Skip to main content

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD hedge fund holdings

TSMNYSE
$457.99-14.21 (-3.01% today)

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

TSM · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 8, 2025 to Oct 8, 2026. Price (+50.4%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20251,033597$15.2B$14.1B2,536Aug 14, 2025
Q3 2025978615$21.7B$15.8B2,698Nov 14, 2025
Q4 2025934678$15B$30.1B3,013Feb 14, 2026
Q1 20261,063860$22.2B$30.3B3,170May 15, 2026
Q2 20261,228816$28.6B$30.6B3,436Aug 14, 2026

Quarterly action breakdown

Q2 2026
3,436 filers
New position
372
$4.33B+9.07M sh
Increased
856
$24.2B+50.7M sh
Reduced
718
-$29B-60.7M sh
Out / sold
98
-$1.59B-3.33M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
First Eagle Investment Management, LLCAdded 91.98%+$1.71B$3.58B2.96%Aug 24, 2026
Situational Awareness LPAdded 11713.92%+$1.25B$1.27B6.25%Aug 14, 2026
Cantillon Capital Management LLCReduce 95.40%-$1.14B$54.8M8.24%Jul 29, 2026
Van Eck Associates CorpReduce 10.65%-$980M$8.22B5.01%Aug 14, 2026
Sands Capital Management, LLCReduce 33.04%-$925M$1.87B6.96%Aug 13, 2026
Sanders Capital, LLCReduce 6.81%-$913M$12.5B12.51%Aug 10, 2026
Alkeon Capital Management LLCReduce 34.78%-$900M$1.69B2.28%Aug 14, 2026
Fiera Capital CorpReduce 35.22%-$876M$1.61B5.85%Aug 7, 2026
Capital World InvestorsAdded 4.52%+$709M$16.4B1.94%Aug 12, 2026
Softbank Group Corp.Reduce 71.54%-$678M$270M1.48%Aug 14, 2026
Jennison Associates LLCReduce 11.10%-$637M$5.1B3.06%Aug 3, 2026
Dodge & CoxAdded 1236.52%+$637M$688M0.36%Aug 13, 2026
Viking Global Investors LPReduce 29.05%-$619M$1.51B4.31%Aug 14, 2026
Lone Pine Capital LLCReduce 92.71%-$615M$48.4M0.30%Aug 14, 2026
Wellington Management Group LLPReduce 15.98%-$580M$3.05B0.53%Aug 14, 2026
Fundsmith LLPNew Buy+$548M$548M4.02%Aug 14, 2026
Rafferty Asset Management, LLCAdded 110.99%+$504M$957M2.18%Aug 14, 2026
Bridgewater Associates, LPReduce 96.79%-$498M$16.5M0.07%Aug 14, 2026
Value Aligned Research Advisors, LLCAdded 148058.82%+$481M$481M1.20%Aug 17, 2026
Rathbones Group PLCReduce 46.45%-$455M$525M1.93%Jul 23, 2026
Evergreen Quality Fund GP, Ltd.Added 260.54%+$448M$620M9.99%Aug 14, 2026
Windacre Partnership LLCReduce 40.66%-$431M$629M6.22%Aug 14, 2026
1832 Asset Management L.P.Reduce 32.27%-$403M$846M0.42%Aug 13, 2026
Meitav Investment House LtdNew Buy+$402M$402M2.70%Jul 20, 2026
Magellan Asset Management LtdReduce 70.76%-$398M$165M3.68%Aug 13, 2026
Tiger Global Management LLCReduce 12.29%-$327M$2.33B9.72%Aug 14, 2026
Empowered Funds, LLCAdded 348.43%+$310M$399M2.10%Aug 17, 2026
Harding Loevner LPReduce 17.62%-$288M$1.35B12.68%Aug 14, 2026
