Whale Rock Capital Management LLC / TSM
Whale Rock Capital Management LLC’s Taiwan Semiconductor Manufac Position
Does Whale Rock Capital Management LLC own Taiwan Semiconductor Manufac (TSM)? Yes — 819.4K shares worth $277M (+3.58% of its 13F portfolio) as of Q1 2026, up from 592.9K shares the prior filed quarter.
Position Value
$277M
Q1 2026
Shares
819.4K
% of Portfolio
+3.58%
Quarters Held
16
currently held
Position History TSM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 819.4K | $277M | +3.58% |
| Q4 2025 | 592.9K | $180M | +2.30% |
| Q3 2025 | 726.8K | $203M | +2.39% |
| Q2 2025 | 605.8K | $137M | +1.90% |
| Q1 2025 | 524.5K | $87M | +1.51% |
| Q4 2024 | 249.9K | $49M | +0.58% |
| Q3 2024 | 252.6K | $44M | +0.62% |
| Q2 2024 | 235.7K | $41M | +0.58% |
| Q1 2024 | 236.4K | $32M | +0.48% |
| Q3 2021 | 1.39M | $156M | +1.02% |
| Q2 2021 | 1.38M | $166M | +1.07% |
| Q1 2021 | 1.25M | $148M | +1.22% |
| Q4 2020 | 4.04M | $440M | +2.93% |
| Q3 2020 | 2.45M | $199M | +1.32% |
| Q1 2020 | 2.27M | $109M | +1.48% |
| Q4 2019 | 2.63M | $153M | +2.60% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Whale Rock Capital Management LLC’s full portfolio or all institutional holders of TSM.