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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 2 季與 2023 年第 1 季比較

持有 Taiwan Semiconductor Manufacturing Co Ltd 的機構從 2023 年第 1 季到 2023 年第 2 季的變化。

2023 年第 2 季全部持有人2023 年第 1 季全部持有人

TSM 的 13F 持有人:2023 年第 1 季與 2023 年第 2 季比較
項目2023 年第 1 季其中尚未申報 2023 年第 2 季2023 年第 2 季變化
持有家數1,500111,568+79
股數8.55 億41.9 萬8.56 億+204.5 萬 (+0.2%)
市值$797.2 億$3,775 萬$863.8 億+$67.0 億 (+8.4%)

11 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(178 家)

2023 年第 2 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2023 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 178 家。

2023 年第 2 季新進 TSM 的機構
機構股數市值佔組合 %
Third Point LLC大師第三點資本2,450,000$2.47 億3.62%
Appaloosa LP大師阿帕盧薩1,775,000$1.79 億3.32%
Lansdowne Partners (UK) LLP1,599,384$1.61 億17.89%
Rokos Capital Management LLP1,019,245$1.03 億2.07%
SRS Investment Management, LLC768,027$7,751 萬0.89%
Southpoint Capital Advisors LP750,000$7,569 萬1.64%
Rhumbline Advisers635,517$6,414 萬0.07%
Voyager Global Management LP575,000$5,803 萬2.82%
Palestra Capital Management LLC499,509$5,041 萬2.49%
Tairen Capital Ltd485,671$4,901 萬1.54%
Moore Capital Management, LP355,000$3,583 萬0.87%
Modera Wealth Management, LLC275,086$2,776 萬0.50%
Suvretta Capital Management, LLC237,031$2,392 萬1.28%
PointState Capital LP236,678$2,389 萬0.91%
ARK Investment Management LLC大師方舟投資144,738$1,461 萬0.10%
Akaris Global Partners, LP139,800$1,411 萬3.70%
Cercano Management LLC138,300$1,396 萬0.48%
Voloridge Investment Management, LLC125,963$1,271 萬0.06%
Two Sigma Securities, LLC125,100$1,263 萬1.03%
Bloom Tree Partners, LLC119,965$1,211 萬5.64%
Kingdon Capital Management, L.L.C.117,500$1,186 萬2.07%
Quantitative Investment Management, LLC112,219$1,133 萬1.07%
Cinctive Capital Management LP95,097$959.7 萬0.38%
Scge Management, L.P.90,772$916.1 萬0.22%
Discovery Capital Management, LLC85,335$861.2 萬1.00%
Crake Asset Management LLP77,000$777.1 萬1.05%
Murchinson Ltd.75,000$756.9 萬0.97%
Parallax Volatility Advisers, L.P.74,350$750.3 萬0.26%
Artemis Wealth Advisors, LLC70,000$706.4 萬1.29%
Advisory Research Inc68,101$687.3 萬0.88%
Contravisory Investment Management, Inc.62,934$635.1 萬1.68%
Virtu Financial LLC56,989$575.1 萬0.44%
Hilton Capital Management, LLC54,807$553.1 萬0.66%
Lombard Odier Asset Management (Europe) Ltd51,037$515.1 萬0.25%
TenCore Partners, LP49,000$494.5 萬1.29%
Edentree Asset Management Ltd49,000$494.4 萬1.70%
New Vernon Capital Holdings II LLC38,824$391.8 萬2.61%
Mirabella Financial Services LLP34,087$344.0 萬0.40%
iA Global Asset Management Inc.28,927$291.9 萬0.08%
Caxton Associates LP28,546$288.1 萬0.43%
New Thinking (Hong Kong) Investment Management Co. Ltd26,500$267.4 萬17.93%
