TAIWAN SEMICONDUCTOR MANUFAC (TSM): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in TSM · Information Technology. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
77
13F filers
Aggregate Value
$55.6B
Across holders
Last Price
$410.12
2026-08-24
Sector
Information Technology
GICS
Quarterly fund activity33 increased41 reduced3 exited
Full exits: D1 Capital Partners L.P., EMINENCE CAPITAL LLC, Eisler Capital (UK) Ltd.
Institutional Holders of TSM
77 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
Sanders Capital, LLC
CIK 0001508097
Hedge Fund26.15M$12.5B22.5%12.5%Reduced$-912.6MQ2 2026
Fisher Asset Management, LLC
CIK 0000850529
Institutional Manager18.87M$9.0B16.2%2.7%Added+$118.7MQ2 2026
COATUE MANAGEMENT LLC
CIK 0001135730
Hedge Fund8.91M$4.3B7.7%8.8%Reduced+$3.8BQ2 2026
Clearbridge Investments, LLC
CIK 0001348883
Hedge Fund4.90M$2.3B4.2%1.9%Added$-1.3BQ2 2026
TIGER GLOBAL MANAGEMENT LLC
CIK 0001167483
Hedge Fund4.88M$2.3B4.2%9.7%Reduced$-326.7MQ2 2026
EAGLE CAPITAL MANAGEMENT LLC
CIK 0000945631
Hedge Fund4.42M$2.1B3.8%6.5%Reduced$-217.2MQ2 2026
SANDS CAPITAL MANAGEMENT, LLC
CIK 0001020066
Institutional Manager3.93M$1.9B3.4%7.0%Reduced$-925.2MQ2 2026
First Eagle Investment Management, LLC
CIK 0001325447
Institutional Manager3.75M$1.8B3.2%3.0%Reduced$-1.6BQ2 2026
VIKING GLOBAL INVESTORS LP
CIK 0001103804
Hedge Fund3.17M$1.5B2.7%4.3%Reduced$-619.4MQ2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
CIK 0001164508
Hedge Fund2.82M$1.3B2.4%0.6%Added+$798.3MQ2 2026
Sanders Capital, LLCReduced
Hedge Fund
$12.5B· 22.5% of total· 12.5% port· 26.15M sh· $-912.6M QoQ· Q2 2026
Fisher Asset Management, LLCAdded
Institutional Manager
$9.0B· 16.2% of total· 2.7% port· 18.87M sh· +$118.7M QoQ· Q2 2026
COATUE MANAGEMENT LLCReduced
Hedge Fund
$4.3B· 7.7% of total· 8.8% port· 8.91M sh· +$3.8B QoQ· Q2 2026
Clearbridge Investments, LLCAdded
Hedge Fund
$2.3B· 4.2% of total· 1.9% port· 4.90M sh· $-1.3B QoQ· Q2 2026
TIGER GLOBAL MANAGEMENT LLCReduced
Hedge Fund
$2.3B· 4.2% of total· 9.7% port· 4.88M sh· $-326.7M QoQ· Q2 2026
EAGLE CAPITAL MANAGEMENT LLCReduced
Hedge Fund
$2.1B· 3.8% of total· 6.5% port· 4.42M sh· $-217.2M QoQ· Q2 2026
SANDS CAPITAL MANAGEMENT, LLCReduced
Institutional Manager
$1.9B· 3.4% of total· 7.0% port· 3.93M sh· $-925.2M QoQ· Q2 2026
First Eagle Investment Management, LLCReduced
Institutional Manager
$1.8B· 3.2% of total· 3.0% port· 3.75M sh· $-1.6B QoQ· Q2 2026
VIKING GLOBAL INVESTORS LPReduced
Hedge Fund
