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Position history for Select Equity Group, L.P.Select Equity Group, L.P.'s holdings in TAIWAN SEMICONDUCTOR MANUFAC

Select Equity Group, L.P. holds 1M shares of TSM (TAIWAN SEMICONDUCTOR MANUFAC), worth $489.1M as of 2026-Q2. The position was decreased (-0.4% shares). TSM represents 2.4% of Select Equity Group, L.P.'s 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%$477.57
0
2026-Q1
Increased
1M
+1.4%
$347.4M1.8%$353.13
49
2025-Q4
Decreased
1M
-54.3%
$308.1M1.3%$299.58
0
2025-Q3
Decreased
2.2M
-1.9%
$619.5M2.6%$272.49
0
2025-Q2
Increased
2.3M
+21.9%
$511.9M2.1%$227.24
65
2025-Q1
Increased
1.9M
+53.5%
$307.7M1.3%$163.69
68
2024-Q4
Decreased
1.2M
-8.5%
$238.6M0.9%$197.73
0
2024-Q3
Decreased
1.3M
-47.1%
$229.3M0.8%$175.05
0

Other major holders of TSM: BNP PARIBAS FINANCIAL MARKETS, FMR LLC

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