Question 1

How many shares of TSM does Orbis Allan Gray Ltd own?

Accepted Answer

As of 2026-Q2, Orbis Allan Gray Ltd holds 2,916 shares of TSM (TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/).

Question 2

What is Orbis Allan Gray Ltd's TSM position worth?

Accepted Answer

As of 2026-Q2, Orbis Allan Gray Ltd's TSM position is worth $1.4M.

Question 3

Is Orbis Allan Gray Ltd buying or selling TSM?

Accepted Answer

In 2026-Q2, Orbis Allan Gray Ltd decreased their TSM position (-42.2% change in shares).

Question 4

When did Orbis Allan Gray Ltd first buy TSM?

Accepted Answer

Based on available 13F filings, Orbis Allan Gray Ltd first reported a position in TSM in 2024-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	2,916	-42.2%	$1.4M	0.0%	$477.57	0
2026-Q1	Unchanged	5,044	0.0%	$1.7M	0.0%	$353.13	0
2025-Q4	Decreased	5,044	-6.8%	$1.5M	0.0%	$299.58	0
2025-Q3	Unchanged	5,412	0.0%	$1.5M	0.0%	$272.49	0
2025-Q2	New	5,412	—	$1.2M	0.0%	$227.24	35
2024-Q4	Exited	0	-100.0%	$0	0.0%	$197.73	0
2024-Q3	Decreased	16,958	-85.9%	$2.9M	0.0%	$175.05	0