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 3,586 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 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,500
- 較 2022 年第 4 季 +124 家
- 持有股數
- 8.55 億
- 較 2022 年第 4 季 +817.9 萬 (+1.0%)
- 總市值
- $797.2 億
- 較 2022 年第 4 季 +$166.5 億 (+26.4%)
- 新進機構
- 234
- 另有 597 家加碼
- 清倉機構
- 110
- 另有 472 家減碼
另有 25 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 TSM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,586 | $3,631 億 |
| 2026 年第 1 季 | 3,286 | $2,593 億 |
| 2025 年第 4 季 | 3,128 | $2,397 億 |
| 2025 年第 3 季 | 2,801 | $2,270 億 |
| 2025 年第 2 季 | 2,645 | $1,858 億 |
| 2025 年第 1 季 | 2,444 | $1,358 億 |
| 2024 年第 4 季 | 2,468 | $1,652 億 |
| 2024 年第 3 季 | 2,193 | $1,414 億 |
| 2024 年第 2 季 | 2,106 | $1,451 億 |
| 2024 年第 1 季 | 1,914 | $1,149 億 |
| 2023 年第 4 季 | 1,682 | $895.6 億 |
| 2023 年第 3 季 | 1,526 | $735.6 億 |
| 2023 年第 2 季 | 1,568 | $863.8 億 |
| 2023 年第 1 季 | 1,500 | $797.2 億 |
| 2022 年第 4 季 | 1,401 | $632.3 億 |
| 2022 年第 3 季 | 1,304 | $596.5 億 |
| 2022 年第 2 季 | 1,380 | $711.6 億 |
| 2022 年第 1 季 | 1,477 | $906.1 億 |
| 2021 年第 4 季 | 1,498 | $1,041 億 |
| 2021 年第 3 季 | 1,379 | $955.5 億 |
| 2021 年第 2 季 | 1,363 | $1,034 億 |
| 2021 年第 1 季 | 1,354 | $1,059 億 |
2023 年第 1 季持有機構
每家機構持有 Taiwan Semiconductor Manufacturing Co Ltd 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Credit Suisse AG | 1,653,754 | $1.54 億 | 0.16% | −568,623−25.6% | 減碼 |
| Pictet Asset Management SA | 1,594,547 | $1.48 億 | 0.19% | +235,870+17.4% | 加碼 |
| Tiger Global Management LLC大師老虎環球 | 1,588,555 | $1.48 億 | 1.34% | +1,588,555 | 新進 |
| Rafferty Asset Management, LLC | 1,549,198 | $1.44 億 | 0.98% | +236,677+18.0% | 加碼 |
| Perpetual Ltd | 1,529,607 | $1.42 億 | 1.23% | +1,529,607 | 新進 |
| Legal & General Group Plc | 1,513,307 | $1.41 億 | 0.05% | −190,195−11.2% | 減碼 |
| Natixis Advisors, L.P. | 1,508,401 | $1.40 億 | 0.48% | +179,523+13.5% | 加碼 |
| Loomis Sayles & Co L P | 1,487,639 | $1.38 億 | 0.24% | +46,107+3.2% | 加碼 |
| Raymond James & Associates | 1,438,217 | $1.34 億 | 0.12% | +39,440+2.8% | 加碼 |
| Canoe Financial LP | 1,423,360 | $1.32 億 | 1.84% | +1,423,360 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,399,006 | $1.30 億 | 0.66% | −315,769−18.4% | 減碼 |
| Manning & Napier Group, LLC | 1,391,982 | $1.29 億 | 1.51% | +2390.0% | 加碼 |
| TD Asset Management Inc | 1,376,954 | $1.28 億 | 0.15% | −46,866−3.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,371,644 | $1.28 億 | 0.69% | −162,211−10.6% | 減碼 |
| Bank of Montreal | 1,353,465 | $1.26 億 | 0.08% | −1,079,930−44.4% | 減碼 |
| Thornburg Investment Management Inc | 1,333,380 | $1.24 億 | 2.05% | −126,898−8.7% | 減碼 |
| Canada Pension Plan Investment Board | 1,324,432 | $1.23 億 | 0.20% | −731,868−35.6% | 減碼 |
| Point72 Asset Management, L.P. | 1,267,205 | $1.18 億 | 0.42% | +65,605+5.5% | 加碼 |
| RWC Asset Management LLP | 1,264,177 | $1.18 億 | 3.63% | −47,884−3.6% | 減碼 |
| Epoch Investment Partners, Inc. | 1,256,227 | $1.17 億 | 0.70% | −107,080−7.9% | 減碼 |
| Swedbank AB | 1,235,717 | $1.15 億 | 0.23% | +510.0% | 加碼 |
| Artisan Partners Limited Partnership | 1,219,119 | $1.13 億 | 0.19% | +1,184,453+3,416.8% | 加碼 |
| Capital International Inc | 1,207,350 | $1.12 億 | 2.26% | −40,504−3.2% | 減碼 |
