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 2020-Q2. 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
2024-Q2	Increased	656,400	+146.7%	$114.1M	0.9%	$170.33	68
2024-Q1	Decreased	266,100	-16.5%	$36.2M	0.3%	$132.90	0
2023-Q4	Decreased	318,520	-32.1%	$33.1M	0.4%	$101.18	0
2023-Q3	Decreased	469,000	-2.1%	$40.8M	0.5%	$84.15	0
2023-Q2	Increased	479,000	+31.2%	$48.3M	0.6%	$96.95	52
2023-Q1	New	365,000	-	$34M	0.4%	$88.71	48
2021-Q3	Exited	0	-100.0%	$0	0.0%	$103.85	0
2021-Q2	Decreased	100,000	-28.6%	$12M	0.2%	$111.40	0
2021-Q1	New	140,000	-	$16.6M	0.2%	$106.21	47
2020-Q4	Exited	0	-100.0%	$0	0.0%	$100.14	0
2020-Q3	Increased	470,000	+27.0%	$38.1M	1.1%	$73.72	57
2020-Q2	New	370,000	-	$21M	0.5%	$51.37	47

TSM20 quarters

TSM
20 quarters