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Disclosery

Janus Henderson: TSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Janus Henderson on TSM, newest first. How the timeline and the estimate are built.

Janus Henderson held 8,008,470 TSM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,008,470 shares
    Share basis changed not comparable

    Membership change: Jupiter Topco LLC joined the group. 1.56% of the 13F portfolio, value $3,822,882,792.

    13F-HR 0001085146-26-000611 filed by Jupiter Topco LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 7,917,824 shares
    Change vs previous 13F -374,060 shares

    1.27% of the 13F portfolio, value $2,650,963,887.

    13F-HR/A 0001085146-26-000420 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,291,884 shares
    Change vs previous 13F +594,780 shares

    1.12% of the 13F portfolio, value $2,497,638,431.

    13F-HR 0001085146-26-000226 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,697,104 shares
    Change vs previous 13F +246,763 shares

    0.98% of the 13F portfolio, value $2,149,610,083.

    13F-HR 0001085146-25-005993 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,450,341 shares
    Change vs previous 13F +378,816 shares

    0.83% of the 13F portfolio, value $1,687,283,664.

    13F-HR 0001085146-25-005104 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,071,525 shares
    Change vs previous 13F -309,708 shares

    0.64% of the 13F portfolio, value $1,168,604,023.

    13F-HR 0001085146-25-003208 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,381,233 shares
    Change vs previous 13F +895,379 shares

    0.74% of the 13F portfolio, value $1,457,912,041.

    13F-HR 0001085146-25-001531 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,485,854 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,126,419,531.

    13F-HR 0001085146-24-005765 filed by JANUS HENDERSON GROUP PLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).