Nordwand Advisors, LLC25,226$254.6 萬0.44%
Turim 21 Investimentos Ltda.22,628$228.4 萬1.16%
IMC-Chicago, LLC22,358$225.6 萬0.08%
Aigen Investment Management, LP21,540$217.4 萬0.32%
Efg Capital International Corp.20,898$210.9 萬0.49%
Point72 Hong Kong Ltd20,197$203.8 萬0.61%
Blackhawk Capital Partners LLC.19,969$201.5 萬1.40%
Sirios Capital Management L P18,459$186.3 萬0.32%
Sabal Trust CO17,588$177.5 萬0.11%
Hunter Perkins Capital Management, LLC15,795$159.9 萬0.34%
Genus Capital Management Inc.15,750$158.9 萬0.23%
Skye Global Management LP15,400$155.4 萬0.04%
Laurion Capital Management LP15,182$153.2 萬0.07%
Ratan Capital Management LP15,000$151.4 萬2.09%
G&S Capital LLC14,939$150.8 萬0.72%
Pine Valley Investments Ltd Liability Co14,333$144.7 萬0.14%
Y-Intercept (Hong Kong) Ltd12,822$129.4 萬0.14%
Warther Private Wealth, LLC12,598$127.1 萬0.86%
E Fund Management (Hong Kong) Co., Ltd.12,408$125.2 萬0.93%
Quaero Capital S.A.12,105$122.2 萬0.94%
EA Series Trust12,082$121.9 萬0.04%
Stonehage Fleming Financial Services Holdings Ltd11,236$113.1 萬0.04%
GSB Wealth Management, LLC10,760$108.6 萬0.35%
TKG Advisors, LLC10,590$106.9 萬0.69%
Oberweis Asset Management Inc10,500$106.0 萬0.13%
Monumental Financial Group Inc.10,334$104.3 萬0.70%
Connective Portfolio Management, LLC9,660$99.5 萬2.47%
GTS Securities LLC9,783$98.7 萬0.03%
CWM Advisors, LLC9,662$97.5 萬0.12%
Hudson Bay Capital Management LP9,577$96.7 萬0.01%
St Germain D J Co Inc9,574$96.6 萬0.05%
O'Neil Global Advisors, Inc.9,400$94.9 萬0.20%
Colonial River Wealth Management, LLC9,095$91.8 萬0.60%
BFSG, LLC7,176$72.4 萬0.12%
Geneva Partners, LLC7,055$71.2 萬0.46%
Axq Capital, LP7,000$70.6 萬0.87%
HighVista Strategies LLC6,675$67.4 萬0.31%
Probity Advisors, Inc.6,331$63.9 萬0.14%
AlphaCore Capital LLC6,088$61.7 萬0.10%
Northeast Investment Management6,031$60.9 萬0.03%
California First Leasing Corp5,900$59.5 萬0.36%
Capital Markets Trading UK LLP5,712$57.6 萬0.42%
Ibex Investors LLC5,700$57.5 萬0.74%
Dakota Wealth Management5,633$56.8 萬0.03%
Bridgefront Capital, LLC5,083$51.3 萬0.28%
DFPG Investments, LLC4,902$50.5 萬0.05%
Sandbar Asset Management LLP4,995$50.4 萬1.38%
Bank Ozk4,954$50.0 萬0.24%
Strategic Investment Advisors4,822$48.7 萬0.07%
Cordatus Wealth Management LLC4,579$46.2 萬0.17%
Daymark Wealth Partners, LLC4,485$45.3 萬0.03%
Wedmont Private Capital4,233$44.5 萬0.05%
Capital Market Strategies LLC4,094$41.3 萬0.38%
Continental Investors Services, Inc.4,120$41.2 萬0.49%
Legacy Capital Group California, Inc.3,982$40.2 萬0.17%
Bellecapital International Ltd.3,809$38.4 萬0.09%
JGP Global Gestao de Recursos Ltda.3,500$35.3 萬0.25%
Clifford Capital Partners LLC3,421$34.5 萬0.10%
Virtus Family Office LLC3,365$34.0 萬0.63%

