Back to Situational Awareness LP Situational Awareness LP

TSMTSM
2 quarters

Position history for Situational Awareness LPSituational Awareness LP's holdings in TAIWAN SEMICONDUCTOR MANUFAC

Situational Awareness LP holds 2.6M shares of TSM (TAIWAN SEMICONDUCTOR MANUFAC), worth $1.3B as of 2026-Q2. The position was increased (+117x shares). TSM represents 6.2% of Situational Awareness LP's portfolio.

Current Value

$1.3B

Current Shares

2.6M

Total Value Change

+$1.3B

Total Shares Change

+2.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.6M
+117x
$1.3B6.2%$476.29
100
2026-Q1
New
22,423
-
$7.6M0.1%$336.26
39

Other major holders of TSM: BNP PARIBAS FINANCIAL MARKETS, FMR LLC

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