Steve Mandel's TSM Position Overview
Steve Mandel (via Lone Pine Capital LLC) currently holds 3.05 M shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $927.59 M, representing 6.81% of the portfolio. First purchased in 2018-Q1, this medium-term investment has been held for 18 quarters.
Based on 13F filings, Steve Mandel has maintained a strategic position in TSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2022, adding 7.98 M shares. Largest reduction occurred in Q2 2018, reducing 12.35 M shares.
Analysis based on 13F filings available since 2013 Q2
Steve Mandel'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 Steve Mandel
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2025 | -383,520 | Reduce 11.16% | 3.05 M | $279.29 |
| Q2 2025 | -429,461 | Reduce 11.11% | 3.44 M | $226.49 |
| Q1 2025 | +104,937 | Add 2.79% | 3.87 M | $166.00 |
| Q4 2024 | -452,417 | Reduce 10.74% | 3.76 M | $197.49 |
| Q3 2024 | -1.79 M | Reduce 29.81% | 4.21 M | $173.67 |
| Q2 2024 | -170,326 | Reduce 2.76% | 6 M | $173.81 |
| Q1 2024 | -775,400 | Reduce 11.16% | 6.17 M | $136.05 |
| Q4 2023 | -852,228 | Reduce 10.93% | 6.95 M | $104.00 |
| Q3 2023 | +1.39 M | Add 21.68% | 7.8 M | $86.90 |
| Q2 2023 | -1.77 M | Reduce 21.67% | 6.41 M | $100.92 |
| Q1 2023 | -2.21 M | Reduce 21.24% | 8.18 M | $93.02 |
| Q4 2022 | +782,730 | Add 8.15% | 10.39 M | $74.49 |
| Q3 2022 | +673,709 | Add 7.54% | 9.61 M | $68.56 |
| Q2 2022 | +953,547 | Add 11.95% | 8.93 M | $81.75 |
| Q1 2022 | +7.98 M | New Buy | 7.98 M | $104.26 |
| Q2 2018 | -12.35 M | Sold Out | 0 | $0.00 |
| Q1 2018 | +12.35 M | New Buy | 12.35 M | $43.76 |
Steve Mandel's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
Steve Mandel first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q1 2018, acquiring 12,349,027 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Steve Mandel has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 18 quarters since Q1 2018.
Steve Mandel's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q1 2018, adding 12,349,027 shares worth $540.39 M.
According to the latest 13F filing for Q4 2025, Steve Mandel's firm, Lone Pine Capital LLC, owns 3,052,400 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $927.59 M.
As of the Q4 2025 filing, Taiwan Semiconductor Manufacturing Company Limited (TSM) represents approximately 6.81% of Steve Mandel's publicly disclosed stock portfolio, making it one of their key holdings.
Steve Mandel's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 12,349,027 shares, as reported at the end of Q1 2018.