TSM TAIWAN SEMICONDUCTOR MFG LTD

Ownership history in COOKSON PEIRCE & CO INC  ·  29 quarters on record

AI Ownership Summary

COOKSON PEIRCE & CO INC reported TAIWAN SEMICONDUCTOR MFG LTD (TSM) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.78% in 2025 Q4. The latest visible filing shows TSM at 5.78% 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 COOKSON PEIRCE & CO INC's position in TAIWAN SEMICONDUCTOR MFG LTD, 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 5.78% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.78% in 2025 Q4

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

Time in book
Holding Window
2023 Q4 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.

How COOKSON PEIRCE & CO INC held TSM — position size vs. price
% of Fund (quarterly)    TSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 458,893 -8,673 -1.9% 5.78% $139.5M 2026-02-14 (Est.) $365.33
2025 Q3 REDUCED 467,566 -8,813 -1.8% 5.36% $130.6M 2025-11-06 $287.65
2025 Q2 REDUCED 476,379 -7,805 -1.6% 4.75% $107.9M 2025-07-30 $240.82
2025 Q1 REDUCED 484,184 -2,265 -0.5% 4.04% $80.4M 2025-05-13 $191.62
2024 Q4 ADDED 486,449 +79,092 +19.4% 4.35% $96.1M 2025-02-06 $207.12
2024 Q3 ADDED 407,357 +89,340 +28.1% 3.32% $70.7M 2024-11-12 $188.09
2024 Q2 ADDED 318,017 +237,209 +293.5% 2.66% $55.3M 2024-08-14 $166.10
2024 Q1 ADDED 80,808 +71,748 +791.9% 0.59% $11.0M 2024-04-23 $129.98
2023 Q4 ADDED 9,060 +785 +9.5% 0.06% $942K 2024-01-30 $112.60
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About COOKSON PEIRCE & CO INC and TSM

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

How long has COOKSON PEIRCE & CO INC reported owning TSM?

COOKSON PEIRCE & CO INC reported TSM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TSM position in COOKSON PEIRCE & CO INC's portfolio?

The largest reported portfolio weight for TSM was 5.78% in 2025 Q4.

What is the latest reported TSM position on this page?

The most recent filing on this page is 2025 Q4, when COOKSON PEIRCE & CO INC reported 458,893 shares, equal to 5.78% of portfolio, with an estimated market value of $139.5M.

What does the chart on this TSM ownership page compare?

The chart compares COOKSON PEIRCE & CO INC'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.

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