Stanley Druckenmiller's TSM Position Overview
Stanley Druckenmiller (via Duquesne Family Office LLC) currently holds 543,085 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $165.04 M, representing 3.67% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Stanley Druckenmiller has maintained a strategic position in TSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2023, adding 578,590 shares. Largest reduction occurred in Q3 2023, reducing 486,190 shares.
Analysis based on 13F filings available since 2013 Q2
Stanley Druckenmiller'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 Stanley Druckenmiller
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -222,000 | Reduce 29.02% | 543,085 | $303.89 |
| Q2 2025 | +166,305 | Add 27.77% | 765,085 | $226.49 |
| Q1 2025 | +491,265 | Add 456.93% | 598,780 | $166.00 |
| Q4 2024 | +50,160 | Add 87.46% | 107,515 | $197.49 |
| Q3 2024 | +57,355 | New Buy | 57,355 | $173.67 |
| Q3 2023 | -486,190 | Sold Out | 0 | $0.00 |
| Q2 2023 | -92,400 | Reduce 15.97% | 486,190 | $100.92 |
| Q1 2023 | +578,590 | New Buy | 578,590 | $0.09 |
| Q4 2022 | -87,900 | Sold Out | 0 | $0.00 |
| Q3 2022 | +87,900 | New Buy | 87,900 | $68.56 |
| Q2 2021 | -391,475 | Sold Out | 0 | $0.00 |
| Q1 2021 | +391,475 | New Buy | 391,475 | $118.28 |
Stanley Druckenmiller's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
Stanley Druckenmiller first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q1 2021, acquiring 391,475 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Stanley Druckenmiller has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 13 quarters since Q1 2021.
Stanley Druckenmiller's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q1 2023, adding 578,590 shares worth $53,820.
According to the latest 13F filing for Q4 2025, Stanley Druckenmiller's firm, Duquesne Family Office LLC, owns 543,085 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $165.04 M.
As of the Q4 2025 filing, Taiwan Semiconductor Manufacturing Company Limited (TSM) represents approximately 3.67% of Stanley Druckenmiller's publicly disclosed stock portfolio, making it one of their key holdings.
Stanley Druckenmiller's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 765,085 shares, as reported at the end of Q2 2025.