Daniel Loeb - Third Point
Holding/activity history for Taiwan Semiconductor S.A. (TSM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 275,000 | 4.46 | Reduce 35.29% | 0.63 | $337.95 | $92,936,250 | SEC |
| 2025 Q4 | 425,000 | 1.78 | Reduce 61.36% | 2.10 | $303.89 | $129,153,250 | SEC |
| 2025 Q3 | 1,100,000 | 3.43 | Reduce 23.08% | 0.99 | $279.29 | $307,219,000 | SEC |
| 2025 Q2 | 1,430,000 | 4.30 | Reduce 19.66% | 0.90 | $226.49 | $323,880,700 | SEC |
| 2025 Q1 | 1,780,000 | 4.59 | $166.00 | $295,480,000 | SEC | ||
| 2024 Q4 | 1,780,000 | 4.79 | $197.49 | $351,532,200 | SEC | ||
| 2024 Q3 | 1,780,000 | 4.19 | Reduce 12.10% | 0.49 | $173.67 | $309,132,600 | SEC |
| 2024 Q2 | 2,025,000 | 4.06 | Add 72.34% | 1.70 | $173.81 | $351,965,250 | SEC |
| 2024 Q1 | 1,175,000 | 2.06 | $136.05 | $159,858,750 | SEC | ||
| 2023 Q4 | 1,175,000 | 1.86 | Reduce 33.80% | 0.80 | $104.00 | $122,200,000 | SEC |
| 2023 Q3 | 1,775,000 | 2.38 | Reduce 27.55% | 1.01 | $86.90 | $154,247,500 | SEC |
| 2023 Q2 | 2,450,000 | 3.67 | Buy | 3.67 | $100.92 | $247,254,000 | SEC |