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 |
|---|---|---|---|---|---|
| SEI Investments Co | 2,576,486 | $2.60 億 | 0.45% | +61,936+2.5% | 加碼 |
| Janus Henderson Group PLC | 2,623,318 | $2.65 億 | 0.16% | +327,303+14.3% | 加碼 |
| Amundi | 2,568,534 | $2.65 億 | 0.13% | +209,314+8.9% | 加碼 |
| Susquehanna International Group, LLP | 2,659,685 | $2.68 億 | 0.43% | −3,333,649−55.6% | 減碼 |
| Artisan Partners Limited Partnership | 2,975,668 | $3.00 億 | 0.48% | +1,756,549+144.1% | 加碼 |
| Ci Investments Inc. | 3,136,552 | $3.17 億 | 1.60% | +178,818+6.0% | 加碼 |
| Vontobel Asset Management Inc | 2,928,646 | $3.19 億 | 2.12% | +106,226+3.8% | 加碼 |
| Renaissance Technologies LLC | 3,199,720 | $3.23 億 | 0.47% | +536,300+20.1% | 加碼 |
| Wells Fargo & Company | 3,236,153 | $3.27 億 | 0.10% | −24,400−0.7% | 減碼 |
| State Street Corp | 3,276,999 | $3.32 億 | 0.02% | −320,080−8.9% | 減碼 |
| Nordea Investment Management AB | 3,279,665 | $3.32 億 | 0.45% | +2,695,137+461.1% | 加碼 |
| Driehaus Capital Management LLC | 3,379,785 | $3.41 億 | 4.31% | −250,859−6.9% | 減碼 |
| Cantillon Capital Management LLC | 3,401,738 | $3.43 億 | 2.40% | +202,676+6.3% | 加碼 |
| UBS Group AG | 3,518,268 | $3.55 億 | 0.15% | −758,985−17.7% | 減碼 |
| Axiom Investors LLC | 3,575,082 | $3.61 億 | 5.37% | +339,699+10.5% | 加碼 |
| Invesco Ltd. | 3,616,812 | $3.65 億 | 0.10% | +483,641+15.4% | 加碼 |
| Martin Currie Ltd | 3,620,608 | $3.65 億 | 12.29% | −60,708−1.6% | 減碼 |
| Royal London Asset Management Ltd | 3,638,907 | $3.67 億 | 1.19% | +135,458+3.9% | 加碼 |
| Bamco Inc | 3,643,440 | $3.68 億 | 1.02% | −637,463−14.9% | 減碼 |
| Ninety One UK Ltd | 3,702,869 | $3.74 億 | 1.09% | −316,848−7.9% | 減碼 |
| Jennison Associates LLC | 3,718,953 | $3.75 億 | 0.31% | +292,143+8.5% | 加碼 |
| Vontobel Holding Ltd. | 4,091,637 | $4.13 億 | 3.62% | −573,367−12.3% | 減碼 |
| Sarasin & Partners LLP | 4,288,967 | $4.33 億 | 5.02% | +1,688,224+64.9% | 加碼 |
| Ruane, Cunniff & Goldfarb L.P. | 4,323,936 | $4.36 億 | 6.88% | −76,884−1.7% | 減碼 |
| FIL Ltd | 4,560,246 | $4.60 億 | 0.52% | −1,642,382−26.5% | 減碼 |
| Dimensional Fund Advisors LP | 4,642,761 | $4.69 億 | 0.15% | +5,194+0.1% | 加碼 |
| Barclays PLC | 4,707,855 | $4.75 億 | 0.31% | +584,993+14.2% | 加碼 |
| Brown Advisory Inc | 4,940,641 | $4.99 億 | 0.78% | −162,477−3.2% | 減碼 |
| Man Group plc | 5,294,317 | $5.34 億 | 1.65% | – | – |
| Voya Investment Management LLC | 5,369,480 | $5.42 億 | 0.56% | +1,851,930+52.6% | 加碼 |
| Ameriprise Financial Inc | 5,438,931 | $5.55 億 | 0.17% | −34,715−0.6% | 減碼 |
| Sands Capital Management, LLC | 5,816,094 | $5.87 億 | 1.82% | −10,743−0.2% | 減碼 |
| Franklin Resources Inc | 5,817,748 | $5.87 億 | 0.28% | +525,347+9.9% | 加碼 |
| Russell Investments Group, Ltd. | 5,859,962 | $5.91 億 | 1.14% | −100,044−1.7% | 減碼 |
| Orbis Allan Gray Ltd | 5,963,491 | $6.02 億 | 4.31% | −539,617−8.3% | 減碼 |
| Alkeon Capital Management LLC | 5,996,476 | $6.05 億 | 3.62% | −827,850−12.1% | 減碼 |
| Windacre Partnership LLC | 6,109,000 | $6.17 億 | 11.89% | +1,105,000+22.1% | 加碼 |
| Allspring Global Investments Holdings, LLC | 6,160,568 | $6.22 億 | 0.99% | −145,984−2.3% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 6,410,367 | $6.47 億 | 5.93% | −1,773,563−21.7% | 減碼 |
| AQR Capital Management LLC | 6,415,793 | $6.47 億 | 1.38% | −1,264,428−16.5% | 減碼 |
| Lazard Asset Management LLC | 6,615,179 | $6.68 億 | 0.82% | +1,511,288+29.6% | 加碼 |
| Coatue Management LLC大師Coatue | 6,758,691 | $6.82 億 | 3.34% | +857,828+14.5% | 加碼 |
| Baillie Gifford & Co | 6,959,347 | $7.02 億 | 0.60% | −133,009−1.9% | 減碼 |
