First Eagle added TSM · Taiwan Semiconductor Manufacturing Company Limited
$1.7B · now 2.7% of the portfolio
TRADED BY
Sep 30
FILED
Nov 10
YOU SEE IT
Nov 10
41 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$388 now
OUR VALUE
$388 today
low $185mid $246high $308
2 models, as of 2026-11-10.
Priced past our value: the move has played out.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。