First Eagle Investment Management’s TSMC TSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.32B | Sell |
3,902,137
-2,036,189
| -34% | -$701M | 2.24% | 9 |
|
|
2025
Q4 | $1.8B | Sell |
5,938,326
-761,682
| -11% | -$223M | 3.18% | 5 |
|
|
2025
Q3 | $1.87B | Buy |
6,700,008
+6,983
| +0.1% | +$1.71M | 3.41% | 4 |
|
|
2025
Q2 | $1.52B | Buy |
6,693,025
+1,047,777
| +19% | +$194M | 2.98% | 6 |
|
|
2025
Q1 | $937M | Buy |
5,645,248
+6,096
| +0.1% | +$1.18M | 1.96% | 17 |
|
|
2024
Q4 | $1.11B | Sell |
5,639,152
-213,486
| -4% | -$41.3M | 2.49% | 10 |
|
|
2024
Q3 | $1.02B | Sell |
5,852,638
-426,214
| -7% | -$72.6M | 2.09% | 18 |
|
|
2024
Q2 | $1.09B | Sell |
6,278,852
-2,780,260
| -31% | -$422M | 2.44% | 12 |
|
|
2024
Q1 | $1.23B | Sell |
9,059,112
-5,974
| -0.1% | -$742K | 2.8% | 10 |
|
|
2023
Q4 | $943M | Buy |
9,065,086
+84,823
| +0.9% | +$8.09M | 2.25% | 13 |
|
|
2023
Q3 | $780M | Sell |
8,980,263
-78,187
| -0.9% | -$7.39M | 2.02% | 16 |
|
|
2023
Q2 | $914M | Buy |
9,058,450
+17,020
| +0.2% | +$1.58M | 2.34% | 11 |
|
|
2023
Q1 | $841M | Buy |
9,041,430
+11,891
| +0.1% | +$1.07M | 2.22% | 15 |
|
|
2022
Q4 | $673M | Buy |
9,029,539
+122,272
| +1% | +$8.85M | 1.85% | 20 |
|
|
2022
Q3 | $611M | Sell |
8,907,267
-54,578
| -0.6% | -$4.51M | 1.83% | 20 |
|
|
2022
Q2 | $733M | Sell |
8,961,845
-101,192
| -1% | -$9.36M | 2.07% | 14 |
|
|
2022
Q1 | $945M | Sell |
9,063,037
-204,954
| -2% | -$24M | 2.31% | 11 |
|
|
2021
Q4 | $1.12B | Sell |
9,267,991
-348,461
| -4% | -$40.8M | 2.79% | 7 |
|
|
2021
Q3 | $1.07B | Sell |
9,616,452
-149,137
| -2% | -$17.5M | 2.75% | 7 |
|
|
2021
Q2 | $1.17B | Buy |
9,765,589
+54,653
| +0.6% | +$6.4M | 2.93% | 5 |
|
|
2021
Q1 | $1.15B | Sell |
9,710,936
-132,351
| -1% | -$16.4M | 3.06% | 4 |
|
|
2020
Q4 | $1.07B | Sell |
9,843,287
-250,533
| -2% | -$23.8M | 3.02% | 5 |
|
|
2020
Q3 | $818M | Sell |
10,093,820
-35,211
| -0.3% | -$2.68M | 2.46% | 14 |
|
|
2020
Q2 | $575M | Buy |
10,129,031
+2,384
| +0% | +$126K | 1.81% | 19 |
|
|
2020
Q1 | $484M | Sell |
10,126,647
-632
| -0% | -$34.6K | 1.76% | 19 |
|
|
2019
Q4 | $588M | Sell |
10,127,279
-121,013
| -1% | -$6.42M | 1.61% | 27 |
|
|
2019
Q3 | $476M | Sell |
10,248,292
-62,319
| -0.6% | -$2.66M | 1.35% | 32 |
|
|
2019
Q2 | $404M | Buy |
10,310,611
+528,576
| +5% | +$21.8M | 1.09% | 38 |
|
|
2019
Q1 | $401M | Buy |
9,782,035
+356,043
| +4% | +$13.6M | 1.08% | 35 |
|
|
2018
Q4 | $348M | Buy |
9,425,992
+4,667,611
| +98% | +$178M | 1.01% | 39 |
|
|
2018
Q3 | $210M | Buy |
+4,758,381
| New | +$197M | 0.53% | 56 |
|
|
2016
Q3 | – | Sell |
-700,000
| Closed | -$18.4M | – | 368 |
|
|
2016
Q2 | $18.4M | Hold |
700,000
| – | – | 0.05% | 159 |
|
|
2016
Q1 | $18.3M | Buy |
700,000
+200,000
| +40% | +$4.68M | 0.05% | 149 |
|
|
2015
Q4 | $11.4M | Hold |
500,000
| – | – | 0.03% | 157 |
|
|
2015
Q3 | $10.4M | Buy |
+500,000
| New | +$10.5M | 0.03% | 156 |
|
Other funds holding TSM
First Eagle Investment Management's TSM Position: Q1 2026 in Review
First Eagle Investment Management reduced its TSMC (TSM) stake by 34% in Q1 2026, selling an estimated $701M and leaving 3,902,137 shares worth $1.32B. The position accounts for 2.24% of the portfolio, ranked #9.
First Eagle Investment Management first reported a position in TSM in Q3 2015 and has held it in 35 quarters since. The position peaked at $1.87B in Q3 2025. 3,256 funds tracked by Wall St. Rank hold TSM as of Q1 2026.
- First Eagle Investment Management held 3,902,137 shares of TSMC worth $1.32B as of Q1 2026.
- First Eagle Investment Management sold 2,036,189 TSMC shares in Q1 2026, an estimated $701M.
- TSMC made up 2.24% of First Eagle Investment Management's portfolio in Q1 2026, its #9 holding.
- First Eagle Investment Management first reported a position in TSMC in Q3 2015 and has held it in 35 quarters since.
- First Eagle Investment Management's TSMC position peaked at $1.87B in Q3 2025.
- 3,256 funds tracked by Wall St. Rank held TSMC as of Q1 2026.
Based on First Eagle Investment Management's 13F filing for Q1 2026, filed 12 May 2026.