Updated
Taiwan Semiconductor ManufacturingTSM · Technology
$375.44+6.33%
Market cap$1.95T
IndustrySemiconductors
Taiwan Semiconductor Manufacturing (TSM) Superinvestor holders
86 of the superinvestors we track hold Taiwan Semiconductor Manufacturing (TSM) in their latest 13F filings, $54.0B in total.
Summary
The largest holder is Ken Fisher (Fisher Investments), with $8.6B, 2.5% of the portfolio.
In their latest quarter: 4 opened a new position, 27 added, 50 trimmed.
Who holds it
Each investor's latest 13F filing, largest stake first. What a 13F shows.
| Investor | Last change | Shares | Value | % of portfolio | Filed for |
|---|---|---|---|---|---|
| Ken Fisher Fisher Investments |
Added | 18,932,587 | $8.6B | 2.5% | Q3 2026 |
| Jennison Associates | Trimmed | 10,687,770 | $5.1B | 3.1% | Q2 2026 |
| Philippe Laffont Coatue Management |
Trimmed | 8,914,995 | $4.3B | 8.8% | Q2 2026 |
| WCM Investment Management | Trimmed | 9,261,509 | $4.2B | 7.6% | Q2 2026 |
| Hersh Cohen ClearBridge Investments |
Added | 4,900,192 | $2.3B | 1.9% | Q2 2026 |
| Chase Coleman Tiger Global Management |
Trimmed | 4,881,008 | $2.3B | 9.7% | Q2 2026 |
| Boykin Curry Eagle Capital Management |
Trimmed | 4,423,550 | $2.1B | 6.5% | Q2 2026 |
| Frank Sands Sands Capital Management |
Trimmed | 3,925,440 | $1.9B | 7.0% | Q2 2026 |
| Jean-Marie Eveillard First Eagle Investment Management |
Trimmed | 3,745,597 | $1.8B | 3.0% | Q2 2026 |
| Takis Sparaggis Alkeon Capital Management |
Trimmed | 3,536,218 | $1.7B | 6.5% | Q2 2026 |
| Andreas Halvorsen Viking Global Investors |
Trimmed | 3,168,097 | $1.5B | 4.3% | Q2 2026 |
| Harding Loevner | Trimmed | 2,884,195 | $1.3B | 12.7% | Q2 2026 |
| Arrowstreet Capital | Added | 2,818,252 | $1.3B | 0.6% | Q2 2026 |
| Fayez Sarofim Fayez Sarofim & Co |
Trimmed | 2,543,520 | $1.2B | 2.9% | Q2 2026 |
| Paul Marshall Marshall Wace |
Trimmed | 1,810,476 | $865M | 0.7% | Q2 2026 |
| David Tepper Appaloosa Management |
Added | 1,650,000 | $788M | 10.5% | Q2 2026 |
| Steve Cohen Point72 Asset Management |
Trimmed | 1,603,897 | $766M | 1.2% | Q2 2026 |
| Dodge & Cox | Added | 1,440,767 | $688M | 0.4% | Q2 2026 |
| Brad Gerstner Altimeter Capital Management |
Added | 1,429,355 | $683M | 6.9% | Q2 2026 |
| Paul Tudor Jones Tudor Investment Corp |
Added | 1,369,304 | $654M | 2.7% | Q2 2026 |
| Jimmy Levin Sculptor Capital Management |
Added | 1,290,000 | $616M | 8.9% | Q2 2026 |
| Artisan Partners | Trimmed | 1,176,856 | $562M | 0.9% | Q2 2026 |
| Ruane, Cunniff & Goldfarb | Trimmed | 1,172,725 | $560M | 8.7% | Q2 2026 |
| Terry Smith Fundsmith LLP |
New position | 1,148,449 | $548M | 4.0% | Q2 2026 |
| Man Group Man Group plc |
Trimmed | 1,103,279 | $527M | 1.0% | Q2 2026 |
| George Loening Select Equity Group |
Trimmed | 1,024,189 | $489M | 2.6% | Q2 2026 |
| Baillie Gifford Baillie Gifford & Co |
Trimmed | 895,421 | $408M | 0.4% | Q3 2026 |
