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 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2023/6/30 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
- 1,568
- 較 2023 年第 1 季 +79 家
- 持有股數
- 8.56 億
- 較 2023 年第 1 季 +204.5 萬 (+0.2%)
- 總市值
- $863.8 億
- 較 2023 年第 1 季 +$67.0 億 (+8.4%)
- 新進機構
- 178
- 另有 544 家加碼
- 清倉機構
- 99
- 另有 614 家減碼
另有 11 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 | 3,585 | $3,631 億 |
| 2026 年第 1 季 | 3,285 | $2,593 億 |
| 2025 年第 4 季 | 3,127 | $2,397 億 |
| 2025 年第 3 季 | 2,800 | $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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 109,298 | $1,103 萬 | 0.08% | −64,919−37.3% | 減碼 |
| Atria Investments LLC | 109,488 | $1,105 萬 | 0.20% | −2,821−2.5% | 減碼 |
| Naples Global Advisors, LLC | 109,271 | $1,107 萬 | 1.30% | −699−0.6% | 減碼 |
| Noesis Capital Mangement Corp | 109,800 | $1,108 萬 | 2.73% | −1,926−1.7% | 減碼 |
| Hikari Tsushin, Inc. | 111,100 | $1,121 萬 | 1.08% | 00.0% | 不變 |
| Quantitative Investment Management, LLC | 112,219 | $1,133 萬 | 1.07% | +112,219 | 新進 |
| Capital Research Global Investors | 117,556 | $1,185 萬 | 0.00% | +290.0% | 加碼 |
| Kingdon Capital Management, L.L.C. | 117,500 | $1,186 萬 | 2.07% | +117,500 | 新進 |
| Greenleaf Trust | 117,725 | $1,188 萬 | 0.13% | −1,889−1.6% | 減碼 |
| Henshaw Capital LLC | 118,147 | $1,192 萬 | 0.68% | −64,432−35.3% | 減碼 |
| Bloom Tree Partners, LLC | 119,965 | $1,211 萬 | 5.64% | +119,965 | 新進 |
| Fullerton Fund Management Co Ltd. | 120,205 | $1,213 萬 | 0.85% | −34,999−22.6% | 減碼 |
| Augustine Asset Management Inc | 120,592 | $1,217 萬 | 5.62% | −217−0.2% | 減碼 |
| Nicola Wealth Management Ltd. | 121,000 | $1,221 萬 | 1.20% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 121,761 | $1,229 萬 | 0.66% | +2,935+2.5% | 加碼 |
| Evergreen Capital Management LLC | 123,662 | $1,253 萬 | 0.52% | +655+0.5% | 加碼 |
| Two Sigma Securities, LLC | 125,100 | $1,263 萬 | 1.03% | +125,100 | 新進 |
| Jefferies Financial Group Inc. | 125,850 | $1,270 萬 | 0.27% | +14,950+13.5% | 加碼 |
| Voloridge Investment Management, LLC | 125,963 | $1,271 萬 | 0.06% | +125,963 | 新進 |
| Snowden Capital Advisors LLC | 126,057 | $1,272 萬 | 0.46% | +39,840+46.2% | 加碼 |
| Redwood Investments, LLC | 126,200 | $1,274 萬 | 1.55% | +17,399+16.0% | 加碼 |
| Hi-Line Capital Management, LLC | 126,609 | $1,283 萬 | 4.77% | −15,386−10.8% | 減碼 |
| Credit Agricole S A | 127,973 | $1,292 萬 | 0.42% | −31,360−19.7% | 減碼 |
| Motley Fool Wealth Management, LLC | 127,854 | $1,292 萬 | 0.76% | −1,259−1.0% | 減碼 |
| Maple-Brown Abbott Ltd | 128,251 | $1,294 萬 | 1.44% | −1,381−1.1% | 減碼 |
| Cabot Wealth Management Inc | 129,014 | $1,302 萬 | 1.94% | +757+0.6% | 加碼 |
| Compagnie Lombard Odier SCmA | 129,242 | $1,304 萬 | 0.37% | +9,398+7.8% | 加碼 |
| Kornitzer Capital Management Inc | 129,281 | $1,305 萬 | 0.26% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 130,154 | $1,314 萬 | 0.26% | −9,249−6.6% | 減碼 |
