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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 172,510 | $1,605 萬 | 0.10% | −64,420−27.2% | 減碼 |
| Thomasville National Bank | 171,667 | $1,597 萬 | 1.65% | +8,105+5.0% | 加碼 |
| Ninety One North America, Inc. | 167,800 | $1,561 萬 | 0.71% | +16,091+10.6% | 加碼 |
| Governors Lane LP | 167,600 | $1,559 萬 | 2.31% | +167,600 | 新進 |
| Nomura Asset Management Co Ltd | 164,584 | $1,531 萬 | 0.08% | −49,350−23.1% | 減碼 |
| Keywise Capital Management (HK) Ltd | 163,350 | $1,519 萬 | 3.45% | 00.0% | 不變 |
| Todd Asset Management LLC | 162,339 | $1,510 萬 | 0.37% | +1,230+0.8% | 加碼 |
| Credit Agricole S A | 159,333 | $1,482 萬 | 0.63% | −17,383−9.8% | 減碼 |
| Brinker Capital Investments, LLC | 158,938 | $1,478 萬 | 0.19% | +15,676+10.9% | 加碼 |
| Orion Portfolio Solutions, LLC | 158,938 | $1,478 萬 | 0.19% | +147,766+1,322.6% | 加碼 |
| Schonfeld Strategic Advisors LLC | 156,177 | $1,453 萬 | 0.14% | +133,067+575.8% | 加碼 |
| Fullerton Fund Management Co Ltd. | 155,204 | $1,444 萬 | 1.10% | +31,203+25.2% | 加碼 |
| Harber Asset Management LLC | 155,031 | $1,442 萬 | 3.90% | +155,031 | 新進 |
| M&T Bank Corp | 154,712 | $1,440 萬 | 0.06% | +10,597+7.4% | 加碼 |
| Zweig-DiMenna Associates LLC | 154,270 | $1,435 萬 | 1.94% | +600+0.4% | 加碼 |
| Formuepleje A/S | 149,688 | $1,392 萬 | 1.02% | +58,794+64.7% | 加碼 |
| Verde Servicos Internacionais S.A. | 149,196 | $1,388 萬 | 4.41% | +149,196 | 新進 |
| Buckingham Capital Management, Inc. | 147,863 | $1,375 萬 | 2.20% | +293+0.2% | 加碼 |
| LGT Group Foundation | 147,052 | $1,368 萬 | 0.39% | −22,880−13.5% | 減碼 |
| Yousif Capital Management, LLC | 146,333 | $1,361 萬 | 0.18% | −1,800−1.2% | 減碼 |
| Manchester Global Management (UK) Ltd | 145,900 | $1,357 萬 | 4.87% | +7,200+5.2% | 加碼 |
| Exchange Traded Concepts, LLC | 145,119 | $1,350 萬 | 0.37% | −7,088−4.7% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 144,900 | $1,348 萬 | 0.07% | +8,712+6.4% | 加碼 |
| Chiron Investment Management, LLC | 144,604 | $1,345 萬 | 2.42% | +144,604 | 新進 |
| Oppenheimer Asset Management Inc. | 143,741 | $1,337 萬 | 0.21% | +22,965+19.0% | 加碼 |
| Jag Capital Management, LLC | 142,997 | $1,330 萬 | 1.72% | +142,997 | 新進 |
| Hi-Line Capital Management, LLC | 141,995 | $1,327 萬 | 4.53% | +1,053+0.7% | 加碼 |
| John G Ullman & Associates Inc | 140,902 | $1,311 萬 | 2.04% | −1,118−0.8% | 減碼 |
| Crestline Management, LP | 140,000 | $1,302 萬 | 1.59% | +140,000 | 新進 |
| Westwood Holdings Group Inc. | 139,990 | $1,302 萬 | 0.12% | +1,210+0.9% | 加碼 |
| Oppenheimer & Co Inc | 139,403 | $1,297 萬 | 0.27% | +27,285+24.3% | 加碼 |
| Fulton Breakefield Broenniman LLC | 139,223 | $1,295 萬 | 1.11% | +3,540+2.6% | 加碼 |
