Ownership history in LONE PINE CAPITAL LLC · 17 quarters on record
This page tracks every 13F SEC filing in which LONE PINE 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 | UNCHANGED | 3,052,400 | — | 0% | 6.81% | $927.6M | $303.04 |
| 2025 Q3 | REDUCED | 3,052,400 | -383,520 | -11.2% | 6.20% | $852.5M | $277.76 |
| 2025 Q2 | REDUCED | 3,435,920 | -429,461 | -11.1% | 5.54% | $778.2M | $224.54 |
| 2025 Q1 | ADDED | 3,865,381 | +104,937 | +2.8% | 5.54% | $641.7M | $163.97 |
| 2024 Q4 | REDUCED | 3,760,444 | -452,417 | -10.7% | 5.52% | $742.7M | $194.32 |
| 2024 Q3 | REDUCED | 4,212,861 | -1,789,337 | -29.8% | 5.46% | $731.6M | $170.34 |
| 2024 Q2 | REDUCED | 6,002,198 | -170,326 | -2.8% | 8.46% | $1.04B | $169.85 |
| 2024 Q1 | REDUCED | 6,172,524 | -775,400 | -11.2% | 6.63% | $839.8M | $132.53 |
| 2023 Q4 | REDUCED | 6,947,924 | -852,228 | -10.9% | 6.25% | $722.6M | $100.90 |
| 2023 Q3 | ADDED | 7,800,152 | +1,389,785 | +21.7% | 6.53% | $677.8M | $83.91 |
As of 2025 Q4 — sorted by position size