First Eagle Investment's TSM Position Overview
First Eagle Investment (via First Eagle Investment Management, LLC) currently holds 3.75 M shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $1.79 B, representing 2.99% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 219 quarters.
Based on 13F filings since 2013, First Eagle Investment has maintained a long-term strategic position in TSM, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2018, adding 4.76 M shares. Largest reduction occurred in Q3 2015, reducing 18.72 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 |
|---|---|---|---|---|
| Q2 2026 | -156,540 | Reduce 4.01% | 3.75 M | $477.57 |
| Q1 2026 | -2.04 M | Reduce 34.29% | 3.9 M | $337.95 |
| Q4 2025 | -761,682 | Reduce 11.37% | 5.94 M | $303.89 |
| Q3 2025 | +6,983 | Add 0.10% | 6.7 M | $279.29 |
| Q2 2025 | +1.05 M | Add 18.56% | 6.69 M | $226.49 |
| Q1 2025 | +6,096 | Add 0.11% | 5.65 M | $166.00 |
| Q4 2024 | -213,486 | Reduce 3.65% | 5.64 M | $197.49 |
| Q3 2024 | -426,214 | Reduce 6.79% | 5.85 M | $173.67 |
| Q2 2024 | -2.78 M | Reduce 30.69% | 6.28 M | $173.81 |
| Q1 2024 | -5,974 | Reduce 0.07% | 9.06 M | $136.05 |
| Q4 2023 | +84,823 | Add 0.94% | 9.07 M | $104.00 |
| Q3 2023 | -78,187 | Reduce 0.86% | 8.98 M | $86.90 |
| Q2 2023 | +17,020 | Add 0.19% | 9.06 M | $100.92 |
| Q1 2023 | +11,891 | Add 0.13% | 9.04 M | $93.02 |
| Q4 2022 | +122,272 | Add 1.37% | 9.03 M | $74.49 |
| Q3 2022 | -54,578 | Reduce 0.61% | 8.91 M | $68.56 |
| Q2 2022 | -101,192 | Reduce 1.12% | 8.96 M | $81.75 |
| Q1 2022 | -204,954 | Reduce 2.21% | 9.06 M | $104.26 |
| Q4 2021 | -348,461 | Reduce 3.62% | 9.27 M | $120.31 |
| Q3 2021 | -149,137 | Reduce 1.53% | 9.62 M | $111.65 |
| Q2 2021 | +54,653 | Add 0.56% | 9.77 M | $120.16 |
| Q1 2021 | -132,351 | Reduce 1.34% | 9.71 M | $118.28 |
| Q4 2020 | -250,533 | Reduce 2.48% | 9.84 M | $109.04 |
| Q3 2020 | -35,211 | Reduce 0.35% | 10.09 M | $81.07 |
| Q2 2020 | +2,384 | Add 0.02% | 10.13 M | $56.77 |
| Q1 2020 | -632 | Reduce 0.01% | 10.13 M | $47.79 |
| Q4 2019 | -121,013 | Reduce 1.18% | 10.13 M | $58.10 |
| Q3 2019 | -62,319 | Reduce 0.60% | 10.25 M | $46.48 |
| Q2 2019 | +528,576 | Add 5.40% | 10.31 M | $39.17 |
| Q1 2019 | +356,043 | Add 3.78% | 9.78 M | $40.96 |
| Q4 2018 | +4.67 M | Add 98.09% | 9.43 M | $36.91 |
| Q3 2018 | +4.76 M | New Buy | 4.76 M | $44.16 |
| Q3 2016 | -700,000 | Sold Out | 0 | $0.00 |
| Q1 2016 | +200,000 | Add 40.00% | 700,000 | $26.20 |
| Q3 2015 | +500,000 | New Buy | 500,000 | $20.75 |
| Q1 1970 | +19.22 M | Add 0.00% | 19.22 M | $93.06 |
First Eagle Investment's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
First Eagle Investment first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q1 1970, acquiring 19,221,673 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 219 quarters since Q1 1970.
First Eagle Investment's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q1 1970, adding 19,221,673 shares worth $1.79 B.
According to the latest 13F filing for Q2 2026, First Eagle Investment's firm, First Eagle Investment Management, LLC, owns 3,745,597 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $1.79 B.
As of the Q2 2026 filing, Taiwan Semiconductor Manufacturing Company Limited (TSM) represents approximately 2.99% 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 19,221,673 shares, as reported at the end of Q1 1970.