Soroban Capital Partners LP: TAIWAN SEMICONDUCTOR MANUFAC (TSM): Quarterly 13F Position History
As of Q2 2026, Soroban Capital Partners LP reported 2,174,760 shares of TAIWAN SEMICONDUCTOR MANUFAC (TSM), worth $1.0B and representing 7.3% of its 13F equity book. Quarter-over-quarter share count change: + 243,230 (+12.6%) . The position first appeared in Q3 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 2,174,760Shares Held (Latest Filing)
- $1.0BReported Market Value (Latest Filing)
- 7.3%Portfolio Weight (% of 13F Equity Book)
- +243,230Quarter-over-Quarter Share Change
- +$385.8MQuarter-over-Quarter Value Change
- 2,643,064Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 2,174,760 | +243,230 | +12.6% | $1.0B | 7.3% | $477.6 |
| Q1 2026 | 1,931,530 | 711,534 | -26.9% | $652.8M | 4.7% | $337.9 |
| Q4 2025 | 2,643,064 | +798,830 | +43.3% | $738.2M | 5.4% | $279.3 |
| Q3 2025 | 1,844,234 | 0 | – | $515.1M | 4.2% | $279.3 |
| Q2 2025 | 1,844,234 | +343,978 | +22.9% | $417.7M | 4.1% | $226.5 |
| Q1 2025 | 1,500,256 | +538,300 | +56.0% | $249.0M | 3.5% | $166.0 |
| Q4 2024 | 961,956 | 0 | – | $190.0M | 2.5% | $197.5 |
| Q3 2024 | 961,956 | – | – | $167.1M | 2.3% | $173.7 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Soroban Capital Partners LP first disclose a TSM position in 13F-HR filings?
Soroban Capital Partners LP first reported TAIWAN SEMICONDUCTOR MANUFAC (TSM) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 8 reported quarters within Pactolio's tracked window.
What was Soroban Capital Partners LP's most recent quarter-over-quarter share-count change in TSM?
Between Q1 2026 and Q2 2026, Soroban Capital Partners LP added 243,230 shares of TSM (+12.6%), bringing the total reported position to 2,174,760 shares at a market value of $1.0B.
Does the implied price-per-share represent Soroban Capital Partners LP'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.