Form 13-F position report

TAIWAN SEMICON MFG LTD(5COMSH)

Reported by CapWealth Advisors LLC

Company profile Manager portfolio Source filing
TSM CUSIP 874039100 Manager CIK 0001531809
Latest reported change

Reported 111,785 shares, down 558 (0.5%) from the prior quarter.

Reported value 35.8%; share count -0.5% vs. the prior quarter.

Reduced
% of reported 13F value 2.49% This manager · Q2 2025
Shares 111,785 Quarter-end amount reported
Reported value $25,318,185 Fair value at quarter end
Consecutive quarters held 11 Through Q2 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.

Manager history

Quarterly position history

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

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 68,900 -362 (-0.5%) 2.37% $31,431,491 2026-10-05
Q2 2026 Reduced 69,262 -1,361 (-1.9%) 2.27% $33,077,453 2026-07-28
Q1 2026 Reduced 70,623 -35,016 (-33.1%) 1.77% $23,867,043 2026-05-05
Q4 2025 Reduced 105,639 -3,087 (-2.8%) 2.2% $32,102,636 2026-02-02
Q3 2025 Reduced 108,726 -3,059 (-2.7%) 2.09% $30,366,085 2025-10-21
Q2 2025 Reduced 111,785 -558 (-0.5%) 2.49% $25,318,185 2025-07-29
Q1 2025 Added 112,343 +1,560 (1.4%) 2.02% $18,648,938 2025-04-30
Q4 2024 Reduced 110,783 -1,320 (-1.2%) 2.4% $21,878,535 2025-01-30
Q3 2024 Reduced 112,103 -5,971 (-5.1%) 2.12% $19,468,928 2024-10-31
Q2 2024 Reduced 118,074 -1,867 (-1.6%) 2.59% $20,522,442 2024-08-05
Q1 2024 Reduced 119,941 -2,369 (-1.9%) 1.83% $16,317,973 2024-05-03
Q4 2023 Added 122,310 +21,329 (21.1%) 1.55% $12,720,240 2024-01-31
Q3 2023 Reduced 100,981 -3,506 (-3.4%) 1.13% $8,775,249 2023-11-01
Q2 2023 Reduced 104,487 -162 (-0.2%) 1.29% $10,544,828 2023-08-07
Q1 2023 Added 104,649 +28,060 (36.6%) 1.21% $9,734,450 2023-05-02
Q4 2022 New 76,589 +76,589 (0.0%) 0.67% $5,705,115 2023-02-01
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Institutional context

Who else reported the position

2781 managers reported TAIWAN SEMICON MFG LTD(5COMSH) for Q2 2025.

Manager Activity Shares Change % of reported 13F Reported value Tenure
FMR LLC Added 61,400,476 +9,416,021 0.78% $13,906,593,844 49 qtrs
Sanders Capital LLC Reduced 38,279,544 -3,244,238 11.64% $8,669,933,921 44 qtrs
Capital World Investors Added 31,885,134 +1,125,191 1.05% $7,222,059,753 49 qtrs
JPMorgan Chase & Co Added 28,380,015 +839,172 0.42% $6,427,789,999 49 qtrs
Capital International Investors Added 25,624,583 +1,167,621 1.0% $5,807,557,883 46 qtrs
Fisher Asset Management LLC Reduced 17,664,956 -340,387 1.59% $4,000,936,296 49 qtrs
VAN ECK ASSOCIATES CORP Reduced 17,187,616 -235,271 4.41% $3,892,824,000 49 qtrs
THE BANK OF NEW YORK MELLON CORPORATION Reduced 17,008,610 -601,142 0.73% $3,852,279,868 49 qtrs
MASSACHUSETTS FINANCIAL SERVICES CO MA Reduced 15,218,372 -586,327 1.09% $3,446,809,075 49 qtrs
Bank of America Corporation Added 14,805,720 +115,158 0.25% $3,353,347,503 49 qtrs
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Filing details and methodology As reported
Report period
June 30, 2025
Filed
July 29, 2025
Filing type
13F-HR
Position type
ADR

Voting authority reported

Sole
111,595
Shared
0
None
190

“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.