Philippe Laffont's TSM Position
TAIWAN SEMICONDUCTOR MFG LTD — 17 quarters of data (Q4 2021 to Q4 2025)
Current Shares
8.63M
Current Value
$2.62B
Peak Shares
11.39M
Q2 2024
Overall Change
+905%
Shares Over Time
Q4 2021
858.3K
Q1 2022
0
-100%
Q2 2022
0
-100%
Q3 2022
0
-100%
Q4 2022
0
-100%
Q1 2023
5.90M
+100%
Q2 2023
6.76M
+15%
Q3 2023
2.37M
-65%
Q4 2023
312.5K
-87%
Q1 2024
10.34M
+3209%
Q2 2024
11.39M
+10%
Q3 2024
9.37M
-18%
Q4 2024
9.96M
+6%
Q1 2025
7.96M
-20%
Q2 2025
8.07M
+1%
Q3 2025
8.07M
0%
Q4 2025
8.63M
+7%
Quarterly Detail
| Quarter | Shares | Value | $/Share | Change | Shares Δ |
|---|---|---|---|---|---|
| Q4 2025 2026-02-17 | 8.63M | $2.62B | $303.89 | +7% | +557.0K |
| Q3 2025 2025-11-14 | 8.07M | $2.25B | $279.29 | 0% | +4.3K |
| Q2 2025 2025-08-14 | 8.07M | $1.83B | $226.49 | +1% | +108.2K |
| Q1 2025 2025-05-15 | 7.96M | $1.32B | $166.00 | -20% | -2,002,065 |
| Q4 2024 2025-02-14 | 9.96M | $1.97B | $197.49 | +6% | +596.3K |
| Q3 2024 2024-11-14 | 9.37M | $1.63B | $173.67 | -18% | -2,027,942 |
| Q2 2024 2024-08-14 | 11.39M | $1.98B | $173.81 | +10% | +1.05M |
| Q1 2024 2024-05-15 | 10.34M | $1.41B | $136.05 | +3209% | +10.03M |
| Q4 2023 2024-02-14 | 312.5K | $32.50M | $104.00 | -87% | -2,059,097 |
| Q3 2023 2023-11-14 | 2.37M | $206.09M | $86.90 | -65% | -4,387,128 |
| Q2 2023 2023-08-14 | 6.76M | $682.09B | $100920.00 | +15% | +857.8K |
| Q1 2023 2023-05-15 | 5.90M | $548.90B | $93020.00 | +100% | +5.90M |
| Q4 2022 2023-02-14 | SOLD | - | - | -100% | 0 |
| Q3 2022 2022-11-14 | SOLD | - | - | -100% | 0 |
| Q2 2022 2022-08-15 | SOLD | - | - | -100% | 0 |
| Q1 2022 2022-05-16 | SOLD | - | - | -100% | -858,277 |
| Q4 2021 2022-02-14 | 858.3K | $103.26M | $120.31 | New | - |