Question 1

How many shares of TSM does W1M Asset Management Ltd own?

Accepted Answer

As of 2026-Q2, W1M Asset Management Ltd holds 1.1M shares of TSM (TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/).

Question 2

What is W1M Asset Management Ltd's TSM position worth?

Accepted Answer

As of 2026-Q2, W1M Asset Management Ltd's TSM position is worth $516M.

Question 3

Is W1M Asset Management Ltd buying or selling TSM?

Accepted Answer

In 2026-Q2, W1M Asset Management Ltd increased their TSM position (+1.4% change in shares).

Question 4

When did W1M Asset Management Ltd first buy TSM?

Accepted Answer

Based on available 13F filings, W1M Asset Management Ltd first reported a position in TSM in 2024-Q3. They have held the position across 27 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.1M	+1.4%	$516M	4.7%	$477.57	58
2026-Q1	Increased	1.1M	+0.7%	$361.1M	3.9%	$353.13	57
2025-Q4	Increased	1.1M	+617.0%	$322.4M	3.3%	$299.58	92
2025-Q3	Decreased	147,968	-4.0%	$41.3M	3.0%	$272.49	0
2025-Q2	Increased	154,199	+23.8%	$34.9M	2.6%	$227.24	60
2025-Q1	Decreased	124,593	-14.8%	$20.7M	1.8%	$163.69	0
2024-Q4	Decreased	146,226	-11.3%	$28.9M	2.5%	$197.73	0
2024-Q3	Increased	164,791	+0.4%	$28.6M	2.3%	$175.05	49