TSM — TAIWAN SEMICONDUCTOR MFG (ADS) Sponsored ADR

Ownership history in COATUE MANAGEMENT LLC  ·  17 quarters on record

AI Ownership Summary

COATUE MANAGEMENT LLC reported TAIWAN SEMICONDUCTOR MFG (ADS) Sponsored ADR (TSM) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 7.71% in 2024 Q2. The latest visible filing shows TSM at 6.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was COATUE MANAGEMENT LLC's position in TAIWAN SEMICONDUCTOR MFG (ADS) Sponsored ADR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

TSM was reported at 6.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.71% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TSM stock page COATUE MANAGEMENT LLC fund profile COATUE MANAGEMENT LLC full holdings
How COATUE MANAGEMENT LLC held TSM — position size vs. price
% of Fund (quarterly)    TSM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 8,629,524 +556,988 +6.9% 6.56% $2.62B 2026-02-14 (Est.) $365.33
2025 Q3 ADDED 8,072,536 +4,335 +0.1% 5.53% $2.25B 2025-11-14 $283.26
2025 Q2 ADDED 8,068,201 +108,164 +1.4% 5.09% $1.83B 2025-08-14 $238.92
2025 Q1 REDUCED 7,960,037 -2,002,065 -20.1% 5.83% $1.32B 2025-05-15 $191.84
2024 Q4 ADDED 9,962,102 +596,342 +6.4% 6.63% $1.97B 2025-02-14 $200.62
2024 Q3 REDUCED 9,365,760 -2,027,942 -17.8% 6.04% $1.63B 2024-11-14 $184.88
2024 Q2 ADDED 11,393,702 +1,053,684 +10.2% 7.71% $1.98B 2024-08-14 $166.10
2024 Q1 ADDED 10,340,018 +10,027,552 +3209.2% 5.52% $1.41B 2024-05-15 $151.56
2023 Q4 REDUCED 312,466 -2,059,097 -86.8% 0.14% $32.5M 2024-02-14 $125.42
2023 Q3 REDUCED 2,371,563 -4,387,128 -64.9% 1.05% $206.1M 2023-11-14 $95.51
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TSM

As of 2025 Q4 — sorted by position size

Noked Israel Ltd 3Y 7Y 42.24% LANSDOWNE PARTNERS (UK) LLP 3Y 7Y 29.53% Prime Capital Management Co Ltd 3Y 7Y 23.96% Marcho Partners LLP 3Y 22.78% 7G CAPITAL MANAGEMENT, LLC 3Y 20.79% OPTIMAS CAPITAL Ltd 3Y 20.33% HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 3Y 19.83% Trinity Street Asset Management LLP 3Y 7Y 18.46% Crow's Nest Holdings LP 3Y 15.95% BlueSpruce Investments, LP 3Y 7Y 15.61%

FAQ About COATUE MANAGEMENT LLC and TSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has COATUE MANAGEMENT LLC reported owning TSM?

COATUE MANAGEMENT LLC reported TSM across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported TSM position in COATUE MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for TSM was 7.71% in 2024 Q2.

What is the latest reported TSM position on this page?

The most recent filing on this page is 2025 Q4, when COATUE MANAGEMENT LLC reported 8,629,524 shares, equal to 6.56% of portfolio, with an estimated market value of $2.62B.

What does the chart on this TSM ownership page compare?

The chart compares COATUE MANAGEMENT LLC's quarterly TSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to COATUE MANAGEMENT LLC Holdings