Warren Buffett’s Stock Portfolio and 5 Newest Investments in 2022

3. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)

Number of Hedge Fund Holders: 87

Berkshire Hathaway’s Stake Value: $4,117,774,000

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) manufactures, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the newest additions in the Berkshire portfolio as of Q3 2022. Warren Buffett purchased more than 60 million shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), worth $4.1 billion and representing 1.39% of the total 13F securities.

On November 18, Erste Group analyst Hans Engel upgraded Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to Buy from Hold, noting that Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM)’s first fab in the United States contributes positively to the worldwide diversification of its production facilities.

According to Insider Monkey’s data, 87 hedge funds were bullish on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) at the end of Q3 2022, up from 72 funds in the preceding quarter. Ken Fisher’s Fisher Asset Management held a significant position in the company, consisting of more than 25 million shares worth $1.72 billion. 

Baron Funds made the following comment about Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q3 2022 investor letter:

“Semiconductor giant Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) detracted from performance due to the global macroeconomic slowdown and softening demand for consumer electronics. We retain conviction that Taiwan Semi’s technological leadership, pricing power, and exposure to secular growth markets, including high-performance computing, automotive, and IoT, will allow the company to deliver strong revenue growth over the next several years.”