Jeremy Grantham acquired 375k Taiwan Semiconductor Manufacturing shares worth $163M. That's 0.39% of their equity portfolio (36th largest holding). The first Taiwan Semiconductor Manufacturing trade was made in Q1 2013. Since then Jeremy Grantham bought shares 26 more times and sold shares on 26 occasions. The stake costed the investor $14.3M, netting the investor a gain of 1040% so far.