| Jim Simons Renaissance Technologies |
Added | 849,080 | $405M | 0.6% | Q2 2026 |
| David Shaw D. E. Shaw & Co. |
Trimmed | 773,051 | $369M | 0.2% | Q2 2026 |
| Thornburg Thornburg Investment Management |
Added | 764,867 | $365M | 3.5% | Q2 2026 |
| Harvard Endowment Harvard Management Company |
Added | 732,022 | $350M | 8.2% | Q2 2026 |
| Lee Ainslie Maverick Capital |
Trimmed | 711,757 | $340M | 3.1% | Q2 2026 |
| Ron Baron Baron Capital (BAMCO) |
Added | 667,698 | $319M | 0.5% | Q2 2026 |
| Alex Sacerdote Whale Rock Capital Management |
Trimmed | 589,911 | $282M | 2.3% | Q2 2026 |
| Stanley Druckenmiller Duquesne Family Office |
Added | 589,680 | $282M | 6.5% | Q2 2026 |
| Sarah Ketterer Causeway Capital Management |
Added | 532,052 | $254M | 2.8% | Q2 2026 |
| George Soros Soros Fund Management |
Trimmed | 522,158 | $249M | 4.1% | Q2 2026 |
| Dan Davidowitz Polen Capital Management |
Added | 501,210 | $239M | 2.1% | Q2 2026 |
| Aziz Hamzaogullari Loomis Sayles & Co |
Trimmed | 486,273 | $232M | 0.3% | Q2 2026 |
| Cathie Wood ARK Investment Management |
Trimmed | 482,286 | $230M | 1.5% | Q2 2026 |
| Mairs & Power Mairs & Power Inc |
Trimmed | 476,245 | $227M | 2.1% | Q2 2026 |
| Dan Loeb Third Point LLC |
Added | 460,000 | $220M | 4.7% | Q2 2026 |
| Jeremy Grantham GMO |
Trimmed | 329,546 | $157M | 0.4% | Q2 2026 |
| Ricky Sandler Eminence Capital |
New position | 421,673 | $143M | 3.3% | Q1 2026 |
| Ric Dillon Diamond Hill Capital Management |
Trimmed | 268,857 | $128M | 1.0% | Q2 2026 |
| Karthik Sarma SRS Investment Management |
Trimmed | 261,301 | $125M | 1.2% | Q2 2026 |
| Glen Kacher Light Street Capital Management |
Trimmed | 225,949 | $108M | 12.7% | Q2 2026 |
| Michael Lowenstein Kensico Capital Management |
New position | 179,500 | $86M | 1.5% | Q2 2026 |
| Charles Brandes Brandes Investment Partners, LP |
Trimmed | 171,703 | $82M | 0.6% | Q2 2026 |
| David Vogel Voloridge Investment Management |
Added | 165,554 | $79M | 0.3% | Q2 2026 |
| David Blood Generation Investment Management |
Added | 141,665 | $68M | 0.7% | Q2 2026 |
| Two Sigma Two Sigma Investments |
Trimmed | 120,904 | $58M | 0.0% | Q2 2026 |
| William von Mueffling Cantillon Capital Management |
Trimmed | 114,820 | $55M | 8.2% | Q2 2026 |
| Cliff Asness AQR Capital Management |
Added | 117,809 | $55M | 0.0% | Q2 2026 |
| David Rolfe Wedgewood Partners |
Trimmed | 105,499 | $50M | 10.4% | Q2 2026 |
| Stephen Mandel Lone Pine Capital |
Trimmed | 101,242 | $48M | 0.3% | Q2 2026 |
| Louis Bacon Moore Capital Management |
Trimmed | 99,587 | $48M | 1.1% | Q2 2026 |
| Robert Pitts Steadfast Capital Management |
Trimmed | 94,517 | $45M | 1.4% | Q2 2026 |
| Prem Watsa Fairfax Financial Holdings |
Held | 93,700 | $45M | 1.7% | Q2 2026 |
| Brandon Haley Holocene Advisors |
Trimmed | 83,285 | $40M | 0.1% | Q2 2026 |
| Hotchkis & Wiley Hotchkis & Wiley Capital Management |
