Question 1

How many shares of TSM does Varma Mutual Pension Insurance Co own?

Accepted Answer

As of 2026-Q2, Varma Mutual Pension Insurance Co holds 372,800 shares of TSM (TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/).

Question 2

What is Varma Mutual Pension Insurance Co's TSM position worth?

Accepted Answer

As of 2026-Q2, Varma Mutual Pension Insurance Co's TSM position is worth $178M.

Question 3

Is Varma Mutual Pension Insurance Co buying or selling TSM?

Accepted Answer

In 2026-Q2, Varma Mutual Pension Insurance Co increased their TSM position (+2.3% change in shares).

Question 4

When did Varma Mutual Pension Insurance Co first buy TSM?

Accepted Answer

Based on available 13F filings, Varma Mutual Pension Insurance Co first reported a position in TSM in 2024-Q3. They have held the position across 20 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	372,800	+2.3%	$178M	0.9%	$477.57	44
2026-Q1	Unchanged	364,600	0.0%	$123.2M	0.7%	$353.13	0
2025-Q4	Unchanged	364,600	0.0%	$110.8M	0.7%	$299.58	0
2025-Q3	Unchanged	364,600	0.0%	$101.8M	0.7%	$272.49	0
2025-Q2	Decreased	364,600	-2.1%	$82.6M	0.6%	$227.24	0
2025-Q1	Unchanged	372,400	0.0%	$61.8M	0.5%	$163.69	0
2024-Q4	Decreased	372,400	-43.3%	$73.5M	0.6%	$197.73	0
2024-Q3	Unchanged	656,400	0.0%	$125.1M	1.0%	$175.05	0