Taiwan Semiconductor Manufacturing Co Ltd
TSM- Exchange
- NYSE
- Industry
- Semiconductors & Related Devices
- SEC CIK
- 0001046179
In the last 90 days, Taiwan Semiconductor Manufacturing Co Ltd insiders filed 99 open-market purchases and 1 sale; 3,586 institutions reported holding it in 13F filings for Q2 2026, worth $363.1B in total; 17 superinvestors hold it, including Coatue Management and Tiger Global Management.
Other share classesTSMWF
Superinvestors holding TSM, Q2 2026
17 superinvestors report holding Taiwan Semiconductor Manufacturing Co Ltd on Form 13F, worth $11.6B in total. Weight is Taiwan Semiconductor Manufacturing Co Ltd's share of each 13F portfolio; actions compare shares with Q1 2026.
| Superinvestor | % of portfolio | Shares | Value | vs. previous quarter |
|---|---|---|---|---|
| Coatue ManagementPhilippe Laffont | 8.8% | 8,914,995 | $4.26B | Reduced−4.0% |
| Tiger Global ManagementChase Coleman | 9.7% | 4,881,008 | $2.33B | Reduced−12.3% |
| Viking Global InvestorsAndreas Halvorsen | 4.3% | 3,168,097 | $1.51B | Reduced−29.0% |
| AppaloosaDavid Tepper | 10.5% | 1,650,000 | $788.0M | Added+24.3% |
| Altimeter CapitalBrad Gerstner | 6.9% | 1,429,355 | $682.6M | Added+4.7% |
| FundsmithTerry Smith | 4.0% | 1,148,449 | $548.5M | New |
| Maverick CapitalLee Ainslie | 3.1% | 711,757 | $339.9M | Reduced−42.5% |
| Duquesne Family OfficeStanley Druckenmiller | 6.5% | 589,680 | $281.6M | Added+19.1% |
| Soros Fund ManagementGeorge Soros | 3.3% | 522,158 | $249.4M | Reduced0.0% |
| ARK InvestCathie Wood | 1.5% | 482,286 | $230.3M | Reduced−23.2% |
| Third PointDaniel Loeb | 4.7% | 460,000 | $219.7M | Added+67.3% |
| Lone Pine CapitalStephen Mandel | 0.3% | 101,242 | $48.4M | Reduced−92.7% |
| Fairfax FinancialPrem Watsa | 1.7% | 93,700 | $44.7M | Unchanged |
| Greenwoods Asset ManagementJiang Jinzhi | 1.8% | 83,052 | $39.7M | Unchanged |
| Weitz Investment ManagementWally Weitz | 0.7% | 20,000 | $9.55M | Unchanged |
| HHLR Advisors (Hillhouse)Zhang Lei | 0.9% | 15,510 | $7.41M | Reduced−0.1% |
| Giverny CapitalFrançois Rochon | 0.1% | 3,655 | $1.75M | Reduced−55.0% |
Moves by quarter
Superinvestors that opened, added to, trimmed or sold out of TSM each quarter, comparing shares with the quarter before. A superinvestor that didn't file for a quarter isn't listed, and isn't counted as selling.
