SEC 13F Intelligence

Harding Loevner LP / TSM

Harding Loevner LP’s Taiwan Semiconductor Manufac Position

Does Harding Loevner LP own Taiwan Semiconductor Manufac (TSM)? Yes — 3.50M shares worth $1.2B (+12.18% of its 13F portfolio) as of Q1 2026, down from 4.34M shares the prior filed quarter.

Position Value
$1.2B
Q1 2026
Shares
3.50M
% of Portfolio
+12.18%
Quarters Held
30
currently held

Position History TSM

Reported value by quarter
Q4 ’18: $779MQ4 ’18Q1 ’19: $969MQ2 ’19: $951MQ3 ’19: $1.1BQ4 ’19: $1.3BQ4 ’19Q1 ’20: $1.0BQ2 ’20: $1.2BQ3 ’20: $1.2BQ4 ’20: $1.6BQ4 ’20Q1 ’21: $1.6BQ2 ’21: $1.6BQ3 ’21: $1.5BQ4 ’21: $1.6BQ4 ’21Q1 ’22: $1.0BQ2 ’22: $868MQ3 ’22: $708MQ4 ’22: $741MQ4 ’22Q1 ’23: $997MQ2 ’23: $1.0BQ3 ’23: $835MQ4 ’23: $1.2BQ4 ’23Q1 ’24: $947MQ2 ’24: $1.4BQ3 ’24: $1.3BQ4 ’24: $1.2BQ4 ’24Q1 ’25: $955MQ2 ’25: $1.3BQ3 ’25: $1.4BQ4 ’25: $1.3BQ4 ’25Q1 ’26: $1.2Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.50M$1.2B+12.18%
Q4 20254.34M$1.3B+11.60%
Q3 20255.16M$1.4B+10.57%
Q2 20255.61M$1.3B+8.56%
Q1 20255.75M$955M+7.31%
Q4 20246.08M$1.2B+8.11%
Q3 20247.45M$1.3B+7.47%
Q2 20247.94M$1.4B+7.61%
Q1 20246.96M$947M+5.84%
Q4 202311.62M$1.2B+6.86%
Q3 20239.61M$835M+5.51%
Q2 20239.96M$1.0B+5.87%
Q1 202310.72M$997M+5.68%
Q4 20229.95M$741M+4.27%
Q3 202210.33M$708M+4.64%
Q2 202210.61M$868M+5.35%
Q1 202211.33M$1.0B+5.70%
Q4 202113.45M$1.6B+6.20%
Q3 202113.47M$1.5B+6.00%
Q2 202113.58M$1.6B+6.14%
Q1 202113.43M$1.6B+6.22%
Q4 202014.99M$1.6B+6.76%
Q3 202015.18M$1.2B+4.44%
Q2 202021.21M$1.2B+5.76%
Q1 202021.28M$1.0B+5.67%
Q4 201922.16M$1.3B+5.73%
Q3 201923.55M$1.1B+5.16%
Q2 201924.29M$951M+4.37%
Q1 201923.65M$969M+4.55%
Q4 201821.11M$779M+4.51%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Harding Loevner LP’s full portfolio or all institutional holders of TSM.