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Lone Pine Capital — TSM

How Lone Pine Capital'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 1,389,530 $469,591,664 3.74% TRIM
Q4 2025 3,052,400 $927,593,836 6.81% NEW