Q2 2026
17 superinvestors holding at quarter end
- New
- Fundsmith
- Added
- Appaloosa (+24.3%), Altimeter Capital (+4.7%), Duquesne Family Office (+19.1%), Third Point (+67.3%)
- Reduced
- Coatue Management (−4.0%), Tiger Global Management (−12.3%), Viking Global Investors (−29.0%), Maverick Capital (−42.5%), Soros Fund Management (0.0%), ARK Invest (−23.2%), Lone Pine Capital (−92.7%), HHLR Advisors (Hillhouse) (−0.1%), Giverny Capital (−55.0%)
- Sold out
- D1 Capital Partners, H&H International Investment
Q1 2026
18 superinvestors holding at quarter end
- New
- D1 Capital Partners, Weitz Investment Management
- Added
- Coatue Management (+7.6%), Tiger Global Management (+49.4%), Altimeter Capital (+12.0%), Appaloosa (+17.5%), Soros Fund Management (+49.3%), HHLR Advisors (Hillhouse) (+37.3%)
- Reduced
- Viking Global Investors (−9.2%), Lone Pine Capital (−54.5%), Maverick Capital (−25.4%), ARK Invest (−16.1%), Duquesne Family Office (−8.8%), Third Point (−35.3%), H&H International Investment (−87.7%), Greenwoods Asset Management (−7.5%), Giverny Capital (−49.4%)
Q4 2025
16 superinvestors holding at quarter end
- New
- HHLR Advisors (Hillhouse)
- Added
- Coatue Management (+6.9%), Viking Global Investors (+24.6%), Maverick Capital (+62.7%), H&H International Investment (+370.9%), Altimeter Capital (+14.1%), Appaloosa (+6.6%), ARK Invest (+0.9%), Soros Fund Management (+157.1%), Giverny Capital (+96.9%)
- Reduced
- Tiger Global Management (−18.6%), Duquesne Family Office (−29.0%), Third Point (−61.4%), Greenwoods Asset Management (−31.6%)
- Sold out
- Harris Associates (Oakmark)
Q3 2025
16 superinvestors holding at quarter end
- New
- Harris Associates (Oakmark)
- Added
- Coatue Management (+0.1%), Altimeter Capital (+23.2%), Appaloosa (+3.4%), ARK Invest (+6.2%), Soros Fund Management (+8.5%)
- Reduced
- Viking Global Investors (−8.9%), Lone Pine Capital (−11.2%), Third Point (−23.1%), Maverick Capital (−42.1%), Giverny Capital (−29.3%)
Q2 2025
15 superinvestors holding at quarter end
- New
- Altimeter Capital, Soros Fund Management
- Added
- Coatue Management (+1.4%), Tiger Global Management (+7.9%), Maverick Capital (+20.7%), Appaloosa (+279.6%), Duquesne Family Office (+27.8%), ARK Invest (+209.2%)
- Reduced
- Viking Global Investors (−11.5%), Lone Pine Capital (−11.1%), Third Point (−19.7%), H&H International Investment (−4.3%), Greenwoods Asset Management (−91.7%), Fairfax Financial (−33.9%)
- Sold out
- HHLR Advisors (Hillhouse)
Q1 2025
14 superinvestors holding at quarter end
- New
- H&H International Investment
- Added
- Viking Global Investors (+19.6%), Tiger Global Management (+16.7%), Lone Pine Capital (+2.8%), Greenwoods Asset Management (+26.5%), Maverick Capital (+17.6%), Duquesne Family Office (+456.9%), Appaloosa (+8.0%), ARK Invest (+4.0%)
- Reduced
- Coatue Management (−20.1%), HHLR Advisors (Hillhouse) (−22.5%), Giverny Capital (−21.1%)
- Sold out
- Altimeter Capital, Soros Fund Management
Q4 2024
15 superinvestors holding at quarter end
- New
- Viking Global Investors, Soros Fund Management
- Added
- Coatue Management (+6.4%), Maverick Capital (+100.9%), Duquesne Family Office (+87.5%), HHLR Advisors (Hillhouse) (+119.6%), Giverny Capital (+0.6%)
- Reduced
- Lone Pine Capital (−10.7%), Greenwoods Asset Management (−27.7%), Altimeter Capital (−2.9%), Appaloosa (−37.5%), ARK Invest (−2.2%)
Q3 2024
13 superinvestors holding at quarter end
- New
- Altimeter Capital, Duquesne Family Office
- Added
- Tiger Global Management (+18.4%), Maverick Capital (+26.1%), Giverny Capital (+78.2%)
- Reduced
- Coatue Management (−17.8%), Lone Pine Capital (−29.8%), Third Point (−12.1%), Greenwoods Asset Management (−36.6%), Appaloosa (−13.0%), ARK Invest (−13.3%), HHLR Advisors (Hillhouse) (−71.0%)
