Joho Capital LLC Has $57.77 Million Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Joho Capital LLC trimmed its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 23.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 190,100 shares of the semiconductor company’s stock after selling 59,000 shares during the quarter. Taiwan Semiconductor Manufacturing makes up 12.3% of Joho Capital LLC’s portfolio, making the stock its 5th biggest position. Joho Capital LLC’s holdings in Taiwan Semiconductor Manufacturing were worth $57,769,000 at the end of the most recent reporting period.

Several other hedge funds also recently modified their holdings of TSM. Mitchell Sinkler & Starr PA boosted its stake in Taiwan Semiconductor Manufacturing by 1.9% in the fourth quarter. Mitchell Sinkler & Starr PA now owns 1,482 shares of the semiconductor company’s stock valued at $450,000 after acquiring an additional 28 shares during the last quarter. Wayfinding Financial LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 2.5% in the 4th quarter. Wayfinding Financial LLC now owns 1,152 shares of the semiconductor company’s stock worth $350,000 after purchasing an additional 28 shares during the last quarter. Thompson Siegel & Walmsley LLC boosted its position in shares of Taiwan Semiconductor Manufacturing by 3.6% in the 4th quarter. Thompson Siegel & Walmsley LLC now owns 868 shares of the semiconductor company’s stock worth $264,000 after purchasing an additional 30 shares during the last quarter. Oak Harvest Investment Services grew its stake in shares of Taiwan Semiconductor Manufacturing by 2.9% during the fourth quarter. Oak Harvest Investment Services now owns 1,106 shares of the semiconductor company’s stock worth $336,000 after purchasing an additional 31 shares during the period. Finally, Solstein Capital LLC increased its holdings in Taiwan Semiconductor Manufacturing by 4.8% in the fourth quarter. Solstein Capital LLC now owns 695 shares of the semiconductor company’s stock valued at $211,000 after purchasing an additional 32 shares during the last quarter. Institutional investors own 16.51% of the company’s stock.

Insider Activity

In other Taiwan Semiconductor Manufacturing news, VP Lipen Yuan bought 1,000 shares of Taiwan Semiconductor Manufacturing stock in a transaction dated Monday, June 15th. The stock was bought at an average cost of $75.26 per share, for a total transaction of $75,260.00. Following the purchase, the vice president owned 4,000 shares of the company’s stock, valued at $301,040. The trade was a 33.33% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Bor-Zen Tien bought 2,000 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The shares were acquired at an average cost of $69.91 per share, for a total transaction of $139,820.00. Following the completion of the acquisition, the vice president directly owned 11,051 shares in the company, valued at $772,575.41. The trade was a 22.10% increase in their position. The SEC filing for this purchase provides additional information. Insiders acquired a total of 4,496 shares of company stock valued at $304,667 over the last three months. Insiders own 1.11% of the company’s stock.

Wall Street Analysts Forecast Growth

TSM has been the topic of several analyst reports. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $450.00 to $470.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. Weiss Ratings raised Taiwan Semiconductor Manufacturing from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Friday, March 20th. Zacks Research downgraded shares of Taiwan Semiconductor Manufacturing from a “strong-buy” rating to a “hold” rating in a research report on Monday, March 16th. Wall Street Zen upgraded shares of Taiwan Semiconductor Manufacturing from a “hold” rating to a “buy” rating in a report on Sunday, March 22nd. Finally, DA Davidson reaffirmed a “buy” rating and issued a $450.00 target price on shares of Taiwan Semiconductor Manufacturing in a research note on Friday, April 17th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and an average target price of $404.29.

Trending Headlines about Taiwan Semiconductor Manufacturing

Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

• Positive Sentiment: Strong AI demand, tight capacity, and a bullish 2026 revenue outlook that suggest TSMC remains one of the most important beneficiaries of the AI buildout. TSM at $426: Bubble Territory or a Buy for the Next AI Supercycle?
• Positive Sentiment: Insider buying by TSMC Vice President Lipen Yuan, which can be read as management confidence in the company’s outlook. Taiwan Semiconductor Manufacturing Company Ltd. stock information
• Positive Sentiment: Continued analyst and investor bullishness around TSMC’s moat and its central role in the AI supply chain. 3 AI Stocks With Moats That Could Outlast Summer Volatility (TSM)

Taiwan Semiconductor Manufacturing Stock Performance

Shares of TSM stock opened at $432.73 on Thursday. The company has a fifty day moving average price of $402.64 and a two-hundred day moving average price of $356.22. Taiwan Semiconductor Manufacturing Company Ltd. has a one year low of $206.20 and a one year high of $450.16. The stock has a market cap of $2.24 trillion, a P/E ratio of 36.00, a P/E/G ratio of 1.24 and a beta of 1.38. The company has a debt-to-equity ratio of 0.16, a current ratio of 2.49 and a quick ratio of 2.31.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last released its quarterly earnings data on Tuesday, February 10th. The semiconductor company reported $3.11 earnings per share for the quarter. Taiwan Semiconductor Manufacturing had a net margin of 46.97% and a return on equity of 36.81%. The company had revenue of $30.65 billion for the quarter. As a group, equities analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 15.3 EPS for the current year.

Taiwan Semiconductor Manufacturing Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 8th. Shareholders of record on Wednesday, September 16th will be paid a $1.1136 dividend. This is a positive change from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. This represents a $4.45 annualized dividend and a yield of 1.0%. The ex-dividend date is Wednesday, September 16th. Taiwan Semiconductor Manufacturing’s dividend payout ratio is currently 25.12%.

Taiwan Semiconductor Manufacturing Profile

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.