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Ray Dalio's Taiwan Semiconductor Manufacturing Company Limited (TSM) position

Yes: as of Q1 2026, Ray Dalio holds 1.1M shares of TSM worth $364M (1.6% of the disclosed portfolio). Last quarter the position was opened. First disclosed Q3 2022.
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Current value
$364M
Shares held
1.1M
% of portfolio
1.6%
Est. average buy price (i)
$344.16
Quarter-end price
$337.95

Estimated trade prices

Average price in quarters with purchases
$296.77
Average prices in quarters with sales
  • Q2 2023: $93.07 (114K shares sold)
  • Q1 2023: $89.76 (64K shares sold)

TSM price vs Dalio's position

1Y 3Y 5Y MAX
Dates
$60$200$400$60020222023202420252026New position of 207K shares · Q3 2022. Average closing price $82.65 · Price range $68.56–$91.57207KsharespurchasedAdded 30K shares (14.6%) · Q4 2022. Average closing price $72.34 · Price range $60.28–$82.9830KsharespurchasedSold 64K shares (27.2%) · Q1 2023. Average closing price $89.76 · Price range $74.03–$97.9664KsharessoldSold 114K shares (66.0%) · Q2 2023. Average closing price $93.07 · Price range $82.25–$107.41114KsharessoldNew position of 1.1M shares · Q1 2026. Average closing price $344.16 · Price range $316.50–$387.731.1Msharespurchased
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 New +1.1M +$371M – 1.1M May 15, 2026
Q2 2023 Reduced −114K −$11M −66.0% 59K Aug 11, 2023
Q1 2023 Reduced −64K −$5.8M −27.2% 173K May 12, 2023
Q4 2022 Added +30K +$2.2M +14.6% 237K Feb 13, 2023
Q3 2022 New +207K +$17M – 207K Nov 10, 2022
Data through Q1 2026 · filed May 15, 2026
5 grouped rows from 5 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 →

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Micron Technology, Inc.(MU)
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Microsoft Corporation(MSFT)
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Common questions

Does Ray Dalio own TSM?

Yes. As of Q1 2026, Ray Dalio disclosed 1.1M shares of TSM, worth $364M. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

When did Ray Dalio buy TSM?

Ray Dalio first disclosed a TSM position in Q3 2022; 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 Ray Dalio sell TSM?

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

How many shares of TSM does Ray Dalio own?

Ray Dalio disclosed 1.1M shares of TSM as of Q1 2026. All figures come from SEC 13F filings for Q1 2026, the latest disclosed quarter.

What price did Ray Dalio pay for TSM?

Ray Dalio's estimated average buy price for TSM is $344.16, 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.