LANSDOWNE PARTNERS (UK) LLP

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1608485 London, X0

Position in TSM

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$451,395,082

+$48,654,531 QoQ

Shares Held

1,335,686

+0.8% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

24.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

23 quarters on record

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

Technology · as of Mar 31, 2026

LANSDOWNE PARTNERS (UK) LLP holds $822,043,077 across 4 Semiconductors names. TSM ranks #1 (54.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	1,335,686	$451,395,082
2	ADI	Analog Devices Inc	664,063	$211,265,000
3	ARM	Arm Holdings PLC /Uk	935,503	$141,522,893
4	TXN	Texas Instruments Inc	91,996	$17,860,102

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$451,395,082	1,335,686	+0.8%	Shares	Defined	2026-05-14
2025-12-31	$402,740,551	1,325,284	-6.6%	Shares	Sole	2026-02-13
2025-09-30	$396,400,485	1,419,315	+92.3%	Shares	Defined	2025-11-19
2025-06-30	$167,196,049	738,205	+48.2%	Shares	Defined	2025-08-14
2025-03-31	$82,670,822	498,017	-70.0%	Shares	Sole	2025-05-14
2024-12-31	$328,243,585	1,662,077	-7.0%	Shares	Sole	2025-05-15
2024-09-30	$310,310,081	1,786,780	-18.1%	Shares	Sole	2025-05-15
2024-06-30	$379,289,049	2,182,205	-4.2%	Shares	Defined	2025-05-20
2024-03-31	$310,053,049	2,278,964	+9.8%	Shares	Defined	2025-05-20
2023-12-31	$215,860,112	2,075,578	+14.7%	Shares	Defined	2025-05-20
2023-09-30	$157,249,719	1,809,548	+13.1%	Shares	Sole	2023-11-14
2023-06-30	$161,409,831	1,599,384	+52511.3%	Shares	Defined	2023-08-14
2022-09-30	$208,422	3,040	-61.0%	Shares	Sole	2022-11-10
2022-06-30	$637,568	7,799	-40.9%	Shares	Sole	2022-08-12
2022-03-31	$1,376,232	13,200	-99.0%	Shares	Sole	2022-05-16
2021-12-31	$164,985,553	1,371,337	+0.1%	Shares	Defined	2022-02-14
2021-09-30	$152,888,707	1,369,357	+17.5%	Shares	Sole	2021-11-12
2021-06-30	$140,042,393	1,165,466	-31.3%	Shares	Defined	2021-08-13
2021-03-31	$200,610,211	1,696,062	-22.7%	Shares	Defined	2021-05-13
2020-12-31	$239,097,348	2,192,749	+19.5%	Shares	Defined	2021-02-16
2020-09-30	$148,739,531	1,834,705	+31.7%	Shares	Defined	2020-11-16
2020-06-30	$79,102,521	1,393,386	-22.9%	Shares	Defined	2020-08-14
2020-03-31	$86,418,846	1,808,304	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.