Lone Pine Capital LLC’s Taiwan Semiconductor Manufac Position
Does Lone Pine Capital LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 1.39M shares worth $470M (+3.74% of its 13F portfolio) as of Q1 2026, down from 3.05M shares the prior filed quarter.
Position Value
$470M
Q1 2026
Shares
1.39M
% of Portfolio
+3.74%
Quarters Held
17
currently held
Position History TSM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.39M | $470M | +3.74% |
| Q4 2025 | 3.05M | $928M | +6.81% |
| Q3 2025 | 3.05M | $853M | +6.20% |
| Q2 2025 | 3.44M | $778M | +5.54% |
| Q1 2025 | 3.87M | $642M | +5.54% |
| Q4 2024 | 3.76M | $743M | +5.52% |
| Q3 2024 | 4.21M | $732M | +5.46% |
| Q2 2024 | 6.00M | $1.0B | +8.46% |
| Q1 2024 | 6.17M | $840M | +6.63% |
| Q4 2023 | 6.95M | $723M | +6.25% |
| Q3 2023 | 7.80M | $678M | +6.53% |
| Q2 2023 | 6.41M | $647M | +5.93% |
| Q1 2023 | 8.18M | $761M | +7.05% |
| Q4 2022 | 10.39M | $774M | +7.39% |
| Q3 2022 | 9.61M | $659M | +6.21% |
| Q2 2022 | 8.93M | $730M | +6.88% |
| Q1 2022 | 7.98M | $832M | +4.95% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lone Pine Capital LLC’s full portfolio or all institutional holders of TSM.