Question 1

How many shares of TSM does Alphinity Investment Management Pty Ltd own?

Accepted Answer

As of 2026-Q2, Alphinity Investment Management Pty Ltd holds 662,245 shares of TSM (TAIWAN SEMICONDUCTOR MANUFAC).

Question 2

What is Alphinity Investment Management Pty Ltd's TSM position worth?

Accepted Answer

As of 2026-Q2, Alphinity Investment Management Pty Ltd's TSM position is worth $316.3M.

Question 3

Is Alphinity Investment Management Pty Ltd buying or selling TSM?

Accepted Answer

In 2026-Q2, Alphinity Investment Management Pty Ltd decreased their TSM position (-29.2% change in shares).

Question 4

When did Alphinity Investment Management Pty Ltd first buy TSM?

Accepted Answer

Based on available 13F filings, Alphinity Investment Management Pty Ltd first reported a position in TSM in 2024-Q4. They have held the position across 7 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	662,245	-29.2%	$316.3M	5.3%	$477.57	0
2026-Q1	Decreased	935,498	-27.6%	$316.2M	5.6%	$353.13	0
2025-Q4	Decreased	1.3M	-20.6%	$392.4M	4.0%	$299.58	0
2025-Q3	Decreased	1.6M	-36.0%	$454M	4.4%	$272.49	0
2025-Q2	Decreased	2.5M	-14.0%	$574.9M	4.9%	$227.24	0
2025-Q1	Increased	3M	+66.9%	$489.8M	3.3%	$163.69	86
2024-Q4	New	1.8M	—	$349.2M	1.9%	$197.73	72