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Taiwan Semiconductor Manufacturing Co Ltd

TSM
交易所
NYSE
產業
Semiconductors & Related Devices
SEC CIK
0001046179

近 90 天，Taiwan Semiconductor Manufacturing Co Ltd 內部人申報 99 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 3,585 家機構在 13F 申報持有，市值合計 $3,631 億；Coatue、老虎環球等 17 位大師持有。

其他股別TSMWF

2023 年第 1 季與 2022 年第 4 季比較

持有 Taiwan Semiconductor Manufacturing Co Ltd 的機構從 2022 年第 4 季到 2023 年第 1 季的變化。

2023 年第 1 季全部持有人2022 年第 4 季全部持有人

TSM 的 13F 持有人：2022 年第 4 季與 2023 年第 1 季比較
項目2022 年第 4 季其中尚未申報 2023 年第 1 季2023 年第 1 季變化
持有家數1,401251,500+124
股數8.49 億285.6 萬8.55 億+817.9 萬 (+1.0%)
市值$632.3 億$1.54 億$797.2 億+$166.5 億 (+26.4%)

25 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（234 家）

2023 年第 1 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2022 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 234 家。

2023 年第 1 季新進 TSM 的機構
機構股數市值佔組合 %
Coatue Management LLC大師Coatue5,900,863$5.49 億3.65%
Jennison Associates LLC3,426,810$3.19 億0.29%
Ruffer LLP2,348,305$2.18 億7.57%
Tiger Global Management LLC大師老虎環球1,588,555$1.48 億1.34%
Perpetual Ltd1,529,607$1.42 億1.23%
Canoe Financial LP1,423,360$1.32 億1.84%
Theleme Partners LLP1,164,000$1.08 億4.66%
Munro Partners1,118,315$1.04 億5.09%
Trinity Street Asset Management LLP1,015,900$9,450 萬10.58%
Foxhaven Asset Management, LP912,146$8,485 萬3.07%
Duquesne Family Office LLC大師杜肯家族辦公室578,590$5,382 萬2.33%
Avala Global LP545,700$5,076 萬8.30%
Metropolis Capital Ltd530,504$4,935 萬2.08%
Alyeska Investment Group, L.P.483,460$4,497 萬0.40%
ABN AMRO Bank N.V.478,905$4,468 萬1.00%
Light Street Capital Management, LLC381,489$3,549 萬8.66%
Strategic Vision Investment Ltd370,300$3,445 萬12.91%
Varma Mutual Pension Insurance Co365,000$3,395 萬0.41%
Maplelane Capital, LLC360,000$3,349 萬3.41%
Abn Amro Investment Solutions334,212$3,109 萬0.64%
Obermeyer Wood Investment Counsel, LLLP290,503$2,711 萬2.02%
Engine No. 1 LLC264,585$2,461 萬11.55%
Alpine Investment Management Ltd250,000$2,326 萬4.87%
Alta Park Capital, LP237,775$2,212 萬2.29%
Rheos Capital Works Inc.235,000$2,186 萬1.22%
Eisler Capital (UK) Ltd.233,652$2,173 萬1.88%
Holowesko Partners Ltd.183,000$1,702 萬8.94%
J. L. Bainbridge & Co., Inc.179,458$1,669 萬2.29%
Governors Lane LP167,600$1,559 萬2.31%
Harber Asset Management LLC155,031$1,442 萬3.90%
Verde Servicos Internacionais S.A.149,196$1,388 萬4.41%
Chiron Investment Management, LLC144,604$1,345 萬2.42%
Jag Capital Management, LLC142,997$1,330 萬1.72%
Crestline Management, LP140,000$1,302 萬1.59%
Clough Capital Partners L P130,600$1,215 萬1.31%
Atika Capital Management LLC125,000$1,163 萬1.81%
Night Owl Capital Management, LLC113,568$1,056 萬3.82%
Hikari Tsushin, Inc.111,100$1,033 萬1.08%
Telemark Asset Management, LLC100,000$930.2 萬1.38%
Armistice Capital, LLC92,000$855.8 萬0.20%
