STEADFAST CAPITAL MANAGEMENT LP

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1214822 NEW YORK, NY

Position in TSM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$83,648,370

-$10,532,307 QoQ

Shares Held

247,517

-20.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

3.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

STEADFAST CAPITAL MANAGEMENT LP holds $223,384,160 across 4 Semiconductors names. TSM ranks #2 (37.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	485,433	$84,659,515
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	247,517	$83,648,370
3	AVGO	Broadcom Inc.	135,350	$41,892,178
4	RMBS	Rambus Inc	153,250	$13,184,097

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$83,648,370	247,517	-20.1%	Shares	Sole	2026-05-15
2025-12-31	$94,180,677	309,917	-32.2%	Shares	Sole	2026-02-17
2025-09-30	$127,751,993	457,417	+1.8%	Shares	Sole	2025-11-14
2025-06-30	$101,788,456	449,417	+58.5%	Shares	Sole	2025-08-14
2025-03-31	$47,077,600	283,600	-52.3%	Shares	Sole	2025-05-15
2024-12-31	$117,526,299	595,100	+2.6%	Shares	Sole	2025-02-14
2024-09-30	$100,693,866	579,800	+90.2%	Shares	Sole	2024-11-14
2024-06-30	$52,977,288	304,800	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.