David Tepper - Appaloosa
Holding/activity history for Taiwan Semiconductor (TSM)
← All TSM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,327,500 | 7.56 | Add 17.48% | 1.12 | $311.70–390.21 · VW $343.40i | $448,628,625 | SEC |
| 2025 Q4 | 1,130,000 | 5.01 | Add 6.60% | 0.31 | $266.82–313.98 · VW $294.68i | $343,395,700 | SEC |
| 2025 Q3 | 1,060,000 | 4.01 | Add 3.41% | 0.13 | $221.18–286.00 · VW $245.26i | $296,047,400 | SEC |
| 2025 Q2 | 1,025,000 | 3.60 | Add 279.63% | 2.65 | $134.25–228.88 · VW $180.01i | $232,152,250 | SEC |
| 2025 Q1 | 270,000 | 0.81 | Add 8.00% | 0.06 | $159.73–226.40 · VW $190.41i | $44,820,000 | SEC |
| 2024 Q4 | 250,000 | 0.76 | Reduce 37.50% | 0.39 | $170.78–212.60 · VW $192.91i | $49,372,500 | SEC |
| 2024 Q3 | 400,000 | 1.03 | Reduce 13.04% | 0.17 | $133.57–193.47 · VW $167.67i | $69,468,000 | SEC |
| 2024 Q2 | 460,000 | 1.29 | Reduce 8.00% | 0.08 | $125.78–184.86 · VW $151.33i | $79,952,600 | SEC |
| 2024 Q1 | 500,000 | 1.02 | $136.05 | $68,025,000 | SEC | ||
| 2023 Q4 | 500,000 | 0.92 | Reduce 50.00% | 0.86 | $84.95–105.52 · VW $94.64i | $52,000,000 | SEC |
| 2023 Q3 | 1,000,000 | 1.72 | Reduce 43.66% | 1.45 | $84.02–107.30 · VW $94.88i | $86,900,000 | SEC |
| 2023 Q2 | 1,775,000 | 3.32 | Buy | 3.32 | $81.21–110.69 · VW $95.25i | $179,133,000 | SEC |
Price snapshot:
Current price$421.58
Avg. buy price$223.99
+/- since buy88.22%
52-week low$221.25
52-week high$479.00