CTC LLC87,850$812.3 萬0.26%
Clear Sky Advisers, LLC85,000$790.7 萬2.01%
Albar Capital Ltd83,194$773.9 萬1.45%
GMT Capital Corp79,900$743.2 萬0.29%
Archon Partners LLC76,000$707.0 萬1.18%
AMS Capital Ltda75,977$706.7 萬11.81%
Tenere Capital LLC72,083$670.5 萬3.50%
Alight Capital Management LP70,000$651.1 萬4.00%
Tudor Investment Corp Et Al68,798$640.0 萬0.12%
Gunderson Capital Management Inc.68,705$639.1 萬4.75%
Channing Global Advisors, LLC67,640$629.2 萬6.92%
Value Star Asset Management (Hong Kong) Ltd54,000$502.3 萬1.96%
Oliver Luxxe Assets LLC47,885$445.4 萬1.17%
AnglePoint Asset Management Ltd43,400$403.7 萬4.33%
One01 Capital, LP38,795$360.9 萬4.29%
Allen Capital Group, LLC38,485$358.0 萬0.68%
Advanced Portfolio Management, LLC37,500$348.8 萬6.64%
Edgestream Partners, L.P.34,431$320.3 萬0.35%
Pinkerton Retirement Specialists, LLC34,214$318.3 萬0.60%
Ingalls & Snyder LLC31,331$291.4 萬0.15%
Deuterium Capital Management, LLC30,909$287.5 萬4.84%
Icon Advisers Inc30,800$286.5 萬0.73%
Artal Group S.A.30,000$279.1 萬0.17%
UBS Oconnor LLC27,547$256.2 萬0.06%
Forefront Wealth Management Inc.27,506$255.9 萬3.35%
Boston Partners25,546$237.6 萬0.00%
Quintet Private Bank (Europe) S.A.23,689$220.4 萬0.13%
LSV Asset Management20,400$189.8 萬0.00%
Left Brain Wealth Management, LLC19,964$168.3 萬1.14%
Andar Capital Management HK Ltd18,000$167.4 萬3.15%
Trustmark National Bank Trust Department15,530$144.5 萬0.13%
Little House Capital LLC15,467$143.9 萬0.68%
JT Stratford LLC15,363$142.9 萬0.41%
MRP Capital Investments, LLC15,350$142.8 萬1.57%
Central Asset Investments & Management Holdings (HK) Ltd14,800$137.7 萬1.46%
First Hawaiian Bank13,224$123.0 萬0.04%
Nilsine Partners, LLC13,216$122.9 萬0.19%
Community Capital Management, Inc.12,600$117.2 萬1.54%
Cape Investment Advisory, Inc.11,936$111.0 萬0.68%
Foresight Global Investors, Inc.11,800$109.8 萬0.79%
Verdad Advisers, LP11,000$102.3 萬2.06%
Cypress Capital Group10,439$97.1 萬0.15%
Jupiter Wealth Management LLC10,200$94.9 萬0.87%
Anson Funds Management LP10,000$93.0 萬0.29%
Goldstream Capital Management Ltd9,883$91.9 萬0.97%
Shaker Investments LLC9,582$89.1 萬0.50%
Marex Group plc9,358$87.0 萬0.12%
Avestar Capital, LLC8,775$82.0 萬0.17%
Sowell Financial Services LLC8,715$81.1 萬0.06%
Blue Square Asset Management, LLC8,654$80.5 萬0.53%
Ergoteles LLC8,558$79.6 萬0.03%
Susquehanna International Securities, Ltd.8,123$75.6 萬0.46%
PenderFund Capital Management Ltd.6,000$75.4 萬0.24%
Greystone Financial Group, LLC7,686$71.5 萬0.18%
Albert D Mason Inc6,582$61.2 萬0.42%
McMahon Financial Advisors, LLC6,386$59.4 萬0.20%
Spouting Rock Asset Management, LLC6,288$58.5 萬0.21%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.6,085$56.5 萬0.56%
Insight Holdings Group, LLC6,000$55.8 萬0.01%
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna6,000$55.5 萬0.32%

