TAIWAN SEMICONDUCTOR MFG LTD

Ticker: TSM CUSIP: 874039100 Class: SPONSORED ADS

Note: Option positions (PUT/CALL) are excluded.

New Positions (248)

Increased Positions (1077)

SUMMIT SECURITIES GROUP LLC
Value ($000) $53,758 (+799.4%) Shares 176,900 (+726.6%)
Nipun Capital, L.P.
Value ($000) $22,293 (+1392.6%) Shares 73,360 (+753.0%)
Tiger Pacific Capital LP
Value ($000) $28,019 (+217.0%) Shares 92,200 (+191.3%)
BERKSHIRE CAPITAL HOLDINGS INC
Value ($000) $31,027 (+89.5%) Shares 102,100 (+74.2%)
Carrhae Capital LLP
Value ($000) $178,827 (+226.1%) Shares 588,459 (+199.7%)
Tenzing Global Management, LLC
Value ($000) $12,156 (+117.6%) Shares 40,000 (+100.0%)
Boston Common Asset Management, LLC
Value ($000) $164,730 (+44.9%) Shares 542,072 (+33.2%)
Bornite Capital Management LP
Value ($000) $62,784 (+124.8%) Shares 206,600 (+106.6%)
Arrow Capital Pty Ltd
Value ($000) $7,597 (+20.0%) Shares 25,000 (+66.7%)
Oribel Capital Management, LP
Value ($000) $73,450 (+3453.9%) Shares 241,700 (+3166.2%)
Matthew 25 Management Corp
Value ($000) $30,085 (+57.3%) Shares 99,000 (+44.5%)
Polymer Capital Management (HK) LTD
Value ($000) $31,343 (+224.0%) Shares 103,140 (+197.8%)
Banco BTG Pactual S.A.
Value ($000) $33,457 (+88.6%) Shares 110,096 (+73.3%)
Unison Asset Management LLC
Value ($000) $7,876 (+470.4%) Shares 25,819 (+422.2%)
Generate Investment Management Ltd
Value ($000) $94,883 (+128.5%) Shares 312,229 (+110.0%)
Headwater Capital Co Ltd
Value ($000) $110,616 (+26.9%) Shares 364,000 (+16.7%)
MAVERICK CAPITAL LTD
Value ($000) $504,047 (+77.0%) Shares 1,658,650 (+62.7%)
PRAGMA GESTAO DE PATRIMONIO LTD
Value ($000) $8,205 (+188.0%) Shares 27,000 (+164.7%)
MARVIN & PALMER ASSOCIATES INC
Value ($000) $3,831 (+1454.9%) Shares 12,605 (+1437.2%)
London & Capital Asset Management Ltd
Value ($000) $322,399 (+680.2%) Shares 1,061,011 (+617.1%)

Decreased Positions (920)

PBCay One RSC Ltd
Value ($000) $554 (-99.3%) Shares 1,823 (-99.6%)
L1 Capital International Pty Ltd
Value ($000) $13,167 (-82.5%) Shares 43,329 (-83.9%)
180 GPS Investments IC Ltd
Value ($000) $45 (-99.6%) Shares 148 (-99.7%)
Blue Whale Capital LLP
Value ($000) $124,822 (-37.7%) Shares 410,748 (-42.8%)
Tairen Capital Ltd
Value ($000) $1,990 (-95.5%) Shares 6,550 (-95.9%)
TB Capital Gestao de Recursos Ltda.
Value ($000) $18,614 (-19.3%) Shares 61,251 (-25.8%)
Spear Holdings RSC Ltd
Value ($000) $554 (-99.2%) Shares 1,823 (-99.3%)
Kapitalo Investimentos Ltda
Value ($000) $2,329 (-90.3%) Shares 7,664 (-91.1%)
SIRIOS CAPITAL MANAGEMENT L P
Value ($000) $48,645 (-33.5%) Shares 160,075 (-38.9%)
LANSDOWNE PARTNERS (UK) LLP
Value ($000) $402,741 (+1.6%) Shares 1,325,284 (-6.6%)
Elequin Capital, LP
Value ($000) $760 (-98.7%) Shares 2,500 (-98.8%)
AnglePoint Asset Management Ltd
Value ($000) $5,486 (-36.0%) Shares 18,053 (-41.2%)
Marcho Partners LLP
Value ($000) $37,519 (-29.5%) Shares 123,464 (-35.2%)
LTS One Management LP
Value ($000) $15,878 (-36.8%) Shares 52,250 (-41.9%)
Ruffer LLP
Value ($000) $9,489 (-83.4%) Shares 31,175 (-84.7%)
Altshuler Shaham Ltd
Value ($000) $481,948 (-19.0%) Shares 1,585,930 (-25.5%)
Charles-Lim Capital Ltd
Value ($000) $18,233 (-34.7%) Shares 60,000 (-40.0%)
Ruane, Cunniff & Goldfarb L.P.
Value ($000) $432,047 (-17.8%) Shares 1,421,721 (-24.4%)
FengHe Fund Management Pte. Ltd.
Value ($000) $95,707 (-3.2%) Shares 314,940 (-11.0%)
Third Point LLC
Value ($000) $129,153 (-58.0%) Shares 425,000 (-61.4%)

Exited Positions (99)