TSM TAIWAN SEMICONDUCTOR MFG LTD

Ownership history in FengHe Fund Management Pte. Ltd.  ·  16 quarters on record

AI Ownership Summary

FengHe Fund Management Pte. Ltd. reported TAIWAN SEMICONDUCTOR MFG LTD (TSM) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 26.05% in 2024 Q4. The latest visible filing shows TSM at 5.39% 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 FengHe Fund Management Pte. Ltd.'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 5.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
26.05% in 2024 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 FengHe Fund Management Pte. Ltd. held TSM — position size vs. price
% of Fund (quarterly)    TSM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 314,940 -38,960 -11.0% 5.39% $95.7M 2026-02-14 (Est.) $365.33
2025 Q3 ADDED 353,900 +253,800 +253.5% 9.02% $98.8M 2025-10-24 $293.34
2025 Q2 REDUCED 100,100 -47,500 -32.2% 3.72% $22.7M 2025-07-18 $238.33
2025 Q1 REDUCED 147,600 -299,500 -67.0% 9.19% $24.5M 2025-05-13 $191.62
2024 Q4 ADDED 447,100 +8,400 +1.9% 26.05% $88.3M 2025-01-31 $205.96
2024 Q3 REDUCED 438,700 -2,043,300 -82.3% 22.52% $76.2M 2024-11-07 $197.33
2024 Q2 ADDED 2,482,000 +1,865,300 +302.5% 10.31% $73.9M 2024-07-26 $158.25
2024 Q1 ADDED 616,700 +335,600 +119.4% 10.57% $83.9M 2024-05-13 $142.62
2023 Q4 ADDED 281,100 +216,600 +335.8% 5.13% $29.2M 2024-01-22 $109.66
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FengHe Fund Management Pte. Ltd. and TSM

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

How long has FengHe Fund Management Pte. Ltd. reported owning TSM?

FengHe Fund Management Pte. Ltd. reported TSM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported TSM position in FengHe Fund Management Pte. Ltd.'s portfolio?

The largest reported portfolio weight for TSM was 26.05% in 2024 Q4.

What is the latest reported TSM position on this page?

The most recent filing on this page is 2025 Q4, when FengHe Fund Management Pte. Ltd. reported 314,940 shares, equal to 5.39% of portfolio, with an estimated market value of $95.7M.

What does the chart on this TSM ownership page compare?

The chart compares FengHe Fund Management Pte. Ltd.'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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