TAIWAN SEMICONDUCTOR-SP ADR · CUSIP 874039100 · CIK 1040273
As of 2026-06-30, Third Point LLC reported 460.00K TSM (shares), valued at $219.68M, or 4.72% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 67.27%; reported value increased 136.38%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.72% | 460,000 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 4.46% | 275,000 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 1.78% | 425,000 | SEC filing ↗Filed Feb 17, 2026 |
| Q3 2025 | 3.67% | 1,100,000 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 4.25% | 1,430,000 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 4.64% | 1,780,000 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 4.72% | 1,780,000 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 4.16% | 1,780,000 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 4.03% | 2,025,000 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 2.04% | 1,175,000 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 1.84% | 1,175,000 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 2.36% | 1,775,000 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.36% | 1,775,000 | $154.25M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 1.84% | 1,175,000 | $122.20M | Shares decreased 33.80%; reported value decreased 20.78%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 2.04% | 1,175,000 | $159.86M | Shares unchanged; reported value increased 30.82%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 4.03% | 2,025,000 | $351.97M | Shares increased 72.34%; reported value increased 120.17%, and weight changed +1.99 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 4.16% | 1,780,000 | $309.13M | Shares decreased 12.10%; reported value decreased 12.17%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 4.72% | 1,780,000 | $351.53M | Shares unchanged; reported value increased 13.72%, and weight changed +0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 4.64% | 1,780,000 | $295.48M | Shares unchanged; reported value decreased 15.95%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 4.25% | 1,430,000 | $323.88M | Shares decreased 19.66%; reported value increased 9.61%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 3.67% | 1,100,000 | $307.22M | Shares decreased 23.08%; reported value decreased 5.14%, and weight changed -0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 1.78% | 425,000 | $129.15M | Shares decreased 61.36%; reported value decreased 57.96%, and weight changed -1.89 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 17, 2026 |
| Q1 2026 | 4.46% | 275,000 | $92.94M | Shares decreased 35.29%; reported value decreased 28.04%, and weight changed +2.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 4.72% | 460,000 | $219.68M | Shares increased 67.27%; reported value increased 136.38%, and weight changed +0.26 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.