SEC 13F Intelligence

First Eagle Investment Management, LLC / TSM

First Eagle Investment Management, LLC’s Taiwan Semiconductor Manufac Position

Does First Eagle Investment Management, LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 3.90M shares worth $1.3B (+2.24% of its 13F portfolio) as of Q1 2026, down from 5.94M shares the prior filed quarter.

Position Value
$1.3B
Q1 2026
Shares
3.90M
% of Portfolio
+2.24%
Quarters Held
30
currently held

Position History TSM

Reported value by quarter
Q4 ’18: $348MQ4 ’18Q1 ’19: $401MQ2 ’19: $404MQ3 ’19: $476MQ4 ’19: $588MQ4 ’19Q1 ’20: $484MQ2 ’20: $575MQ3 ’20: $818MQ4 ’20: $1.1BQ4 ’20Q1 ’21: $1.1BQ2 ’21: $1.2BQ3 ’21: $1.1BQ4 ’21: $1.1BQ4 ’21Q1 ’22: $945MQ2 ’22: $733MQ3 ’22: $611MQ4 ’22: $673MQ4 ’22Q1 ’23: $841MQ2 ’23: $914MQ3 ’23: $780MQ4 ’23: $943MQ4 ’23Q1 ’24: $1.2BQ2 ’24: $1.1BQ3 ’24: $1.0BQ4 ’24: $1.1BQ4 ’24Q1 ’25: $937MQ2 ’25: $1.5BQ3 ’25: $1.9BQ4 ’25: $1.8BQ4 ’25Q1 ’26: $1.3Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.90M$1.3B+2.24%
Q4 20255.94M$1.8B+3.18%
Q3 20256.70M$1.9B+3.41%
Q2 20256.69M$1.5B+2.98%
Q1 20255.65M$937M+1.96%
Q4 20245.64M$1.1B+2.49%
Q3 20245.85M$1.0B+2.09%
Q2 20246.28M$1.1B+2.44%
Q1 20249.06M$1.2B+2.80%
Q4 20239.07M$943M+2.25%
Q3 20238.98M$780M+2.02%
Q2 20239.06M$914M+2.34%
Q1 20239.04M$841M+2.22%
Q4 20229.03M$673M+1.85%
Q3 20228.91M$611M+1.83%
Q2 20228.96M$733M+2.07%
Q1 20229.06M$945M+2.31%
Q4 20219.27M$1.1B+2.79%
Q3 20219.62M$1.1B+2.75%
Q2 20219.77M$1.2B+2.93%
Q1 20219.71M$1.1B+3.06%
Q4 20209.84M$1.1B+3.02%
Q3 202010.09M$818M+2.46%
Q2 202010.13M$575M+1.81%
Q1 202010.13M$484M+1.76%
Q4 201910.13M$588M+1.61%
Q3 201910.25M$476M+1.35%
Q2 201910.31M$404M+1.09%
Q1 20199.78M$401M+1.08%
Q4 20189.43M$348M+1.01%

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