Mark Hillman's TSM Position Overview
Mark Hillman (via Hillman Capital Management, Inc.) currently holds 7,962 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $2.69 M, representing 1.87% of the portfolio. First purchased in 2022-Q3, this medium-term investment has been held for 15 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 Q2 2024, reducing 79,991 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 |
|---|---|---|---|---|
| Q1 2026 | -1,482 | Reduce 15.69% | 7,962 | $337.95 |
| Q4 2025 | -1,731 | Reduce 15.49% | 9,444 | $303.89 |
| Q3 2025 | -4,924 | Reduce 30.59% | 11,175 | $279.29 |
| Q2 2025 | +14,295 | Add 792.41% | 16,099 | $226.49 |
| Q1 2025 | +146 | Add 8.81% | 1,804 | $166.00 |
| Q4 2024 | -72 | Reduce 4.16% | 1,658 | $197.49 |
| Q3 2024 | +1,730 | New Buy | 1,730 | $173.67 |
| Q2 2024 | -79,991 | Sold Out | 0 | $0.00 |
| Q1 2024 | -1,024 | Reduce 1.26% | 79,991 | $136.05 |
| Q4 2023 | -15,007 | Reduce 15.63% | 81,015 | $104.00 |
| Q3 2023 | -3,136 | Reduce 3.16% | 96,022 | $86.90 |
| Q2 2023 | +6 | Add 0.01% | 99,158 | $100.92 |
| Q1 2023 | -698 | Reduce 0.70% | 99,152 | $93.02 |
| Q4 2022 | -2,486 | Reduce 2.43% | 99,850 | $74.49 |
| Q3 2022 | +102,336 | New Buy | 102,336 | $68.56 |
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 15 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 Q1 2026, Mark Hillman's firm, Hillman Capital Management, Inc., owns 7,962 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $2.69 M.
As of the Q1 2026 filing, Taiwan Semiconductor Manufacturing Company Limited (TSM) represents approximately 1.87% 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.