Current position

Stanley Druckenmiller’s Taiwan Semiconductor Manufacturing (TSM) position

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

Duquesne Family OfficeVerified through Q2 2026
Relationship snapshot

At a glance

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

First reportedQ1 2021Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares765.09KHighest verified quarter-end share count
Quarters reported12Verified quarters with shares above zero
What happened?

Duquesne Family Office first reported Taiwan Semiconductor Manufacturing in Q1 2021. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased and reduced across later filings. Duquesne Family Office currently reports 589.68K shares. The latest verified filing showed: Bought 19.1% more.

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
Bought 19.1% more+94.40K shares · 589.68K shares reported after the change
Filing context

Quarter-end price $477.57 · Estimated holding basis $229.14

Q1 2026
Sold 8.8% of the position−47.81K shares · 495.28K shares remained
Filing context

Quarter-end price $337.95 · Estimated holding basis $181.79

Q4 2025
Sold 29.0% of the position−222.00K shares · 543.09K shares remained
Filing context

Quarter-end price $303.89 · Estimated holding basis $181.79

Q2 2025
Bought 27.8% more+166.31K shares · 765.09K shares reported after the change
Filing context

Quarter-end price $226.49 · Estimated holding basis $181.79

Q1 2025
Bought 456.9% more+491.27K shares · 598.78K shares reported after the change
Filing context

Quarter-end price $166.00 · Estimated holding basis $169.37

Q4 2024
Bought 87.5% more+50.16K shares · 107.52K shares reported after the change
Filing context

Quarter-end price $197.49 · Estimated holding basis $184.78

1 unchanged quarter is collapsed by default.

Portfolio importance

How important is Taiwan Semiconductor Manufacturing in Duquesne Family Office’s reported portfolio?

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

Current portfolio weight6.5%Q2 2026
Current rank#2of 86 reported positions
Peak portfolio weight6.5%Q2 2026
Best historical rank#2Q2 2026
At peak importanceQ2 2026
TSM
6.5%
Largest holding
19.9%
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$229.14Historical 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 Duquesne Family Office LLC’s Form 13F disclosures—not Stanley Druckenmiller’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.