William Blair Investment Management, LLCReduce 10.54%-$278M$2.36B7.09%Aug 12, 2026
IMC-Chicago, LLCAdded 85.22%+$253M$549M0.13%Aug 6, 2026
Maverick Capital LtdReduce 42.48%-$251M$340M3.00%Aug 14, 2026
Holocene Advisors, LPReduce 86.07%-$246M$39.8M0.09%Aug 14, 2026
Thrivent Financial for LutheransReduce 46.33%-$237M$274M0.46%Aug 14, 2026
Bank Julius Baer & Co. Ltd, ZurichAdded 106.41%+$236M$458M1.19%Aug 10, 2026
WT Asset Management LtdNew Buy+$218M$218M4.32%Aug 7, 2026
Eagle Capital Management LLCReduce 9.32%-$217M$2.11B6.45%Aug 14, 2026
DNB Asset Management ASAdded 190.57%+$214M$326M0.91%Aug 11, 2026
CTC LLCReduce 97.32%-$196M$5.41M0.00%Aug 13, 2026
Migdal Insurance & Financial Holdings Ltd.Reduce 45.45%-$195M$234M1.50%Aug 10, 2026
Fundsmith Investment Services Ltd.Added 14322.57%+$195M$197M4.35%Aug 14, 2026
Coatue Management LLCReduce 3.97%-$176M$4.26B8.76%Aug 14, 2026
Capital International InvestorsAdded 3.27%+$176M$5.54B1.15%Aug 12, 2026
Vontobel Holding Ltd.Reduce 31.40%-$168M$368M1.17%Aug 3, 2026
Sarasin & Partners LLPAdded 168.64%+$159M$253M2.96%Jul 7, 2026
PineStone Asset Management Inc.Reduce 6.21%-$157M$2.37B14.63%Jul 13, 2026
Polen Capital Management LLCAdded 186.92%+$156M$239M2.06%Aug 4, 2026
Appaloosa LPAdded 24.29%+$154M$788M10.20%Aug 14, 2026
Baillie Gifford & CoReduce 25.07%-$154M$459M0.42%Aug 6, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am MainAdded 22.36%+$152M$832M0.64%Aug 14, 2026
Allen Investment Management, LLCAdded 90.43%+$146M$307M3.64%Aug 5, 2026
Eminence Capital, LPSell 100%-$143M$0Not reportedJul 6, 2026
Tairen Capital LtdAdded 178.41%+$139M$216M19.10%Aug 13, 2026
Blue Whale Capital LLPSell 100%-$138M$00.00%Aug 13, 2026
Driehaus Capital Management LLCReduce 22.17%-$134M$470M2.72%Aug 14, 2026
Nomura Holdings IncAdded 98.66%+$132M$267M0.31%Aug 14, 2026
Alphinity Investment Management Pty LtdReduce 29.21%-$130M$316M5.27%Jul 29, 2026
Comgest Global Investors S.A.S.Reduce 21.09%-$129M$483M10.62%Jul 24, 2026
Hyperion Asset Management LtdNew Buy+$126M$126M3.34%Jul 10, 2026
Forest Avenue Capital Management LPNew Buy+$123M$123M5.17%Aug 14, 2026
Summitry LLCReduce 48.29%-$122M$131M4.31%Jul 21, 2026
SRS Investment Management, LLCReduce 48.77%-$119M$125M1.15%Aug 14, 2026
Fisher Asset Management, LLCAdded 1.33%+$119M$9.01B2.68%Aug 4, 2026
Soroban Capital Partners LPAdded 12.59%+$116M$1.04B2.17%Aug 14, 2026
Capital Fund Management S.A.Reduce 45.24%-$114M$139M0.61%Aug 13, 2026
D1 Capital Partners L.P.Sell 100%-$111M$00.00%Aug 14, 2026
TOMS Capital Investment Management LPSell 100%-$111M$00.00%Aug 14, 2026
Whale Rock Capital Management LLCReduce 28.01%-$110M$282M2.26%Aug 14, 2026
