Current position

George Soros’s Taiwan Semiconductor Manufacturing (TSM) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Soros Fund ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ3 2021Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares522.32KHighest verified quarter-end share count
Quarters reported14Verified quarters with shares above zero
What happened?

Soros Fund Management first reported Taiwan Semiconductor Manufacturing in Q3 2021. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Soros Fund Management currently reports 522.16K shares. The latest verified filing showed: Sold 0.03% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 0.03% of the position−160 shares · 522.16K shares remained
Filing context

Quarter-end price $477.57 · Estimated holding basis $296.04

Q1 2026
Bought 49.3% more+172.46K shares · 522.32K shares reported after the change
Filing context

Quarter-end price $337.95 · Estimated holding basis $296.04

Q4 2025
Bought 157.1% more+213.77K shares · 349.86K shares reported after the change
Filing context

Quarter-end price $303.89 · Estimated holding basis $275.38

Q3 2025
Bought 8.5% more+10.61K shares · 136.09K shares reported after the change
Filing context

Quarter-end price $279.29 · Estimated holding basis $230.61

Q2 2025
New position+125.48K shares · 125.48K shares reported
Filing context

Quarter-end price $226.49 · Estimated holding basis $226.49

Q1 2025
Sold the entire position−40.17K shares · No shares reported at quarter-end

1 unchanged quarter is collapsed by default.

Portfolio importance

How important is Taiwan Semiconductor Manufacturing in Soros Fund Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight3.3%Q2 2026
Current rank#2of 254 reported positions
Peak portfolio weight3.3%Q2 2026
Best historical rank#2Q2 2026
At peak importanceQ2 2026
TSM
3.3%
Largest holding
3.7%
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$434.672026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$477.57Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$296.04Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Taiwan Semiconductor Manufacturing stock page →

This tracker follows Soros Fund Management LLC’s Form 13F disclosures—not George Soros’s personal brokerage account. George Soros founded the firm; its current CEO and chief investment officer is Dawn Fitzpatrick. Form 13F does not reveal exact trade dates, execution prices or the purpose of an option position.