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Joho Capital LLC

SEC CIK
0001106500
Latest filing
Aug 14, 2026

TSM holding history

Taiwan Semiconductor Manufacturing Co Ltd in every 13F filed by Joho Capital LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TSM overviewAll 13F holders of TSMFull Q2 2026 holdings

Shares (Q2 2026)
190,100
Value
$90.8M
% of portfolio
19.7%
Quarters held
6
Since Q1 2025
Holdings of TSM by Joho Capital LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026190,100$90.8M19.7%00.0%UnchangedHolders
Q1 2026190,100$64.2M17.2%00.0%UnchangedHolders
Q4 2025190,100$57.8M12.3%−59,000−23.7%ReducedHolders
Q3 2025249,100$69.6M12.4%00.0%UnchangedHolders
Q2 2025249,100$56.4M7.9%+81,100+48.3%AddedHolders
Q1 2025168,000$27.9M4.8%+168,000NewHolders