Daiwa Securities Group Inc.Added 189.08%+$105M$161M0.31%Jul 31, 2026
Schroder Investment Management GroupReduce 3.50%-$99.6M$2.75B1.95%Aug 13, 2026
Contrarius Group Holdings LtdAdded 1037.60%+$96.3M$106M4.87%Aug 11, 2026
SurgoCap Partners LPReduce 18.05%-$95.5M$434M14.02%Aug 14, 2026
FIL LtdReduce 13.27%-$95.2M$622M0.45%Aug 13, 2026
Robeco Institutional Asset Management B.V.Added 21.57%+$93.7M$528M0.65%Jul 21, 2026
First Trust Advisors LPAdded 35.70%+$88.4M$336M0.20%Aug 11, 2026
Third Point LLCAdded 67.27%+$88.4M$220M4.69%Aug 14, 2026
Metropolis Capital LtdReduce 74.72%-$87.1M$29.5M0.85%Jul 22, 2026
Kensico Capital Management CorpNew Buy+$85.7M$85.7M1.47%Aug 14, 2026
Kapitalo Investimentos LtdaAdded 3726.38%+$85.1M$87.4M5.54%Aug 14, 2026
Voyager Global Management LPReduce 15.22%-$83.6M$466M12.82%Aug 14, 2026
Massachusetts Financial Services CoReduce 1.73%-$83.4M$4.73B1.50%Aug 3, 2026
Van Lanschot Kempen Investment Management N.V.Added 18.21%+$82.8M$538M4.11%Aug 14, 2026
Two Creeks Capital Management, LPReduce 93.64%-$81.4M$5.52M3.96%Aug 14, 2026
Itau Unibanco Holding S.A.Added 241.39%+$81M$115M2.17%Aug 14, 2026
Loomis Sayles & Co L PReduce 25.66%-$80.1M$232M0.29%Aug 14, 2026
Avala Global LPReduce 39.77%-$79.1M$120M4.42%Aug 14, 2026
Greenoaks LLCNew Buy+$78.8M$78.8M3.34%Aug 14, 2026
Coalescence Partners Investment Management, LPReduce 45.44%-$76.3M$91.6M26.90%Aug 14, 2026
Flossbach von Storch SEAdded 69.11%+$75.3M$184M0.83%Aug 10, 2026
Natixis Advisors, LLCAdded 6.72%+$74.8M$1.19B1.34%Aug 14, 2026
iA Global Asset Management Inc.Added 65.57%+$74.1M$187M2.22%Jul 29, 2026
Yong Rong (HK) Asset Management LtdNew Buy+$74M$74M62.40%Aug 6, 2026
Dorsal Capital Management, LPReduce 21.38%-$74M$272M9.64%Aug 14, 2026
Handelsbanken Fonder ABReduce 28.44%-$73.9M$186M0.53%Jul 10, 2026
Steadfast Capital Management LPReduce 61.81%-$73.1M$45.1M1.38%Aug 14, 2026
Bessemer Group IncReduce 8.52%-$72.5M$778M1.07%Aug 12, 2026
Marathon Trading Investment Management LLCAdded 300574.00%+$71.8M$71.8M2.23%Aug 12, 2026
Manning & Napier Advisors LLCReduce 20.07%-$70.6M$281M3.60%Aug 14, 2026
Montrusco Bolton Investments Inc.Reduce 28.88%-$70.4M$173M2.68%Jul 21, 2026
ARK Investment Management LLCReduce 23.17%-$69.4M$230M1.50%Aug 14, 2026
Mirova US LLCReduce 11.27%-$69M$543M5.84%Aug 14, 2026

Not investment advice. We make every effort to keep the information on SpoorBase accurate, but errors may occur. SpoorBase does not guarantee the accuracy or completeness of any data, and any use of the information is at the user’s sole responsibility. Valuation multiples are calculated by SpoorBase and may contain errors. See Disclosures. © 2026 SpoorBase. All rights reserved.