Mar Vista Investment Partners, LLC released its fourth-quarter 2025 investor letter, highlighting the strong momentum in US equities. The Mar Vista U.S. Quality strategy reported +0.20% net-of-fees gains in Q4 2025 vs. the Russell 1000 Index’s +2.41% return. Top five holdings can be checked for more insights into their best picks in 2025.

In the fourth-quarter 2025 investor letter, Mar Vista U.S. Quality Strategy discussed Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). TSM manufactures, packages, tests, and sells integrated circuits, with a 60.16% gain over the last 52 weeks. On January 13, 2026, TSM stock closed at $331.21 per share, with a market cap of $1.72 trillion.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is a dominant manufacturer of semiconductors for leading chip designers like NVIDIA and Apple. TSM is in 9th position among the 30 Most Popular Stocks Among Hedge Funds, with 194 hedge fund portfolios holding TSM at the end of the third quarter. TSM’s revenue increased 6% sequentially in NT in Q3 2025.

Read more at Yahoo Finance: Factors Led Mar Vista’s U.S. Quality Strategy’s New Addition: Taiwan Semiconductor (TSM)