David Tepper's TSM Position
TAIWAN SEMICONDUCTOR MFG LTD — 11 quarters of data (Q2 2023 to Q4 2025)
Current Shares
1.13M
Current Value
$343.40M
Peak Shares
1.77M
Q2 2023
Overall Change
-36%
Shares Over Time
Q2 2023
1.77M
Q3 2023
1.00M
-44%
Q4 2023
500.0K
-50%
Q1 2024
500.0K
0%
Q2 2024
460.0K
-8%
Q3 2024
400.0K
-13%
Q4 2024
250.0K
-37%
Q1 2025
270.0K
+8%
Q2 2025
1.02M
+280%
Q3 2025
1.06M
+3%
Q4 2025
1.13M
+7%
Quarterly Detail
| Quarter | Shares | Value | $/Share | Change | Shares Δ |
|---|---|---|---|---|---|
| Q4 2025 2026-02-17 | 1.13M | $343.40M | $303.89 | +7% | +70.0K |
| Q3 2025 2025-11-13 | 1.06M | $296.05M | $279.29 | +3% | +35.0K |
| Q2 2025 2025-08-14 | 1.02M | $232.15M | $226.49 | +280% | +755.0K |
| Q1 2025 2025-05-15 | 270.0K | $44.82M | $166.00 | +8% | +20.0K |
| Q4 2024 2025-02-10 | 250.0K | $49.37M | $197.49 | -37% | -150,000 |
| Q3 2024 2024-11-14 | 400.0K | $69.47M | $173.67 | -13% | -60,000 |
| Q2 2024 2024-08-14 | 460.0K | $79.95M | $173.81 | -8% | -40,000 |
| Q1 2024 2024-05-15 | 500.0K | $68.03M | $136.05 | 0% | 0 |
| Q4 2023 2024-02-14 | 500.0K | $52.00M | $104.00 | -50% | -500,000 |
| Q3 2023 2023-11-14 | 1.00M | $86.90M | $86.90 | -44% | -775,000 |
| Q2 2023 2023-08-14 | 1.77M | $179.13B | $100920.00 | New | - |