Voyager Global Management LP / TSM
Voyager Global Management LP’s Taiwan Semiconductor Manufac Position
Does Voyager Global Management LP own Taiwan Semiconductor Manufac (TSM)? Yes — 1.15M shares worth $389M (+13.22% of its 13F portfolio) as of Q1 2026, down from 1.23M shares the prior filed quarter.
Position Value
$389M
Q1 2026
Shares
1.15M
% of Portfolio
+13.22%
Quarters Held
12
currently held
Position History TSM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 1.15M | $389M | +13.22% |
| Q4 2025 | 1.23M | $372M | +10.89% |
| Q3 2025 | 1.18M | $328M | +9.61% |
| Q2 2025 | 1.45M | $328M | +11.79% |
| Q1 2025 | 2.02M | $336M | +14.98% |
| Q4 2024 | 1.38M | $272M | +10.84% |
| Q3 2024 | 1.48M | $256M | +11.09% |
| Q2 2024 | 1.15M | $200M | +8.92% |
| Q1 2024 | 1.10M | $150M | +7.23% |
| Q4 2023 | 2.13M | $221M | +10.56% |
| Q3 2023 | 1.82M | $159M | +7.44% |
| Q2 2023 | 575.0K | $58M | +2.82% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Voyager Global Management LP’s full portfolio or all institutional holders of TSM.