Mark Hillman's TSM Position Overview
Mark Hillman (via Hillman Capital Management, Inc.) currently holds 11,175 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $3.12 M, representing 1.82% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Mark Hillman has maintained a strategic position in TSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 14,295 shares. Largest reduction occurred in Q3 2024, reducing 78,261 shares.
Analysis based on 13F filings available since 2013 Q2
Mark Hillman'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 Mark Hillman
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2022 | +102,336 | New Buy | 102,336 | $68.56 |
| Q4 2022 | -2,486 | Reduce 2.43% | 99,850 | $74.49 |
| Q1 2023 | -698 | Reduce 0.70% | 99,152 | $93.02 |
| Q2 2023 | +6 | Add 0.01% | 99,158 | $100.92 |
| Q3 2023 | -3,136 | Reduce 3.16% | 96,022 | $86.90 |
| Q4 2023 | -15,007 | Reduce 15.63% | 81,015 | $104.00 |
| Q1 2024 | -1,024 | Reduce 1.26% | 79,991 | $136.05 |
| Q2 2024 | -79,991 | Sold Out | 79,991 | $136.05 |
| Q3 2024 | +1,730 | New Buy | 1,730 | $173.67 |
| Q4 2024 | -72 | Reduce 4.16% | 1,658 | $197.49 |
| Q1 2025 | +146 | Add 8.81% | 1,804 | $166.00 |
| Q2 2025 | +14,295 | Add 792.41% | 16,099 | $226.49 |
| Q3 2025 | -4,924 | Reduce 30.59% | 11,175 | $279.29 |
Mark Hillman's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
Mark Hillman first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q3 2022, acquiring 102,336 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mark Hillman has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 13 quarters since Q3 2022.
Mark Hillman's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q3 2022, adding 102,336 shares worth $7.02 M.
According to the latest 13F filing for Q3 2025, Mark Hillman's firm, Hillman Capital Management, Inc., owns 11,175 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $3.12 M.
As of the Q3 2025 filing, Taiwan Semiconductor Manufacturing Company Limited (TSM) represents approximately 1.82% of Mark Hillman's publicly disclosed stock portfolio, making it one of their key holdings.
Mark Hillman's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 102,336 shares, as reported at the end of Q3 2022.