Trimmed | 66,353 | $32M | 0.1% | Q2 2026 |
| Acadian Acadian Asset Management |
Added | 67,517 | $31M | 0.0% | Q3 2026 |
| Ensign Peak Ensign Peak Advisors |
Added | 63,692 | $30M | 0.1% | Q2 2026 |
| First Manhattan First Manhattan Co |
Trimmed | 56,887 | $27M | 0.1% | Q2 2026 |
| Alex Captain Cat Rock Capital Management |
Trimmed | 52,976 | $25M | 5.9% | Q2 2026 |
| Mark Kingdon Kingdon Capital Management |
Held | 45,000 | $21M | 2.9% | Q2 2026 |
| Josef Lakonishok LSV Asset Management |
Added | 40,837 | $19M | 0.0% | Q3 2026 |
| Eric Marshall Hodges Capital Management |
Added | 38,958 | $19M | 1.2% | Q2 2026 |
| Ray Dalio Bridgewater Associates |
Trimmed | 34,525 | $16M | 0.1% | Q2 2026 |
| Robert Torray Torray Investment Partners |
Trimmed | 24,900 | $11M | 1.5% | Q3 2026 |
| Wallace Weitz Weitz Investment Management |
Held | 20,000 | $10M | 0.7% | Q2 2026 |
| John Rogers Ariel Investments |
Added | 17,838 | $9M | 0.1% | Q2 2026 |
| Alan Howard Brevan Howard |
Trimmed | 17,350 | $8M | 0.1% | Q2 2026 |
| Jensen Investment Management | Trimmed | 15,884 | $8M | 0.2% | Q2 2026 |
| Zhang Lei Hillhouse (HHLR Advisors) |
Trimmed | 15,510 | $7M | 0.9% | Q2 2026 |
| John Gardner Gardner Lewis Asset Management |
Added | 10,232 | $5M | 1.1% | Q2 2026 |
| Mark Donovan Boston Partners |
Added | 9,944 | $5M | 0.0% | Q2 2026 |
| Joel Greenblatt Gotham Asset Management |
Held | 7,534 | $4M | 0.0% | Q2 2026 |
| Alan Breed Edgewood Management |
Trimmed | 6,600 | $3M | 0.0% | Q2 2026 |
| Fred DiSanto Ancora Holdings |
Added | 4,275 | $2M | 0.0% | Q2 2026 |
| Christopher Davis Davis Selected Advisers |
Trimmed | 3,980 | $2M | 0.0% | Q2 2026 |
| Richard Pzena Pzena Investment Management |
Trimmed | 4,025 | $2M | 0.0% | Q3 2026 |
| Mario Gabelli GAMCO Investors |
Trimmed | 3,710 | $2M | 0.0% | Q2 2026 |
| Francois Rochon Giverny Capital Inc. |
Trimmed | 3,655 | $2M | 0.1% | Q2 2026 |
| Ken Tropin Graham Capital Management |
New position | 1,887 | $901,175 | 0.0% | Q2 2026 |
| Sardar Biglari Biglari Capital Corp. |
Held | 100 | $47,757 | 0.0% | Q2 2026 |
Holders by quarter
| Quarter | Superinvestors holding it |
|---|---|
| Q2 2026 | 85 |
| Q1 2026 | 84 |
| Q4 2025 | 80 |
| Q3 2025 | 81 |
| Q2 2025 | 75 |
| Q1 2025 | 71 |
| Q4 2024 | 74 |
| Q3 2024 | 71 |
Questions about Taiwan Semiconductor Manufacturing
Which superinvestors own Taiwan Semiconductor Manufacturing?
86 of the superinvestors we track hold Taiwan Semiconductor Manufacturing (TSM) in their latest 13F filings, $54.0B in total. Ken Fisher, Jennison Associates, Philippe Laffont, WCM Investment Management, Hersh Cohen, Chase Coleman.
Who is the largest superinvestor holder of TSM?
The largest holder is Ken Fisher (Fisher Investments), with $8.6B, 2.5% of the portfolio.
From Taiwan Semiconductor Manufacturing's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.