Ownership history in WINDACRE PARTNERSHIP LLC · 13 quarters on record
This page tracks every 13F SEC filing in which WINDACRE PARTNERSHIP 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 | 2,483,100 | -344,000 | -12.2% | 8.09% | $754.6M | $303.04 |
| 2025 Q3 | REDUCED | 2,827,100 | -114,000 | -3.9% | 9.88% | $789.6M | $277.76 |
| 2025 Q2 | ADDED | 2,941,100 | +279,900 | +10.5% | 9.13% | $666.1M | $224.54 |
| 2025 Q1 | ADDED | 2,661,200 | +125,000 | +4.9% | 6.62% | $441.8M | $163.97 |
| 2024 Q4 | REDUCED | 2,536,200 | -385,800 | -13.2% | 7.35% | $500.9M | $194.32 |
| 2024 Q3 | REDUCED | 2,922,000 | -212,000 | -6.8% | 6.74% | $507.5M | $170.34 |
| 2024 Q2 | ADDED | 3,134,000 | +280,000 | +9.8% | 7.16% | $544.7M | $169.85 |
| 2024 Q1 | REDUCED | 2,854,000 | -1,161,000 | -28.9% | 5.34% | $388.3M | $132.53 |
| 2023 Q4 | REDUCED | 4,015,000 | -1,574,000 | -28.2% | 6.34% | $417.6M | $100.90 |
| 2023 Q3 | REDUCED | 5,589,000 | -520,000 | -8.5% | 8.84% | $485.7M | $83.91 |
As of 2025 Q4 — sorted by position size