Renaissance Technologies's TSM Position Overview
Renaissance Technologies (via Renaissance Technologies LLC) currently holds 1.34 M shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $375.06 M, representing 0.50% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Renaissance Technologies has maintained a long-term strategic position in TSM, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2022, adding 7.55 M shares. Largest reduction occurred in Q1 2015, reducing 7.39 M shares.
Analysis based on 13F filings available since 2013 Q2
Renaissance Technologies'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 Renaissance Technologies
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +27.95 M | Add 0.00% | 27.95 M | $18.32 |
| Q3 2013 | -5.15 M | Reduce 18.42% | 22.8 M | $16.96 |
| Q4 2013 | +6.26 M | Add 27.44% | 29.06 M | $17.44 |
| Q1 2014 | -3.77 M | Reduce 12.97% | 25.29 M | $20.02 |
| Q2 2014 | +1.06 M | Add 4.21% | 26.35 M | $21.39 |
| Q3 2014 | -4.85 M | Reduce 18.39% | 21.51 M | $20.18 |
| Q4 2014 | -5.9 M | Reduce 27.43% | 15.61 M | $22.38 |
| Q1 2015 | -7.39 M | Reduce 47.36% | 8.22 M | $23.48 |
| Q2 2015 | -3.66 M | Reduce 44.55% | 4.56 M | $22.71 |
| Q3 2015 | +455,420 | Add 10.00% | 5.01 M | $20.75 |
| Q4 2015 | -1.8 M | Reduce 35.95% | 3.21 M | $22.75 |
| Q1 2016 | +462,372 | Add 14.41% | 3.67 M | $26.20 |
| Q2 2016 | -895,400 | Reduce 24.39% | 2.78 M | $26.23 |
| Q3 2016 | -354,000 | Reduce 12.75% | 2.42 M | $30.59 |
| Q4 2016 | -1.1 M | Reduce 45.61% | 1.32 M | $28.75 |
| Q1 2017 | +498,469 | Add 37.83% | 1.82 M | $32.84 |
| Q2 2017 | -1.82 M | Sold Out | 1.82 M | $0.00 |
| Q1 2018 | +294,066 | New Buy | 294,066 | $43.76 |
| Q2 2018 | +3.56 M | Add 1211.24% | 3.86 M | $36.56 |
| Q3 2018 | -3.31 M | Reduce 85.87% | 544,700 | $44.16 |
| Q4 2018 | +4.49 M | Add 825.13% | 5.04 M | $36.91 |
| Q1 2019 | +3.62 M | Add 71.82% | 8.66 M | $40.96 |
| Q2 2019 | +5.64 M | Add 65.18% | 14.3 M | $39.17 |
| Q3 2019 | -1.85 M | Reduce 12.91% | 12.46 M | $46.48 |
| Q4 2019 | -2.28 M | Reduce 18.34% | 10.17 M | $58.10 |
| Q1 2020 | -4.74 M | Reduce 46.61% | 5.43 M | $47.79 |
| Q2 2020 | -2.83 M | Reduce 52.08% | 2.6 M | $56.77 |
| Q3 2020 | -2.6 M | Sold Out | 2.6 M | $0.00 |
| Q1 2021 | +1.32 M | New Buy | 1.32 M | $118.28 |
| Q2 2021 | -1,200 | Reduce 0.09% | 1.32 M | $120.16 |
| Q3 2021 | +439,700 | Add 33.38% | 1.76 M | $111.65 |
| Q4 2021 | -1.31 M | Reduce 74.57% | 446,820 | $120.31 |
| Q1 2022 | -446,820 | Sold Out | 446,820 | $0.00 |
| Q2 2022 | +143,600 | New Buy | 143,600 | $81.75 |
| Q3 2022 | -116,900 | Reduce 81.41% | 26,700 | $68.58 |
| Q4 2022 | +7.55 M | Add 28278.35% | 7.58 M | $0.07 |
| Q1 2023 | -4.91 M | Reduce 64.85% | 2.66 M | $0.09 |
| Q2 2023 | +536,300 | Add 20.14% | 3.2 M | $0.10 |
| Q3 2023 | -2.14 M | Reduce 66.75% | 1.06 M | $86.90 |
| Q4 2023 | -1.06 M | Sold Out | 1.06 M | $0.00 |
| Q1 2024 | +57,920 | New Buy | 57,920 | $136.05 |
| Q2 2024 | -23,091 | Reduce 39.87% | 34,829 | $173.81 |
| Q3 2024 | +813,591 | Add 2335.96% | 848,420 | $173.67 |
| Q4 2024 | +780,822 | Add 92.03% | 1.63 M | $197.49 |
| Q1 2025 | -1.09 M | Reduce 66.68% | 542,820 | $166.00 |
| Q2 2025 | +270,600 | Add 49.85% | 813,420 | $226.49 |
| Q3 2025 | +529,500 | Add 65.10% | 1.34 M | $279.29 |
Renaissance Technologies's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
Renaissance Technologies first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q2 2013, acquiring 27,950,671 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Renaissance Technologies's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q2 2013, adding 27,950,671 shares worth $512.06 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Renaissance Technologies's firm, Renaissance Technologies LLC, owns 1,342,920 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $375.06 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 0.50% of Renaissance Technologies'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.
Renaissance Technologies's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 29,058,671 shares, as reported at the end of Q4 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.