David Tepper's TSM Position Overview
David Tepper (via Appaloosa Lp) currently holds 1.1M shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $296.05 M, representing 4.01% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, David Tepper has maintained a strategic position in TSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 755.0K shares. Largest reduction occurred in Q3 2023, reducing 775.0K shares.
Analysis based on 13F filings available since 2013 Q2
David Tepper'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 David Tepper
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +1.78 M | New Buy | 1.78 M | $100.92 |
| Q3 2023 | -775,000 | Reduce 43.66% | 1 M | $86.90 |
| Q4 2023 | -500,000 | Reduce 50.00% | 500,000 | $104.00 |
| Q2 2024 | -40,000 | Reduce 8.00% | 460,000 | $173.81 |
| Q3 2024 | -60,000 | Reduce 13.04% | 400,000 | $173.67 |
| Q4 2024 | -150,000 | Reduce 37.50% | 250,000 | $197.49 |
| Q1 2025 | +20,000 | Add 8.00% | 270,000 | $166.00 |
| Q2 2025 | +755,000 | Add 279.63% | 1.02 M | $226.49 |
| Q3 2025 | +35,000 | Add 3.41% | 1.06 M | $279.29 |
David Tepper's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
David Tepper first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q2 2023, acquiring 1,775,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Tepper has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 10 quarters since Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
David Tepper's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q2 2023, adding 1,775,000 shares worth $179.13 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, David Tepper's firm, Appaloosa Lp, owns 1,060,000 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $296.05 M. 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 4.01% of David Tepper'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.
David Tepper's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 1,775,000 shares, as reported at the end of Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.