Ownership history in Appaloosa LP · 11 quarters on record
This page tracks every 13F SEC filing in which Appaloosa LP reported a position in TAIWAN SEMICONDUCTOR MFG LTD (TSM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,130,000 | +70,000 | +6.6% | 4.96% | $343.4M | $303.04 |
| 2025 Q3 | ADDED | 1,060,000 | +35,000 | +3.4% | 4.01% | $296.0M | $277.76 |
| 2025 Q2 | ADDED | 1,025,000 | +755,000 | +279.6% | 3.60% | $232.2M | $224.54 |
| 2025 Q1 | ADDED | 270,000 | +20,000 | +8.0% | 0.53% | $44.8M | $163.97 |
| 2024 Q4 | REDUCED | 250,000 | -150,000 | -37.5% | 0.76% | $49.4M | $194.32 |
| 2024 Q3 | REDUCED | 400,000 | -60,000 | -13.0% | 1.03% | $69.5M | $170.34 |
| 2024 Q2 | REDUCED | 460,000 | -40,000 | -8.0% | 1.29% | $80.0M | $169.85 |
| 2024 Q1 | UNCHANGED | 500,000 | — | 0% | 1.01% | $68.0M | $132.53 |
| 2023 Q4 | REDUCED | 500,000 | -500,000 | -50.0% | 0.90% | $52.0M | $100.90 |
| 2023 Q3 | REDUCED | 1,000,000 | -775,000 | -43.7% | 1.72% | $86.9M | $83.91 |
As of 2025 Q4 — sorted by position size