Question 1

How many shares of TSM does WINDACRE PARTNERSHIP LLC own?

Accepted Answer

As of 2026-Q2, WINDACRE PARTNERSHIP LLC holds 1.3M shares of TSM (TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/).

Question 2

What is WINDACRE PARTNERSHIP LLC's TSM position worth?

Accepted Answer

As of 2026-Q2, WINDACRE PARTNERSHIP LLC's TSM position is worth $629.4M.

Question 3

Is WINDACRE PARTNERSHIP LLC buying or selling TSM?

Accepted Answer

In 2026-Q2, WINDACRE PARTNERSHIP LLC decreased their TSM position (-40.7% change in shares).

Question 4

When did WINDACRE PARTNERSHIP LLC first buy TSM?

Accepted Answer

Based on available 13F filings, WINDACRE PARTNERSHIP LLC first reported a position in TSM in 2024-Q3. They have held the position across 15 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.3M	-40.7%	$629.4M	6.2%	$477.57	0
2026-Q1	Decreased	2.2M	-10.6%	$750.6M	8.0%	$353.13	0
2025-Q4	Decreased	2.5M	-12.2%	$754.6M	8.1%	$299.58	0
2025-Q3	Decreased	2.8M	-3.9%	$789.6M	9.9%	$272.49	0
2025-Q2	Increased	2.9M	+10.5%	$666.1M	9.1%	$227.24	71
2025-Q1	Increased	2.7M	+4.9%	$441.8M	6.6%	$163.69	67
2024-Q4	Decreased	2.5M	-13.2%	$500.9M	7.3%	$197.73	0
2024-Q3	Decreased	2.9M	-6.8%	$507.5M	6.7%	$175.05	0