Wallace Weitz's TSM Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 50,650 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM) worth $23.11 M, representing 1.58% of the portfolio. First purchased in 2026-Q1, this short-term holding has been held for 3 quarters.
Based on 13F filings, Wallace Weitz has maintained this position in TSM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2026, adding 30,650 shares.
Analysis based on 13F filings available since 2013 Q2
Wallace Weitz'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 Wallace Weitz
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2026 | +30,650 | Add 153.25% | 50,650 | $456.19 |
| Q1 2026 | +20,000 | New Buy | 20,000 | $337.95 |
Wallace Weitz's Taiwan Semiconductor Manufacturing Company Limited Investment FAQs
Wallace Weitz first purchased Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q1 2026, acquiring 20,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz has held Taiwan Semiconductor Manufacturing Company Limited (TSM) for 3 quarters since Q1 2026.
Wallace Weitz's largest addition to Taiwan Semiconductor Manufacturing Company Limited (TSM) was in Q3 2026, adding 50,650 shares worth $23.11 M.
According to the latest 13F filing for Q3 2026, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 50,650 shares of Taiwan Semiconductor Manufacturing Company Limited (TSM), valued at approximately $23.11 M.
As of the Q3 2026 filing, Taiwan Semiconductor Manufacturing Company Limited (TSM) represents approximately 1.58% of Wallace Weitz's publicly disclosed stock portfolio, making it one of their key holdings.
Wallace Weitz's peak holding in Taiwan Semiconductor Manufacturing Company Limited (TSM) was 50,650 shares, as reported at the end of Q3 2026.