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Altimeter Capital Management — TSM

How Altimeter Capital Management's position in Taiwan Semiconductor Manufacturing changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarter Shares Value % of portfolio Change
Q1 2026 1,365,675 $461,529,866 8.1% ADD
Q4 2025 1,219,227 $370,510,893 5.56% NEW