Mondrian Investment Partners 13F: Adds $7.4M to TSM Stake

Mondrian Investment Partners lifted its stake in Taiwan Semiconductor Manufacturing Company Limited TSM during the quarter, according to a Form 13F filing with the SEC on October 23, 2026.

TSM Taiwan Semiconductor Manufacturing Company Limited

$417.11 ▲ +31.53% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Mondrian Investment Partners's Taiwan Semiconductor Manufacturing Company Limited Position

The firm grew its holdings by 16,172 shares, representing an 18.2% increase from the prior quarter. This brought Mondrian Investment Partners's total position to 104,753 shares. The reported value of the stake reached $47,787,181 at the close of the period.

Other Institutional Activity in Taiwan Semiconductor Manufacturing Company Limited

Other large funds also adjusted their positions in the semiconductor company around the same reporting window. Pictet North America Advisors grew its holdings by 2,123 shares, ending with 180,906 shares worth about $82,527,508. Abn Amro Investment Solutions increased its stake by 79,583 shares to hold 379,929 shares valued at approximately $173,319,810. Trust Co of Vermont added 3,258 shares to finish with 103,720 shares worth about $47,316,027. Covea Finance lifted its position by 19,200 shares for a total of 34,200 shares valued at about $15,601,698. CGN Advisors grew its holdings by 2,858 shares, ending with 4,121 shares worth approximately $1,879,903.

Taiwan Semiconductor Manufacturing Company Limited Stock Down 3.1%

Shares of Taiwan Semiconductor Manufacturing Company Limited closed at $418.51 on October 23, 2026, and recently traded around $418.37 as of October 24, 2026. The stock sits below its 52-week high of $487.47 and above its 52-week low of $266.82. It trades below its 50-day moving average of $434.36 and above its 200-day moving average of $397.13.

Recent Earnings

The company reported trailing twelve-month revenue of $4,944,817,029,120 alongside earnings of $15.43 per share. Profitability metrics include a net profit margin of 51.1% and a return on equity of 41.9%, paired with year-over-year revenue growth of 50.9%. The next earnings update is scheduled for January 14, 2027.

Dividend

Taiwan Semiconductor Manufacturing Company Limited pays an annual dividend rate of $3.77 per share. This translates to a dividend yield of 0.91% with a payout ratio of 24.5%.

Insider Buying and Selling at Taiwan Semiconductor Manufacturing Company Limited

Officer Bor-Zen Tien made several small purchases earlier in the year. He bought 20 shares on April 28, 2026, and 17 shares on May 20, 2026, with prices not reported for those two transactions. Later, he purchased 10 shares on July 20, 2026, at an average price of $405.00 for a total value of $4,050.00, and bought 15 shares on July 28, 2026, at an average price of $390.00 for a total value of $5,850.00.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. Stifel initiated coverage on September 2, 2026, with a buy rating and a $515.00 price target. Barclays maintained an overweight rating on October 6, 2026, raising its target from $650.00 to $665.00. Needham maintained a buy rating on October 15, 2026, raising its target from $530.00 to $560.00. Barclays maintained an overweight rating on October 16, 2026, lifting its target from $665.00 to $670.00, while DA Davidson maintained a buy rating with a $500.00 target on the same day. Overall, the stock carries a consensus strong buy rating with a mean price target of $584.39 across 20 analyst opinions.

About Taiwan Semiconductor Manufacturing Company Limited

Taiwan Semiconductor Manufacturing Company Limited operates as a contract manufacturer of integrated circuits and semiconductor devices. It produces wafer fabrication processes for logic, mixed-signal, radio frequency, and embedded memory technologies for clients globally. Institutional shifts like this highlight how major asset managers position themselves within the vital semiconductor supply chain.

Bottom Line

Mondrian Investment Partners expanded its exposure to Taiwan Semiconductor Manufacturing Company Limited during a period of strong operational performance. Investors will watch for the upcoming earnings report on January 14, 2027, for further indicators of demand and profitability.