SEC 13F Intelligence

Grantham, Mayo, Van Otterloo & Co. LLC / TSM

Grantham, Mayo, Van Otterloo & Co. LLC’s Taiwan Semiconductor Manufac Position

Does Grantham, Mayo, Van Otterloo & Co. LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 374.5K shares worth $127M (+0.32% of its 13F portfolio) as of Q1 2026, down from 407.3K shares the prior filed quarter.

Position Value
$127M
Q1 2026
Shares
374.5K
% of Portfolio
+0.32%
Quarters Held
30
currently held

Position History TSM

Reported value by quarter
Q4 ’18: $156MQ4 ’18Q1 ’19: $178MQ2 ’19: $107MQ3 ’19: $133MQ4 ’19: $70MQ4 ’19Q1 ’20: $69MQ2 ’20: $58MQ3 ’20: $61MQ4 ’20: $40MQ4 ’20Q1 ’21: $79MQ2 ’21: $64MQ3 ’21: $46MQ4 ’21: $178MQ4 ’21Q1 ’22: $208MQ2 ’22: $209MQ3 ’22: $192MQ4 ’22: $128MQ4 ’22Q1 ’23: $130MQ2 ’23: $104MQ3 ’23: $83MQ4 ’23: $110MQ4 ’23Q1 ’24: $94MQ2 ’24: $16MQ3 ’24: $28MQ4 ’24: $25MQ4 ’24Q1 ’25: $25MQ2 ’25: $38MQ3 ’25: $47MQ4 ’25: $124MQ4 ’25Q1 ’26: $127Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026374.5K$127M+0.32%
Q4 2025407.3K$124M+0.32%
Q3 2025167.2K$47M+0.13%
Q2 2025169.4K$38M+0.12%
Q1 2025148.0K$25M+0.08%
Q4 2024124.1K$25M+0.08%
Q3 2024160.2K$28M+0.09%
Q2 202493.2K$16M+0.05%
Q1 2024687.9K$94M+0.34%
Q4 20231.05M$110M+0.48%
Q3 2023956.8K$83M+0.39%
Q2 20231.03M$104M+0.48%
Q1 20231.40M$130M+0.66%
Q4 20221.71M$128M+0.68%
Q3 20222.80M$192M+1.11%
Q2 20222.55M$209M+1.13%
Q1 20221.99M$208M+1.00%
Q4 20211.48M$178M+0.85%
Q3 2021412.9K$46M+0.23%
Q2 2021529.2K$64M+0.32%
Q1 2021665.2K$79M+0.43%
Q4 2020364.8K$40M+0.24%
Q3 2020752.0K$61M+0.43%
Q2 20201.02M$58M+0.43%
Q1 20201.45M$69M+0.58%
Q4 20191.20M$70M+0.46%
Q3 20192.86M$133M+0.92%
Q2 20192.73M$107M+0.75%
Q1 20194.33M$178M+1.28%
Q4 20184.22M$156M+1.24%

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