SEC 13F Intelligence

Soroban Capital Partners LP / TSM

Soroban Capital Partners LP’s Taiwan Semiconductor Manufac Position

Does Soroban Capital Partners LP own Taiwan Semiconductor Manufac (TSM)? Yes — 1.93M shares worth $653M (+1.26% of its 13F portfolio) as of Q1 2026, down from 2.64M shares the prior filed quarter.

Position Value
$653M
Q1 2026
Shares
1.93M
% of Portfolio
+1.26%
Quarters Held
7
currently held

Position History TSM

Reported value by quarter
Q3 ’24: $167MQ3 ’24Q4 ’24: $190MQ4 ’24Q1 ’25: $249MQ1 ’25Q2 ’25: $418MQ2 ’25Q3 ’25: $515MQ3 ’25Q4 ’25: $738MQ4 ’25Q1 ’26: $653MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.93M$653M+1.26%
Q4 20252.64M$738M+5.15%
Q3 20251.84M$515M+3.88%
Q2 20251.84M$418M+4.07%
Q1 20251.50M$249M+3.51%
Q4 2024962.0K$190M+2.54%
Q3 2024962.0K$167M+2.31%

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