| Formuepleje A/S | 132,448 | $1,337 萬 | 1.17% | −17,240−11.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 133,030 | $1,343 萬 | 0.06% | −11,870−8.2% | 減碼 |
| Cetera Advisor Networks LLC | 133,068 | $1,343 萬 | 0.09% | +1,052+0.8% | 加碼 |
| Aquatic Capital Management LLC | 134,600 | $1,358 萬 | 0.73% | +35,200+35.4% | 加碼 |
| Optiver Holding B.V. | 135,276 | $1,365 萬 | 0.40% | −50,329−27.1% | 減碼 |
| Cercano Management LLC | 138,300 | $1,396 萬 | 0.48% | +138,300 | 新進 |
| Tudor Investment Corp Et Al | 138,794 | $1,401 萬 | 0.23% | +69,996+101.7% | 加碼 |
| Akaris Global Partners, LP | 139,800 | $1,411 萬 | 3.70% | +139,800 | 新進 |
| Lido Advisors, LLC | 140,181 | $1,415 萬 | 0.16% | +5,686+4.2% | 加碼 |
| Buckingham Capital Management, Inc. | 140,579 | $1,419 萬 | 2.11% | −7,284−4.9% | 減碼 |
| John G Ullman & Associates Inc | 140,810 | $1,421 萬 | 2.19% | −92−0.1% | 減碼 |
| Westwood Holdings Group Inc. | 140,924 | $1,422 萬 | 0.13% | +934+0.7% | 加碼 |
| Asset Management One Co.,Ltd. | 142,650 | $1,440 萬 | 0.06% | +4,497+3.3% | 加碼 |
| Governors Lane LP | 142,964 | $1,443 萬 | 3.48% | −24,636−14.7% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 144,738 | $1,461 萬 | 0.10% | +144,738 | 新進 |
| Yousif Capital Management, LLC | 146,503 | $1,479 萬 | 0.18% | +170+0.1% | 加碼 |
| Oppenheimer Asset Management Inc. | 147,692 | $1,491 萬 | 0.22% | +3,951+2.7% | 加碼 |
| Exchange Traded Concepts, LLC | 148,231 | $1,496 萬 | 0.37% | +3,112+2.1% | 加碼 |
| IvyRock Asset Management (HK) Ltd | 153,300 | $1,547 萬 | 9.00% | −90,000−37.0% | 減碼 |
| Cubist Systematic Strategies, LLC | 154,017 | $1,554 萬 | 0.17% | +35,935+30.4% | 加碼 |
| Zweig-DiMenna Associates LLC | 154,270 | $1,557 萬 | 2.09% | 00.0% | 不變 |
| Canada Pension Plan Investment Board | 156,300 | $1,577 萬 | 0.02% | −1,168,132−88.2% | 減碼 |
| Strategic Vision Investment Ltd | 158,500 | $1,600 萬 | 8.13% | −211,800−57.2% | 減碼 |
| GAM Holding AG | 159,807 | $1,613 萬 | 1.11% | +55,770+53.6% | 加碼 |
| La Banque Postale Asset Management SA | 160,382 | $1,619 萬 | 0.38% | +35,448+28.4% | 加碼 |
| M&T Bank Corp | 162,643 | $1,642 萬 | 0.06% | +7,931+5.1% | 加碼 |
| Keywise Capital Management (HK) Ltd | 163,300 | $1,648 萬 | 3.00% | −500.0% | 減碼 |
| Todd Asset Management LLC | 165,107 | $1,666 萬 | 0.39% | +2,768+1.7% | 加碼 |
| Brinker Capital Investments, LLC | 166,088 | $1,676 萬 | 0.18% | +7,150+4.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 166,088 | $1,676 萬 | 0.18% | +7,150+4.5% | 加碼 |
| Ninety One North America, Inc. | 166,800 | $1,683 萬 | 0.71% | −1,000−0.6% | 減碼 |
| Manchester Global Management (UK) Ltd | 170,900 | $1,725 萬 | 6.99% | +25,000+17.1% | 加碼 |
| Alyeska Investment Group, L.P. | 175,884 | $1,775 萬 | 0.13% | −307,576−63.6% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 178,349 | $1,800 萬 | 2.25% | −1,109−0.6% | 減碼 |
| TCW Group Inc | 178,727 | $1,804 萬 | 0.20% | +45,815+34.5% | 加碼 |
| Thomasville National Bank | 179,234 | $1,809 萬 | 1.73% | +7,567+4.4% | 加碼 |
