LANSDOWNE PARTNERS (UK) LLP: TAIWAN SEMIC-ADR (TSM): Quarterly 13F Position History
As of Q1 2026, LANSDOWNE PARTNERS (UK) LLP reported 1,335,686 shares of TAIWAN SEMIC-ADR (TSM), worth $451.4M and representing 24.2% of its 13F equity book. Quarter-over-quarter share count change: + 10,402 (+0.8%) . The position first appeared in Q1 2017 and has been disclosed across 37 13F-HR filings in Pactolio's tracked window.
- 1,335,686Shares Held (Latest Filing)
- $451.4MReported Market Value (Latest Filing)
- 24.2%Portfolio Weight (% of 13F Equity Book)
- +10,402Quarter-over-Quarter Share Change
- +$48.7MQuarter-over-Quarter Value Change
- 25,985,204Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 37 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,335,686 | +10,402 | +0.8% | $451.4M | 24.2% | $337.9 |
| Q4 2025 | 1,325,284 | 94,031 | -6.6% | $402.7M | 29.5% | $303.9 |
| Q3 2025 | 1,419,315 | +681,110 | +92.3% | $396.4M | 32.9% | $279.3 |
| Q2 2025 | 738,205 | +240,188 | +48.2% | $167.2M | 21.7% | $226.5 |
| Q1 2025 | 498,017 | 1,164,060 | -70.0% | $82.7M | 11.7% | $166.0 |
| Q4 2024 | 1,662,077 | 124,703 | -7.0% | $328.2M | 23.8% | $197.5 |
| Q3 2024 | 1,786,780 | 395,425 | -18.1% | $310.3M | 24.3% | $173.7 |
| Q2 2024 | 2,182,205 | 96,759 | -4.2% | $379.3M | 30.1% | $173.8 |
| Q1 2024 | 2,278,964 | +198,807 | +9.6% | $310.1M | 20.3% | $136.1 |
| Q4 2023 | 2,080,157 | +270,609 | +15.0% | $216.3M | 16.2% | $104.0 |
| Q3 2023 | 1,809,548 | +210,164 | +13.1% | $157.2M | 14.4% | $86.9 |
| Q2 2023 | 1,599,384 | +1,599,384 | — | $161.4M | 17.9% | $100.9 |
| Q1 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2022 | 0 | 3,040 | -100.0% | $0 | 0.0% | — |
| Q3 2022 | 3,040 | 4,759 | -61.0% | $208.0K | 0.0% | $68.4 |
| Q2 2022 | 7,799 | 5,401 | -40.9% | $638.0K | 0.1% | $81.8 |
| Q1 2022 | 13,200 | 1,358,137 | -99.0% | $1.4M | 0.1% | $104.2 |
| Q4 2021 | 1,371,337 | +1,980 | +0.1% | $165.0M | 10.1% | $120.3 |
| Q3 2021 | 1,369,357 | +203,891 | +17.5% | $152.9M | 7.7% | $111.7 |
| Q2 2021 | 1,165,466 | 530,596 | -31.3% | $140.0M | 6.2% | $120.2 |
| Q1 2021 | 1,696,062 | 496,687 | -22.7% | $200.6M | 8.9% | $118.3 |
| Q4 2020 | 2,192,749 | +358,044 | +19.5% | $239.1M | 10.3% | $109.0 |
| Q3 2020 | 1,834,705 | +441,319 | +31.7% | $148.7M | 7.8% | $81.1 |
| Q2 2020 | 1,393,386 | 414,918 | -22.9% | $79.1M | 3.4% | $56.8 |
| Q1 2020 | 1,808,304 | 2,110,170 | -53.9% | $86.4M | 5.1% | $47.8 |
| Q4 2019 | 3,918,474 | 3,255,732 | -45.4% | $227.7M | 8.0% | $58.1 |
| Q3 2019 | 7,174,206 | +217,876 | +3.1% | $333.5M | 10.8% | $46.5 |
| Q2 2019 | 6,956,330 | +1,199,165 | +20.8% | $272.5M | 7.7% | $39.2 |
| Q1 2019 | 5,757,165 | 6,882,008 | -54.4% | $235.8M | 5.7% | $41.0 |
| Q4 2018 | 12,639,173 | 7,341,466 | -36.7% | $466.5M | 8.6% | $36.9 |
| Q3 2018 | 19,980,639 | 1,329,647 | -6.2% | $882.3M | 10.2% | $44.2 |
| Q2 2018 | 21,310,286 | 3,685,129 | -14.7% | $779.1M | 8.1% | $36.6 |
| Q1 2018 | 24,995,415 | 989,789 | -3.8% | $1.1B | 11.6% | $43.8 |
| Q4 2017 | 25,985,204 | +48,122 | +0.2% | $1.0B | 9.6% | $39.7 |
| Q3 2017 | 25,937,082 | +7,095,969 | +37.7% | $973.9M | 10.3% | $37.6 |
| Q2 2017 | 18,841,113 | +18,809,863 | +60191.6% | $658.7M | 5.7% | $35.0 |
| Q1 2017 | 31,250 | — | — | $1.0M | 0.0% | $32.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did LANSDOWNE PARTNERS (UK) LLP first disclose a TSM position in 13F-HR filings?
LANSDOWNE PARTNERS (UK) LLP first reported TAIWAN SEMIC-ADR (TSM) on its 13F-HR filing for the period ending 2017-03-31 (Q1 2017). The position has appeared on 37 reported quarters within Pactolio's tracked window.
What was LANSDOWNE PARTNERS (UK) LLP's most recent quarter-over-quarter share-count change in TSM?
Between Q4 2025 and Q1 2026, LANSDOWNE PARTNERS (UK) LLP added 10,402 shares of TSM (+0.8%), bringing the total reported position to 1,335,686 shares at a market value of $451.4M.
Does the implied price-per-share represent LANSDOWNE PARTNERS (UK) LLP's cost basis in TSM?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.