$1.5B· 2.7% of total· 4.3% port· 3.17M sh· $-619.4M QoQ· Q2 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPAdded
Hedge Fund
$1.3B· 2.4% of total· 0.6% port· 2.82M sh· +$798.3M QoQ· Q2 2026
Soroban Capital Partners LLCAdded
Hedge Fund
$1.0B· 1.9% of total· 2.2% port· 2.17M sh· +$116.2M QoQ· Q2 2026
Hudson Bay Capital Management LPAdded
Hedge Fund
$923.2M· 1.7% of total· 2.5% port· 1.93M sh· +$869.8M QoQ· Q2 2026
MARSHALL WACE, LLPReduced
Hedge Fund
$864.6M· 1.6% of total· 0.7% port· 1.81M sh· +$864.4M QoQ· Q2 2026
Appaloosa LPAdded
Hedge Fund
$788.0M· 1.4% of total· 10.2% port· 1.65M sh· +$154.0M QoQ· Q2 2026
Point72 Asset Management, L.P.Reduced
Hedge Fund
$766.0M· 1.4% of total· 0.8% port· 1.60M sh· +$744.8M QoQ· Q2 2026
MILLENNIUM MANAGEMENT LLCReduced
Hedge Fund
$760.5M· 1.4% of total· 0.3% port· 1.59M sh· +$679.5M QoQ· Q2 2026
LANSDOWNE PARTNERS (UK) LLPAdded
Hedge Fund
$704.8M· 1.3% of total· 29.0% port· 1.48M sh· $-363.3M QoQ· Q2 2026
DODGE & COXAdded
Institutional Manager
$688.1M· 1.2% of total· 0.4% port· 1.44M sh· +$636.6M QoQ· Q2 2026
Altimeter Capital Management, LLCAdded
Hedge Fund
$682.6M· 1.2% of total· 6.9% port· 1.43M sh· +$30.4M QoQ· Q2 2026
TUDOR INVESTMENT CORP ET ALAdded
Hedge Fund
$653.9M· 1.2% of total· 0.9% port· 1.37M sh· +$184.5M QoQ· Q2 2026
Sculptor Capital LPAdded
Hedge Fund
$616.1M· 1.1% of total· 5.0% port· 1.29M sh· +$461.8M QoQ· Q2 2026
Ruane, Cunniff & Goldfarb L.P.Reduced
Hedge Fund
$560.1M· 1.0% of total· 8.7% port· 1.17M sh· $-17.0M QoQ· Q2 2026
Fundsmith LLPAdded
Institutional Manager
$548.5M· 1.0% of total· 4.0% port· 1.15M sh· QoQ· Q2 2026
Man Group plcReduced
Hedge Fund
$526.9M· 0.9% of total· 0.8% port· 1.10M sh· $-1.1B QoQ· Q2 2026
Select Equity Group, L.P.Reduced
Hedge Fund
$489.1M· 0.9% of total· 2.4% port· 1.02M sh· $-1.8M QoQ· Q2 2026
Rockefeller Capital Management L.P.Added
Hedge Fund
$458.9M· 0.8% of total· 0.7% port· 960K sh· $-1.0B QoQ· Q2 2026
BAILLIE GIFFORD & COReduced
Institutional Manager
$458.8M· 0.8% of total· 0.4% port· 961K sh· $-1.5B QoQ· Q2 2026
AXIOM INVESTORS LLC /DEAdded
Hedge Fund
$429.6M· 0.8% of total· 3.7% port· 900K sh· +$19.9M QoQ· Q2 2026
RENAISSANCE TECHNOLOGIES LLCAdded
Hedge Fund
$405.5M· 0.7% of total· 0.6% port· 849K sh· +$134.3M QoQ· Q2 2026
SHAW D E & CO INCReduced
Hedge Fund
$369.2M· 0.7% of total· 0.2% port· 773K sh· +$360.1M QoQ· Q2 2026
MAVERICK CAPITAL LTDReduced
Hedge Fund
$339.9M· 0.6% of total· 3.0% port· 712K sh· $-251.0M QoQ· Q2 2026
Whale Rock Capital Management LLCReduced
