JENSEN INVESTMENT MANAGEMENT INC TSM — Taiwan Semiconductor Manuf ADS

Ownership history in JENSEN INVESTMENT MANAGEMENT INC  ·  24 quarters on record

AI Ownership Summary

JENSEN INVESTMENT MANAGEMENT INC reported Taiwan Semiconductor Manuf ADS (TSM) in 24 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.11% in 2026 Q1. The latest visible filing shows TSM at 0.11% 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 JENSEN INVESTMENT MANAGEMENT INC's position in Taiwan Semiconductor Manuf ADS, 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
2026 Q1

TSM was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 JENSEN INVESTMENT MANAGEMENT INC fund profile JENSEN INVESTMENT MANAGEMENT INC full holdings
How JENSEN INVESTMENT MANAGEMENT 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 16,427 -693 -4.0% 0.11% $5.6M 2026-05-05 $393.49
2025 Q4 REDUCED 10.5% +11.5% ❌ 17,120 -2,000 -10.5% 0.08% $5.2M 2026-02-11 $372.17
2025 Q3 ADDED — — — 19,120 +1,782 +10.3% 0.07% $5.3M 2025-11-06 $286.98
2025 Q2 REDUCED 15.6% +21.0% ❌ 17,338 -3,200 -15.6% 0.05% $3.9M 2025-08-08 $239.18
2025 Q1 UNCHANGED — — — 20,538 — 0% 0.04% $3.4M 2025-05-09 $173.95
2024 Q4 ADDED — — — 20,538 +170 +0.8% 0.04% $4.1M 2025-02-10 $204.13
2024 Q3 UNCHANGED — — — 20,368 — 0% 0.03% $3.5M 2024-11-04 $187.45
2024 Q2 ADDED — — — 20,368 +328 +1.6% 0.03% $3.5M 2024-08-05 $144.24
2024 Q1 ADDED — — — 20,040 +1,870 +10.3% 0.02% $2.7M 2024-05-07 $137.14
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TSM

As of 2026 Q2 — sorted by position size

Trinity Street Asset Management LLP 3Y 7Y 22.89% Nipun Capital, L.P. 18.98% PineStone Asset Management Inc. 3Y 14.63% Credit Capital Investments LLC 3Y 7Y 14.49% TT International Asset Management LTD 3Y 12.5% TB Alternative Assets Ltd. 3Y 7Y 12.14% Shelter Rock Management, LLC 10.87% Milestones Administradora de Recursos Ltda. 10.75% COMGEST GLOBAL INVESTORS S.A.S. 3Y 7Y 10.62% Franchise GP Ltd 9.77%

FAQ About JENSEN INVESTMENT MANAGEMENT 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 JENSEN INVESTMENT MANAGEMENT INC reported owning TSM?

JENSEN INVESTMENT MANAGEMENT INC reported TSM across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported TSM position in JENSEN INVESTMENT MANAGEMENT INC's portfolio?

The largest reported portfolio weight for TSM was 0.11% in 2026 Q1.

What is the latest reported TSM position on this page?

The most recent filing on this page is 2026 Q1, when JENSEN INVESTMENT MANAGEMENT INC reported 16,427 shares, equal to 0.11% of portfolio, with an estimated market value of $5.6M.

What does the chart on this TSM ownership page compare?

The chart compares JENSEN INVESTMENT MANAGEMENT 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.

How well did JENSEN INVESTMENT MANAGEMENT INC time their TSM position?

Based on 13F filing dates vs. subsequent TSM price moves, JENSEN INVESTMENT MANAGEMENT INC correctly timed 10 out of 20 reported position changes (50%). The annualised alpha on TSM relative to SPY over the holding period was +15.9%.

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