清倉機構（110 家）

2022 年第 4 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2023 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 110 家。

2023 年第 1 季清倉 TSM 的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Berkshire Hathaway Inc大師波克夏8,292,724$6.18 億
Assenagon Asset Management S.A.2,663,175$1.98 億
Nine Masts Capital Ltd1,681,904$1.25 億
Greenwoods Asset Management Hong Kong Ltd.大師景林資產523,842$3,902 萬
Old Mission Capital LLC410,348$3,057 萬
Voloridge Investment Management, LLC275,929$2,055 萬
CQS (US), LLC202,500$1,508 萬
BlueCrest Capital Management Ltd133,010$990.8 萬
united american securities inc. (d/b/a uas asset management)122,902$915.5 萬
Euro Pacific Asset Management, LLC173,657$874.5 萬
Quantitative Investment Management, LLC115,738$862.1 萬
Cartica Management, LLC102,000$759.8 萬
Howard Hughes Medical Institute100,000$744.9 萬
Mark Asset Management LP84,829$631.9 萬
Old Well Partners, LLC71,800$534.8 萬
Perseverance Asset Management International66,200$493.1 萬
HHLR Advisors, Ltd.大師高瓴 HHLR60,000$446.9 萬
Parallax Volatility Advisers, L.P.48,641$362.3 萬
Aigen Investment Management, LP45,266$337.2 萬
DRW Securities, LLC44,929$334.7 萬
Mirabella Financial Services LLP43,958$327.4 萬
New Silk Road Investment Pte Ltd42,900$319.6 萬
Himension Fund40,954$305.1 萬
DeepCurrents Investment Group LLC40,000$298.0 萬
Segantii Capital Management Ltd38,600$285.7 萬
Hampton Road Capital Management LP38,101$283.8 萬
Two Sigma Securities, LLC30,427$226.7 萬
CIBC World Markets Corp30,000$223.5 萬
Campbell & CO Investment Adviser LLC27,953$208.2 萬
Tekne Capital Management, LLC27,217$202.7 萬
Capital Markets Trading UK LLP27,152$202.3 萬
Marietta Investment Partners LLC27,025$201.3 萬
Caisse de Depot Et Placement du Quebec26,700$198.9 萬
FORA Capital, LLC26,340$196.2 萬
Sender Co & Partners, Inc.18,908$140.8 萬
CMT Capital Markets Trading GmbH18,880$140.6 萬
Skye Global Management LP15,600$116.2 萬
Gyon Technologies Capital Management, LP15,333$114.2 萬
Factorial Management Ltd14,440$107.6 萬
Connective Portfolio Management, LLC13,660$101.8 萬
Y-Intercept (Hong Kong) Ltd13,506$100.6 萬
CWA Asset Management Group, LLC13,371$99.6 萬
Herr Investment Group LLC10,690$79.6 萬
Ayalon Holdings Ltd.9,811$73.4 萬
Financial Sense Advisors, Inc.7,800$58.1 萬
HRT Financial LP7,073$52.6 萬
Stevard, LLC6,120$45.6 萬
Windmill Hill Asset Management Ltd5,470$40.7 萬
Harbor Advisors LLC5,000$37.2 萬
Axq Capital, LP4,700$35.0 萬
Farley Capital L.P.4,121$30.7 萬
Congress Park Capital LLC3,875$28.9 萬
StoneX Group Inc.3,721$27.8 萬
Capital Market Strategies LLC3,665$27.3 萬
Gyroscope Capital Management Group, LLC3,600$26.8 萬
Grassi Investment Management3,350$25.0 萬
Gladstone Institutional Advisory LLC3,248$24.2 萬
FSM Wealth Advisors, LLC3,192$23.8 萬
Burns J W & Co Inc3,080$22.9 萬
Crescent Grove Advisors, LLC3,004$22.5 萬
Tairen Capital Ltd3,000$22.3 萬
Client 1st Advisory Group, LLC2,983$22.2 萬
XR Securities LLC2,848$21.2 萬
Pallas Capital Advisors LLC2,254$20.5 萬
Summit Financial, LLC2,731$20.3 萬
Cim, LLC2,101$20.3 萬
RFG Advisory, LLC2,145$20.3 萬
FNY Investment Advisers, LLC2,092$15.5 萬
Headlands Technologies LLC1,762$13.1 萬
Belvedere Trading LLC1,378$10.3 萬
Centiva Capital, LP1,210$9.01 萬
EWG Elevate Inc.1,110$8.27 萬
Fiduciary Alliance LLC1,032$7.69 萬
Accurate Wealth Management, LLC916$7.44 萬
U.S. Capital Wealth Advisors, LLC865$6.44 萬
Chelsea Counsel Co800$6.00 萬
RWM Asset Management, LLC757$5.64 萬
My Personal CFO, LLC704$5.24 萬
High Net Worth Advisory Group LLC559$4.16 萬
Family CFO Inc532$3.96 萬
Atlantic Trust, LLC466$3.50 萬
McElhenny Sheffield Capital Management, LLC2,508$2.76 萬
MBM Wealth Consultants, LLC360$2.70 萬
Red Tortoise LLC346$2.58 萬
Covestor Ltd323$2.40 萬
Laurel Wealth Planning LLC315$2.35 萬
Creative Capital Management Investments LLC264$2.00 萬
Milestone Resources Group Ltd247$1.80 萬
Glassy Mountain Advisors, Inc.224$1.67 萬
Sawyer & Company, Inc200$1.50 萬
Osterweis Capital Management Inc158$1.18 萬
Kraematon Investment Advisors, Inc132$9,833
Farmers & Merchants Investments Inc100$7,449
Delos Wealth Advisors, LLC100$7,449
Global Wealth Strategies & Associates94$7,002
Field & Main Bank69$5,139
Advanced Asset Management Advisors Inc68$5,065
Private Ocean, LLC64$4,768
Clean Yield Group58$4,320
Financial Freedom, LLC27$2,011