| FIFTHDELTA Ltd | 1,206,816 | $1.12 億 | 7.37% | −429,291−26.2% | 減碼 |
| AXA S.A. | 1,174,967 | $1.09 億 | 0.38% | +68,948+6.2% | 加碼 |
| TT International Asset Management LTD | 1,166,114 | $1.08 億 | 11.88% | −36,100−3.0% | 減碼 |
| Theleme Partners LLP | 1,164,000 | $1.08 億 | 4.66% | +1,164,000 | 新進 |
| Alliancebernstein L.P. | 1,154,210 | $1.07 億 | 0.05% | +20,859+1.8% | 加碼 |
| Mondrian Investment Partners LTD | 1,154,036 | $1.07 億 | 2.37% | −20,976−1.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 1,156,198 | $1.07 億 | 0.27% | +91,568+8.6% | 加碼 |
| Jane Street Group, LLC | 1,140,187 | $1.06 億 | 0.18% | −1,645,935−59.1% | 減碼 |
| Munro Partners | 1,118,315 | $1.04 億 | 5.09% | +1,118,315 | 新進 |
| Lord, Abbett & Co. LLC | 1,107,827 | $1.03 億 | 0.37% | +1,098,071+11,255.3% | 加碼 |
| DnB Asset Management AS | 1,102,961 | $1.03 億 | 0.65% | +170,616+18.3% | 加碼 |
| UBS Asset Management Americas Inc | 1,082,870 | $1.01 億 | 0.05% | −1,533,182−58.6% | 減碼 |
| Capital Group Private Client Services, Inc. | 1,067,210 | $9,927 萬 | 1.23% | −459,618−30.1% | 減碼 |
| Fred Alger Management, LLC | 1,021,165 | $9,499 萬 | 0.51% | +652,723+177.2% | 加碼 |
| Trinity Street Asset Management LLP | 1,015,900 | $9,450 萬 | 10.58% | +1,015,900 | 新進 |
| Baird Financial Group, Inc. | 998,639 | $9,289 萬 | 0.23% | +27,464+2.8% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 993,660 | $9,243 萬 | 0.16% | +217,322+28.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 988,285 | $9,193 萬 | 0.21% | −474,291−32.4% | 減碼 |
| RWC Asset Advisors (US) LLC | 977,463 | $9,092 萬 | 6.92% | −621−0.1% | 減碼 |
| Kames Capital plc | 973,559 | $9,051 萬 | 1.58% | −84,675−8.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 971,457 | $9,036 萬 | 0.15% | −1,874,510−65.9% | 減碼 |
| Morningstar Investment Services LLC | 974,416 | $9,016 萬 | 1.21% | +7,717+0.8% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 964,000 | $8,968 萬 | 1.34% | 00.0% | 不變 |
| Banque Pictet & Cie SA | 920,342 | $8,561 萬 | 0.83% | +169,632+22.6% | 加碼 |
| First Trust Advisors LP | 919,346 | $8,552 萬 | 0.10% | −766,854−45.5% | 減碼 |
| Foxhaven Asset Management, LP | 912,146 | $8,485 萬 | 3.07% | +912,146 | 新進 |
| Locust Wood Capital Advisers, LLC | 875,589 | $8,145 萬 | 5.09% | −56,619−6.1% | 減碼 |
| Public Employees Retirement Association of Colorado | 870,724 | $8,100 萬 | 0.42% | −25,000−2.8% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 869,700 | $8,090 萬 | 0.84% | −232,550−21.1% | 減碼 |
| C WorldWide Group Holding A/S | 835,916 | $7,776 萬 | 1.06% | +4,996+0.6% | 加碼 |
| BNP Paribas Arbitrage, SA | 830,801 | $7,728 萬 | 0.17% | −341,783−29.1% | 減碼 |
| Pzena Investment Management LLC | 799,096 | $7,433 萬 | 0.32% | +44,088+5.8% | 加碼 |
| The PNC Financial Services Group, Inc. | 730,481 | $6,795 萬 | 0.06% | +27,573+3.9% | 加碼 |
| Geode Capital Management, LLC | 715,285 | $6,654 萬 | 0.01% | +5,729+0.8% | 加碼 |
| Novo Holdings A/S | 710,780 | $6,612 萬 | 4.71% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 682,787 | $6,351 萬 | 0.37% | +102,787+17.7% | 加碼 |
| Waverton Investment Management Ltd | 672,703 | $6,257 萬 | 1.93% | +91,600+15.8% | 加碼 |
| Neuberger Berman Group LLC | 660,895 | $6,127 萬 | 0.06% | +59,232+9.8% | 加碼 |
