Steve Mandel (Lone Pine Capital) trim Taiwan Semiconductor Manufacturing Company Ltd.
Steve Mandel (Lone Pine Capital) trim $469.6M of disclosed value in Taiwan Semiconductor Manufacturing Company Ltd..
Signal
Investor Move
Action
Trim
Capital
$469.6M disclosed value
Why it matters
This action comes from parsed SEC 13F holdings and highlights where tracked institutional capital changed materially versus the previous comparable filing period.
Filing summary
Period End
Mar 31, 2026
Total Changes
43
New
11
Reduced/Sold
18
Filing changes
| Ticker | Company | Action | Current Value | Portfolio Impact |
|---|---|---|---|---|
| KKR | KKR & Co. Inc. | Reduced | $16.6M | 0.05% |
| AVGO | AVGO | Sold out | $0 | 0.05% |
| MSFT | MSFT | Sold out | $0 | 0.05% |
| DASH | DASH | Sold out | $0 | 0.05% |
| AMZN | AMZN | Sold out | $0 | 0.04% |
| TER | Teradyne, Inc. | New | $555.2M | 0.04% |
| GLW | Corning Incorporated | New | $505.6M | 0.04% |
| MTZ | MasTec, Inc. | New | $492.6M | 0.04% |
| TSM | Taiwan Semiconductor Manufacturing Company Limited | Reduced | $469.6M | 0.04% |
| VMC | Vulcan Materials Company | Reduced | $39.3M | 0.04% |
| PM | PM | Sold out | $0 | 0.03% |
| WING | WING | Sold out | $0 | 0.03% |
| APH | Amphenol Corporation | Reduced | $28.2M | 0.03% |
| USFD | US Foods Holding Corp. | New | $350M | 0.03% |
| PFGC | Performance Food Group Company | New | $340.8M | 0.03% |
| MCK | McKesson Corporation | New | $339.4M | 0.03% |
| CIEN | Ciena Corporation | New | $314.3M | 0.03% |
| CRS | Carpenter Technology Corporation | Increased | $716.5M | 0.02% |
| WULF | TeraWulf Inc. | New | $287.5M | 0.02% |
| HUT | HUT 8 CORP | New | $285.2M | 0.02% |