Form 13-F position report

TAIWAN SEMICON MFG LTD(5COMSH)

Reported by STEVENS CAPITAL MANAGEMENT LP

TSM CUSIP 874039100 Manager CIK 0001134813

Reported 80,180 shares, up 63,812 (389.9%) from the prior quarter.

Reported value 504.1%; share count 389.9% vs. the prior quarter.

Added
% of reported 13F value 2.97% This manager · Q3 2025
Shares 80,180 Quarter-end amount reported
Reported value $22,393,000 Fair value at quarter end
Consecutive quarters held 6 Through Q3 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2024-06-30 14462000
2024-09-30 21146000
2024-12-31 0
2025-03-31 3633000
2025-06-30 3707000
2025-09-30 22393000
2025-12-31 4850000
2026-03-31 7914000
2026-06-30 6557000

Quarterly position history

How this manager's reported quarter-end position changed over time.

9 quarters
Quarterly reported position history for TAIWAN SEMICON MFG LTD(5COMSH) held by STEVENS CAPITAL MANAGEMENT LP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 13,729 -9,688 (-41.4%) 1.57% $6,557,000 2026-08-11
Q1 2026 Added 23,417 +7,457 (46.7%) 1.22% $7,914,000 2026-05-11
Q4 2025 Reduced 15,960 -64,220 (-80.1%) 1.71% $4,850,000 2026-02-03
Q3 2025 Added 80,180 +63,812 (389.9%) 2.97% $22,393,000 2025-11-10
Q2 2025 Reduced 16,368 -5,516 (-25.2%) 1.01% $3,707,000 2025-08-12
Q1 2025 New 21,884 +21,884 (0.0%) 0.9% $3,633,000 2025-05-07
Q4 2024 Reduced 0 -121,761 (-100.0%) 0 $0 2025-02-11
Q3 2024 Added 121,761 +38,553 (46.3%) 3.01% $21,146,000 2024-11-14
Q2 2024 New 83,208 +83,208 (0.0%) 4.89% $14,462,000 2024-08-09
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

2922 managers reported TAIWAN SEMICON MFG LTD(5COMSH) for Q3 2025.

Managers reporting TAIWAN SEMICON MFG LTD(5COMSH) in Q3 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
FMR LLC Added 73,186,514 +11,786,038 1.06% $20,440,261,570 50 qtrs
Sanders Capital LLC Reduced 32,280,404 -5,999,140 11.09% $9,015,594,033 45 qtrs
Capital World Investors Reduced 27,740,880 -4,144,254 1.06% $7,746,576,034 50 qtrs
Capital International Investors Added 25,643,671 +19,088 1.15% $7,151,377,030 47 qtrs
JPMorgan Chase & Co Reduced 24,492,362 -3,887,653 0.41% $6,840,472,381 50 qtrs
Fisher Asset Management LLC Added 17,833,127 +168,171 1.8% $4,980,614,344 50 qtrs
BlackRock Inc Added 17,180,892 +2,739,259 0.08% $4,798,451,337 5 qtrs
MASSACHUSETTS FINANCIAL SERVICES CO MA Added 15,759,419 +541,047 1.36% $4,401,448,133 50 qtrs
VAN ECK ASSOCIATES CORP Reduced 15,714,138 -1,473,478 4.08% $4,388,801,000 50 qtrs
MORGAN STANLEY Added 15,091,532 +1,347,435 0.26% $4,214,914,925 50 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
September 30, 2025
Filed
November 10, 2025
Filing type
13F-HR
Position type
SPONSORED ADS

Voting authority reported

Sole
80,180
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.