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Appaloosa — TSM

How Appaloosa's position in Taiwan Semiconductor Manufacturing changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarter Shares Value % of portfolio Change
Q1 2026 1,327,500 $448,628,625 7.56% ADD
Q4 2025 1,130,000 $343,395,700 5.01% NEW