Question 1

How many shares of TSM does Mirova US LLC own?

Accepted Answer

As of 2026-Q2, Mirova US LLC holds 1.1M shares of TSM (TAIWAN SEMICONDUCTOR MANUFAC).

Question 2

What is Mirova US LLC's TSM position worth?

Accepted Answer

As of 2026-Q2, Mirova US LLC's TSM position is worth $543.1M.

Question 3

Is Mirova US LLC buying or selling TSM?

Accepted Answer

In 2026-Q2, Mirova US LLC decreased their TSM position (-11.3% change in shares).

Question 4

When did Mirova US LLC first buy TSM?

Accepted Answer

Based on available 13F filings, Mirova US LLC 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	Decreased	1.1M	-11.3%	$543.1M	5.8%	$476.29	0
2026-Q1	Decreased	1.3M	-23.7%	$433.1M	4.9%	$336.26	0
2025-Q4	Decreased	1.7M	-3.0%	$510.6M	5.1%	$301.52	0
2025-Q3	Decreased	1.7M	-3.6%	$483.8M	4.9%	$276.37	0
2025-Q2	Increased	1.8M	+1.6%	$407M	4.2%	$223.41	59
2025-Q1	Increased	1.8M	+4.0%	$293.5M	3.5%	$163.15	60
2024-Q4	Decreased	1.7M	-16.8%	$335.7M	4.0%	$193.34	0
2024-Q3	Decreased	2M	-13.2%	$355M	4.1%	$169.49	0