Ownership history in Mirova US LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Mirova US LLC reported a position in TAIWAN SEMICONDUCTOR MFG CO (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 | 1,680,068 | -52,353 | -3.0% | 5.13% | $510.6M | $303.04 |
| 2025 Q3 | REDUCED | 1,732,421 | -64,663 | -3.6% | 4.89% | $483.8M | $277.76 |
| 2025 Q2 | ADDED | 1,797,084 | +29,253 | +1.7% | 4.21% | $407.0M | $224.54 |
| 2025 Q1 | ADDED | 1,767,831 | +67,986 | +4.0% | 3.49% | $293.5M | $163.97 |
| 2024 Q4 | REDUCED | 1,699,845 | -344,100 | -16.8% | 4.03% | $335.7M | $194.32 |
| 2024 Q3 | REDUCED | 2,043,945 | -310,098 | -13.2% | 4.07% | $355.0M | $170.34 |
| 2024 Q2 | ADDED | 2,354,043 | +13,751 | +0.6% | 5.09% | $409.2M | $169.85 |
| 2024 Q1 | REDUCED | 2,340,292 | -47,681 | -2.0% | 4.28% | $318.4M | $132.53 |
| 2023 Q4 | REDUCED | 2,387,973 | -35,050 | -1.4% | 3.74% | $248.3M | $100.90 |
| 2023 Q3 | ADDED | 2,423,023 | +32,840 | +1.4% | 3.57% | $210.6M | $83.91 |
As of 2025 Q4 — sorted by position size