Jean-Marie Eveillard - First Eagle Investment Management
Holding/activity history for Taiwan Semiconductor (TSM)
← All TSM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 3,902,137 | 2.24 | Reduce 34.29% | 1.09 | $311.70–390.21 · VW $343.40i | $1,318,727,064 | SEC |
| 2025 Q4 | 5,938,326 | 3.18 | Reduce 11.37% | 0.39 | $266.82–313.98 · VW $294.68i | $1,804,597,906 | SEC |
| 2025 Q3 | 6,700,008 | 3.41 | Add 0.10% | <0.01 | $221.18–286.00 · VW $245.26i | $1,871,245,237 | SEC |
| 2025 Q2 | 6,693,025 | 2.95 | Add 18.56% | 0.46 | $134.25–228.88 · VW $180.01i | $1,515,903,183 | SEC |
| 2025 Q1 | 5,645,248 | 1.94 | Add 0.11% | <0.01 | $159.73–226.40 · VW $190.41i | $937,111,196 | SEC |
| 2024 Q4 | 5,639,152 | 2.50 | Reduce 3.65% | 0.08 | $170.78–212.60 · VW $192.91i | $1,113,676,034 | SEC |
| 2024 Q3 | 5,852,638 | 2.09 | Reduce 6.79% | 0.16 | $133.57–193.47 · VW $167.67i | $1,016,427,583 | SEC |
| 2024 Q2 | 6,278,852 | 2.42 | Reduce 30.69% | 0.86 | $125.78–184.86 · VW $151.33i | $1,091,327,275 | SEC |
| 2024 Q1 | 9,059,112 | 2.80 | Reduce 0.07% | <0.01 | $98.80–158.40 · VW $126.98i | $1,232,492,125 | SEC |
| 2023 Q4 | 9,065,086 | 2.26 | Add 0.94% | 0.02 | $84.95–105.52 · VW $94.64i | $942,768,896 | SEC |
| 2023 Q3 | 8,980,263 | 2.00 | Reduce 0.86% | 0.02 | $84.02–107.30 · VW $94.88i | $780,384,874 | SEC |
| 2023 Q2 | 9,058,450 | 2.34 | Add 0.19% | <0.01 | $81.21–110.69 · VW $95.25i | $914,178,787 | SEC |
| 2023 Q1 | 9,041,430 | 2.23 | Add 0.13% | <0.01 | $73.77–98.99 · VW $89.99i | $841,033,805 | SEC |
| 2022 Q4 | 9,029,539 | 1.86 | Add 1.37% | 0.03 | $59.43–83.63 · VW $72.17i | $672,610,336 | SEC |
| 2022 Q3 | 8,907,267 | 1.85 | Reduce 0.61% | 0.01 | $67.74–91.94 · VW $81.17i | $610,682,000 | SEC |
| 2022 Q2 | 8,961,845 | 2.07 | Reduce 1.12% | 0.03 | $80.12–105.95 · VW $92.00i | $732,631,000 | SEC |
| 2022 Q1 | 9,063,037 | 2.32 | Reduce 2.21% | 0.06 | $97.62–145.00 · VW $115.50i | $944,912,000 | SEC |
| 2021 Q4 | 9,267,991 | 2.80 | Reduce 3.62% | 0.10 | $107.58–128.09 · VW $117.25i | $1,115,032,000 | SEC |
| 2021 Q3 | 9,616,452 | 2.75 | Reduce 1.53% | 0.04 | $107.68–125.78 · VW $116.73i | $1,073,677,000 | SEC |
| 2021 Q2 | 9,765,589 | 2.93 | Add 0.56% | 0.02 | $107.87–127.40 · VW $117.57i | $1,173,433,000 | SEC |
| 2021 Q1 | 9,710,936 | 3.06 | Reduce 1.34% | 0.04 | $107.89–142.20 · VW $123.30i | $1,148,610,000 | SEC |
| 2020 Q4 | 9,843,287 | 3.02 | Reduce 2.48% | 0.06 | $80.61–109.70 · VW $95.16i | $1,073,312,000 | SEC |
| 2020 Q3 | 10,093,820 | 2.46 | Reduce 0.35% | <0.01 | $56.76–86.79 · VW $77.08i | $818,306,000 | SEC |
| 2020 Q2 | 10,129,031 | 1.81 | Add 0.02% | <0.01 | $46.30–58.04 · VW $52.40i | $575,025,000 | SEC |
| 2020 Q1 | 10,126,647 | 1.76 | Reduce 0.01% | <0.01 | $42.70–60.64 · VW $52.69i | $483,952,000 | SEC |
| 2019 Q4 | 10,127,279 | 1.61 | Reduce 1.18% | 0.02 | $46.24–59.71 · VW $52.77i | $588,395,000 | SEC |
| 2019 Q3 | 10,248,292 | 1.35 | Reduce 0.60% | <0.01 | $39.24–46.74 · VW $42.99i | $476,341,000 | SEC |
| 2019 Q2 | 10,310,611 | 1.09 | Add 5.40% | 0.06 | $37.18–45.64 · VW $40.92i | $403,867,000 | SEC |
| 2019 Q1 | 9,782,035 | 1.09 | Add 3.78% | 0.04 | $34.21–41.24 · VW $38.11i | $400,672,000 | SEC |
| 2018 Q4 | 9,425,992 | 1.01 | Add 98.09% | 0.50 | $35.22–44.96 · VW $38.12i | $347,913,000 | SEC |
| 2018 Q3 | 4,758,381 | 0.53 | Buy | 0.53 | $36.04–45.24 · VW $42.10i | $210,130,000 | SEC |
| 2016 Q3 | 0 | 0.00 | Sell 100.00% | 0.05 | $25.75–30.95 · VW $28.65i | SEC | |
| 2016 Q2 | 700,000 | 0.05 | $26.23 | $18,361,000 | SEC | ||
| 2016 Q1 | 700,000 | 0.05 | Add 40.00% | 0.01 | $20.45–26.62 · VW $23.34i | $18,340,000 | SEC |
| 2015 Q4 | 500,000 | 0.03 | $22.75 | $11,375,000 | SEC | ||
| 2015 Q3 | 500,000 | 0.03 | Buy | 0.03 | $17.32–23.33 · VW $20.72i | $10,375,000 | SEC |
Price snapshot:
Current price$421.58
Avg. buy price$71.36
+/- since buy490.76%
52-week low$221.25
52-week high$479.00