SEC 13F Intelligence

Clearbridge Investments, LLC / TSM

Clearbridge Investments, LLC’s Taiwan Semiconductor Manufac Position

Does Clearbridge Investments, LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 4.75M shares worth $1.6B (+1.40% of its 13F portfolio) as of Q1 2026, up from 4.41M shares the prior filed quarter.

Position Value
$1.6B
Q1 2026
Shares
4.75M
% of Portfolio
+1.40%
Quarters Held
30
currently held

Position History TSM

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $27MQ2 ’19: $45MQ3 ’19: $65MQ4 ’19: $90MQ4 ’19Q1 ’20: $82MQ2 ’20: $113MQ3 ’20: $161MQ4 ’20: $246MQ4 ’20Q1 ’21: $287MQ2 ’21: $299MQ3 ’21: $266MQ4 ’21: $333MQ4 ’21Q1 ’22: $274MQ2 ’22: $10MQ3 ’22: $11MQ4 ’22: $4MQ4 ’22Q1 ’23: $43MQ2 ’23: $47MQ3 ’23: $40MQ4 ’23: $1MQ4 ’23Q1 ’24: $66MQ2 ’24: $647MQ3 ’24: $826MQ4 ’24: $817MQ4 ’24Q1 ’25: $668MQ2 ’25: $514MQ3 ’25: $1.2BQ4 ’25: $1.3BQ4 ’25Q1 ’26: $1.6Bfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.75M$1.6B+1.40%
Q4 20254.41M$1.3B+1.07%
Q3 20254.27M$1.2B+0.90%
Q2 20252.27M$514M+0.42%
Q1 20254.03M$668M+0.58%
Q4 20244.14M$817M+0.66%
Q3 20244.76M$826M+0.65%
Q2 20243.72M$647M+0.53%
Q1 2024483.5K$66M+0.05%
Q4 20239.8K$1M0.00%
Q3 2023465.2K$40M+0.04%
Q2 2023464.2K$47M+0.04%
Q1 2023461.9K$43M+0.04%
Q4 202248.4K$4M0.00%
Q3 2022158.9K$11M+0.01%
Q2 2022124.7K$10M+0.01%
Q1 20222.63M$274M+0.21%
Q4 20212.77M$333M+0.23%
Q3 20212.39M$266M+0.19%
Q2 20212.49M$299M+0.21%
Q1 20212.42M$287M+0.21%
Q4 20202.25M$246M+0.19%
Q3 20201.99M$161M+0.14%
Q2 20201.99M$113M+0.10%
Q1 20201.73M$82M+0.09%
Q4 20191.50M$90M+0.07%
Q3 20191.39M$65M+0.06%
Q2 20191.15M$45M+0.04%
Q1 2019664.9K$27M+0.02%
Q4 201833.3K$1M0.00%

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