Grantham, Mayo, Van Otterloo & Co. LLC
- SEC CIK
- 0001352662
- Latest filing
- Aug 13, 2026
TSM holding history
Taiwan Semiconductor Manufacturing Co Ltd in every 13F filed by Grantham, Mayo, Van Otterloo & Co. 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)
- 329,546
- Value
- $157.4M
- % of portfolio
- 0.4%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 329,546 | $157.4M | 0.4% | −44,965−12.0% | Reduced | Holders |
| Q1 2026 | 374,511 | $126.6M | 0.3% | −32,804−8.1% | Reduced | Holders |
| Q4 2025 | 407,315 | $123.8M | 0.3% | +240,087+143.6% | Added | Holders |
| Q3 2025 | 167,228 | $46.7M | 0.1% | −2,146−1.3% | Reduced | Holders |
| Q2 2025 | 169,374 | $38.4M | 0.1% | +21,369+14.4% | Added | Holders |
| Q1 2025 | 148,005 | $24.6M | 0.1% | +23,926+19.3% | Added | Holders |
| Q4 2024 | 124,079 | $24.5M | 0.1% | −36,118−22.5% | Reduced | Holders |
| Q3 2024 | 160,197 | $27.8M | 0.1% | +67,033+72.0% | Added | Holders |
| Q2 2024 | 93,164 | $16.2M | 0.1% | −594,765−86.5% | Reduced | Holders |
| Q1 2024 | 687,929 | $93.6M | 0.3% | −365,287−34.7% | Reduced | Holders |
| Q4 2023 | 1,053,216 | $109.5M | 0.5% | +96,424+10.1% | Added | Holders |
| Q3 2023 | 956,792 | $83.1M | 0.4% | −76,099−7.4% | Reduced | Holders |
| Q2 2023 | 1,032,891 | $104.2M | 0.5% | −366,115−26.2% | Reduced | Holders |
| Q1 2023 | 1,399,006 | $130.1M | 0.7% | −315,769−18.4% | Reduced | Holders |
| Q4 2022 | 1,714,775 | $127.7M | 0.7% | −1,086,098−38.8% | Reduced | Holders |
| Q3 2022 | 2,800,873 | $192.0M | 1.1% | +249,830+9.8% | Added | Holders |
| Q2 2022 | 2,551,043 | $208.5M | 1.1% | +560,386+28.2% | Added | Holders |
| Q1 2022 | 1,990,657 | $207.5M | 1.0% | +514,507+34.9% | Added | Holders |
| Q4 2021 | 1,476,150 | $177.6M | 0.9% | +1,063,300+257.6% | Added | Holders |
| Q3 2021 | 412,850 | $46.1M | 0.2% | −116,322−22.0% | Reduced | Holders |
| Q2 2021 | 529,172 | $63.6M | 0.3% | −136,005−20.4% | Reduced | Holders |
| Q1 2021 | 665,177 | $78.7M | 0.4% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.