Longview Partners boosts Taiwan Semiconductor stake by 849,740 shares

Longview Partners (Guernsey) Ltd, managed by Marina Lund, recently executed a significant transaction involving Taiwan Semiconductor Manufacturing Company Limited ((TSM)). The hedge fund increased its position by 849,740 shares.

Recent Updates on Taiwan Semiconductor Manufacturing Company Limited stock

Taiwan Semiconductor Manufacturing shares have pulled back about $7–$9 from record highs to around $395–$404, with options turning moderately bearish and implied volatility elevated as investors seek downside protection even as some hedge funds trim positions and others add modestly. Despite the pullback, TSMC reported strong Q1 2026 results, raised its NT$7 dividend, approved over US$50B of global capacity expansion including up to US$20B for its Arizona fab, moved to sell part of its VIS stake, and retains Buy/Outperform ratings with targets up to $490, supported by robust AI and HPC demand but tempered by rich valuation and heavy capex.

Spark’s Take on TSM Stock

According to Spark, TipRanks’ AI Analyst, TSM is a Outperform.

The score is driven primarily by exceptional profitability and a strong balance sheet, reinforced by upbeat guidance and AI/HPC-led demand. Technicals add support via a clear uptrend. Offsetting factors are a not-cheap valuation, capex-driven free-cash-flow conversion limits, and near-term margin dilution/packaging constraints highlighted on the earnings call.

To see Spark’s full report on TSM stock, click here.

More about Taiwan Semiconductor Manufacturing Company Limited

YTD Price Performance: 33.35%

Average Trading Volume: 13,552,455

Current Market Cap: $1860.1B