- Sold out
- Soros Fund Management
Q2 2024
12 superinvestors holding at quarter end
- Added
- Coatue Management (+10.2%), Tiger Global Management (+0.9%), Greenwoods Asset Management (+75.0%), Third Point (+72.3%), ARK Invest (+4.6%), Soros Fund Management (+331.3%), Fairfax Financial (+51.2%)
- Reduced
- Lone Pine Capital (−2.8%), Maverick Capital (−3.0%), Appaloosa (−8.0%), HHLR Advisors (Hillhouse) (−31.9%), Giverny Capital (−0.4%)
Q1 2024
12 superinvestors holding at quarter end
- New
- HHLR Advisors (Hillhouse)
- Added
- Coatue Management (+3,209.2%), Greenwoods Asset Management (+1,741.8%), Maverick Capital (+1.7%)
- Reduced
- Lone Pine Capital (−11.2%), ARK Invest (−1.9%), Soros Fund Management (−57.4%), Giverny Capital (−0.6%)
Q4 2023
11 superinvestors holding at quarter end
- New
- Greenwoods Asset Management
- Added
- Tiger Global Management (+47.7%), Maverick Capital (+67.0%), ARK Invest (+24.3%)
- Reduced
- Lone Pine Capital (−10.9%), Third Point (−33.8%), Appaloosa (−50.0%), Coatue Management (−86.8%)
Q3 2023
10 superinvestors holding at quarter end
- New
- Soros Fund Management
- Added
- Lone Pine Capital (+21.7%), Tiger Global Management (+10.3%), Maverick Capital (+181.1%), ARK Invest (+38.9%)
- Reduced
- Coatue Management (−64.9%), Third Point (−27.6%), Appaloosa (−43.7%)
- Sold out
- Duquesne Family Office
Q2 2023
10 superinvestors holding at quarter end
- New
- Third Point, Appaloosa, ARK Invest
- Added
- Coatue Management (+14.5%), Tiger Global Management (+17.6%), Maverick Capital (+2,056.6%)
- Reduced
- Lone Pine Capital (−21.7%), Duquesne Family Office (−16.0%), Fairfax Financial (−4.9%), Giverny Capital (−42.0%)
Q1 2023
7 superinvestors holding at quarter end
- New
- Coatue Management, Tiger Global Management, Duquesne Family Office, Maverick Capital
- Reduced
- Lone Pine Capital (−21.2%), Giverny Capital (−5.8%)
- Sold out
- Berkshire Hathaway, Greenwoods Asset Management, HHLR Advisors (Hillhouse)
Q4 2022
6 superinvestors holding at quarter end
- New
- Greenwoods Asset Management
- Added
- Lone Pine Capital (+8.1%), Fairfax Financial (+5.1%), Giverny Capital (+82.8%)
- Reduced
- Berkshire Hathaway (−86.2%), HHLR Advisors (Hillhouse) (−42.9%)
- Sold out
- Tiger Global Management, Fundsmith, Duquesne Family Office
Q3 2022
8 superinvestors holding at quarter end
- New
- Berkshire Hathaway, Tiger Global Management, Duquesne Family Office
- Added
- Lone Pine Capital (+7.5%)
- Reduced
- HHLR Advisors (Hillhouse) (−41.7%)
- Sold out
- Greenwoods Asset Management, Soros Fund Management
Q2 2022
7 superinvestors holding at quarter end
- Added
- Lone Pine Capital (+11.9%), Fundsmith (+9.8%)
- Reduced
- HHLR Advisors (Hillhouse) (−50.0%), Greenwoods Asset Management (−38.6%), Soros Fund Management (−31.5%)
Q1 2022
7 superinvestors holding at quarter end
- New
- Lone Pine Capital
- Added
- Greenwoods Asset Management (+202.2%)
- Reduced
- Soros Fund Management (−14.7%), Giverny Capital (−37.5%)
- Sold out
- Coatue Management
Q4 2021
7 superinvestors holding at quarter end
- New
- Coatue Management
- Added
- Fundsmith (+9.3%), Soros Fund Management (+442.5%), Giverny Capital (+5.9%)
- Reduced
- Greenwoods Asset Management (−50.6%)
- Sold out
- ARK Invest
Q3 2021
7 superinvestors holding at quarter end
- New
- Soros Fund Management
- Added
- Giverny Capital (+51.1%)
- Reduced
- Greenwoods Asset Management (−63.2%)
- Sold out
- Maverick Capital
Q2 2021
7 superinvestors holding at quarter end
- Added
- Fundsmith (+9.9%)
- Reduced
- Greenwoods Asset Management (−34.4%), Maverick Capital (−28.3%), Giverny Capital (−11.2%), ARK Invest (−100.0%)
- Sold out
- Duquesne Family Office