尚未申報 2023 年第 1 季的機構（25 家）

2022 年第 4 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、還沒有申報 2023 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2022 年第 4 季持有 TSM、尚未申報 2023 年第 1 季的機構
機構2022 年第 4 季股數2022 年第 4 季市值
Pendal Group Limited2,507,990$1.26 億
Comerica Bank158,339$1,409 萬
Laurel Wealth Advisors, Inc.30,613$228.0 萬
Capital Financial Services, LLC25,623$190.9 萬
Perpetual Investment Management Ltd21,225$158.1 萬
Heritage Wealth Management, LLC17,841$132.9 萬
Delphi Management Inc15,846$118.0 萬
Semmax Financial Advisors Inc.10,965$97.6 萬
YorkBridge Wealth Partners, LLC11,243$83.7 萬
Regent Investment Management LLC8,517$63.4 萬
Jeereddi Investments, LP8,271$61.6 萬
Odey Holdings Ltd7,989$59.5 萬
Probity Advisors, Inc.6,624$49.3 萬
ARGI Investment Services, LLC4,293$32.0 萬
Personal Capital Advisors Corp3,735$27.8 萬
Tyler-Stone Wealth Management2,260$16.8 萬
Trustcore Financial Services, LLC1,512$11.3 萬
Capital Directions Investment Advisors, LLC1,170$8.72 萬
Moser Wealth Advisors, LLC891$6.64 萬
CoreCap Advisors, LLC812$6.05 萬
Sargent Bickham Lagudis LLC359$2.67 萬
St Germain D J Co Inc9,793$1.70 萬
Burleson & Company, LLC200$1.49 萬
Glass Jacobson Investment Advisors llc72$5,363
Cornerstone Planning Group LLC43$3,802