7M	1.3%	$163.69	68
2024-Q4	Decreased	1.2M	-8.5%	$238.6M	0.9%	$197.73	0
2024-Q3	Decreased	1.3M	-47.1%	$229.3M	0.8%	$175.05	0