TAIWAN SEMICONDUCTOR-SP ADR · CUSIP 874039100 · CIK 934639
As of 2026-06-30, MAVERICK CAPITAL LTD reported 711.76K TSM (shares), valued at $339.91M, or 3.07% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 42.48%; reported value decreased 18.71%, and weight changed -1.79 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 | 3.07% | 711,757 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 4.86% | 1,237,358 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 5.41% | 1,658,650 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 3.81% | 1,019,472 | SEC filing ↗Filed Nov 14, 2025 |
| Q2 2025 | 6.12% | 1,760,017 | SEC filing ↗Filed Aug 14, 2025 |
| Q1 2025 | 4.36% | 1,458,136 | SEC filing ↗Filed May 15, 2025 |
| Q4 2024 | 4.41% | 1,239,457 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 2.09% | 616,979 | SEC filing ↗Filed Nov 14, 2024 |
| Q2 2024 | 1.61% | 489,108 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 1.33% | 504,022 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 1.06% | 495,712 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 0.60% | 296,888 | SEC filing ↗Filed Nov 14, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.60% | 296,888 | $25.80M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 14, 2023 |
| Q4 2023 | 1.06% | 495,712 | $51.55M | Shares increased 66.97%; reported value increased 99.83%, and weight changed +0.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 1.33% | 504,022 | $68.57M | Shares increased 1.68%; reported value increased 33.01%, and weight changed +0.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 1.61% | 489,108 | $85.01M | Shares decreased 2.96%; reported value increased 23.97%, and weight changed +0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 2.09% | 616,979 | $107.15M | Shares increased 26.14%; reported value increased 26.04%, and weight changed +0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2024 |
| Q4 2024 | 4.41% | 1,239,457 | $244.78M | Shares increased 100.89%; reported value increased 128.44%, and weight changed +2.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 4.36% | 1,458,136 | $242.05M | Shares increased 17.64%; reported value decreased 1.12%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2025 |
| Q2 2025 | 6.12% | 1,760,017 | $398.63M | Shares increased 20.70%; reported value increased 64.69%, and weight changed +1.76 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 3.81% | 1,019,472 | $284.73M | Shares decreased 42.08%; reported value decreased 28.57%, and weight changed -2.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 14, 2025 |
| Q4 2025 | 5.41% | 1,658,650 | $504.05M | Shares increased 62.70%; reported value increased 77.03%, and weight changed +1.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 4.86% | 1,237,358 | $418.17M | Shares decreased 25.40%; reported value decreased 17.04%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 3.07% | 711,757 | $339.91M | Shares decreased 42.48%; reported value decreased 18.71%, and weight changed -1.79 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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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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Sources, coverage & how to read this data
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.