Arga Investment Management, LP / TSM
Arga Investment Management, LP’s Taiwan Semiconductor Manufac Position
Does Arga Investment Management, LP own Taiwan Semiconductor Manufac (TSM)? Yes — 621.7K shares worth $210M (+6.90% of its 13F portfolio) as of Q1 2026, down from 668.0K shares the prior filed quarter.
Position Value
$210M
Q1 2026
Shares
621.7K
% of Portfolio
+6.90%
Quarters Held
21
currently held
Position History TSM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 621.7K | $210M | +6.90% |
| Q4 2025 | 668.0K | $203M | +5.54% |
| Q3 2025 | 668.1K | $187M | +4.95% |
| Q2 2025 | 668.2K | $151M | +4.14% |
| Q1 2025 | 675.5K | $112M | +3.75% |
| Q4 2024 | 778.0K | $154M | +5.02% |
| Q3 2024 | 832.3K | $145M | +4.79% |
| Q2 2024 | 840.3K | $146M | +5.13% |
| Q1 2024 | 1.54M | $210M | +7.03% |
| Q4 2023 | 2.63M | $273M | +9.47% |
| Q3 2023 | 2.65M | $230M | +9.37% |
| Q2 2023 | 2.54M | $256M | +9.05% |
| Q1 2023 | 2.54M | $236M | +8.82% |
| Q3 2020 | 12.1K | $979,000 | +0.09% |
| Q2 2020 | 17.8K | $1M | +0.11% |
| Q1 2020 | 5.2K | $248,000 | +0.04% |
| Q4 2019 | 2.06M | $120M | +13.62% |
| Q3 2019 | 2.38M | $111M | +13.81% |
| Q2 2019 | 2.38M | $93M | +13.66% |
| Q1 2019 | 2.23M | $91M | +13.70% |
| Q4 2018 | 2.18M | $81M | +13.14% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Arga Investment Management, LP’s full portfolio or all institutional holders of TSM.