Diamond Hill Capital's TSM Position Overview
Diamond Hill Capital (via Diamond Hill Capital Management INC) currently holds 327,979 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $91.6 M, representing 0.43% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Diamond Hill Capital has maintained a strategic position in TSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 222,325 shares. Largest reduction occurred in Q1 2024, reducing 27,910 shares.
Analysis based on 13F filings available since 2013 Q2
Diamond Hill Capital'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 Diamond Hill Capital
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2020 | +7,597 | New Buy | 7,597 | $56.73 |
| Q3 2020 | -1,675 | Reduce 22.05% | 5,922 | $81.05 |
| Q4 2020 | -778 | Reduce 13.14% | 5,144 | $109.06 |
| Q1 2021 | -1,730 | Reduce 33.63% | 3,414 | $118.34 |
| Q3 2021 | +3,990 | Add 116.87% | 7,404 | $111.70 |
| Q4 2021 | +5,517 | Add 74.51% | 12,921 | $120.35 |
| Q1 2022 | -3,935 | Reduce 30.45% | 8,986 | $104.27 |
| Q2 2022 | -5,564 | Reduce 61.92% | 3,422 | $81.82 |
| Q4 2022 | +1,745 | Add 50.99% | 5,167 | $74.49 |
| Q1 2023 | +222,325 | Add 4302.79% | 227,492 | $93.02 |
| Q2 2023 | +21,695 | Add 9.54% | 249,187 | $100.92 |
| Q3 2023 | +3,400 | Add 1.36% | 252,587 | $86.90 |
| Q4 2023 | +11,445 | Add 4.53% | 264,032 | $104.00 |
| Q1 2024 | -27,910 | Reduce 10.57% | 236,122 | $136.05 |
| Q2 2024 | +2,458 | Add 1.04% | 238,580 | $173.81 |
| Q3 2024 | +5,780 | Add 2.42% | 244,360 | $173.67 |
| Q4 2024 | +1,910 | Add 0.78% | 246,270 | $197.49 |
| Q1 2025 | +67,894 | Add 27.57% | 314,164 | $166.00 |
| Q2 2025 | +13,815 | Add 4.40% | 327,979 | $226.49 |
Diamond Hill Capital's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
Diamond Hill Capital first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q2 2020, acquiring 7,597 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Diamond Hill Capital has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 22 quarters since Q2 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Diamond Hill Capital's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q1 2023, adding 227,492 shares worth $21.16 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Diamond Hill Capital's firm, Diamond Hill Capital Management INC, owns 327,979 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $91.6 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 0.43% of Diamond Hill Capital'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.
Diamond Hill Capital's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 327,979 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.