SEC 13F Intelligence

Thornburg Investment Management Inc / TSM

Thornburg Investment Management Inc’s Taiwan Semiconductor Manufac Position

Does Thornburg Investment Management Inc own Taiwan Semiconductor Manufac (TSM)? Yes701.4K shares worth $237M (+2.46% of its 13F portfolio) as of Q1 2026, up from 644.3K shares the prior filed quarter.

Position Value
$237M
Q1 2026
Shares
701.4K
% of Portfolio
+2.46%
Quarters Held
30
currently held

Position History TSM

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $3MQ3 ’19: $20MQ4 ’19: $30MQ4 ’19Q1 ’20: $51MQ2 ’20: $75MQ3 ’20: $83MQ4 ’20: $123MQ4 ’20Q1 ’21: $149MQ2 ’21: $161MQ3 ’21: $163MQ4 ’21: $197MQ4 ’21Q1 ’22: $184MQ2 ’22: $143MQ3 ’22: $109MQ4 ’22: $109,041Q4 ’22Q1 ’23: $124,031Q2 ’23: $121,256Q3 ’23: $103,661Q4 ’23: $125MQ4 ’23Q1 ’24: $139MQ2 ’24: $163MQ3 ’24: $163MQ4 ’24: $168MQ4 ’24Q1 ’25: $1.3BQ2 ’25: $161MQ3 ’25: $186MQ4 ’25: $196MQ4 ’25Q1 ’26: $237Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026701.4K$237M+2.46%
Q4 2025644.3K$196M+2.47%
Q3 2025664.6K$186M+2.42%
Q2 2025708.7K$161M+2.06%
Q1 2025771.7K$1.3B+1.79%
Q4 2024848.7K$168M+2.21%
Q3 2024935.9K$163M+2.12%
Q2 2024931.6K$163M+2.29%
Q1 20241.02M$139M+1.94%
Q4 20231.20M$125M+1.80%
Q3 20231.19M$103,661+1.70%
Q2 20231.20M$121,256+1.96%
Q1 20231.33M$124,031+2.05%
Q4 20221.46M$109,041+1.84%
Q3 20221.60M$109M+1.94%
Q2 20221.75M$143M+2.19%
Q1 20221.76M$184M+2.41%
Q4 20211.64M$197M+2.31%
Q3 20211.46M$163M+2.00%
Q2 20211.34M$161M+1.86%
Q1 20211.26M$149M+1.73%
Q4 20201.13M$123M+1.46%
Q3 20201.03M$83M+1.10%
Q2 20201.31M$75M+0.96%
Q1 20201.06M$51M+0.72%
Q4 2019518.8K$30M+0.29%
Q3 2019440.1K$20M+0.20%
Q2 201967.2K$3M+0.03%
Q1 201944.2K$2M+0.02%
Q4 201851.3K$2M+0.02%

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