TAIWAN SEMICONDUCTOR-SP ADR · CUSIP 874039100 · CIK 1061186
As of 2026-06-30, WCM INVESTMENT MANAGEMENT, LLC reported 9.26M TSM (shares), valued at $4.21B, or 7.64% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 0.71%; reported value increased 42.77%, and weight changed +0.90 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 | 7.64% | 9,261,509 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 6.74% | 9,327,592 | SEC filing ↗Filed May 7, 2026 |
| Q4 2025 | 6.06% | 9,819,196 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 5.74% | 10,090,519 | SEC filing ↗Filed Nov 4, 2025 |
| Q2 2025 | 5.25% | 10,058,659 | SEC filing ↗Filed Jul 29, 2025 |
| Q1 2025 | 4.13% | 9,734,044 | SEC filing ↗Filed Apr 28, 2025 |
| Q4 2024 | 4.56% | 9,674,965 | SEC filing ↗Filed Jan 28, 2025Amended |
| Q3 2024 | 3.93% | 9,738,181 | SEC filing ↗Filed Nov 4, 2024 |
| Q2 2024 | 3.46% | 8,531,822 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 0.01% | 17,283 | SEC filing ↗Filed Apr 25, 2024 |
| Q4 2023 | 0.00% | 10,664 | SEC filing ↗Filed Jan 29, 2024 |
| Q3 2023 | 0.00% | 10,714 | SEC filing ↗Filed Oct 10, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.00% | 10,714 | $932.44K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 10, 2023 |
| Q4 2023 | 0.00% | 10,664 | $1.12M | Shares decreased 0.47%; reported value increased 19.74%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 0.01% | 17,283 | $2.35M | Shares increased 62.07%; reported value increased 110.60%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2024 |
| Q2 2024 | 3.46% | 8,531,822 | $1.46B | Shares increased 49265.40%; reported value increased 62175.52%, and weight changed +3.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 3.93% | 9,738,181 | $1.73B | Shares increased 14.14%; reported value increased 18.36%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2024 |
| Q4 2024 | 4.56% | 9,674,965 | $1.94B | Shares decreased 0.65%; reported value increased 11.87%, and weight changed +0.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2025 |
| Q1 2025 | 4.13% | 9,734,044 | $1.61B | Shares increased 0.61%; reported value decreased 17.03%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2025 |
| Q2 2025 | 5.25% | 10,058,659 | $2.30B | Shares increased 3.33%; reported value increased 42.93%, and weight changed +1.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 29, 2025 |
| Q3 2025 | 5.74% | 10,090,519 | $2.76B | Shares increased 0.32%; reported value increased 19.92%, and weight changed +0.49 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 4, 2025 |
| Q4 2025 | 6.06% | 9,819,196 | $2.94B | Shares decreased 2.69%; reported value increased 6.70%, and weight changed +0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 6.74% | 9,327,592 | $2.95B | Shares decreased 5.01%; reported value increased 0.36%, and weight changed +0.68 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 7.64% | 9,261,509 | $4.21B | Shares decreased 0.71%; reported value increased 42.77%, and weight changed +0.90 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
Take these holdings further.
This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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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.