Form 13F security
TAIWAN SEMICONDUCTOR MANUF ADR
Class COM
As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.
Filed up to 45 days after quarter end; holdings may have changed since.
Tracked managers holding it
Share and principal positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC — Ken Fisher | 2026-06-30 | $9,010M | 2.7% | SH 18,866,198 | — |
| COATUE MANAGEMENT LLC | 2026-06-30 | $4,258M | 8.8% | SH 8,914,995 | — |
| TIGER GLOBAL MANAGEMENT LLC | 2026-06-30 | $2,331M | 9.7% | SH 4,881,008 | — |
| EAGLE CAPITAL MANAGEMENT LLC | 2026-06-30 | $2,113M | 6.5% | SH 4,423,550 | — |
| First Eagle Investment Management, LLC | 2026-06-30 | $1,789M | 2.9% | SH 3,745,597 | — |
| VIKING GLOBAL INVESTORS LP | 2026-06-30 | $1,513M | 4.3% | SH 3,168,097 | — |
| APPALOOSA LP — David Tepper | 2026-06-30 | $788M | 10.2% | SH 1,650,000 | — |
| Point72 Asset Management, L.P. | 2026-06-30 | $766M | 0.8% | SH 1,603,897 | — |
| Dodge & Cox | 2026-06-30 | $688M | 0.4% | SH 1,440,767 | — |
| Altimeter Capital Management, LP | 2026-06-30 | $683M | 6.9% | SH 1,429,355 | — |
| Ruane, Cunniff & Goldfarb L.P. | 2026-06-30 | $560M | 8.7% | SH 1,172,725 | — |
| Fundsmith LLP | 2026-06-30 | $548M | 4.0% | SH 1,148,449 | — |
| BAILLIE GIFFORD & CO | 2026-06-30 | $459M | 0.4% | SH 960,732 | — |
| MAVERICK CAPITAL LTD | 2026-06-30 | $340M | 3.0% | SH 711,757 | — |
| Duquesne Family Office LLC — Stanley Druckenmiller | 2026-06-30 | $282M | 5.4% | SH 589,680 | — |
| SOROS FUND MANAGEMENT LLC | 2026-06-30 | $249M | 3.1% | SH 522,158 | — |
| POLEN CAPITAL MANAGEMENT LLC | 2026-06-30 | $239M | 2.1% | SH 501,210 | — |
| Third Point LLC — Daniel Loeb | 2026-06-30 | $220M | 4.7% | SH 460,000 | — |
| FUNDSMITH INVESTMENT SERVICES LTD. | 2026-06-30 | $197M | 4.3% | SH 411,476 | — |
| Cantillon Capital Management LLC | 2026-06-30 | $55M | 8.2% | SH 114,820 | — |
| WEDGEWOOD PARTNERS INC | 2026-06-30 | $50M | 10.4% | SH 105,499 | — |
| LONE PINE CAPITAL LLC | 2026-06-30 | $48M | 0.3% | SH 101,242 | — |
| FAIRFAX FINANCIAL HOLDINGS LTD/ CAN | 2026-06-30 | $45M | 1.7% | SH 93,700 | — |
| Bridgewater Associates, LP | 2026-06-30 | $16M | <0.1% | SH 34,525 | — |
| ARIEL INVESTMENTS, LLC | 2026-06-30 | $8.5M | <0.1% | SH 17,838 | — |
| PZENA INVESTMENT MANAGEMENT LLC | 2026-06-30 | $1.9M | <0.1% | SH 4,054 | — |
| Davis Selected Advisers | 2026-06-30 | $1.9M | <0.1% | SH 3,980 | — |
| GAMCO INVESTORS, INC. ET AL | 2026-06-30 | $1.8M | <0.1% | SH 3,710 | — |
| Giverny Capital Inc. | 2026-06-30 | $1.7M | <0.1% | SH 3,655 | — |
| Oasis Management Co Ltd. | 2026-06-30 | $1.4M | <0.1% | SH 3,000 | — |
Total $27,263M across 30 of 69 managers.
Put positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| SOROS FUND MANAGEMENT LLC | 2026-06-30 | $81M | 1.0% | SH 170,000 | [PUT] |
| Point72 Asset Management, L.P. | 2026-06-30 | $14M | <0.1% | SH 29,400 | [PUT] |
Total $95M across 2 of 69 managers.
Call positions
| Manager | Quarter | Value | % of portfolio | SH/PRN qty | Put/call |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 2026-06-30 | $20M | <0.1% | SH 42,600 | [CALL] |
Total $20M across 1 of 69 managers.
Sums are across tracked reports, not unique economic ownership.
WEDGEWOOD PARTNERS INC — Combined report.
FAIRFAX FINANCIAL HOLDINGS LTD/ CAN — Combined report.
ARIEL INVESTMENTS, LLC — Combined report.
PZENA INVESTMENT MANAGEMENT LLC — Combined report.
BAILLIE GIFFORD & CO — Combined report.
COATUE MANAGEMENT LLC — Combined report.
Cantillon Capital Management LLC — Combined report.
First Eagle Investment Management, LLC — Combined report.
First Eagle Investment Management, LLC — Amended: this view reflects the filer's restatement of 2026-08-24.
Giverny Capital Inc. — Amended: this view reflects the filer's restatement of 2026-08-26.
Filed rows (46) — as filed
The filer reports some securities in multiple rows; rows are shown as filed.
Quarter-to-quarter notes
Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.
Newly reported by Fundsmith LLP.
Changes appear only where the prior quarter's validated report exists.
Filing details
First Eagle Investment Management, LLC — Superseded filing: 13F-HR filed 2026-08-05.
Giverny Capital Inc. — Superseded filing: 13F-HR filed 2026-08-14.