TAIWAN SEMICONDUCTOR-SP ADR · CUSIP 874039100 · CIK 1608485
As of 2026-06-30, LANSDOWNE PARTNERS (UK) LLP reported 1.48M TSM (shares), valued at $704.80M, or 29.00% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 10.49%; reported value increased 56.14%, and weight changed +4.81 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 | 29.00% | 1,475,803 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 24.19% | 1,335,686 | SEC filing ↗Filed May 14, 2026 |
| Q4 2025 | 29.53% | 1,325,284 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 33.44% | 1,419,315 | SEC filing ↗Filed Nov 19, 2025Amended |
| Q2 2025 | 21.72% | 738,205 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 11.71% | 498,017 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 23.85% | 1,662,077 | SEC filing ↗Filed May 15, 2025Amended |
| Q3 2024 | 24.26% | 1,786,780 | SEC filing ↗Filed May 15, 2025Amended |
| Q2 2024 | 29.70% | 2,182,205 | SEC filing ↗Filed May 20, 2025Amended |
| Q1 2024 | 20.06% | 2,278,964 | SEC filing ↗Filed May 20, 2025Amended |
| Q4 2023 | 15.84% | 2,075,578 | SEC filing ↗Filed May 20, 2025Amended |
| Q3 2023 | 14.38% | 1,809,548 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 14.38% | 1,809,548 | $157.24M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 15.84% | 2,075,578 | $215.85M | Shares increased 14.70%; reported value increased 37.27%, and weight changed +1.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 20, 2025 |
| Q1 2024 | 20.06% | 2,278,964 | $310.05M | Shares increased 9.80%; reported value increased 43.64%, and weight changed +4.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 20, 2025 |
| Q2 2024 | 29.70% | 2,182,205 | $379.29M | Shares decreased 4.25%; reported value increased 22.33%, and weight changed +9.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 20, 2025 |
| Q3 2024 | 24.26% | 1,786,780 | $310.31M | Shares decreased 18.12%; reported value decreased 18.19%, and weight changed -5.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q4 2024 | 23.85% | 1,662,077 | $328.24M | Shares decreased 6.98%; reported value increased 5.78%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q1 2025 | 11.71% | 498,017 | $82.67M | Shares decreased 70.04%; reported value decreased 74.81%, and weight changed -12.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | 21.72% | 738,205 | $167.20M | Shares increased 48.23%; reported value increased 102.24%, and weight changed +10.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 33.44% | 1,419,315 | $396.40M | Shares increased 92.27%; reported value increased 137.09%, and weight changed +11.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 19, 2025 |
| Q4 2025 | 29.53% | 1,325,284 | $402.74M | Shares decreased 6.63%; reported value increased 1.60%, and weight changed -3.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 24.19% | 1,335,686 | $451.40M | Shares increased 0.78%; reported value increased 12.08%, and weight changed -5.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 29.00% | 1,475,803 | $704.80M | Shares increased 10.49%; reported value increased 56.14%, and weight changed +4.81 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.