Ken Fisher's TSM Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 18.15 M shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $5.51 B, representing 1.88% 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, Ken Fisher has maintained a long-term strategic position in TSM, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2017, adding 6.28 M shares. Largest reduction occurred in Q1 2025, reducing 10.35 M shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher'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 Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +313,773 | Add 1.76% | 18.15 M | $303.89 |
| Q3 2025 | +168,171 | Add 0.95% | 17.83 M | $279.29 |
| Q2 2025 | -340,387 | Reduce 1.89% | 17.66 M | $226.49 |
| Q1 2025 | -10.35 M | Reduce 36.49% | 18.01 M | $166.00 |
| Q4 2024 | -415,156 | Reduce 1.44% | 28.35 M | $197.49 |
| Q3 2024 | +359,854 | Add 1.27% | 28.77 M | $173.67 |
| Q2 2024 | -600,821 | Reduce 2.07% | 28.41 M | $173.81 |
| Q1 2024 | -2.05 M | Reduce 6.61% | 29.01 M | $136.05 |
| Q4 2023 | +422,976 | Add 1.38% | 31.06 M | $104.00 |
| Q3 2023 | +1.08 M | Add 3.65% | 30.64 M | $86.90 |
| Q2 2023 | +4.17 M | Add 16.42% | 29.56 M | $100.92 |
| Q1 2023 | +971,844 | Add 3.98% | 25.39 M | $93.21 |
| Q4 2022 | -708,393 | Reduce 2.82% | 24.42 M | $74.49 |
| Q3 2022 | -1.2 M | Reduce 4.55% | 25.13 M | $68.56 |
| Q2 2022 | +134,529 | Add 0.51% | 26.32 M | $81.75 |
| Q1 2022 | +251,551 | Add 0.97% | 26.19 M | $104.26 |
| Q4 2021 | +557,498 | Add 2.20% | 25.94 M | $120.31 |
| Q3 2021 | -601,698 | Reduce 2.32% | 25.38 M | $111.65 |
| Q2 2021 | -658,898 | Reduce 2.47% | 25.98 M | $120.16 |
| Q1 2021 | -999,956 | Reduce 3.62% | 26.64 M | $118.28 |
| Q4 2020 | +130,578 | Add 0.47% | 27.64 M | $109.04 |
| Q3 2020 | -1.99 M | Reduce 6.75% | 27.51 M | $81.07 |
| Q2 2020 | -174,524 | Reduce 0.59% | 29.5 M | $56.77 |
| Q1 2020 | -1.03 M | Reduce 3.36% | 29.67 M | $47.79 |
| Q4 2019 | -3.22 M | Reduce 9.49% | 30.7 M | $58.10 |
| Q3 2019 | -790,787 | Reduce 2.28% | 33.92 M | $46.48 |
| Q2 2019 | -588,870 | Reduce 1.67% | 34.72 M | $39.17 |
| Q1 2019 | -925,518 | Reduce 2.55% | 35.3 M | $40.96 |
| Q4 2018 | +1.09 M | Add 3.09% | 36.23 M | $36.91 |
| Q3 2018 | +952,889 | Add 2.79% | 35.14 M | $44.16 |
| Q2 2018 | +320,062 | Add 0.94% | 34.19 M | $36.56 |
| Q1 2018 | -122,646 | Reduce 0.36% | 33.87 M | $43.76 |
| Q4 2017 | +81,730 | Add 0.24% | 33.99 M | $39.65 |
| Q3 2017 | -561,326 | Reduce 1.63% | 33.91 M | $37.55 |
| Q2 2017 | +6.28 M | Add 22.28% | 34.47 M | $34.96 |
| Q1 2017 | +184,195 | Add 0.66% | 28.19 M | $32.84 |
| Q4 2016 | -819,916 | Reduce 2.84% | 28.01 M | $28.75 |
| Q3 2016 | -416,394 | Reduce 1.42% | 28.83 M | $30.59 |
| Q2 2016 | +1.14 M | Add 4.07% | 29.24 M | $27.20 |
| Q1 2016 | -77,998 | Reduce 0.28% | 28.1 M | $25.46 |
| Q4 2015 | +658,433 | Add 2.39% | 28.18 M | $22.75 |
| Q3 2015 | +903,024 | Add 3.39% | 27.52 M | $20.75 |
| Q2 2015 | +1.94 M | Add 7.85% | 26.61 M | $22.71 |
| Q1 2015 | +2.33 M | Add 10.45% | 24.68 M | $23.48 |
| Q4 2014 | +2.36 M | Add 11.83% | 22.34 M | $22.38 |
| Q3 2014 | -1.71 M | Reduce 7.88% | 19.98 M | $20.18 |
| Q2 2014 | +4.44 M | Add 25.72% | 21.69 M | $21.39 |
| Q1 2014 | +408,603 | Add 2.43% | 17.25 M | $20.02 |
| Q4 2013 | -536,127 | Reduce 3.08% | 16.84 M | $17.44 |
| Q3 2013 | +256,409 | Add 1.50% | 17.38 M | $16.96 |
| Q2 2013 | +17.12 M | Add 0.00% | 17.12 M | $18.32 |
Ken Fisher's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
Ken Fisher first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q2 2013, acquiring 17,122,760 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 51 quarters since Q2 2013.
Ken Fisher's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q2 2013, adding 17,122,760 shares worth $313.69 M.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 18,146,900 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $5.51 B.
As of the Q4 2025 filing, Taiwan Semiconductor Manufacturing Company Limited (TSM) represents approximately 1.88% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 36,229,503 shares, as reported at the end of Q4 2018.