L3VLUP
ProSign in

TSM in the 13F filings

Taiwan Semiconductor Manufac · CUSIP 874039100

Sector · SemiconductorsTheme · AI infrastructure and semiconductors· L3VLUP-definedTheme · Semiconductors
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Dec 2023
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 17 Jan 2024
Managers listing it
46
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q3 2023 and Q4 2023; 40 listed it in both
Shares listed
205,996,908
combined, among listed positions
Reported value
$21.4bn
combined, at the quarter end

Among the 93 comparable managers: 25 buyers (opened or added shares) and 21 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing TSM in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

46 of 46 holders

ActionFiling
Capital World Investors41,356,279$4.3bn0.76%Added+4,240,92813 Feb 2024 (the filing on sec.gov)
Fidelity (FMR LLC)39,656,951$4.1bn0.32%Trimmed-1,955,3185 Nov 2026 (the filing on sec.gov)
MFS Investment Management28,443,595$3.0bn0.96%Added+1,649,2798 Feb 2024 (the filing on sec.gov)
Wellington Management Group LLP12,014,647$1.2bn0.23%Trimmed-843,30112 Feb 2024 (the filing on sec.gov)
First Eagle Investment Management LLC9,065,086$943m2.25%Added+84,8238 Feb 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc7,576,981$788m0.11%Added+103,30616 Feb 2024 (the filing on sec.gov)
Lone Pine Capital LLC6,947,924$723m6.25%Trimmed-852,22814 Feb 2024 (the filing on sec.gov)
AQR Capital Management LLC6,935,222$721m1.36%Added+440,08714 Feb 2024 (the filing on sec.gov)
Baillie Gifford & Co6,802,414$707m0.56%Trimmed-47,53626 Jan 2024 (the filing on sec.gov)
Arrowstreet Capital LP5,585,787$581m0.61%Trimmed-450,82214 Feb 2024 (the filing on sec.gov)
Man Group PLC5,414,235$563m1.57%Added+621,38914 Feb 2024 (the filing on sec.gov)
Ruane Cunniff & Goldfarb LP4,070,279$423m6.77%Trimmed-125,03614 Feb 2024 (the filing on sec.gov)
Artisan Partners LP3,573,670$372m0.57%Added+2,838,03812 Feb 2024 (the filing on sec.gov)
Janus Henderson Group Ltd3,086,757$321m0.19%Added+22,68014 Feb 2024 (the filing on sec.gov)
Tiger Global Management LLC3,044,990$317m2.25%Added+983,20014 Feb 2024 (the filing on sec.gov)
Susquehanna International Group LLP2,683,724$279m0.05%Trimmed-1,758,93314 Feb 2024 (the filing on sec.gov)
Invesco Ltd2,480,355$258m0.06%Trimmed-805,66313 Feb 2024 (the filing on sec.gov)
Millennium Management LLC1,855,499$193m0.08%Newnew14 Feb 2024 (the filing on sec.gov)
Point72 Asset Management LP1,597,174$166m0.40%Added+196,17414 Feb 2024 (the filing on sec.gov)
Holocene Advisors LP1,571,004$163m0.64%Newnew14 Feb 2024 (the filing on sec.gov)
Capital Research Global Investors1,505,740$157munder 0.1%Added+1,387,16813 Feb 2024 (the filing on sec.gov)
Third Point LLC1,175,000$122m1.84%Trimmed-600,00014 Feb 2024 (the filing on sec.gov)
Balyasny Asset Management LLC1,123,048$117m0.22%Added+495,01514 Feb 2024 (the filing on sec.gov)
AllianceBernstein LP1,096,670$114munder 0.1%Addedn.a.14 Feb 2024 (the filing on sec.gov)
D. E. Shaw & Co.1,069,989$111m0.10%Trimmed-1,074,85714 Feb 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (1)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
54 in Q3 2024 to 57 in Q2 2026

Tracked managers listing it, at least.

02040602014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
TSM by quarter
QuarterHoldersReported valueBuyersSellers
Q2 201314$4.9bnn.a.n.a.
Q3 201313$3.8bnn.a.n.a.
Q4 201316$4.0bnn.a.n.a.
Q1 201414$5.0bnn.a.n.a.
Q2 201414$5.8bnn.a.n.a.
Q3 201415$5.1bnn.a.n.a.
Q4 201414$5.7bnn.a.n.a.
Q1 201516$6.4bnn.a.n.a.
Q2 201514$6.0bnn.a.n.a.
Q3 201517$5.6bnn.a.n.a.
Q4 201516$4.9bnn.a.n.a.
Q1 201616$7.4bnn.a.n.a.
Q2 201617$7.1bnn.a.n.a.
Q3 201616$8.2bnn.a.n.a.
Q4 201623$7.7bnn.a.n.a.
Q1 201719$8.9bnn.a.n.a.
Q2 201718$9.5bnn.a.n.a.
Q3 201719$10.1bnn.a.n.a.
Q4 201717$10.4bnn.a.n.a.
Q1 201822$11.5bnn.a.n.a.
Q2 201823$9.5bnn.a.n.a.
Q3 201829$10.6bnn.a.n.a.
Q4 201825$8.5bnn.a.n.a.
Q1 201923$7.0bnn.a.n.a.
Q2 201928$9.2bnn.a.n.a.
Q3 201928$10.8bnn.a.n.a.
Q4 201931$14.0bnn.a.n.a.
Q1 202028$11.3bnn.a.n.a.
Q2 202029$12.1bnn.a.n.a.
Q3 202033$17.7bnn.a.n.a.
Q4 202032$22.6bnn.a.n.a.
Q1 202132$22.3bnn.a.n.a.
Q2 202129$21.3bnn.a.n.a.
Q3 202132$20.8bnn.a.n.a.
Q4 202132$21.3bnn.a.n.a.
Q1 202238$18.8bnn.a.n.a.
Q2 202239$15.7bnn.a.n.a.
Q3 202235$16.4bnn.a.n.a.
Q4 202235$14.8bnn.a.n.a.
Q1 202339$19.0bnn.a.n.a.
Q2 202347$21.8bnn.a.n.a.
Q3 202342$17.3bnn.a.n.a.
Q4 202346$21.4bn2521
Q1 202443$28.2bn2518
Q2 202449$36.0bn2820
Q3 202454$34.9bn3422
Q4 202454$42.9bn2427
Q1 202548$33.1bn2525
Q2 202550$48.3bn3517
Q3 202554$61.3bn3219
Q4 202553$62.8bn2732
Q1 202659$71.9bn2932
Q2 202657$98.0bn2240

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

TSM and NVDA →TSM and AVGO →TSM and MU →Choose a stock to compare with TSM →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own TSM, latest filings →Back to the 13F Explorer →