Terry Smith's TSM Position Overview
Terry Smith (via Fundsmith Llp) currently holds 1.15 M shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $548.46 M, representing 4.02% of the portfolio. First purchased in 2020-Q4, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Terry Smith has maintained a strategic position in TSM, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2026, adding 1.15 M shares. Largest reduction occurred in Q4 2022, reducing 155,558 shares.
Analysis based on 13F filings available since 2013 Q2
Terry Smith'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 Terry Smith
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +1.15 M | New Buy | 1.15 M | $477.57 |
| Q4 2022 | -155,558 | Sold Out | 0 | $0.00 |
| Q2 2022 | +13,837 | Add 9.76% | 155,558 | $81.75 |
| Q4 2021 | +12,088 | Add 9.32% | 141,721 | $120.31 |
| Q2 2021 | +11,652 | Add 9.88% | 129,633 | $120.16 |
| Q4 2020 | +117,981 | New Buy | 117,981 | $109.04 |
Terry Smith's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
Terry Smith first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q4 2020, acquiring 117,981 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Terry Smith has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 10 quarters since Q4 2020.
Terry Smith's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q2 2026, adding 1,148,449 shares worth $548.46 M.
According to the latest 13F filing for Q2 2026, Terry Smith's firm, Fundsmith Llp, owns 1,148,449 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $548.46 M.
As of the Q2 2026 filing, Taiwan Semiconductor Manufacturing Company Limited (TSM) represents approximately 4.02% of Terry Smith's publicly disclosed stock portfolio, making it one of their key holdings.
Terry Smith's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 1,148,449 shares, as reported at the end of Q2 2026.