Terry Smith’s Taiwan Semiconductor Manufacturing (TSM) position
Reported position history, portfolio importance and verified filing changes from public SEC disclosures.
At a glance
The full verified relationship, including prior ownership episodes and exits where supported.
Fundsmith LLP first reported Taiwan Semiconductor Manufacturing in Q4 2020. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased across later filings. Fundsmith LLP currently reports 1.15M shares. The latest verified filing showed: New position.
Position over time
See the same verified relationship through reported shares, portfolio weight or reported value.
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.
What changed
Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.
Filing context
Quarter-end price $477.57 · Estimated holding basis $477.57
Filing context
Quarter-end price $68.56 · Estimated holding basis $108.32
Filing context
Quarter-end price $81.75 · Estimated holding basis $108.32
Filing context
Quarter-end price $104.26 · Estimated holding basis $110.92
Filing context
Quarter-end price $120.31 · Estimated holding basis $110.92
Filing context
Quarter-end price $111.65 · Estimated holding basis $110.04
Filing context
Quarter-end price $120.16 · Estimated holding basis $110.04
Filing context
Quarter-end price $118.28 · Estimated holding basis $109.04
Filing context
Quarter-end price $109.04 · Estimated holding basis $109.04
4 unchanged quarters are collapsed by default.
How important is Taiwan Semiconductor Manufacturing in Fundsmith LLP’s reported portfolio?
Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.
Who else owns Taiwan Semiconductor Manufacturing?
Also reported by 8 other tracked investors in their latest verified filings.
SEC filing evidence
Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.
Market context only; not an investor transaction price.
Derived from validated reported value and shares where supported.
Calculated from supported filing history.
View Taiwan Semiconductor Manufacturing stock page →
This tracker follows Fundsmith LLP’s reported positions. Form 13F reports quarter-end positions and is filed later; it does not disclose exact trade dates or execution prices.