清倉機構(99 家)

2023 年第 1 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2023 年第 2 季有申報但已經沒有持有的機構。

2023 年第 2 季清倉 TSM 的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Balyasny Asset Management LLC2,121,312$1.97 億
Aspex Management (HK) Ltd1,742,367$1.62 億
Ovata Capital Management Ltd1,690,845$1.57 億
FIFTHDELTA Ltd1,206,816$1.12 億
LMR Partners LLP405,404$3,771 萬
Value Aligned Research Advisors, LLC402,874$3,748 萬
Adage Capital Partners GP, L.L.C.383,500$3,567 萬
First Republic Investment Management, Inc.288,015$2,679 萬
Alpine Investment Management Ltd250,000$2,326 萬
Alta Park Capital, LP237,775$2,212 萬
Verde Servicos Internacionais S.A.149,196$1,388 萬
Clough Capital Partners L P130,600$1,215 萬
Clear Sky Advisers, LLC85,000$790.7 萬
Trexquant Investment LP79,658$741.0 萬
Taika Capital, LP78,705$732.1 萬
Archon Partners LLC76,000$707.0 萬
Alight Capital Management LP70,000$651.1 萬
Appleton Partners Inc56,615$526.6 萬
Black Swift Group, LLC45,000$418.6 萬
AnglePoint Asset Management Ltd43,400$403.7 萬
One01 Capital, LP38,795$360.9 萬
Mar Vista Investment Partners LLC34,612$322.0 萬
Edgestream Partners, L.P.34,431$320.3 萬
Caas Capital Management LP32,649$303.7 萬
Tsai Capital Corp28,517$265.3 萬
Palliser Capital (UK) Ltd27,765$258.3 萬
Boston Partners25,546$237.6 萬
Venturi Wealth Management, LLC23,976$223.0 萬
Norman Fields, Gottscho Capital Management, LLC23,700$220.5 萬
Noked Israel Ltd20,000$186.0 萬
CenterBook Partners LP19,266$179.2 萬
HAP Trading, LLC18,055$167.9 萬
Lombard Odier Asset Management (Switzerland) SA16,800$156.3 萬
Charles-Lim Capital Ltd15,000$139.5 萬
Greenup Street Wealth Management LLC13,660$127.1 萬
First Hawaiian Bank13,224$123.0 萬
Westpac Banking Corp10,479$97.5 萬
Anson Funds Management LP10,000$93.0 萬
Goldstream Capital Management Ltd9,883$91.9 萬
Flow Traders U.S. LLC8,887$82.7 萬
Ergoteles LLC8,558$79.6 萬
Oak Harvest Investment Services6,332$58.9 萬
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.6,085$56.5 萬
Lynwood Capital Management Inc.25,000$52.0 萬
Green Harvest Asset Management LLC5,514$51.3 萬
Ategra Capital Management, LLC5,510$51.3 萬
Carnegie Capital Asset Management, LLC5,355$49.8 萬
Clear Street Markets LLC5,300$49.3 萬
Armor Investment Advisors, LLC4,500$41.9 萬
Single Point Partners, LLC4,223$39.3 萬
Lountzis Asset Management, LLC4,020$37.4 萬
Verition Fund Management LLC3,875$36.0 萬
SkyView Investment Advisors, LLC3,629$33.8 萬
Capital CS Group, LLC3,600$33.5 萬
Accuvest Global Advisors3,481$32.4 萬
KB Financial Partners, LLC3,470$32.3 萬
Nvest Financial, LLC3,447$32.1 萬
MidWestOne Financial Group, Inc.3,409$31.7 萬
M Holdings Securities, Inc.3,338$31.1 萬
Abundance Wealth Counselors2,991$27.8 萬
IFG Advisory, LLC2,860$26.6 萬
Venture Visionary Partners LLC2,825$26.3 萬
OneAscent Financial Services LLC2,739$25.5 萬
D'Orazio & Associates, Inc.2,721$25.3 萬
White Knight Strategic Wealth Advisors, LLC2,668$24.8 萬
Liberty Wealth Management LLC2,675$24.7 萬
U S Global Investors Inc2,583$24.0 萬
Industrial Alliance Investment Management Inc.2,569$23.9 萬
Arete Wealth Advisors, LLC2,548$23.7 萬
Banco BTG Pactual S.A.2,850$23.7 萬
Krilogy Financial LLC2,522$23.5 萬
Wealth Advisory Solutions, LLC2,400$22.3 萬
Money Concepts Capital Corp2,272$21.4 萬
Moody National Bank Trust Division2,247$20.9 萬
Regency Capital Management Inc.2,171$20.2 萬
Rock Creek Group, LP1,950$18.1 萬
Syverson Strege & Co1,324$12.3 萬
Pointe Capital Management LLC1,300$12.1 萬
Accel Wealth Management1,299$12.1 萬
TCI Wealth Advisors, Inc.773$7.19 萬
Ameliora Wealth Management Ltd.656$6.10 萬
Carderock Capital Management Inc650$6.05 萬
Schubert & Co518$4.82 萬
Sageworth Trust Co409$3.80 萬
James Investment Research Inc381$3.50 萬
Tucker Asset Management LLC225$2.09 萬
Ogorek Anthony Joseph160$1.40 萬
Fortis Capital Advisors, LLC138$1.28 萬
Sageworth Trust Co of South Dakota104$9,674
Wolff Wiese Magana LLC100$9,302
Lam Group, Inc.100$9,302
RE Dickinson Investment Advisors, LLC98$9,000
Ellevest, Inc.92$8,558
Studio Investment Management LLC57$5,340
MV Capital Management, Inc.52$4,838
BOK Financial Private Wealth, Inc.50$4,651
Gs Investments, Inc.50$4,651
IMA Wealth, Inc.2$187
McClarren Financial Advisors, Inc.2$0

尚未申報 2023 年第 2 季的機構(11 家)

2023 年第 1 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、還沒有申報 2023 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 1 季持有 TSM、尚未申報 2023 年第 2 季的機構
機構2023 年第 1 季股數2023 年第 1 季市值
Parsec Financial Management, Inc.268,736$2,500 萬
Avalon Investment & Advisory83,117$773.2 萬
Odey Asset Management Group Ltd35,000$325.6 萬
Stillwater Investment Management, LLC4,811$44.8 萬
Stonnington Group, LLC3,801$33.1 萬
ETF Managers Group, LLC3,388$31.5 萬
Cerro Pacific Wealth Advisors LLC3,365$31.3 萬
Sunesis Advisors, LLC2,415$22.5 萬
Householder Group Estate & Retirement Specialist, LLC827$7.70 萬
Ahrens Investment Partners LLC565$5.26 萬
Altman Advisors, Inc.13,292$1,099