TIGER GLOBAL MANAGEMENT LLC: TAIWAN SEMIC-ADR (TSM): Quarterly 13F Position History
As of Q1 2026, TIGER GLOBAL MANAGEMENT LLC reported 5,565,074 shares of TAIWAN SEMIC-ADR (TSM), worth $1.9B and representing 8.2% of its 13F equity book. Quarter-over-quarter share count change: + 1,839,600 (+49.4%) . The position first appeared in Q3 2022 and has been disclosed across 15 13F-HR filings in Pactolio's tracked window.
- 5,565,074Shares Held (Latest Filing)
- $1.9BReported Market Value (Latest Filing)
- 8.2%Portfolio Weight (% of 13F Equity Book)
- +1,839,600Quarter-over-Quarter Share Change
- +$748.6MQuarter-over-Quarter Value Change
- 5,565,074Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 15 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 5,565,074 | +1,839,600 | +49.4% | $1.9B | 8.2% | $337.9 |
| Q4 2025 | 3,725,474 | 852,900 | -18.6% | $1.1B | 3.8% | $303.9 |
| Q3 2025 | 4,578,374 | 0 | — | $1.3B | 4.0% | $279.3 |
| Q2 2025 | 4,578,374 | +336,900 | +7.9% | $1.0B | 3.0% | $226.5 |
| Q1 2025 | 4,241,474 | +606,494 | +16.7% | $704.1M | 2.6% | $166.0 |
| Q4 2024 | 3,634,980 | 0 | — | $717.9M | 2.7% | $197.5 |
| Q3 2024 | 3,634,980 | +564,090 | +18.4% | $631.3M | 2.7% | $173.7 |
| Q2 2024 | 3,070,890 | +25,900 | +0.9% | $533.8M | 2.5% | $173.8 |
| Q1 2024 | 3,044,990 | 0 | — | $414.3M | 2.3% | $136.1 |
| Q4 2023 | 3,044,990 | +983,200 | +47.7% | $316.7M | 2.3% | $104.0 |
| Q3 2023 | 2,061,790 | +193,235 | +10.3% | $179.2M | 1.3% | $86.9 |
| Q2 2023 | 1,868,555 | +280,000 | +17.6% | $188.6M | 1.6% | $100.9 |
| Q1 2023 | 1,588,555 | +1,588,555 | — | $147.8M | 1.3% | $93.0 |
| Q4 2022 | 0 | 1,315,005 | -100.0% | $0 | 0.0% | — |
| Q3 2022 | 1,315,005 | — | — | $90.2M | 0.8% | $68.6 |
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 TIGER GLOBAL MANAGEMENT LLC first disclose a TSM position in 13F-HR filings?
TIGER GLOBAL MANAGEMENT LLC first reported TAIWAN SEMIC-ADR (TSM) on its 13F-HR filing for the period ending 2022-09-30 (Q3 2022). The position has appeared on 15 reported quarters within Pactolio's tracked window.
What was TIGER GLOBAL MANAGEMENT LLC's most recent quarter-over-quarter share-count change in TSM?
Between Q4 2025 and Q1 2026, TIGER GLOBAL MANAGEMENT LLC added 1,839,600 shares of TSM (+49.4%), bringing the total reported position to 5,565,074 shares at a market value of $1.9B.
Does the implied price-per-share represent TIGER GLOBAL MANAGEMENT LLC'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.