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Jeremy Grantham's Taiwan Semiconductor Manufacturing Company Limited (TSM) position

Yes: as of Q1 2026, Jeremy Grantham holds 375K shares of TSM worth $127M (0.3% of the disclosed portfolio). Held since at least Q1 2021; that opening coverage snapshot is not counted as a purchase.
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Current value
$127M
Shares held
375K
% of portfolio
0.3%
Est. average buy price (i)
$234.27
est. since Q1 2021
Quarter-end price
$337.95

Estimated trade prices

Average price in quarters with purchases
$125.79
Average prices in quarters with sales
  • Q1 2026: $344.16 (33K shares sold)
  • Q3 2025: $244.55 (2K shares sold)
  • Q4 2024: $193.53 (36K shares sold)
  • Q2 2024: $151.69 (595K shares sold)
  • Q1 2024: $124.20 (365K shares sold)
  • Q3 2023: $94.56 (76K shares sold)
  • Q2 2023: $93.07 (366K shares sold)
  • Q1 2023: $89.76 (316K shares sold)
  • Q4 2022: $72.34 (1.1M shares sold)
  • Q3 2021: $117.40 (116K shares sold)
  • Q2 2021: $117.17 (136K shares sold)

TSM price vs Grantham's position

1Y 3Y 5Y MAX
Dates
$60$200$400$60020222023202420252026Sold 116K shares (22.0%) · Q3 2021. Average closing price $117.40 · Price range $108.12–$124.70116KsharessoldAdded 1.1M shares (257.6%) · Q4 2021. Average closing price $117.13 · Price range $109.02–$124.751.1MsharespurchasedAdded 515K shares (34.9%) · Q1 2022. Average closing price $116.94 · Price range $99.29–$140.66515KsharespurchasedAdded 560K shares (28.2%) · Q2 2022. Average closing price $92.47 · Price range $81.75–$104.79560KsharespurchasedAdded 250K shares (9.8%) · Q3 2022. Average closing price $82.65 · Price range $68.56–$91.57250KsharespurchasedSold 1.1M shares (38.8%) · Q4 2022. Average closing price $72.34 · Price range $60.28–$82.981.1MsharessoldSold 316K shares (18.4%) · Q1 2023. Average closing price $89.76 · Price range $74.03–$97.96316KsharessoldSold 366K shares (26.2%) · Q2 2023. Average closing price $93.07 · Price range $82.25–$107.41366KsharessoldSold 76K shares (7.4%) · Q3 2023. Average closing price $94.56 · Price range $84.29–$105.5776KsharessoldAdded 96K shares (10.1%) · Q4 2023. Average closing price $95.37 · Price range $85.41–$104.7096KsharespurchasedSold 365K shares (34.7%) · Q1 2024. Average closing price $124.20 · Price range $99.13–$149.20365KsharessoldSold 595K shares (86.5%) · Q2 2024. Average closing price $151.69 · Price range $127.70–$179.69595KsharessoldAdded 67K shares (72.0%) · Q3 2024. Average closing price $170.40 · Price range $147.95–$191.0567KsharespurchasedSold 36K shares (22.5%) · Q4 2024. Average closing price $193.53 · Price range $172.07–$207.3636KsharessoldAdded 24K shares (19.3%) · Q1 2025. Average closing price $194.33 · Price range $165.25–$224.6224KsharespurchasedAdded 21K shares (14.4%) · Q2 2025. Average closing price $185.21 · Price range $141.37–$228.5721KsharespurchasedSold 2K shares (1.3%) · Q3 2025. Average closing price $244.55 · Price range $224.68–$282.712KsharessoldAdded 240K shares (143.6%) · Q4 2025. Average closing price $293.39 · Price range $275.06–$306.20240KsharespurchasedSold 33K shares (8.1%) · Q1 2026. Average closing price $344.16 · Price range $316.50–$387.7333Ksharessold← Earlier —1 sell
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 Reduced −33K −$11M −8.1% 375K May 14, 2026
Q4 2025 Added +240K +$70M +143.6% 407K Feb 17, 2026
Q3 2025 Reduced −2K −$525K −1.3% 167K Nov 13, 2025
Q2 2025 Added +21K +$4.0M +14.4% 169K Aug 13, 2025
Q1 2025 Added +24K +$4.6M +19.3% 148K May 14, 2025
Q4 2024 Reduced −36K −$7.0M −22.5% 124K Feb 13, 2025
Q3 2024 Added +67K +$11M +72.0% 160K Nov 13, 2024
Q2 2024 Reduced −595K −$90M −86.5% 93K Aug 13, 2024
Q1 2024 Reduced −365K −$45M −34.7% 688K May 14, 2024
Q4 2023 Added +96K +$9.2M +10.1% 1.1M Feb 13, 2024
Q3 2023 Reduced −76K −$7.2M −7.4% 957K Nov 13, 2023
Q2 2023 Reduced −366K −$34M −26.2% 1.0M Aug 14, 2023
Q1 2023 Reduced −316K −$28M −18.4% 1.4M May 12, 2023
Q4 2022 Reduced −1.1M −$79M −38.8% 1.7M Feb 13, 2023
Q3 2022 Added +250K +$21M +9.8% 2.8M Nov 10, 2022
Q2 2022 Added +560K +$52M +28.2% 2.6M Aug 12, 2022
Q1 2022 Added +515K +$60M +34.9% 2.0M May 13, 2022
Q4 2021 Added +1.1M +$125M +257.6% 1.5M Feb 11, 2022
Q3 2021 Reduced −116K −$14M −22.0% 413K Nov 12, 2021
Q2 2021 Reduced −136K −$16M −20.4% 529K Aug 12, 2021
Q1 2021 First covered – – – 665K May 13, 2021
Data through Q1 2026 · filed May 14, 2026
21 grouped rows from 21 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 →

More Grantham positions

Microsoft Corporation(MSFT)
$2.3B
5.8% of portfolio

Alphabet Inc.(GOOGL)
$1.9B
5.1% of portfolio

Johnson & Johnson(JNJ)
$1.8B
4.6% of portfolio

Apple Inc.(AAPL)
$1.8B
4.5% of portfolio

Meta Platforms, Inc.(META)
$1.7B
4.5% of portfolio

Lam Research Corporation(LRCX)
$1.4B
3.8% of portfolio

Common questions

Does Jeremy Grantham own TSM?

Yes. As of Q1 2026, Jeremy Grantham disclosed 375K shares of TSM, worth $127M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Jeremy Grantham buy TSM?

Jeremy Grantham held TSM since at least Q1 2021, when this filing coverage begins; the opening snapshot is not a disclosed purchase. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Jeremy Grantham sell TSM?

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

How many shares of TSM does Jeremy Grantham own?

Jeremy Grantham disclosed 375K shares of TSM as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Jeremy Grantham pay for TSM?

Jeremy Grantham began building the TSM position before our 13F history starts, so an exact average buy price cannot be estimated without understating it. 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.