Altimeter Capital Management LP Purchases 201,468 Shares of Taiwan Semiconductor Manufacturing Company Ltd. $TSM

Altimeter Capital Management LP raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) by 23.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,068,677 shares of the semiconductor company’s stock after buying an additional 201,468 shares during the period. Taiwan Semiconductor Manufacturing makes up about 3.9% of Altimeter Capital Management LP’s holdings, making the stock its 9th biggest holding. Altimeter Capital Management LP’s holdings in Taiwan Semiconductor Manufacturing were worth $298,471,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of TSM. Westfuller Advisors LLC lifted its stake in shares of Taiwan Semiconductor Manufacturing by 2.2% in the third quarter. Westfuller Advisors LLC now owns 1,551 shares of the semiconductor company’s stock worth $434,000 after acquiring an additional 34 shares in the last quarter. BankPlus Wealth Management LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 1.6% in the third quarter. BankPlus Wealth Management LLC now owns 2,291 shares of the semiconductor company’s stock valued at $640,000 after purchasing an additional 35 shares during the last quarter. Bank of Jackson Hole Trust grew its stake in Taiwan Semiconductor Manufacturing by 7.5% during the 3rd quarter. Bank of Jackson Hole Trust now owns 500 shares of the semiconductor company’s stock valued at $140,000 after purchasing an additional 35 shares in the last quarter. New Millennium Group LLC increased its holdings in Taiwan Semiconductor Manufacturing by 2.9% during the 3rd quarter. New Millennium Group LLC now owns 1,248 shares of the semiconductor company’s stock worth $349,000 after purchasing an additional 35 shares during the last quarter. Finally, Empirical Asset Management LLC increased its holdings in Taiwan Semiconductor Manufacturing by 1.8% during the 3rd quarter. Empirical Asset Management LLC now owns 2,008 shares of the semiconductor company’s stock worth $561,000 after purchasing an additional 36 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Taiwan Semiconductor Manufacturing

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

• Positive Sentiment: Reuters/MSN reports TSMC now commands roughly 70% of the global foundry market — a reminder of its pricing power, scale advantages and strategic importance to chip customers, which supports revenue and margin resilience. Taiwan Semiconductor now commands 70% of global foundry market
• Positive Sentiment: SEC-filing coverage: TSMC has maintained a steady capital structure and disclosed new investments — signaling disciplined allocation of its large capex program and reducing investor concern about dilution or aggressive leverage. That supports confidence in execution of capacity buildouts. Taiwan Semiconductor Keeps Capital Structure Steady And Reveals New Investments
• Positive Sentiment: Valuation note: analysts and commentators are reassessing TSMC after a strong FY performance and a recent share pullback — the narrative that the stock may be more attractively priced after profit-taking is drawing buyer interest. Assessing Taiwan Semiconductor Manufacturing’s Valuation After A Strong Year And Recent Share Price Pullback
• Neutral Sentiment: TSMC released February 2026 revenue data — investors are parsing monthly trends for signs of AI-related capacity demand and seasonal recovery; the print is a short-term data point rather than a directional catalyst by itself. Taiwan Semiconductor Manufacturing (TSM) reports Feb 2026 revenue data
• Neutral Sentiment: Comparative analysis pieces (e.g., AMD vs. TSMC) are keeping investors focused on relative valuation and growth prospects across chip-related names; useful for positioning but not an immediate company-specific catalyst. AMD vs. TSMC: Which Chip Stock Actually Delivers the Smarter Return in 2026?
• Neutral Sentiment: Coverage noting large-manager portfolios and sector capex narratives (e.g., Steven Cohen holdings, AI capex winners) underscores institutional interest and the longer-term demand story for leading foundries, but these are background positives rather than immediate catalysts. Here Are Billionaire Steven Cohen’s 5 Biggest Stock Holdings
• Negative Sentiment: Macro/geopolitical risk: broader coverage flags that foreign markets are reeling from the Iran conflict and energy shock — such risk-off episodes can pressure Asian equities and cyclical chip demand, creating downside risk to TSMC’s near-term multiples. Foreign Stocks Are Reeling From the Iran War. Buying the Dip Could Pay Off.

Taiwan Semiconductor Manufacturing Trading Up 0.4%

NYSE:TSM opened at $338.22 on Friday. The company has a market cap of $1.75 trillion, a PE ratio of 31.76, a P/E/G ratio of 0.93 and a beta of 1.29. The business’s 50 day moving average is $346.99 and its two-hundred day moving average is $305.99. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing Company Ltd. has a 52 week low of $134.25 and a 52 week high of $390.20.

Taiwan Semiconductor Manufacturing (NYSE:TSM) last issued its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 earnings per share for the quarter. The business had revenue of $30.65 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 34.89% and a net margin of 45.13%. On average, analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 9.2 EPS for the current year.

Taiwan Semiconductor Manufacturing Cuts Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, July 9th. Shareholders of record on Thursday, June 11th will be paid a dividend of $0.9503 per share. The ex-dividend date is Thursday, June 11th. This represents a $3.80 annualized dividend and a yield of 1.1%. Taiwan Semiconductor Manufacturing’s payout ratio is presently 23.57%.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on the company. Barclays increased their target price on Taiwan Semiconductor Manufacturing from $380.00 to $450.00 and gave the company an “overweight” rating in a research note on Friday, January 16th. Needham & Company LLC lifted their price target on shares of Taiwan Semiconductor Manufacturing from $360.00 to $410.00 and gave the stock a “buy” rating in a research note on Thursday, January 15th. DA Davidson raised shares of Taiwan Semiconductor Manufacturing to a “strong-buy” rating in a report on Friday, February 13th. Weiss Ratings downgraded shares of Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, March 5th. Finally, TD Cowen raised their price objective on shares of Taiwan Semiconductor Manufacturing from $325.00 to $370.00 and gave the stock a “hold” rating in a report on Friday, January 16th. Four analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and two have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Buy” and an average price target of $391.43.

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.