| Asset Management One Co.,Ltd. | 138,153 | $1,285 萬 | 0.06% | 00.0% | 不變 |
| Lido Advisors, LLC | 134,495 | $1,251 萬 | 0.17% | +2,273+1.7% | 加碼 |
| TCW Group Inc | 132,912 | $1,236 萬 | 0.16% | +15,297+13.0% | 加碼 |
| Cetera Advisor Networks LLC | 132,016 | $1,228 萬 | 0.09% | +2,153+1.7% | 加碼 |
| Clough Capital Partners L P | 130,600 | $1,215 萬 | 1.31% | +130,600 | 新進 |
| Apeiron Capital Ltd | 130,000 | $1,209 萬 | 6.75% | +10,000+8.3% | 加碼 |
| Maple-Brown Abbott Ltd | 129,632 | $1,206 萬 | 1.37% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 129,281 | $1,203 萬 | 0.24% | 00.0% | 不變 |
| Motley Fool Wealth Management, LLC | 129,113 | $1,201 萬 | 0.75% | −753−0.6% | 減碼 |
| Nomura Holdings Inc | 128,363 | $1,194 萬 | 0.12% | −601,463−82.4% | 減碼 |
| Cabot Wealth Management Inc | 128,257 | $1,193 萬 | 1.88% | −197−0.2% | 減碼 |
| 1832 Asset Management L.P. | 125,503 | $1,167 萬 | 0.02% | +15,170+13.7% | 加碼 |
| Atika Capital Management LLC | 125,000 | $1,163 萬 | 1.81% | +125,000 | 新進 |
| La Banque Postale Asset Management SA | 124,934 | $1,162 萬 | 0.30% | +117,121+1,499.1% | 加碼 |
| Mackenzie Financial Corp | 124,649 | $1,159 萬 | 0.02% | −40,014−24.3% | 減碼 |
| Evergreen Capital Management LLC | 123,007 | $1,150 萬 | 0.52% | −34,383−21.8% | 減碼 |
| Nicola Wealth Management Ltd. | 121,000 | $1,126 萬 | 1.11% | 00.0% | 不變 |
| Augustine Asset Management Inc | 120,809 | $1,124 萬 | 5.56% | −541−0.4% | 減碼 |
| Compagnie Lombard Odier SCmA | 119,844 | $1,115 萬 | 0.28% | −9,552−7.4% | 減碼 |
| Greenleaf Trust | 119,614 | $1,113 萬 | 0.13% | +2,868+2.5% | 加碼 |
| Wetherby Asset Management Inc | 118,826 | $1,105 萬 | 0.65% | +8,080+7.3% | 加碼 |
| Cubist Systematic Strategies, LLC | 118,082 | $1,098 萬 | 0.10% | −167,663−58.7% | 減碼 |
| Capital Research Global Investors | 117,527 | $1,091 萬 | 0.00% | +73,412+166.4% | 加碼 |
| Night Owl Capital Management, LLC | 113,568 | $1,056 萬 | 3.82% | +113,568 | 新進 |
| Clear Harbor Asset Management, LLC | 113,447 | $1,055 萬 | 1.09% | +85+0.1% | 加碼 |
| Atria Investments LLC | 112,309 | $1,045 萬 | 0.20% | +32,674+41.0% | 加碼 |
| Noesis Capital Mangement Corp | 111,726 | $1,039 萬 | 2.63% | +7,386+7.1% | 加碼 |
| Hikari Tsushin, Inc. | 111,100 | $1,033 萬 | 1.08% | +111,100 | 新進 |
| Jefferies Financial Group Inc. | 110,900 | $1,032 萬 | 0.22% | +19,900+21.9% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 110,500 | $1,028 萬 | 0.72% | −6,300−5.4% | 減碼 |
| Naples Global Advisors, LLC | 109,970 | $1,028 萬 | 1.28% | +120+0.1% | 加碼 |
| Redwood Investments, LLC | 108,801 | $1,012 萬 | 1.29% | +3,249+3.1% | 加碼 |
| Harvard Management Co Inc | 107,294 | $998.0 萬 | 1.05% | 00.0% | 不變 |
| Eschler Asset Management LLP | 106,200 | $987.9 萬 | 7.81% | +61,700+138.7% | 加碼 |
