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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 635,517 | $6,414 萬 | 0.07% | +635,517 | 新進 |
| Carmignac Gestion | 638,077 | $6,439 萬 | 1.11% | +557,090+687.9% | 加碼 |
| Itau Unibanco Holding S.A. | 659,777 | $6,658 萬 | 3.12% | +626,460+1,880.3% | 加碼 |
| E Fund Management Co., Ltd. | 662,408 | $6,685 萬 | 5.29% | +117,408+21.5% | 加碼 |
| Phoenix Holdings Ltd. | 690,405 | $6,983 萬 | 1.47% | +647,290+1,501.3% | 加碼 |
| La Financiere de L'Echiquier | 698,374 | $7,048 萬 | 3.52% | +193,440+38.3% | 加碼 |
| CIBC World Markets Inc. | 701,584 | $7,080 萬 | 0.24% | +102,831+17.2% | 加碼 |
| Novo Holdings A/S | 710,780 | $7,173 萬 | 5.54% | 00.0% | 不變 |
| Waverton Investment Management Ltd | 732,415 | $7,390 萬 | 2.10% | +59,712+8.9% | 加碼 |
| Southpoint Capital Advisors LP | 750,000 | $7,569 萬 | 1.64% | +750,000 | 新進 |
| Pzena Investment Management LLC | 760,562 | $7,676 萬 | 0.33% | −38,534−4.8% | 減碼 |
| SRS Investment Management, LLC | 768,027 | $7,751 萬 | 0.89% | +768,027 | 新進 |
| C WorldWide Group Holding A/S | 792,516 | $7,998 萬 | 1.03% | −43,400−5.2% | 減碼 |
| Geode Capital Management, LLC | 797,471 | $8,048 萬 | 0.01% | +82,186+11.5% | 加碼 |
| TT International Asset Management LTD | 823,823 | $8,314 萬 | 13.82% | −342,291−29.4% | 減碼 |
| First Trust Advisors LP | 825,771 | $8,334 萬 | 0.09% | −93,575−10.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 839,343 | $8,471 萬 | 0.07% | +108,862+14.9% | 加碼 |
| Public Employees Retirement Association of Colorado | 870,724 | $8,787 萬 | 0.42% | 00.0% | 不變 |
| HSBC Holdings PLC | 861,081 | $8,804 萬 | 0.09% | −1,459,866−62.9% | 減碼 |
| Banque Pictet & Cie SA | 877,120 | $8,852 萬 | 0.78% | −43,222−4.7% | 減碼 |
| Jane Street Group, LLC | 880,962 | $8,891 萬 | 0.12% | −259,225−22.7% | 減碼 |
| Alliancebernstein L.P. | 882,696 | $8,908 萬 | 0.04% | −271,514−23.5% | 減碼 |
| Locust Wood Capital Advisers, LLC | 913,110 | $9,215 萬 | 4.79% | +37,521+4.3% | 加碼 |
| BNP Paribas Arbitrage, SA | 930,727 | $9,393 萬 | 0.19% | +99,926+12.0% | 加碼 |
| Mondrian Investment Partners LTD | 933,944 | $9,425 萬 | 1.88% | −220,092−19.1% | 減碼 |
| Metropolis Capital Ltd | 939,194 | $9,478 萬 | 3.64% | +408,690+77.0% | 加碼 |
| Morningstar Investment Services LLC | 951,489 | $9,582 萬 | 1.23% | −22,927−2.4% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 964,000 | $9,730 萬 | 1.16% | 00.0% | 不變 |
| Kames Capital plc | 973,964 | $9,824 萬 | 1.59% | +4050.0% | 加碼 |
| UBS Asset Management Americas Inc | 1,082,870 | $1.01 億 | 0.05% | 00.0% | 不變 |
| Pictet Asset Management SA | 1,013,250 | $1.02 億 | 0.12% | −581,297−36.5% | 減碼 |
| Rokos Capital Management LLP | 1,019,245 | $1.03 億 | 2.07% | +1,019,245 | 新進 |
