JOHO CAPITAL LLC TSM — TAIWAN SEMICONDUCTOR MFG LTD

Ownership history in JOHO CAPITAL LLC  ·  5 quarters on record

AI Ownership Summary

JOHO CAPITAL LLC reported TAIWAN SEMICONDUCTOR MFG LTD (TSM) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 17.22% in 2026 Q1. The latest visible filing shows TSM at 17.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TSM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JOHO CAPITAL LLC's position in TAIWAN SEMICONDUCTOR MFG LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TSM was reported at 17.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
17.22% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TSM stock page JOHO CAPITAL LLC fund profile JOHO CAPITAL LLC full holdings
How JOHO CAPITAL LLC held TSM — position size vs. price
% of Fund (quarterly)    TSM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 190,100 — 0% 17.22% $64.2M 2026-05-15 $404.35
2025 Q4 REDUCED 23.7% +11.5% ❌ 190,100 -59,000 -23.7% 12.33% $57.8M 2026-02-17 $363.18
2025 Q3 UNCHANGED — — — 249,100 — 0% 12.36% $69.6M 2025-11-14 $283.26
2025 Q2 ADDED — — — 249,100 +81,100 +48.3% 7.95% $56.4M 2025-08-14 $238.92
2025 Q1 INITIATED — — — 168,000 — — 4.82% $27.9M 2025-05-14 $192.38

🏢 Other funds also holding TSM

As of 2026 Q1 — sorted by position size

Kultura Capital Management LP 58.41% Eurizon Asset Management Slovakia, sprav. spol., a.s. 57.06% Noked Israel Ltd 3Y 7Y 45.45% KEYWISE CAPITAL MANAGEMENT (HK) Ltd 3Y 33.87% HCEP Management Ltd 3Y 33.28% Marcho Partners LLP 3Y 29.88% HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 3Y 29.58% Coalescence Partners Investment Management, LP 25.69% Prime Capital Management Co Ltd 3Y 7Y 25.18% LANSDOWNE PARTNERS (UK) LLP 3Y 7Y 24.19%

FAQ About JOHO CAPITAL LLC and TSM

These are the practical questions this page is built to answer before you even open the full history table.

How long has JOHO CAPITAL LLC reported owning TSM?

JOHO CAPITAL LLC reported TSM across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported TSM position in JOHO CAPITAL LLC's portfolio?

The largest reported portfolio weight for TSM was 17.22% in 2026 Q1.

What is the latest reported TSM position on this page?

The most recent filing on this page is 2026 Q1, when JOHO CAPITAL LLC reported 190,100 shares, equal to 17.22% of portfolio, with an estimated market value of $64.2M.

What does the chart on this TSM ownership page compare?

The chart compares JOHO CAPITAL LLC's quarterly TSM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did JOHO CAPITAL LLC time their TSM position?

Based on 13F filing dates vs. subsequent TSM price moves, JOHO CAPITAL LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on TSM relative to SPY over the holding period was +65.0%.

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