| Meridian Investment Counsel Inc. | 106,113 | $987.1 萬 | 3.75% | −176−0.2% | 減碼 |
| CapWealth Advisors, LLC | 104,649 | $973.4 萬 | 1.21% | +28,060+36.6% | 加碼 |
| GAM Holding AG | 104,037 | $967.8 萬 | 0.67% | +884+0.9% | 加碼 |
| Veriti Management LLC | 100,578 | $935.6 萬 | 1.11% | +2,499+2.5% | 加碼 |
| Victory Capital Management Inc | 100,479 | $934.7 萬 | 0.01% | +44,582+79.8% | 加碼 |
| Telemark Asset Management, LLC | 100,000 | $930.2 萬 | 1.38% | +100,000 | 新進 |
| Barrier Capital Management, LLC | 99,464 | $925.2 萬 | 10.91% | +18,030+22.1% | 加碼 |
| Aquatic Capital Management LLC | 99,400 | $924.6 萬 | 0.57% | +35,800+56.3% | 加碼 |
| Hillman Capital Management, Inc. | 99,152 | $922.3 萬 | 3.49% | −698−0.7% | 減碼 |
| Davenport & Co LLC | 98,742 | $918.5 萬 | 0.07% | +1,121+1.1% | 加碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 98,500 | $916.1 萬 | 0.52% | 00.0% | 不變 |
| Old National Bancorp | 97,208 | $904.2 萬 | 0.28% | +1,270+1.3% | 加碼 |
| Assetmark, Inc | 96,163 | $894.5 萬 | 0.04% | +17,258+21.9% | 加碼 |
| Norges Bank | 93,027 | $865.3 萬 | 0.00% | +14,627+18.7% | 加碼 |
| Azimuth Capital Investment Management LLC | 92,470 | $860.2 萬 | 0.42% | −800−0.9% | 減碼 |
| Davy Global Fund Management Ltd | 92,170 | $857.4 萬 | 1.64% | −2,027−2.2% | 減碼 |
| Armistice Capital, LLC | 92,000 | $855.8 萬 | 0.20% | +92,000 | 新進 |
| Banque Cantonale Vaudoise | 91,527 | $851.5 萬 | 0.42% | +24,102+35.7% | 加碼 |
| Douglass Winthrop Advisors, LLC | 91,229 | $848.6 萬 | 0.22% | +626+0.7% | 加碼 |
| Putnam Investments LLC | 90,311 | $840.1 萬 | 0.01% | −50,912−36.1% | 減碼 |
| Bank of Nova Scotia | 89,742 | $834.8 萬 | 0.02% | +2,589+3.0% | 加碼 |
| Salem Investment Counselors Inc | 89,037 | $832.2 萬 | 0.33% | +28,115+46.1% | 加碼 |
| Princeton Global Asset Management LLC | 89,411 | $831.7 萬 | 2.39% | +6,592+8.0% | 加碼 |
| Cetera Investment Advisers | 88,053 | $819.1 萬 | 0.07% | +11,258+14.7% | 加碼 |
| Hyperion Capital Advisors LP | 87,919 | $817.8 萬 | 3.93% | −932−1.0% | 減碼 |
| CTC LLC | 87,850 | $812.3 萬 | 0.26% | +87,850 | 新進 |
| M. Kulyk & Associates, LLC | 86,629 | $805.8 萬 | 2.44% | +3,676+4.4% | 加碼 |
| Snowden Capital Advisors LLC | 86,217 | $802.0 萬 | 0.31% | +978+1.1% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 86,094 | $800.8 萬 | 0.52% | −1,984−2.3% | 減碼 |
| Deltec Asset Management LLC | 86,067 | $800.6 萬 | 1.98% | −11,833−12.1% | 減碼 |
| Tredje AP-fonden | 85,643 | $796.7 萬 | 0.12% | +2,000+2.4% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 85,390 | $794.3 萬 | 0.08% | 00.0% | 不變 |
| Wafra Inc. | 85,335 | $793.8 萬 | 0.28% | −12,170−12.5% | 減碼 |
| Clear Sky Advisers, LLC | 85,000 | $790.7 萬 | 2.01% | +85,000 | 新進 |