TSM — TAIWAN SEMICONDUCTOR MFG LTD

Ownership history in Select Equity Group, L.P.  ·  28 quarters on record

This page tracks every 13F SEC filing in which Select Equity Group, L.P. 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.

Peak position
2.55% (2025 Q3)
Avg. % of fund
0.69%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,013,739 -1,204,426 -54.3% 1.33% $308.1M $303.04
2025 Q3 REDUCED 2,218,165 -41,820 -1.9% 2.55% $619.5M $277.76
2025 Q2 ADDED 2,259,985 +406,347 +21.9% 2.15% $511.9M $224.54
2025 Q1 ADDED 1,853,638 +645,627 +53.4% 1.33% $307.7M $163.97
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    TSM price (monthly, adj. close)

Other funds also holding TSM

As of 2025 Q4 — sorted by position size

Noked Israel Ltd 3Y 7Y 42.24% LANSDOWNE PARTNERS (UK) LLP 3Y 7Y 29.53% Prime Capital Management Co Ltd 3Y 7Y 23.96% Marcho Partners LLP 3Y 22.78% 7G CAPITAL MANAGEMENT, LLC 3Y 20.79% OPTIMAS CAPITAL Ltd 3Y 20.33% HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 3Y 19.83% Trinity Street Asset Management LLP 3Y 7Y 18.46% Crow's Nest Holdings LP 3Y 15.95% BlueSpruce Investments, LP 3Y 7Y 15.61%
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