Jefferies Group's TSM Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 220,970 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $61.71 M, representing 0.29% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in TSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 194,509 shares. Largest reduction occurred in Q3 2023, reducing 104,849 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group'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 Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +91,000 | New Buy | 91,000 | $74.49 |
| Q1 2023 | +19,900 | Add 21.87% | 110,900 | $93.02 |
| Q2 2023 | +14,950 | Add 13.48% | 125,850 | $100.92 |
| Q3 2023 | -104,849 | Reduce 83.31% | 21,001 | $86.90 |
| Q4 2023 | +79,364 | Add 377.91% | 100,365 | $104.00 |
| Q1 2024 | -50,140 | Reduce 49.96% | 50,225 | $136.05 |
| Q2 2024 | +5,636 | Add 11.22% | 55,861 | $173.81 |
| Q3 2024 | -53,432 | Reduce 95.65% | 2,429 | $173.67 |
| Q4 2024 | +16,250 | Add 669.00% | 18,679 | $197.49 |
| Q1 2025 | +14,301 | Add 76.56% | 32,980 | $166.00 |
| Q2 2025 | -6,519 | Reduce 19.77% | 26,461 | $226.49 |
| Q3 2025 | +194,509 | Add 735.08% | 220,970 | $279.29 |
Jefferies Group's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
Jefferies Group first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q4 2022, acquiring 91,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q3 2025, adding 220,970 shares worth $61.71 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 220,970 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $61.71 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 0.29% of Jefferies Group'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.
Jefferies Group's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 220,970 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.