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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
30 Sep 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 31 Oct 2024
Managers listing it
54
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 46 listed it in both
Shares listed
208,403,696
combined, among listed positions
Reported value
$34.9bn
combined, at the quarter end

1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.

Among the 94 comparable managers: 34 buyers (opened or added shares) and 22 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 Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

54 of 54 holders

ActionFiling
Fidelity (FMR LLC)55,974,769$9.7bn0.59%Added+3,783,8025 Nov 2026 (the filing on sec.gov)
Capital World Investors35,308,084$6.1bn0.95%Trimmed-4,741,34713 Nov 2024 (the filing on sec.gov)
MFS Investment Management20,229,785$3.5bn1.05%Trimmed-4,545,60012 Nov 2024 (the filing on sec.gov)
Coatue Management LLC9,365,760$1.6bn6.04%Trimmed-2,027,94214 Nov 2024 (the filing on sec.gov)
Janus Henderson Group Ltd6,485,854$1.1bn0.58%Added+1,075,42514 Nov 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc6,206,632$1.1bn0.12%Trimmed-1,631,29814 Nov 2024 (the filing on sec.gov)
First Eagle Investment Management LLC5,852,638$1.0bn2.09%Trimmed-426,21412 Nov 2024 (the filing on sec.gov)
Artisan Partners LP5,795,745$1.0bn1.50%Added+208,44512 Nov 2024 (the filing on sec.gov)
AllianceBernstein LP5,465,463$949m0.32%Added+3,512,12214 Nov 2024 (the filing on sec.gov)
Wellington Management Group LLP4,422,049$768m0.13%Trimmed-837,55914 Nov 2024 (the filing on sec.gov)
Lone Pine Capital LLC4,212,861$732m5.46%Trimmed-1,789,33714 Nov 2024 (the filing on sec.gov)
Tiger Global Management LLC3,634,980$631m2.69%Added+564,09014 Nov 2024 (the filing on sec.gov)
Jane Street Group LLC3,437,394$597m0.13%Added+722,45715 Nov 2024 (the filing on sec.gov)
Invesco Ltd3,029,492$526m0.10%Added+1,063,60812 Nov 2024 (the filing on sec.gov)
Ruane Cunniff & Goldfarb LP2,904,689$504m7.89%Trimmed-119,03414 Nov 2024 (the filing on sec.gov)
Baillie Gifford & Co2,129,805$370m0.28%Trimmed-3,117,8995 Nov 2024 (the filing on sec.gov)
Millennium Management LLC1,975,084$343m0.16%New-412,78414 Nov 2024 (the filing on sec.gov)
Hudson Bay Capital Management LP1,880,859$327m1.32%Added+499,29213 Nov 2024 (the filing on sec.gov)
Citadel Advisors LLC1,828,945$318m0.06%Trimmed-135,55614 Nov 2024 (the filing on sec.gov)
Third Point LLC1,780,000$309m4.16%Trimmed-245,00014 Nov 2024 (the filing on sec.gov)
Capital Research Global Investors1,718,144$299m0.06%Trimmed-4,32513 Nov 2024 (the filing on sec.gov)
Susquehanna International Group LLP1,508,458$262munder 0.1%Trimmed-474,11214 Nov 2024 (the filing on sec.gov)
Neuberger Berman Group LLC1,312,435$228m0.18%Trimmed-158,97914 Nov 2024 (the filing on sec.gov)
Balyasny Asset Management LLC1,293,006$225m0.37%Added+1,057,70814 Nov 2024 (the filing on sec.gov)
Man Group PLC1,215,506$211m0.55%Trimmed-65,50414 Nov 2024 (the filing on sec.gov)
Page 1 of 3

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, 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 (6)

Exited (2)

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 →