| Mariner, LLC | 181,049 | $1,827 萬 | 0.05% | −6,163−3.3% | 減碼 |
| Edmond de Rothschild Holding S.A. | 183,135 | $1,848 萬 | 0.37% | +103,633+130.4% | 加碼 |
| London & Capital Asset Management Ltd | 183,332 | $1,850 萬 | 1.83% | −14,158−7.2% | 減碼 |
| Easterly Investment Partners LLC | 184,513 | $1,862 萬 | 1.67% | −4,135−2.2% | 減碼 |
| Fulton Breakefield Broenniman LLC | 185,520 | $1,872 萬 | 1.55% | +46,297+33.3% | 加碼 |
| Moran Wealth Management, LLC | 185,644 | $1,874 萬 | 0.70% | +2,255+1.2% | 加碼 |
| Group One Trading, L.P. | 188,932 | $1,907 萬 | 0.82% | −200,434−51.5% | 減碼 |
| Analog Century Management LP | 190,809 | $1,926 萬 | 5.35% | −13,141−6.4% | 減碼 |
| Pictet North America Advisors SA | 191,412 | $1,932 萬 | 2.68% | −5,984−3.0% | 減碼 |
| Qube Research & Technologies Ltd | 197,034 | $1,988 萬 | 0.08% | +185,663+1,632.8% | 加碼 |
| Thomas White International Ltd | 199,314 | $2,011 萬 | 4.19% | −13,098−6.2% | 減碼 |
| Harber Asset Management LLC | 201,632 | $2,035 萬 | 5.40% | +46,601+30.1% | 加碼 |
| Harvard Management Co Inc | 202,347 | $2,042 萬 | 2.00% | +95,053+88.6% | 加碼 |
| Northwest & Ethical Investments L.P. | 202,465 | $2,043 萬 | 0.65% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 203,358 | $2,052 萬 | 0.30% | −14,837−6.8% | 減碼 |
| CCLA Investment Management Ltd | 205,161 | $2,072 萬 | 0.37% | +24,962+13.9% | 加碼 |
| Eisler Capital (UK) Ltd. | 205,419 | $2,073 萬 | 2.23% | −28,233−12.1% | 減碼 |
| NS Partners Ltd | 206,308 | $2,082 萬 | 1.10% | −108,573−34.5% | 減碼 |
| 1832 Asset Management L.P. | 209,355 | $2,113 萬 | 0.04% | +83,852+66.8% | 加碼 |
| Veritas Asset Management LLP | 216,383 | $2,184 萬 | 0.15% | −16,679−7.2% | 減碼 |
| Two Sigma Investments, LP | 221,251 | $2,233 萬 | 0.06% | +203,051+1,115.7% | 加碼 |
| MAI Capital Management | 223,144 | $2,252 萬 | 0.33% | −50,399−18.4% | 減碼 |
| Holowesko Partners Ltd. | 227,600 | $2,297 萬 | 10.05% | +44,600+24.4% | 加碼 |
| Paradice Investment Management LLC | 230,948 | $2,331 萬 | 1.74% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 233,973 | $2,361 萬 | 0.13% | −12,064−4.9% | 減碼 |
| HughesLittle Investment Management Ltd. | 235,055 | $2,372 萬 | 6.71% | −4,255−1.8% | 減碼 |
| Commonwealth Equity Services, LLC | 235,055 | $2,372 萬 | 0.05% | −6,399−2.7% | 減碼 |
| Maplelane Capital, LLC | 236,000 | $2,382 萬 | 2.03% | −124,000−34.4% | 減碼 |
| PointState Capital LP | 236,678 | $2,389 萬 | 0.91% | +236,678 | 新進 |
| Suvretta Capital Management, LLC | 237,031 | $2,392 萬 | 1.28% | +237,031 | 新進 |
| Two Sigma Advisers, LP | 238,200 | $2,404 萬 | 0.06% | −80,500−25.3% | 減碼 |
| Grimes & Company, Inc. | 238,471 | $2,407 萬 | 0.85% | −463−0.2% | 減碼 |
| Janney Capital Management LLC | 248,489 | $2,508 萬 | 1.74% | −179−0.1% | 減碼 |
| Diamond Hill Capital Management Inc | 249,187 | $2,515 萬 | 0.11% | +21,695+9.5% | 加碼 |
| Light Street Capital Management, LLC | 249,638 | $2,519 萬 | 6.68% | −131,851−34.6% | 減碼 |