SEC 13F Intelligence

Axiom Investors LLC /De / TSM

Axiom Investors LLC /De’s Taiwan Semiconductor Manufac Position

Does Axiom Investors LLC /De own Taiwan Semiconductor Manufac (TSM)? Yes — 857.9K shares worth $290M (+3.23% of its 13F portfolio) as of Q1 2026, down from 979.4K shares the prior filed quarter.

Position Value
$290M
Q1 2026
Shares
857.9K
% of Portfolio
+3.23%
Quarters Held
30
currently held

Position History TSM

Reported value by quarter
Q4 ’18: $248MQ4 ’18Q1 ’19: $296MQ2 ’19: $267MQ3 ’19: $314MQ4 ’19: $417MQ4 ’19Q1 ’20: $341MQ2 ’20: $402MQ3 ’20: $575MQ4 ’20: $636MQ4 ’20Q1 ’21: $621MQ2 ’21: $613MQ3 ’21: $432MQ4 ’21: $446MQ4 ’21Q1 ’22: $359MQ2 ’22: $158MQ3 ’22: $99MQ4 ’22: $123MQ4 ’22Q1 ’23: $301MQ2 ’23: $361MQ3 ’23: $309MQ4 ’23: $447MQ4 ’23Q1 ’24: $398MQ2 ’24: $388MQ3 ’24: $366MQ4 ’24: $476MQ4 ’24Q1 ’25: $358MQ2 ’25: $205MQ3 ’25: $282MQ4 ’25: $298MQ4 ’25Q1 ’26: $290Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026857.9K$290M+3.23%
Q4 2025979.4K$298M+2.61%
Q3 20251.01M$282M+2.07%
Q2 2025906.4K$205M+1.68%
Q1 20252.16M$358M+1.72%
Q4 20242.41M$476M+3.51%
Q3 20242.11M$366M+3.21%
Q2 20242.23M$388M+3.38%
Q1 20242.93M$398M+3.47%
Q4 20234.30M$447M+4.38%
Q3 20233.55M$309M+4.44%
Q2 20233.58M$361M+5.37%
Q1 20233.24M$301M+4.96%
Q4 20221.66M$123M+2.43%
Q3 20221.44M$99M+2.07%
Q2 20221.94M$158M+4.75%
Q1 20223.45M$359M+8.50%
Q4 20213.71M$446M+8.20%
Q3 20213.87M$432M+7.13%
Q2 20215.10M$613M+9.86%
Q1 20215.25M$621M+11.23%
Q4 20205.84M$636M+10.03%
Q3 20207.09M$575M+9.33%
Q2 20207.07M$402M+7.91%
Q1 20207.13M$341M+8.63%
Q4 20197.18M$417M+9.71%
Q3 20196.76M$314M+8.48%
Q2 20196.82M$267M+7.32%
Q1 20197.23M$296M+9.09%
Q4 20186.73M$248M+8.66%

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