Question 1

Does Orbis Allan Gray own TSM stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Orbis Allan Gray holds 2,916 shares of TSM (TSMC), worth $1.4M.

Question 2

How many shares of TSM does Orbis Allan Gray own?

Accepted Answer

As of its Q2 2026 13F, Orbis Allan Gray holds 2,916 shares of TSM (TSMC).

Question 3

What is Orbis Allan Gray's TSM position worth?

Accepted Answer

As of its Q2 2026 13F, Orbis Allan Gray's TSM position is worth $1.4M.

Question 4

Is Orbis Allan Gray buying or selling TSM?

Accepted Answer

In Q2 2026, Orbis Allan Gray reduced its TSM position by 2,128 shares (-42.2%).

Question 5

When did Orbis Allan Gray first buy TSM?

Accepted Answer

Orbis Allan Gray already held TSM in its Q1 2019 13F, the earliest on record, and has listed it in 26 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	2,916	-42.2%	$1.4M	0.0%	$476.29	0
2026-Q1	Unchanged	5,044	0.0%	$1.7M	0.0%	$336.26	0
2025-Q4	Decreased	5,044	-6.8%	$1.5M	0.0%	$301.52	0
2025-Q3	Unchanged	5,412	0.0%	$1.5M	0.0%	$276.37	0
2025-Q2	New	5,412	—	$1.2M	0.0%	$223.41	35
2024-Q4	Exited	0	-100.0%	$0	0.0%	$193.34	0
2024-Q3	Decreased	16,958	-85.9%	$2.9M	0.0%	$169.49	0