SEC 13F Intelligence

Wcm Investment Management, LLC / TSM

Wcm Investment Management, LLC’s Taiwan Semiconductor Manufac Position

Does Wcm Investment Management, LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 9.33M shares worth $3.0B (+6.74% of its 13F portfolio) as of Q1 2026, down from 9.82M shares the prior filed quarter.

Position Value
$3.0B
Q1 2026
Shares
9.33M
% of Portfolio
+6.74%
Quarters Held
30
currently held

Position History TSM

Reported value by quarter
Q4 ’18: $909MQ4 ’18Q1 ’19: $1.0BQ2 ’19: $1.0BQ3 ’19: $1.3BQ4 ’19: $1.6BQ4 ’19Q1 ’20: $1.4BQ2 ’20: $1.8BQ3 ’20: $2.6BQ4 ’20: $3.6BQ4 ’20Q1 ’21: $3.8BQ2 ’21: $3.1BQ3 ’21: $2.9BQ4 ’21: $3.2BQ4 ’21Q1 ’22: $1.2BQ2 ’22: $933MQ3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $2MQ2 ’23: $1MQ3 ’23: $932,439Q4 ’23: $1MQ4 ’23Q1 ’24: $2MQ2 ’24: $1.5BQ3 ’24: $1.7BQ4 ’24: $1.9BQ4 ’24Q1 ’25: $1.6BQ2 ’25: $2.3BQ3 ’25: $2.8BQ4 ’25: $2.9BQ4 ’25Q1 ’26: $3.0Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.33M$3.0B+6.74%
Q4 20259.82M$2.9B+6.06%
Q3 202510.09M$2.8B+5.74%
Q2 202510.06M$2.3B+5.25%
Q1 20259.73M$1.6B+4.13%
Q4 20249.67M$1.9B+4.56%
Q3 20249.74M$1.7B+3.93%
Q2 20248.53M$1.5B+3.46%
Q1 202417.3K$2M+0.01%
Q4 202310.7K$1M0.00%
Q3 202310.7K$932,4390.00%
Q2 202314.0K$1M0.00%
Q1 202325.5K$2M+0.01%
Q4 202239.4K$3M+0.01%
Q3 202226.5K$2M+0.01%
Q2 202211.15M$933M+3.34%
Q1 202211.74M$1.2B+3.42%
Q4 202126.21M$3.2B+7.10%
Q3 202126.06M$2.9B+6.73%
Q2 202125.82M$3.1B+7.88%
Q1 202131.94M$3.8B+10.35%
Q4 202033.40M$3.6B+9.90%
Q3 202032.35M$2.6B+9.21%
Q2 202031.18M$1.8B+6.79%
Q1 202028.97M$1.4B+7.64%
Q4 201927.68M$1.6B+8.64%
Q3 201927.29M$1.3B+7.61%
Q2 201925.74M$1.0B+6.32%
Q1 201924.81M$1.0B+7.07%
Q4 201824.64M$909M+8.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wcm Investment Management, LLC’s full portfolio or all institutional holders of TSM.