| Capital Group Private Client Services, Inc. | 1,026,112 | $1.04 億 | 1.22% | −41,098−3.9% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,032,891 | $1.04 億 | 0.48% | −366,115−26.2% | 減碼 |
| Capital International Inc | 1,037,249 | $1.05 億 | 1.90% | −170,101−14.1% | 減碼 |
| Trinity Street Asset Management LLP | 1,045,000 | $1.05 億 | 11.69% | +29,100+2.9% | 加碼 |
| Baird Financial Group, Inc. | 1,052,383 | $1.06 億 | 0.28% | +53,744+5.4% | 加碼 |
| DnB Asset Management AS | 1,069,894 | $1.08 億 | 0.62% | −33,067−3.0% | 減碼 |
| Bank of Montreal | 1,023,513 | $1.09 億 | 0.07% | −329,952−24.4% | 減碼 |
| AMF Pensionsforsakring AB | 1,103,490 | $1.11 億 | 1.03% | +612,287+124.7% | 加碼 |
| RWC Asset Advisors (US) LLC | 1,105,261 | $1.12 億 | 10.66% | +127,798+13.1% | 加碼 |
| Epoch Investment Partners, Inc. | 1,110,300 | $1.12 億 | 0.65% | −145,927−11.6% | 減碼 |
| StonePine Asset Management Inc. | 1,115,675 | $1.13 億 | 5.43% | −1,809,865−61.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,128,649 | $1.14 億 | 0.18% | +134,989+13.6% | 加碼 |
| Theleme Partners LLP | 1,164,000 | $1.17 億 | 5.32% | 00.0% | 不變 |
| Mirae Asset Global Investments Co., Ltd. | 1,202,131 | $1.19 億 | 0.25% | +213,846+21.6% | 加碼 |
| Millennium Management LLC | 1,199,054 | $1.21 億 | 0.13% | −802,824−40.1% | 減碼 |
| Thornburg Investment Management Inc | 1,201,506 | $1.21 億 | 1.96% | −131,874−9.9% | 減碼 |
| Foxhaven Asset Management, LP | 1,202,546 | $1.21 億 | 3.98% | +290,400+31.8% | 加碼 |
| Holocene Advisors, LP | 1,225,137 | $1.24 億 | 0.54% | −1,640,957−57.3% | 減碼 |
| Lord, Abbett & Co. LLC | 1,246,453 | $1.26 億 | 0.43% | +138,626+12.5% | 加碼 |
| Ruffer LLP | 1,263,241 | $1.27 億 | 7.46% | −1,085,064−46.2% | 減碼 |
| Swedbank AB | 1,273,726 | $1.29 億 | 0.23% | +38,009+3.1% | 加碼 |
| Raymond James & Associates | 1,299,699 | $1.31 億 | 0.11% | −138,518−9.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 1,310,972 | $1.33 億 | 0.30% | +154,774+13.4% | 加碼 |
| Manning & Napier Group, LLC | 1,369,610 | $1.38 億 | 1.58% | −22,372−1.6% | 減碼 |
| TD Asset Management Inc | 1,402,945 | $1.42 億 | 0.16% | +25,991+1.9% | 加碼 |
| Causeway Capital Management LLC | 1,410,503 | $1.42 億 | 3.75% | −1,326,004−48.5% | 減碼 |
| Perpetual Ltd | 1,432,261 | $1.45 億 | 1.24% | −97,346−6.4% | 減碼 |
| Loomis Sayles & Co L P | 1,434,133 | $1.45 億 | 0.23% | −53,506−3.6% | 減碼 |
| AXA S.A. | 1,450,556 | $1.46 億 | 0.49% | +275,589+23.5% | 加碼 |
| Canoe Financial LP | 1,478,270 | $1.49 億 | 3.12% | +54,910+3.9% | 加碼 |
| Legal & General Group Plc | 1,480,144 | $1.49 億 | 0.05% | −33,163−2.2% | 減碼 |
| LGT Capital Partners Ltd. | 1,489,570 | $1.50 億 | 5.19% | −410,000−21.6% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 1,515,771 | $1.53 億 | 0.76% | +144,127+10.5% | 加碼 |
| Citadel Advisors LLC | 1,521,156 | $1.54 億 | 0.17% | +962,722+172.4% | 加碼 |
| Credit Suisse AG | 1,534,603 | $1.55 億 | 0.16% | −119,151−7.2% | 減碼 |
