Sarah Ketterer's TSM Position Overview
Sarah Ketterer (via Causeway Capital Management LLC) currently holds 511,720 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $155.51 M, representing 2.14% 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, Sarah Ketterer has maintained a long-term strategic position in TSM, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2015, adding 1.82 M shares. Largest reduction occurred in Q2 2023, reducing 1.33 M shares.
Analysis based on 13F filings available since 2013 Q2
Sarah Ketterer'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 Sarah Ketterer
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +3,969 | Add 0.78% | 511,720 | $303.89 |
| Q3 2025 | -10,064 | Reduce 1.94% | 507,751 | $279.29 |
| Q2 2025 | -1,830 | Reduce 0.35% | 517,815 | $226.49 |
| Q1 2025 | -9,419 | Reduce 1.78% | 519,645 | $166.00 |
| Q4 2024 | +213 | Add 0.04% | 529,064 | $197.49 |
| Q3 2024 | +23,079 | Add 4.56% | 528,851 | $173.67 |
| Q2 2024 | +16,605 | Add 3.39% | 505,772 | $173.81 |
| Q1 2024 | +26,398 | Add 5.70% | 489,167 | $136.06 |
| Q4 2023 | -34,760 | Reduce 6.99% | 462,769 | $104.00 |
| Q3 2023 | -912,974 | Reduce 64.73% | 497,529 | $86.90 |
| Q2 2023 | -1.33 M | Reduce 48.46% | 1.41 M | $100.92 |
| Q1 2023 | -322,327 | Reduce 10.54% | 2.74 M | $93.02 |
| Q4 2022 | -310,791 | Reduce 9.22% | 3.06 M | $74.49 |
| Q3 2022 | -43,764 | Reduce 1.28% | 3.37 M | $68.56 |
| Q2 2022 | -229,821 | Reduce 6.31% | 3.41 M | $81.75 |
| Q1 2022 | +10,435 | Add 0.29% | 3.64 M | $104.26 |
| Q4 2021 | -486,629 | Reduce 11.81% | 3.63 M | $120.31 |
| Q3 2021 | -168,364 | Reduce 3.93% | 4.12 M | $111.65 |
| Q2 2021 | -451,133 | Reduce 9.52% | 4.29 M | $120.16 |
| Q1 2021 | -322,234 | Reduce 6.37% | 4.74 M | $118.28 |
| Q4 2020 | -296,783 | Reduce 5.54% | 5.06 M | $109.04 |
| Q3 2020 | +173,501 | Add 3.35% | 5.36 M | $81.07 |
| Q2 2020 | -1.05 M | Reduce 16.88% | 5.18 M | $56.77 |
| Q1 2020 | -16,300 | Reduce 0.26% | 6.24 M | $47.79 |
| Q4 2019 | +328,637 | Add 5.55% | 6.25 M | $58.10 |
| Q3 2019 | -625,002 | Reduce 9.54% | 5.92 M | $46.48 |
| Q2 2019 | +484,910 | Add 8.00% | 6.55 M | $39.17 |
| Q1 2019 | +31,403 | Add 0.52% | 6.07 M | $40.96 |
| Q4 2018 | -470,772 | Reduce 7.24% | 6.03 M | $36.91 |
| Q3 2018 | +508,295 | Add 8.48% | 6.5 M | $44.16 |
| Q2 2018 | -787,181 | Reduce 11.60% | 6 M | $36.56 |
| Q1 2018 | +1.31 M | Add 23.93% | 6.78 M | $43.76 |
| Q4 2017 | -40,700 | Reduce 0.74% | 5.47 M | $39.65 |
| Q3 2017 | -716,900 | Reduce 11.51% | 5.51 M | $37.55 |
| Q2 2017 | -473,800 | Reduce 7.07% | 6.23 M | $35.34 |
| Q1 2017 | -341,100 | Reduce 4.84% | 6.7 M | $32.53 |
| Q4 2016 | +479,400 | Add 7.30% | 7.05 M | $29.09 |
| Q3 2016 | +792,812 | Add 13.73% | 6.57 M | $30.94 |
| Q2 2016 | -16,600 | Reduce 0.29% | 5.77 M | $26.40 |
| Q1 2016 | +1.62 M | Add 38.84% | 5.79 M | $26.34 |
| Q4 2015 | +229,700 | Add 5.83% | 4.17 M | $22.75 |
| Q3 2015 | -503,900 | Reduce 11.34% | 3.94 M | $20.75 |
| Q2 2015 | -855,400 | Reduce 16.14% | 4.44 M | $22.70 |
| Q1 2015 | +1.82 M | Add 52.18% | 5.3 M | $23.48 |
| Q4 2014 | +1.81 M | Add 108.70% | 3.48 M | $22.38 |
| Q3 2014 | +326,000 | Add 24.28% | 1.67 M | $20.18 |
| Q2 2014 | +28,600 | Add 2.18% | 1.34 M | $21.39 |
| Q1 2014 | +775,042 | Add 143.74% | 1.31 M | $18.96 |
| Q4 2013 | +122,600 | Add 29.43% | 539,191 | $17.44 |
| Q3 2013 | -561,600 | Reduce 57.41% | 416,591 | $16.96 |
| Q2 2013 | +978,192 | Add 0.00% | 978,191 | $18.32 |
Sarah Ketterer's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
Sarah Ketterer first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q2 2013, acquiring 978,191 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Sarah Ketterer has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 51 quarters since Q2 2013.
Sarah Ketterer's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q1 2015, adding 5,300,133 shares worth $124.45 M.
According to the latest 13F filing for Q4 2025, Sarah Ketterer's firm, Causeway Capital Management LLC, owns 511,720 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $155.51 M.
As of the Q4 2025 filing, Taiwan Semiconductor Manufacturing Company Limited (TSM) represents approximately 2.14% of Sarah Ketterer's publicly disclosed stock portfolio, making it one of their key holdings.
Sarah Ketterer's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 7,046,045 shares, as reported at the end of Q4 2016.