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TSMC

Sector Information Technology

21 letters mention TSMC, from 9 managers. Page 1 of 2.

• Q3 2026 Wedgewood Partners · Q3 2026 letter ↗ David Rolfe · mentioned 4 times
• Q3 2026 Hinde Group · Q3 2026 letter ↗ Marc Werres · mentioned once
• Q3 2026 Vltava Fund · Tadej Pogačar and investing in stocks ↗ Daniel Gladiš · mentioned once
• Q2 2026 Horos Asset Management · Q2 2026 letter ↗ Javier Ruiz · mentioned 6 times
• H1 2026 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned 5 times
• Q2 2026 Hayden Capital · Q2 2026 letter ↗ Fred Liu · mentioned once
• Q1 2026 Hayden Capital · Q1 2026 letter ↗ Fred Liu · mentioned once
• Q4 2025 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 7 times
• Q4 2025 Massif Capital · Q4 2025 letter ↗ William Thomson · mentioned once
• Q2 2025 Wedgewood Partners · Q2 2025 letter ↗ David Rolfe · mentioned 3 times
• Q2 2025 Massif Capital · Q2 2025 letter ↗ William Thomson · mentioned once
• Q4 2024 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 7 times
• Q4 2024 Vltava Fund · Hidden investment treasures ↗ Daniel Gladiš · mentioned 2 times
• Q1 2024 Wedgewood Partners · Q1 2024 letter ↗ David Rolfe · mentioned 3 times
• Q4 2023 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 8 times
• Q2 2023 Horos Asset Management · Q2 2023 letter ↗ Javier Ruiz · mentioned 10 times
• Q1 2022 Mayar Capital · Q1 2022 letter ↗ Abdulaziz Alnaim · mentioned once
• Q4 2021 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 2 times
• Q3 2021 Wedgewood Partners · Q3 2021 letter ↗ David Rolfe · mentioned 4 times
• Q2 2021 Wedgewood Partners · Q2 2021 letter ↗ David Rolfe · mentioned 3 times

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.