| Natixis Advisors, L.P. | 1,569,492 | $1.58 億 | 0.49% | +61,091+4.1% | 加碼 |
| Lansdowne Partners (UK) LLP | 1,599,384 | $1.61 億 | 17.89% | +1,599,384 | 新進 |
| Altshuler Shaham Ltd | 1,604,002 | $1.62 億 | 2.84% | −188,491−10.5% | 減碼 |
| Standard Life Aberdeen plc | 1,608,161 | $1.62 億 | 0.38% | −174,221−9.8% | 減碼 |
| Fred Alger Management, LLC | 1,648,235 | $1.66 億 | 0.85% | +627,070+61.4% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 1,708,867 | $1.72 億 | 1.59% | +839,167+96.5% | 加碼 |
| Envestnet Asset Management Inc | 1,755,927 | $1.77 億 | 0.08% | −1,806,552−50.7% | 減碼 |
| Rafferty Asset Management, LLC | 1,770,856 | $1.79 億 | 1.01% | +221,658+14.3% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 1,775,000 | $1.79 億 | 3.32% | +1,775,000 | 新進 |
| Principal Financial Group Inc | 1,863,440 | $1.88 億 | 0.13% | −131,108−6.6% | 減碼 |
| Tiger Global Management LLC大師老虎環球 | 1,868,555 | $1.89 億 | 1.58% | +280,000+17.6% | 加碼 |
| Point72 Asset Management, L.P. | 1,872,214 | $1.89 億 | 0.65% | +605,009+47.7% | 加碼 |
| Citigroup Inc | 1,961,237 | $1.98 億 | 0.25% | +3,413+0.2% | 加碼 |
| Railway Pension Investments Ltd | 1,978,783 | $2.00 億 | 1.99% | 00.0% | 不變 |
| Great West Life Assurance Co | 1,971,770 | $2.00 億 | 0.47% | −89,366−4.3% | 減碼 |
| Deutsche Bank AG | 2,008,024 | $2.03 億 | 0.11% | −595,394−22.9% | 減碼 |
| Saturna Capital CORP | 2,113,692 | $2.13 億 | 3.69% | +17,085+0.8% | 加碼 |
| Manufacturers Life Insurance Company, The | 2,131,388 | $2.15 億 | 0.12% | −471,288−18.1% | 減碼 |
| State of New Jersey Common Pension Fund D | 2,147,901 | $2.17 億 | 0.73% | −1,157,020−35.0% | 減碼 |
| American Century Companies Inc | 2,223,347 | $2.24 億 | 0.17% | +205,785+10.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,259,222 | $2.28 億 | 0.71% | −35,433−1.5% | 減碼 |
| Northcape Capital Pty Ltd | 2,282,728 | $2.30 億 | 29.21% | −4,384−0.2% | 減碼 |
| Comgest Global Investors S.A.S. | 2,301,308 | $2.32 億 | 3.88% | −62,935−2.7% | 減碼 |
| Intermede Investment Partners Ltd | 2,325,415 | $2.35 億 | 5.48% | +13,368+0.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,349,743 | $2.37 億 | 0.37% | +1,378,286+141.9% | 加碼 |
| Nuveen Asset Management, LLC | 2,362,825 | $2.38 億 | 0.08% | −373,534−13.7% | 減碼 |
| Mirova US LLC | 2,390,183 | $2.41 億 | 4.02% | −7,287−0.3% | 減碼 |
| AustralianSuper Pty Ltd | 2,398,586 | $2.42 億 | 1.53% | −28,689−1.2% | 減碼 |
| Select Equity Group, L.P. | 2,404,161 | $2.43 億 | 0.91% | −12,059−0.5% | 減碼 |
| New York State Common Retirement Fund | 2,419,850 | $2.44 億 | 0.31% | +69,778+3.0% | 加碼 |
| Northern Trust Corp | 2,421,907 | $2.44 億 | 0.05% | −620,500−20.4% | 減碼 |
| Third Point LLC大師第三點資本 | 2,450,000 | $2.47 億 | 3.62% | +2,450,000 | 新進 |
| ARGA Investment Management, LP | 2,538,875 | $2.56 億 | 9.05% | −2,287−0.1% | 減碼 |