First Eagle Investment's TSM Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 6.7 M shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $1.87 B, representing 3.41% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, First Eagle Investment has maintained a strategic position in TSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2018, adding 4.76 M shares. Largest reduction occurred in Q2 2024, reducing 2.78 M shares.
Analysis based on 13F filings available since 2013 Q2
First Eagle Investment'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 First Eagle Investment
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2015 | +500,000 | New Buy | 500,000 | $20.75 |
| Q1 2016 | +200,000 | Add 40.00% | 700,000 | $26.20 |
| Q3 2016 | -700,000 | Sold Out | 0 | $0.00 |
| Q3 2018 | +4.76 M | New Buy | 4.76 M | $44.16 |
| Q4 2018 | +4.67 M | Add 98.09% | 9.43 M | $36.91 |
| Q1 2019 | +356,043 | Add 3.78% | 9.78 M | $40.96 |
| Q2 2019 | +528,576 | Add 5.40% | 10.31 M | $39.17 |
| Q3 2019 | -62,319 | Reduce 0.60% | 10.25 M | $46.48 |
| Q4 2019 | -121,013 | Reduce 1.18% | 10.13 M | $58.10 |
| Q1 2020 | -632 | Reduce 0.01% | 10.13 M | $47.79 |
| Q2 2020 | +2,384 | Add 0.02% | 10.13 M | $56.77 |
| Q3 2020 | -35,211 | Reduce 0.35% | 10.09 M | $81.07 |
| Q4 2020 | -250,533 | Reduce 2.48% | 9.84 M | $109.04 |
| Q1 2021 | -132,351 | Reduce 1.34% | 9.71 M | $118.28 |
| Q2 2021 | +54,653 | Add 0.56% | 9.77 M | $120.16 |
| Q3 2021 | -149,137 | Reduce 1.53% | 9.62 M | $111.65 |
| Q4 2021 | -348,461 | Reduce 3.62% | 9.27 M | $120.31 |
| Q1 2022 | -204,954 | Reduce 2.21% | 9.06 M | $104.26 |
| Q2 2022 | -101,192 | Reduce 1.12% | 8.96 M | $81.75 |
| Q3 2022 | -54,578 | Reduce 0.61% | 8.91 M | $68.56 |
| Q4 2022 | +122,272 | Add 1.37% | 9.03 M | $74.49 |
| Q1 2023 | +11,891 | Add 0.13% | 9.04 M | $93.02 |
| Q2 2023 | +17,020 | Add 0.19% | 9.06 M | $100.92 |
| Q3 2023 | -78,187 | Reduce 0.86% | 8.98 M | $86.90 |
| Q4 2023 | +84,823 | Add 0.94% | 9.07 M | $104.00 |
| Q1 2024 | -5,974 | Reduce 0.07% | 9.06 M | $136.05 |
| Q2 2024 | -2.78 M | Reduce 30.69% | 6.28 M | $173.81 |
| Q3 2024 | -426,214 | Reduce 6.79% | 5.85 M | $173.67 |
| Q4 2024 | -213,486 | Reduce 3.65% | 5.64 M | $197.49 |
| Q1 2025 | +6,096 | Add 0.11% | 5.65 M | $166.00 |
| Q2 2025 | +1.05 M | Add 18.56% | 6.69 M | $226.49 |
| Q3 2025 | +6,983 | Add 0.10% | 6.7 M | $279.29 |
First Eagle Investment's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
First Eagle Investment first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q3 2015, acquiring 500,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
First Eagle Investment has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 34 quarters since Q3 2015.
First Eagle Investment's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q3 2018, adding 4,758,381 shares worth $210.13 M.
According to the latest 13F filing for Q3 2025, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 6,700,008 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $1.87 B.
As of the Q3 2025 filing, Taiwan Semiconductor Manufacturing Company Limited (TSM) represents approximately 3.41% of First Eagle Investment's publicly disclosed stock portfolio, making it one of their key holdings.
First Eagle Investment's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 10,310,611 shares, as reported at the end of Q2 2019.