Hedge Fund
$281.7M· 0.5% of total· 2.3% port· 590K sh· $-109.6M QoQ· Q2 2026
Duquesne Family Office LLCAdded
Family Office
$281.6M· 0.5% of total· 5.4% port· 590K sh· +$45.1M QoQ· Q2 2026
CITADEL ADVISORS LLCReduced
Hedge Fund
$251.2M· 0.5% of total· 0.0% port· 526K sh· $-3.9B QoQ· Q2 2026
SOROS FUND MANAGEMENT LLCReduced
Family Office
$249.4M· 0.4% of total· 3.1% port· 522K sh· $-76K QoQ· Q2 2026
XN LPReduced
Hedge Fund
$238.2M· 0.4% of total· 6.3% port· 499K sh· $-34.6M QoQ· Q2 2026
Third Point LLCAdded
Hedge Fund
$219.7M· 0.4% of total· 4.7% port· 460K sh· +$88.4M QoQ· Q2 2026
BALYASNY ASSET MANAGEMENT LLCAdded
Hedge Fund
$219.5M· 0.4% of total· 0.3% port· 460K sh· +$103.8M QoQ· Q2 2026
Squarepoint Ops LLCAdded
Hedge Fund
$176.7M· 0.3% of total· 0.2% port· 370K sh· +$138.9M QoQ· Q2 2026
Grantham, Mayo, Van Otterloo & Co. LLCReduced
Institutional Manager
$157.4M· 0.3% of total· 0.4% port· 330K sh· $-21.5M QoQ· Q2 2026
Qube Research & Technologies LtdReduced
Hedge Fund
$153.0M· 0.3% of total· 0.1% port· 320K sh· $-158.3M QoQ· Q2 2026
JUPITER ASSET MANAGEMENT LTDAdded
Hedge Fund
$121.7M· 0.2% of total· 0.6% port· 265K sh· +$11.7M QoQ· Q2 2026
TCW GROUP INCAdded
Hedge Fund
$111.1M· 0.2% of total· 0.7% port· 233K sh· $-8.4M QoQ· Q2 2026
LIGHT STREET CAPITAL MANAGEMENT, LLCReduced
Hedge Fund
$107.9M· 0.2% of total· 12.0% port· 226K sh· +$55.8M QoQ· Q2 2026
ICONIQ Capital, LLCUnchanged
Family Office
$95.0M· 0.2% of total· 2.7% port· 199K sh· +$0 QoQ· Q2 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLCAdded
Hedge Fund
$79.1M· 0.1% of total· 0.3% port· 166K sh· +$26.5M QoQ· Q2 2026
Verition Fund Management LLCAdded
Hedge Fund
$67.2M· 0.1% of total· 0.3% port· 141K sh· +$21.4M QoQ· Q2 2026
Schonfeld Strategic Advisors LLCAdded
Hedge Fund
$65.7M· 0.1% of total· 0.2% port· 137K sh· +$37.5M QoQ· Q2 2026
TWO SIGMA INVESTMENTS, LPReduced
Hedge Fund
$57.7M· 0.1% of total· 0.0% port· 121K sh· +$42.2M QoQ· Q2 2026
AQR CAPITAL MANAGEMENT LLCAdded
Hedge Fund
$54.7M· 0.1% of total· 0.0% port· 118K sh· +$54.7M QoQ· Q2 2026
CAPSTONE INVESTMENT ADVISORS, LLCAdded
Hedge Fund
$52.7M· 0.1% of total· 0.1% port· 110K sh· +$30.0M QoQ· Q2 2026
LONE PINE CAPITAL LLCReduced
Hedge Fund
$48.4M· 0.1% of total· 0.3% port· 101K sh· $-615.2M QoQ· Q2 2026
MOORE CAPITAL MANAGEMENT, LPReduced
Hedge Fund
$47.6M· 0.1% of total· 0.7% port· 100K sh· $-33.1M QoQ· Q2 2026
STEADFAST CAPITAL MANAGEMENT LPReduced
Hedge Fund
$45.1M· 0.1% of total· 1.4% port· 95K sh· $-73.1M QoQ· Q2 2026
