Andreas Halvorsen's TSM Position Overview
Andreas Halvorsen (via Viking Global Investors Lp) currently holds 3.9M shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $1.1 B, representing 2.86% of the portfolio. First purchased in 2020-Q3, this long-term strategic position has been held for 21 quarters.
Based on 13F filings, Andreas Halvorsen has maintained a strategic position in TSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 799.6K shares. Largest reduction occurred in Q4 2024, reducing 1.5M shares.
Analysis based on 13F filings available since 2013 Q2
Andreas Halvorsen's Taiwan Semiconductor Manufacturing Company Limited (TSM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Taiwan Semiconductor Manufacturing Company Limited (TSM) Trades by Andreas Halvorsen
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2020 | +6.15 M | New Buy | 6.15 M | $81.07 |
| Q4 2020 | -545,834 | Reduce 8.88% | 5.6 M | $109.04 |
| Q1 2021 | -5.6 M | Sold Out | 5.6 M | $0.00 |
| Q4 2024 | +4.09 M | New Buy | 4.09 M | $197.49 |
| Q1 2025 | +799,628 | Add 19.55% | 4.89 M | $166.00 |
| Q2 2025 | -559,952 | Reduce 11.45% | 4.33 M | $226.49 |
| Q3 2025 | -384,929 | Reduce 8.89% | 3.94 M | $279.29 |
Andreas Halvorsen's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
Andreas Halvorsen first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q3 2020, acquiring 6,147,123 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 21 quarters since Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q3 2020, adding 6,147,123 shares worth $498.35 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Andreas Halvorsen's firm, Viking Global Investors Lp, owns 3,944,366 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $1.1 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Taiwan Semiconductor Manufacturing Company Limited (TSM) represents approximately 2.86% of Andreas Halvorsen's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 6,147,123 shares, as reported at the end of Q3 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.