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Situational Awareness LP
Situational Awareness LP
TSM
2 quarters
Position history for Situational Awareness LP's holdings in Taiwan Semiconductor Manufacturing Company Ltd.
Yes. Situational Awareness holds 2,649,035 shares of TSM (TSMC), worth $1.3B, as of its Q2 2026 13F filing. It increased the position from 22,423 shares in Q1 2026. Situational Awareness has held TSM since Q1 2026, across 2 quarterly 13F filings. TSM is 6.2% of Situational Awareness' reported 13F portfolio.
Current Value
$1.3B
Current Shares
2.6M
Total Value Change
+$1.3B
Total Shares Change
+2.6M
Quarter-by-Quarter History
Other major holders of TSM: FMR LLC, Capital World Investors