Jeremy Grantham's TSM Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 407,315 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $123.78 M, representing 0.32% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in TSM, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2013, adding 3.29 M shares. Largest reduction occurred in Q4 2015, reducing 3.7 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham'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 Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +240,087 | Add 143.57% | 407,315 | $303.89 |
| Q3 2025 | -2,146 | Reduce 1.27% | 167,228 | $279.29 |
| Q2 2025 | +21,369 | Add 14.44% | 169,374 | $226.49 |
| Q1 2025 | +23,926 | Add 19.28% | 148,005 | $166.00 |
| Q4 2024 | -36,118 | Reduce 22.55% | 124,079 | $197.49 |
| Q3 2024 | +67,033 | Add 71.95% | 160,197 | $173.67 |
| Q2 2024 | -594,765 | Reduce 86.46% | 93,164 | $173.81 |
| Q1 2024 | -365,287 | Reduce 34.68% | 687,929 | $136.05 |
| Q4 2023 | +96,424 | Add 10.08% | 1.05 M | $104.00 |
| Q3 2023 | -76,099 | Reduce 7.37% | 956,792 | $86.90 |
| Q2 2023 | -366,115 | Reduce 26.17% | 1.03 M | $100.92 |
| Q1 2023 | -315,769 | Reduce 18.41% | 1.4 M | $93.02 |
| Q4 2022 | -1.09 M | Reduce 38.78% | 1.71 M | $74.49 |
| Q3 2022 | +249,830 | Add 9.79% | 2.8 M | $68.56 |
| Q2 2022 | +560,386 | Add 28.15% | 2.55 M | $81.75 |
| Q1 2022 | +514,507 | Add 34.85% | 1.99 M | $104.26 |
| Q4 2021 | +1.06 M | Add 257.55% | 1.48 M | $120.31 |
| Q3 2021 | -116,322 | Reduce 21.98% | 412,850 | $111.65 |
| Q2 2021 | -136,005 | Reduce 20.45% | 529,172 | $120.16 |
| Q1 2021 | +300,377 | Add 82.34% | 665,177 | $118.28 |
| Q4 2020 | -387,228 | Reduce 51.49% | 364,800 | $109.04 |
| Q3 2020 | -263,922 | Reduce 25.98% | 752,028 | $81.07 |
| Q2 2020 | -436,600 | Reduce 30.06% | 1.02 M | $56.77 |
| Q1 2020 | +256,159 | Add 21.41% | 1.45 M | $47.79 |
| Q4 2019 | -1.66 M | Reduce 58.18% | 1.2 M | $58.10 |
| Q3 2019 | +134,000 | Add 4.91% | 2.86 M | $46.48 |
| Q2 2019 | -1.61 M | Reduce 37.08% | 2.73 M | $39.17 |
| Q1 2019 | +118,669 | Add 2.82% | 4.33 M | $40.96 |
| Q4 2018 | +842,100 | Add 24.97% | 4.22 M | $36.91 |
| Q3 2018 | +355,074 | Add 11.77% | 3.37 M | $44.16 |
| Q2 2018 | -1.97 M | Reduce 39.45% | 3.02 M | $36.56 |
| Q1 2018 | -43,900 | Reduce 0.87% | 4.98 M | $43.76 |
| Q4 2017 | -236,903 | Reduce 4.50% | 5.03 M | $39.65 |
| Q3 2017 | +17,873 | Add 0.34% | 5.26 M | $37.55 |
| Q2 2017 | -2.18 M | Reduce 29.34% | 5.25 M | $34.96 |
| Q1 2017 | +210,211 | Add 2.91% | 7.43 M | $32.84 |
| Q4 2016 | +795,220 | Add 12.39% | 7.22 M | $28.75 |
| Q3 2016 | -949,523 | Reduce 12.88% | 6.42 M | $30.59 |
| Q2 2016 | +2.94 M | Add 66.45% | 7.37 M | $26.23 |
| Q1 2016 | -1.35 M | Reduce 23.32% | 4.43 M | $26.20 |
| Q4 2015 | -3.7 M | Reduce 39.08% | 5.77 M | $22.75 |
| Q3 2015 | +3.29 M | Add 53.06% | 9.48 M | $20.75 |
| Q2 2015 | +1.26 M | Add 25.60% | 6.19 M | $22.71 |
| Q1 2015 | +3.28 M | Add 197.92% | 4.93 M | $23.48 |
| Q4 2014 | +207,100 | Add 14.31% | 1.65 M | $22.38 |
| Q3 2014 | +737,800 | Add 103.93% | 1.45 M | $20.18 |
| Q2 2014 | -2.15 M | Reduce 75.15% | 709,900 | $21.39 |
| Q1 2014 | -1.03 M | Reduce 26.42% | 2.86 M | $20.02 |
| Q4 2013 | -552,793 | Reduce 12.46% | 3.88 M | $17.44 |
| Q3 2013 | +3.29 M | Add 286.37% | 4.44 M | $16.96 |
| Q2 2013 | +1.15 M | Add 0.00% | 1.15 M | $18.32 |
Jeremy Grantham's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
Jeremy Grantham first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q2 2013, acquiring 1,148,210 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 51 quarters since Q2 2013.
Jeremy Grantham's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q3 2013, adding 4,436,293 shares worth $75.24 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 407,315 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $123.78 M.
As of the Q4 2025 filing, Taiwan Semiconductor Manufacturing Company Limited (TSM) represents approximately 0.32% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 9,477,625 shares, as reported at the end of Q3 2015.