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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
31 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
58
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 53 listed it in both
Shares listed
207,184,847
combined, among listed positions
Reported value
$62.9bn
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 92 comparable managers: 27 buyers (opened or added shares) and 32 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -13,662,873.

Managers listing TSM in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

58 of 58 holders

ActionFiling
Fidelity (FMR LLC)61,131,828$18.6bn0.95%Trimmed-12,054,68617 Feb 2026 (the filing on sec.gov)
Capital World Investors27,404,289$8.3bn1.13%Trimmed-336,59111 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP10,215,542$3.1bn0.98%Trimmed-471,49517 Feb 2026 (the filing on sec.gov)
MFS Investment Management10,147,238$3.1bn0.99%Trimmed-5,612,18122 Jan 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc8,890,155$2.7bn0.29%Trimmed-2,585,24217 Feb 2026 (the filing on sec.gov)
Coatue Management LLC8,629,524$2.6bn6.56%Added+556,98815 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd8,291,884$2.5bn1.12%Added+594,78017 Feb 2026 (the filing on sec.gov)
First Eagle Investment Management LLC5,938,326$1.8bn3.18%Trimmed-761,6824 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP5,433,369$1.7bn0.29%Trimmed-428,10517 Feb 2026 (the filing on sec.gov)
Viking Global Investors LP4,914,896$1.5bn3.96%Added+970,53017 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP4,664,632$1.4bn1.59%Added+2,850,38017 Feb 2026 (the filing on sec.gov)
Tiger Global Management LLC3,725,474$1.1bn3.81%Trimmed-852,90017 Feb 2026 (the filing on sec.gov)
Invesco Ltd3,721,823$1.1bn0.11%Added+40,84219 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors3,215,353$977m0.18%Added+1,281,64811 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC3,202,610$973m0.15%Trimmed-1,123,21312 Feb 2026 (the filing on sec.gov)
Lone Pine Capital LLC3,052,400$928m6.81%Held017 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC2,992,625$909m0.14%Added+2,481,03117 Feb 2026 (the filing on sec.gov)
D. E. Shaw & Co.2,951,420$897m0.49%Added+1,271,78517 Feb 2026 (the filing on sec.gov)
Soroban Capital Partners LP† Value as filed implies a price far from other filers'.2,643,064$738m5.15%Added+798,83017 Feb 2026 (the filing on sec.gov)
Arrowstreet Capital LP2,159,562$656m0.38%Trimmed-641,57813 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP1,707,306$519m0.47%Added+1,364,25713 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP1,662,600$505m0.98%Added+1,266,00017 Feb 2026 (the filing on sec.gov)
Maverick Capital Ltd1,658,650$504m5.41%Added+639,17813 Feb 2026 (the filing on sec.gov)
Ruane Cunniff & Goldfarb LP1,421,721$432m6.75%Trimmed-460,00013 Feb 2026 (the filing on sec.gov)
Baillie Gifford & Co1,336,491$406m0.34%Trimmed-227,56923 Jan 2026 (the filing on sec.gov)
Page 1 of 3

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, 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 (1)

Exited (3)

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 →