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TSM Taiwan Semiconductor Manufacturing

Information Technology stock

HECA, HGRO, QLTI have owned Taiwan Semiconductor Manufacturing since Jan 2, 2026, across 4 separate holding periods. Today it is 5.2% of QLTI, against a peak long of 5.5%. That's 1.9× the size of a typical QLTI position (median 2.7%). Changes in this name have been small relative to each fund's typical position.

Held now inQLTI at 5.18%

First held in our dataJan 2, 2026

Since our record began-1.8%held since Oct 30, 2026 or earlier · S&P 500 -0.5%.

Big moves0

Position size by fund vs price

Shaded areas: position size in each fund (left axis). Line: share price (right axis). Shading below zero is a short. At zero, the fund didn't hold it. Our daily record starts Nov 21, 2025.

Big moves in TSM

No big moves in our record.