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Coatue Management's Taiwan Semiconductor Manufacturing Company Limited (TSM) position

Yes: as of Q1 2026, Coatue Management holds 9.3M shares of TSM worth $3.1B (10.8% of the disclosed portfolio). Last quarter the position was increased by 7.6%. First disclosed Q4 2021.
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Current value
$3.1B
Shares held
9.3M
% of portfolio
10.8%
Est. average buy price (i)
$155.47
Quarter-end price
$337.95

Estimated trade prices

Average price in quarters with purchases
$128.06
Average prices in quarters with sales
  • Q1 2025: $194.33 (2.0M shares sold)
  • Q3 2024: $170.40 (2.0M shares sold)
  • Q4 2023: $95.37 (2.1M shares sold)
  • Q3 2023: $94.56 (4.4M shares sold)

TSM price vs Management's position

1Y 3Y 5Y MAX
Dates
$60$200$400$60020222023202420252026New position of 858K shares · Q4 2021. Average closing price $117.13 · Price range $109.02–$124.75858KsharespurchasedNew position of 5.9M shares · Q1 2023. Average closing price $89.76 · Price range $74.03–$97.965.9MsharespurchasedAdded 858K shares (14.5%) · Q2 2023. Average closing price $93.07 · Price range $82.25–$107.41858KsharespurchasedSold 4.4M shares (64.9%) · Q3 2023. Average closing price $94.56 · Price range $84.29–$105.574.4MsharessoldSold 2.1M shares (86.8%) · Q4 2023. Average closing price $95.37 · Price range $85.41–$104.702.1MsharessoldAdded 10.0M shares (over 1,000%) · Q1 2024. Average closing price $124.20 · Price range $99.13–$149.2010.0MsharespurchasedAdded 1.1M shares (10.2%) · Q2 2024. Average closing price $151.69 · Price range $127.70–$179.691.1MsharespurchasedSold 2.0M shares (17.8%) · Q3 2024. Average closing price $170.40 · Price range $147.95–$191.052.0MsharessoldAdded 596K shares (6.4%) · Q4 2024. Average closing price $193.53 · Price range $172.07–$207.36596KsharespurchasedSold 2.0M shares (20.1%) · Q1 2025. Average closing price $194.33 · Price range $165.25–$224.622.0MsharessoldAdded 108K shares (1.4%) · Q2 2025. Average closing price $185.21 · Price range $141.37–$228.57108KsharespurchasedAdded 4K shares (under 0.1%) · Q3 2025. Average closing price $244.55 · Price range $224.68–$282.714KsharespurchasedAdded 557K shares (6.9%) · Q4 2025. Average closing price $293.39 · Price range $275.06–$306.20557KsharespurchasedAdded 654K shares (7.6%) · Q1 2026. Average closing price $344.16 · Price range $316.50–$387.73654Ksharespurchased
Average closing price · filing quarter
$344.16
Price range · filing quarter
$316.50 – $387.73
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Every quarterly change

Quarter Action Shares change Est. value change Δ Own Shares held Filing date
Q1 2026 Added +654K +$225M +7.6% 9.3M May 15, 2026
Q4 2025 Added +557K +$163M +6.9% 8.6M May 15, 2026
Q3 2025 Added +4K +$1.1M +0.1% 8.1M Nov 14, 2025
Q2 2025 Added +108K +$20M +1.4% 8.1M Aug 14, 2025
Q1 2025 Reduced −2.0M −$389M −20.1% 8.0M May 15, 2025
Q4 2024 Added +596K +$115M +6.4% 10.0M Feb 14, 2025
Q3 2024 Reduced −2.0M −$346M −17.8% 9.4M Nov 14, 2024
Q2 2024 Added +1.1M +$160M +10.2% 11.4M Aug 14, 2024
Q1 2024 Added +10.0M +$1.2B +3,209.2% 10.3M May 15, 2024
Q4 2023 Reduced −2.1M −$196M −86.8% 312K Feb 14, 2024
Q3 2023 Reduced −4.4M −$415M −64.9% 2.4M Nov 14, 2023
Q2 2023 Added +858K +$80M +14.5% 6.8M Aug 14, 2023
Q1 2023 New +5.9M +$530M – 5.9M May 15, 2023
Q4 2021 New +858K +$101M – 858K Feb 14, 2022
Data through Q1 2026 · filed May 15, 2026
14 grouped rows from 14 quarters

Who else owns TSM

FMR LLC
owns 1.2% of shares outstanding
Est. $20.4B · Shares: 60.4M

Capital World Investors
owns 0.6% of shares outstanding
Est. $11.1B · Shares: 32.9M

Sanders Capital, LLC
owns 0.5% of shares outstanding
Est. $9.5B · Shares: 28.1M

JPMorgan Chase & Co
owns 0.5% of shares outstanding
Est. $8.1B · Shares: 24.0M

See all owners of TSM →

More Management positions

GE Vernova Inc.(GEV)
$2.2B
7.7% of portfolio

Lam Research Corporation(LRCX)
$2.1B
7.4% of portfolio

Applied Materials, Inc.(AMAT)
$1.8B
6.2% of portfolio

Broadcom Inc.(AVGO)
$1.7B
5.9% of portfolio

Eaton Corporation plc(ETN)
$1.7B
5.8% of portfolio

Amazon.com, Inc.(AMZN)
$1.6B
5.7% of portfolio

Common questions

Does Coatue Management own TSM?

Yes. As of Q1 2026, Coatue Management disclosed 9.3M shares of TSM, worth $3.1B. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Coatue Management buy TSM?

Coatue Management first disclosed a TSM position in Q4 2021; every quarterly buy and sell since is in the table above. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

Did Coatue Management sell TSM?

The quarter-by-quarter table above shows each sale and reduction Coatue Management disclosed in TSM. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How many shares of TSM does Coatue Management own?

Coatue Management disclosed 9.3M shares of TSM as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Coatue Management pay for TSM?

Coatue Management's estimated average buy price for TSM is $155.47, from quarter-average prices weighted by the shares added each quarter. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

How are the estimated trade prices calculated?

13F filings disclose quarter-end holdings, not trade dates or execution prices. These estimates use each covered quarter's average market price; the add average excludes the opening position and quarters without price data. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.