Holocene Advisors, LPReduced
Hedge Fund
$39.8M· 0.1% of total· 0.1% port· 83K sh· $-245.7M QoQ· Q2 2026
MAKENA CAPITAL MANAGEMENT LLCReduced
Hedge Fund
$34.1M· 0.1% of total· 3.6% port· 71K sh· $-5.9M QoQ· Q2 2026
MAPLELANE CAPITAL, LLCReduced
Hedge Fund
$26.6M· 0.0% of total· 0.5% port· 56K sh· +$20.6M QoQ· Q2 2026
Alphadyne Asset Management LPReduced
Hedge Fund
$23.3M· 0.0% of total· 0.2% port· 49K sh· +$14.9M QoQ· Q2 2026
Walleye Capital LLCReduced
Hedge Fund
$16.5M· 0.0% of total· 0.1% port· 35K sh· $-1.9M QoQ· Q2 2026
Bridgewater Associates, LPReduced
Hedge Fund
$16.5M· 0.0% of total· 0.1% port· 35K sh· $-497.9M QoQ· Q2 2026
PineBridge Investments, L.P.Added
Hedge Fund
$13.8M· 0.0% of total· 0.1% port· 49K sh· +$12.8M QoQ· Q3 2025
3G Capital Partners LPUnchanged
Hedge Fund
$11.9M· 0.0% of total· 3.2% port· 25K sh· +$0 QoQ· Q2 2026
Rokos Capital Management LLPReduced
Hedge Fund
$8.7M· 0.0% of total· 0.0% port· 18K sh· $-28.9M QoQ· Q2 2026
ARIEL INVESTMENTS, LLCAdded
Institutional Manager
$8.5M· 0.0% of total· 0.1% port· 18K sh· +$834K QoQ· Q2 2026
Brevan Howard Capital Management LPReduced
Hedge Fund
$8.3M· 0.0% of total· 0.1% port· 17K sh· $-23.0M QoQ· Q2 2026
Bridgewater Advisors Inc.Added
Hedge Fund
$7.5M· 0.0% of total· 0.4% port· 18K sh· +$42K QoQ· Q2 2026
HHLR ADVISORS, LTD.Reduced
Hedge Fund
$7.4M· 0.0% of total· 0.9% port· 16K sh· $-5K QoQ· Q2 2026
Fulcrum Asset Management LLPAdded
Hedge Fund
$5.9M· 0.0% of total· 0.6% port· 13K sh· QoQ· Q2 2026
Lighthouse Investment Partners, LLCAdded
Hedge Fund
$4.6M· 0.0% of total· 0.1% port· 10K sh· +$3.3M QoQ· Q2 2026
Pinpoint Asset Management LtdReduced
Hedge Fund
$4.3M· 0.0% of total· 0.7% port· 2K sh· $-253.2M QoQ· Q1 2025
Gotham Asset Management, LLCUnchanged
Hedge Fund
$3.6M· 0.0% of total· 0.0% port· 8K sh· +$0 QoQ· Q2 2026
CAXTON ASSOCIATES LLPAdded
Hedge Fund
$3.3M· 0.0% of total· 0.1% port· 7K sh· +$1.3M QoQ· Q2 2026
Ancora Advisors, LLCAdded
Hedge Fund
$2.0M· 0.0% of total· 0.0% port· 4K sh· +$1.5M QoQ· Q2 2026
PZENA INVESTMENT MANAGEMENT LLCReduced
Institutional Manager
$1.9M· 0.0% of total· 0.0% port· 4K sh· $-7.1M QoQ· Q2 2026
GAMCO INVESTORS, INC. ET ALReduced
Institutional Manager
$1.8M· 0.0% of total· 0.0% port· 4K sh· $-215K QoQ· Q2 2026
Ruffer LLPReduced
Hedge Fund
$1.7M· 0.0% of total· 0.1% port· 4K sh· $-5.8M QoQ· Q2 2026
Parallax Volatility Advisers, L.P.Reduced
Hedge Fund
$977K· 0.0% of total· 0.0% port· 2K sh· $-164.4M QoQ· Q2 2026
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