SEC 13F Intelligence

Two Sigma Advisers, LP / TSM

Two Sigma Advisers, LP’s Taiwan Semiconductor Manufac Position

Does Two Sigma Advisers, LP own Taiwan Semiconductor Manufac (TSM)? Not currently — the last reported position was 1.66M shares worth $505M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$505M
Q4 2025
Shares
1.66M
% of Portfolio
+0.98%
Quarters Held
21
position exited

Position History TSM

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q2 ’19: $48MQ3 ’19: $25MQ1 ’20: $774,000Q1 ’20Q2 ’20: $39MQ4 ’21: $2MQ1 ’22: $10MQ1 ’22Q2 ’22: $48MQ3 ’22: $236MQ4 ’22: $345MQ4 ’22Q1 ’23: $30MQ2 ’23: $24MQ3 ’23: $24MQ3 ’23Q4 ’23: $12MQ2 ’24: $2MQ3 ’24: $28MQ3 ’24Q4 ’24: $6MQ1 ’25: $4MQ2 ’25: $14MQ2 ’25Q3 ’25: $111MQ4 ’25: $505Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 20251.66M$505M+0.98%
Q3 2025396.6K$111M+0.22%
Q2 202563.8K$14M+0.03%
Q1 202526.4K$4M+0.01%
Q4 202430.2K$6M+0.01%
Q3 2024164.1K$28M+0.07%
Q2 202411.0K$2M0.00%
Q4 2023110.7K$12M+0.03%
Q3 2023273.9K$24M+0.06%
Q2 2023238.2K$24M+0.06%
Q1 2023318.7K$30M+0.08%
Q4 20224.63M$345M+0.96%
Q3 20223.45M$236M+0.68%
Q2 2022585.2K$48M+0.14%
Q1 202293.4K$10M+0.03%
Q4 202114.6K$2M0.00%
Q2 2020680.0K$39M+0.11%
Q1 202016.2K$774,0000.00%
Q3 2019548.1K$25M+0.06%
Q2 20191.24M$48M+0.12%
Q4 2018201.1K$7M+0.02%

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