| Summitry LLC | 631,619 | $5,875 萬 | 3.95% | +24,771+4.1% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 620,000 | $5,767 萬 | 8.11% | −1,248,000−66.8% | 減碼 |
| Public Sector Pension Investment Board | 607,381 | $5,650 萬 | 0.43% | +154,116+34.0% | 加碼 |
| Stifel Financial Corp | 607,065 | $5,647 萬 | 0.08% | +60,733+11.1% | 加碼 |
| CIBC World Markets Inc. | 598,753 | $5,570 萬 | 0.20% | +187,558+45.6% | 加碼 |
| James Hambro & Partners | 590,380 | $5,491 萬 | 4.01% | +25,891+4.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 579,092 | $5,387 萬 | 0.15% | +849+0.1% | 加碼 |
| Nordea Investment Management AB | 584,528 | $5,382 萬 | 0.08% | −30,771−5.0% | 減碼 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 578,590 | $5,382 萬 | 2.33% | +578,590 | 新進 |
| Kempen Capital Management N.V. | 570,132 | $5,303 萬 | 1.01% | +472,314+482.8% | 加碼 |
| Earnest Partners LLC | 562,404 | $5,231 萬 | 0.30% | −13,914−2.4% | 減碼 |
| Citadel Advisors LLC | 558,434 | $5,195 萬 | 0.06% | −2,776,063−83.3% | 減碼 |
| Boston Common Asset Management, LLC | 556,194 | $5,174 萬 | 1.08% | +201,987+57.0% | 加碼 |
| Avala Global LP | 545,700 | $5,076 萬 | 8.30% | +545,700 | 新進 |
| E Fund Management Co., Ltd. | 545,000 | $5,070 萬 | 3.70% | +112,000+25.9% | 加碼 |
| Allianz Asset Management GmbH | 543,885 | $5,059 萬 | 0.11% | −32,257−5.6% | 減碼 |
| Hardman Johnston Global Advisors LLC | 542,659 | $5,048 萬 | 1.65% | −43,501−7.4% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 535,240 | $4,979 萬 | 0.12% | −43,771−7.6% | 減碼 |
| Metropolis Capital Ltd | 530,504 | $4,935 萬 | 2.08% | +530,504 | 新進 |
| National Bank of Canada | 522,342 | $4,852 萬 | 0.13% | −368,791−41.4% | 減碼 |
| Bessemer Group Inc | 519,254 | $4,830 萬 | 0.11% | −1,965−0.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 518,231 | $4,821 萬 | 0.53% | +285,064+122.3% | 加碼 |
| Clark Capital Management Group, Inc. | 517,872 | $4,817 萬 | 0.54% | +15,801+3.1% | 加碼 |
| Origin Asset Management LLP | 513,681 | $4,778 萬 | 14.00% | −5,000−1.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 509,123 | $4,736 萬 | 1.11% | +7,742+1.5% | 加碼 |
| La Financiere de L'Echiquier | 504,934 | $4,697 萬 | 2.46% | −3,775−0.7% | 減碼 |
| Rockefeller Capital Management L.P. | 504,286 | $4,691 萬 | 0.20% | +31,720+6.7% | 加碼 |
| KCL Capital, L.P. | 500,000 | $4,651 萬 | 7.44% | +200,000+66.7% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 491,813 | $4,575 萬 | 2.31% | −61,188−11.1% | 減碼 |
| AMF Pensionsforsakring AB | 491,203 | $4,569 萬 | 0.47% | +140,047+39.9% | 加碼 |
| LPL Financial LLC | 490,840 | $4,566 萬 | 0.04% | +5,966+1.2% | 加碼 |
| Alyeska Investment Group, L.P. | 483,460 | $4,497 萬 | 0.40% | +483,460 | 新進 |
| ABN AMRO Bank N.V. | 478,905 | $4,468 萬 | 1.00% | +478,905 | 新進 |
| Clearbridge Investments, LLC | 461,939 | $4,297 萬 | 0.04% | +413,553+854.7% | 加碼 |
| Flossbach Von Storch AG | 422,400 | $3,929 萬 | 0.17% | +160,400+61.2% | 加碼 |
| Matthews International Capital Management LLC | 420,412 | $3,911 萬 | 3.90% | +752+0.2% | 加碼 |
| Mawer Investment Management Ltd. | 410,717 | $3,820 萬 | 0.21% | −23,636−5.4% | 減碼 |
| Marshall Wace, LLP | 407,079 | $3,787 萬 | 0.09% | +274,367+206.7% | 加碼 |
| LMR Partners LLP | 405,404 | $3,771 萬 | 0.82% | −1,342,480−76.8% | 減碼 |