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David Tepper's Taiwan Semiconductor Manufacturing Company Limited (TSM) position

Yes: as of Q1 2026, David Tepper holds 1.3M shares of TSM worth $449M (7.6% of the disclosed portfolio). Last quarter the position was increased by 17.5%. First disclosed Q2 2023.
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Current value
$449M
Shares held
1.3M
% of portfolio
7.6%
Est. average buy price (i)
$198.91
Quarter-end price
$337.95

Estimated trade prices

Average price in quarters with purchases
$142.33
Average prices in quarters with sales
  • Q4 2024: $193.53 (150K shares sold)
  • Q3 2024: $170.40 (60K shares sold)
  • Q2 2024: $151.69 (40K shares sold)
  • Q4 2023: $95.37 (500K shares sold)
  • Q3 2023: $94.56 (775K shares sold)

TSM price vs Tepper's position

1Y 3Y 5Y MAX
Dates
$60$200$400$60020222023202420252026New position of 1.8M shares · Q2 2023. Average closing price $93.07 · Price range $82.25–$107.411.8MsharespurchasedSold 775K shares (43.7%) · Q3 2023. Average closing price $94.56 · Price range $84.29–$105.57775KsharessoldSold 500K shares (50.0%) · Q4 2023. Average closing price $95.37 · Price range $85.41–$104.70500KsharessoldSold 40K shares (8.0%) · Q2 2024. Average closing price $151.69 · Price range $127.70–$179.6940KsharessoldSold 60K shares (13.0%) · Q3 2024. Average closing price $170.40 · Price range $147.95–$191.0560KsharessoldSold 150K shares (37.5%) · Q4 2024. Average closing price $193.53 · Price range $172.07–$207.36150KsharessoldAdded 20K shares (8.0%) · Q1 2025. Average closing price $194.33 · Price range $165.25–$224.6220KsharespurchasedAdded 755K shares (279.6%) · Q2 2025. Average closing price $185.21 · Price range $141.37–$228.57755KsharespurchasedAdded 35K shares (3.4%) · Q3 2025. Average closing price $244.55 · Price range $224.68–$282.7135KsharespurchasedAdded 70K shares (6.6%) · Q4 2025. Average closing price $293.39 · Price range $275.06–$306.2070KsharespurchasedAdded 198K shares (17.5%) · Q1 2026. Average closing price $344.16 · Price range $316.50–$387.73198Ksharespurchased
Average closing price · filing quarter
$344.16
Price range · filing quarter
$316.50 – $387.73
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +198K +$68M +17.5% 1.3M May 15, 2026
Q4 2025 Added +70K +$21M +6.6% 1.1M Feb 17, 2026
Q3 2025 Added +35K +$8.6M +3.4% 1.1M Nov 13, 2025
Q2 2025 Added +755K +$140M +279.6% 1.0M Aug 14, 2025
Q1 2025 Added +20K +$3.9M +8.0% 270K May 15, 2025
Q4 2024 Reduced −150K −$29M −37.5% 250K Feb 10, 2025
Q3 2024 Reduced −60K −$10M −13.0% 400K Nov 14, 2024
Q2 2024 Reduced −40K −$6.1M −8.0% 460K Aug 14, 2024
Q1 2024 Unchanged – – – 500K May 15, 2024
Q4 2023 Reduced −500K −$48M −50.0% 500K Feb 14, 2024
Q3 2023 Reduced −775K −$73M −43.7% 1.0M Nov 14, 2023
Q2 2023 New +1.8M +$165M – 1.8M Aug 14, 2023
Data through Q1 2026 · filed May 15, 2026
12 grouped rows from 12 quarters

Who else owns TSM

FMR LLC
owns 1.2% of shares outstanding
Est. $20.4B · Shares: 60.4M

Capital World Investors
owns 0.6% of shares outstanding
Est. $11.1B · Shares: 32.9M

Sanders Capital, LLC
owns 0.5% of shares outstanding
Est. $9.5B · Shares: 28.1M

JPMorgan Chase & Co
owns 0.5% of shares outstanding
Est. $8.1B · Shares: 24.0M

See all owners of TSM →

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Common questions

Does David Tepper own TSM?

Yes. As of Q1 2026, David Tepper disclosed 1.3M shares of TSM, worth $449M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did David Tepper buy TSM?

David Tepper first disclosed a TSM position in Q2 2023; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did David Tepper sell TSM?

The quarter-by-quarter table above shows each sale and reduction David Tepper disclosed in TSM. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of TSM does David Tepper own?

David Tepper disclosed 1.3M shares of TSM as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did David Tepper pay for TSM?

David Tepper's estimated average buy price for TSM is $198.91, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.