Ownership history in JOHO CAPITAL LLC · 4 quarters on record
This page tracks every 13F SEC filing in which JOHO CAPITAL LLC 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 | REDUCED | 190,100 | -59,000 | -23.7% | 12.33% | $57.8M | $303.04 |
| 2025 Q3 | UNCHANGED | 249,100 | — | 0% | 12.36% | $69.6M | $277.76 |
| 2025 Q2 | ADDED | 249,100 | +81,100 | +48.3% | 7.95% | $56.4M | $224.54 |
| 2025 Q1 | INITIATED | 168,000 | — | — | 4.82% | $27.9M | $163.97 |
As of 2025 Q4 — sorted by position size