Topic
Latest reporting and analysis tagged with Taiwan Semiconductor Manufacturing Company.
Munro Partners released its Q4 2025 investor letter, noting a -0.7% return. The letter highlighted Taiwan Semiconductor Manufacturing Company as a key contributor, citing strong stock performance and demand for compute.
L1 Capital's International Fund released its Q4 2025 investor letter, reporting a 9.8% annual return and highlighting Taiwan Semiconductor Manufacturing Company as a top holding.
Mar Vista Investment Partners released its fourth-quarter 2025 investor letter, detailing the performance of its U.S. Quality Strategy and featuring commentary on Taiwan Semiconductor Manufacturing Company.