Question 1

How many shares of TSM does Mirova US LLC own?

Accepted Answer

As of 2026-Q1, Mirova US LLC holds 1.3M shares of TSM (TAIWAN SEMICONDUCTOR MANUFAC).

Question 2

What is Mirova US LLC's TSM position worth?

Accepted Answer

As of 2026-Q1, Mirova US LLC's TSM position is worth $433.1M.

Question 3

Is Mirova US LLC buying or selling TSM?

Accepted Answer

In 2026-Q1, Mirova US LLC decreased their TSM position (-23.7% 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-Q2. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	1.3M	-23.7%	$433.1M	4.9%	$353.13	0
2025-Q4	Decreased	1.7M	-3.0%	$510.6M	5.1%	$299.58	0
2025-Q3	Decreased	1.7M	-3.6%	$483.8M	4.9%	$272.49	0
2025-Q2	Increased	1.8M	+1.6%	$407M	4.2%	$227.24	59
2025-Q1	Increased	1.8M	+4.0%	$293.5M	3.5%	$163.69	60
2024-Q4	Decreased	1.7M	-16.8%	$335.7M	4.0%	$197.73	0
2024-Q3	Decreased	2M	-13.2%	$355M	4.1%	$175.05	0
2024-Q2	Increased	2.4M	+0.6%	$409.2M	5.1%	$170.33	62