TAIWAN SEMICONDUCTOR-SP ADR · CUSIP 874039100 · CIK 1904893
As of 2026-06-30, PineStone Asset Management Inc. reported 4.96M TSM (shares), valued at $2.37B, or 14.63% of its reported non-derivative portfolio. Filed 2026-07-13.
Verify history & sources →Shares decreased 6.21%; reported value increased 32.51%, and weight changed +2.07 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 | 14.63% | 4,959,994 | SEC filing ↗Filed Jul 13, 2026 |
| Q1 2026 | 12.56% | 5,288,479 | SEC filing ↗Filed May 1, 2026 |
| Q4 2025 | 11.80% | 6,246,545 | SEC filing ↗Filed Jan 15, 2026 |
| Q3 2025 | 11.38% | 6,545,779 | SEC filing ↗Filed Oct 17, 2025 |
| Q2 2025 | 10.30% | 7,025,731 | SEC filing ↗Filed Jul 16, 2025 |
| Q1 2025 | 8.50% | 6,785,321 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 8.59% | 4,641,798 | SEC filing ↗Filed Jan 30, 2025 |
| Q3 2024 | 8.29% | 4,943,236 | SEC filing ↗Filed Oct 28, 2024 |
| Q2 2024 | 8.99% | 4,874,916 | SEC filing ↗Filed Nov 20, 2024Amended |
| Q1 2024 | 7.79% | 3,598,183 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 5.81% | 5,204,358 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 6.02% | 4,802,924 | SEC filing ↗Filed Oct 13, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.02% | 4,802,924 | $417.37M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 13, 2023 |
| Q4 2023 | 5.81% | 5,204,358 | $541.25M | Shares increased 8.36%; reported value increased 29.68%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 7.79% | 3,598,183 | $489.53M | Shares decreased 30.86%; reported value decreased 9.56%, and weight changed +1.98 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 8.99% | 4,874,916 | $847.31M | Shares increased 35.48%; reported value increased 73.09%, and weight changed +1.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 20, 2024 |
| Q3 2024 | 8.29% | 4,943,236 | $858.49M | Shares increased 1.40%; reported value increased 1.32%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2024 |
| Q4 2024 | 8.59% | 4,641,798 | $916.71M | Shares decreased 6.10%; reported value increased 6.78%, and weight changed +0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 30, 2025 |
| Q1 2025 | 8.50% | 6,785,321 | $1.13B | Shares increased 46.18%; reported value increased 22.87%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 10.30% | 7,025,731 | $1.59B | Shares increased 3.54%; reported value increased 41.27%, and weight changed +1.80 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2025 |
| Q3 2025 | 11.38% | 6,545,779 | $1.83B | Shares decreased 6.83%; reported value increased 14.90%, and weight changed +1.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 17, 2025 |
| Q4 2025 | 11.80% | 6,246,545 | $1.90B | Shares decreased 4.57%; reported value increased 3.84%, and weight changed +0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 15, 2026 |
| Q1 2026 | 12.56% | 5,288,479 | $1.79B | Shares decreased 15.34%; reported value decreased 5.85%, and weight changed +0.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 1, 2026 |
| Q2 2026 | 14.63% | 4,959,994 | $2.37B | Shares decreased 6.21%; reported value increased 32.51%, and weight changed +2.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 13, 2026 |
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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.