William von Mueffling - Cantillon Capital Management
Holding/activity history for Taiwan Semiconductor (TSM)
← All TSM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 2,493,551 | 5.60 | Reduce 11.87% | 0.55 | $311.70–390.21 · VW $343.40i | $842,695,561 | SEC |
| 2025 Q4 | 2,829,278 | 4.65 | Add 0.76% | 0.04 | $266.82–313.98 · VW $294.68i | $859,789,292 | SEC |
| 2025 Q3 | 2,807,971 | 4.32 | Reduce 1.09% | 0.04 | $221.18–286.00 · VW $245.26i | $784,238,220 | SEC |
| 2025 Q2 | 2,838,923 | 3.72 | Reduce 2.82% | 0.09 | $134.25–228.88 · VW $180.01i | $642,987,671 | SEC |
| 2025 Q1 | 2,921,336 | 3.14 | Reduce 3.00% | 0.11 | $159.73–226.40 · VW $190.41i | $484,941,776 | SEC |
| 2024 Q4 | 3,011,664 | 3.59 | Add 0.53% | 0.02 | $170.78–212.60 · VW $192.91i | $594,773,523 | SEC |
| 2024 Q3 | 2,995,687 | 3.18 | Reduce 2.90% | 0.10 | $133.57–193.47 · VW $167.67i | $520,260,961 | SEC |
| 2024 Q2 | 3,085,093 | 3.59 | Reduce 4.85% | 0.13 | $125.78–184.86 · VW $151.33i | $536,220,015 | SEC |
| 2024 Q1 | 3,242,314 | 2.77 | Reduce 1.98% | 0.05 | $98.80–158.40 · VW $126.98i | $441,116,819 | SEC |
| 2023 Q4 | 3,307,970 | 2.30 | Reduce 2.38% | 0.05 | $84.95–105.52 · VW $94.64i | $344,028,880 | SEC |
| 2023 Q3 | 3,388,509 | 2.18 | Reduce 0.39% | <0.01 | $84.02–107.30 · VW $94.88i | $294,461,432 | SEC |
| 2023 Q2 | 3,401,738 | 2.40 | Add 6.34% | 0.14 | $81.21–110.69 · VW $95.25i | $343,303,399 | SEC |
| 2023 Q1 | 3,199,062 | 2.42 | Reduce 1.58% | 0.03 | $73.77–98.99 · VW $89.99i | $297,576,747 | SEC |
| 2022 Q4 | 3,250,254 | 2.05 | Reduce 2.17% | 0.04 | $59.43–83.63 · VW $72.17i | $242,111,421 | SEC |
| 2022 Q3 | 3,322,282 | 2.06 | Reduce 0.83% | 0.02 | $67.74–91.94 · VW $81.17i | $227,776,000 | SEC |
| 2022 Q2 | 3,350,118 | 2.29 | Reduce 0.54% | 0.01 | $80.12–105.95 · VW $92.00i | $273,872,000 | SEC |
| 2022 Q1 | 3,368,200 | 2.51 | Add 3.03% | 0.07 | $97.62–145.00 · VW $115.50i | $351,169,000 | SEC |
| 2021 Q4 | 3,269,297 | 2.60 | Reduce 7.04% | 0.19 | $107.58–128.09 · VW $117.25i | $393,329,000 | SEC |
| 2021 Q3 | 3,516,896 | 2.68 | Reduce 1.63% | 0.05 | $107.68–125.78 · VW $116.73i | $392,661,000 | SEC |
| 2021 Q2 | 3,575,182 | 2.89 | Reduce 1.14% | 0.04 | $107.87–127.40 · VW $117.57i | $429,594,000 | SEC |
| 2021 Q1 | 3,616,582 | 3.11 | Reduce 3.65% | 0.11 | $107.89–142.20 · VW $123.30i | $427,769,000 | SEC |
| 2020 Q4 | 3,753,709 | 3.07 | Reduce 0.61% | 0.02 | $80.61–109.70 · VW $95.16i | $409,304,000 | SEC |
| 2020 Q3 | 3,776,668 | 2.56 | Reduce 1.00% | 0.02 | $56.76–86.79 · VW $77.08i | $306,175,000 | SEC |
| 2020 Q2 | 3,814,765 | 1.88 | Add 0.79% | 0.01 | $46.30–58.04 · VW $52.40i | $216,565,000 | SEC |
| 2020 Q1 | 3,784,974 | 2.00 | Reduce 0.09% | <0.01 | $42.70–60.64 · VW $52.69i | $180,884,000 | SEC |
| 2019 Q4 | 3,788,284 | 2.05 | Reduce 2.12% | 0.04 | $46.24–59.71 · VW $52.77i | $220,100,000 | SEC |
| 2019 Q3 | 3,870,375 | 1.75 | Reduce 0.95% | 0.01 | $39.24–46.74 · VW $42.99i | $179,895,000 | SEC |
| 2019 Q2 | 3,907,411 | 1.55 | Reduce 1.67% | 0.03 | $37.18–45.64 · VW $40.92i | $153,053,000 | SEC |
| 2019 Q1 | 3,973,957 | 1.73 | Reduce 0.45% | <0.01 | $34.21–41.24 · VW $38.11i | $162,773,000 | SEC |
| 2018 Q4 | 3,992,119 | 1.78 | Add 0.75% | 0.01 | $35.22–44.96 · VW $38.12i | $147,349,000 | SEC |
| 2018 Q3 | 3,962,255 | 1.97 | Reduce 6.17% | 0.10 | $36.04–45.24 · VW $42.10i | $174,973,000 | SEC |
| 2018 Q2 | 4,222,961 | 1.66 | Reduce 2.95% | 0.06 | $35.35–44.28 · VW $38.82i | $154,392,000 | SEC |
| 2018 Q1 | 4,351,374 | 2.16 | Add 64.02% | 0.84 | $39.96–46.57 · VW $43.67i | $190,416,000 | SEC |
| 2017 Q4 | 2,652,911 | 1.25 | Reduce 6.31% | 0.08 | $37.77–43.02 · VW $40.31i | $105,188,000 | SEC |
| 2017 Q3 | 2,831,662 | 1.24 | Buy | 1.24 | $34.31–38.43 · VW $36.49i | $106,329,000 | SEC |
Price snapshot:
Current price$421.58
Avg. buy price$48.23
+/- since buy774.18%
52-week low$221.25
52-week high$479.00