Howard Marks - Oaktree Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    52
Portfolio value:    $4,306,744,181
Holdings Activity Buys Sells    History
Holding/activity history for  Taiwan Semiconductor S.A. (TSM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2021   Q1 0 0.00 Sell 100.00% 0.93 SEC
2020   Q4 398,949 0.93 Reduce 84.28% 4.72 $109.04 $43,501,000 SEC
2020   Q3 2,538,033 5.60 Reduce 33.27% 1.96 $81.07 $205,758,000 SEC
2020   Q2 3,803,479 5.89 Add 9.99% 0.54 $56.77 $215,923,000 SEC
2020   Q1 3,457,927 5.90 Add 15.03% 0.77 $47.79 $165,245,000 SEC
2019   Q4 3,006,193 4.15 Add 5.53% 0.22 $58.10 $174,657,000 SEC
2019   Q3 2,848,572 3.27 Reduce 2.43% 0.07 $46.48 $132,405,000 SEC
2019   Q2 2,919,573 3.04 Add 0.66% 0.02 $39.17 $114,362,000 SEC
2019   Q1 2,900,352 3.37 Reduce 24.64% 1.04 $40.96 $118,799,000 SEC
2018   Q4 3,848,577 4.24 Add 6.14% 0.25 $36.91 $142,050,000 SEC
2018   Q3 3,625,809 3.14 Add 13.28% 0.37 $44.16 $160,116,000 SEC
2018   Q2 3,200,886 2.47 Add 10.17% 0.23 $36.56 $117,025,000 SEC
2018   Q1 2,905,441 3.31 Reduce 18.53% 0.71 $43.76 $127,142,000 SEC
2017   Q4 3,566,356 3.83 Reduce 11.89% 0.47 $39.65 $141,407,000 SEC
2017   Q3 4,047,500 3.93 Add 5.54% 0.21 $37.55 $151,984,000 SEC
2017   Q2 3,835,125 3.77 Add 0.80% 0.03 $34.93 $133,979,000 SEC
2017   Q1 3,804,736 3.06 Add 1.53% 0.05 $32.82 $124,883,000 SEC
2016   Q4 3,747,347 2.96 Add 10.26% 0.28 $28.74 $107,695,000 SEC
2016   Q3 3,398,797 2.92 Reduce 21.82% 1.12 $30.58 $103,921,000 SEC
2016   Q2 4,347,356 5.12 Reduce 2.53% 0.12 $26.20 $113,901,000 SEC
2016   Q1 4,460,356 4.65 $22.75 $101,473,000 SEC
2015   Q4 4,460,356 2.51 Add 75.35% 1.08 $22.75 $101,473,000 SEC
2015   Q3 2,543,638 1.28 Reduce 43.95% 0.87 $20.75 $52,780,000 SEC
2015   Q2 4,538,487 1.98 Add 14.53% 0.25 $22.71 $103,069,000 SEC
2015   Q1 3,962,687 1.56 Reduce 18.93% 0.35 $23.48 $93,044,000 SEC
2014   Q4 4,887,784 1.87 Add 10.70% 0.18 $22.38 $109,389,000 SEC
2014   Q3 4,415,484 2.99 Add 36.33% 0.80 $20.18 $89,104,000 SEC
2014   Q2 3,238,784 2.76 Add 18.37% 0.43 $21.39 $69,278,000 SEC
2014   Q1 2,736,084 2.35 Add 26.65% 0.49 $20.02 $54,776,000 SEC
2013   Q4 2,160,340 1.65 Add 406.90% 1.32 $17.44 $37,676,000 SEC
2013   Q3 426,184 0.37 Add 307.45% 0.28 $16.96 $7,228,000 SEC
2013   Q2 104,598 0.11 Add 198.25% 0.07 $18.32 $1,916,000 SEC
2013   Q1 35,070 0.04 $17.17 $602,000 SEC
2012   Q4 35,070 0.03 Reduce 41.29% 0.01 $17.17 $602,000 SEC
2012   Q3 59,731 0.03 Add 9.56% <0.01 $15.80 $944,000 SEC
2012   Q2 54,518 0.03 Buy 0.03 $14.27 $778,000 SEC