| Price T Rowe Associates Inc | 7,800,979 | $7.87 億 | 0.11% | +518,165+7.1% | 加碼 |
| Bank of America Corp | 8,439,558 | $8.52 億 | 0.10% | −411,149−4.6% | 減碼 |
| Goldman Sachs Group Inc | 8,513,492 | $8.59 億 | 0.22% | −947,637−10.0% | 減碼 |
| GQG Partners LLC | 9,048,637 | $9.13 億 | 2.10% | −148,366−1.6% | 減碼 |
| First Eagle Investment Management, LLC | 9,058,450 | $9.14 億 | 2.34% | +17,020+0.2% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 9,364,813 | $9.45 億 | 1.15% | +1,461,987+18.5% | 加碼 |
| Harding Loevner LP | 9,960,411 | $10.1 億 | 5.87% | −761,376−7.1% | 減碼 |
| Schroder Investment Management Group | 10,481,972 | $10.6 億 | 1.52% | −786,463−7.0% | 減碼 |
| Van Eck Associates Corp | 11,414,068 | $11.5 億 | 2.52% | +537,173+4.9% | 加碼 |
| William Blair Investment Management, LLC | 11,424,535 | $11.5 億 | 3.70% | +233,387+2.1% | 加碼 |
| Vanguard Group Inc | 12,788,796 | $12.9 億 | 0.03% | −904,015−6.6% | 減碼 |
| BlackRock Inc. | 12,933,579 | $13.1 億 | 0.04% | +885,820+7.4% | 加碼 |
| Fiera Capital Corp | 15,024,482 | $15.2 億 | 4.39% | −395,494−2.6% | 減碼 |
| Wellington Management Group LLP | 15,053,080 | $15.2 億 | 0.29% | +3,444,430+29.7% | 加碼 |
| Royal Bank of Canada | 15,797,638 | $15.9 億 | 0.45% | −2,568,844−14.0% | 減碼 |
| Capital International Investors | 17,794,742 | $18.0 億 | 0.43% | −306,549−1.7% | 減碼 |
| Morgan Stanley | 21,403,298 | $21.6 億 | 0.21% | −3,238,278−13.1% | 減碼 |
| Massachusetts Financial Services Co | 26,127,490 | $26.4 億 | 0.87% | +622,620+2.4% | 加碼 |
| Bank of New York Mellon Corp | 26,560,599 | $26.8 億 | 0.56% | +1,610,499+6.5% | 加碼 |
| Fisher Asset Management, LLC | 29,557,819 | $29.8 億 | 1.65% | +4,168,200+16.4% | 加碼 |
| Capital World Investors | 34,673,330 | $35.0 億 | 0.67% | +3,129,635+9.9% | 加碼 |
| JPMorgan Chase & Co | 39,728,920 | $40.1 億 | 0.46% | +1,119,160+2.9% | 加碼 |
| FMR LLC | 42,350,049 | $42.7 億 | 0.36% | +447,275+1.1% | 加碼 |
| Sanders Capital, LLC | 42,994,554 | $43.4 億 | 9.06% | +1,363,450+3.3% | 加碼 |
| Quilter Plc | 673,292 | – | – | +40,791+6.4% | 加碼 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −2,121,312−100.0% | 清倉 |
| Aspex Management (HK) Ltd | 0 | $0 | 0.00% | −1,742,367−100.0% | 清倉 |
| Ovata Capital Management Ltd | 0 | $0 | 0.00% | −1,690,845−100.0% | 清倉 |
| FIFTHDELTA Ltd | 0 | $0 | 0.00% | −1,206,816−100.0% | 清倉 |
| LMR Partners LLP | 0 | $0 | 0.00% | −405,404−100.0% | 清倉 |
| Value Aligned Research Advisors, LLC | 0 | $0 | 0.00% | −402,874−100.0% | 清倉 |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −383,500−100.0% | 清倉 |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −288,015−100.0% | 清倉 |
| Alpine Investment Management Ltd | 0 | $0 | 0.00% | −250,000−100.0% | 清倉 |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −237,775−100.0% | 清倉 |
| Verde Servicos Internacionais S.A. | 0 | $0 | 0.00% | −149,196−100.0% | 清倉 |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −130,600−100.0% | 清倉 |
| Clear Sky Advisers, LLC | 0 | $0 | 0.00% | −85,000−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −79,658−100.0% | 清倉 |
| Taika Capital, LP | 0 | $0 | 0.00% | −78,705−100.0% | 清倉 |
| Archon Partners LLC | 0 | $0 | 0.00% | −76,000−100.0% | 清倉 |
| Alight Capital Management LP | 0 | $0 | 0.00% | −70,000−100.0% | 清倉 |
| Appleton Partners Inc | 0 | $0 | 0.00% | −56,615−100.0% | 清倉 |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −45,000−100.0% | 清倉 |
| AnglePoint Asset Management Ltd | 0 | $0 | 0.00% | −43,400−100.0% | 清倉 |
| One01 Capital, LP | 0 | $0 | 0.00% | −38,795−100.0% | 清倉 |
| Mar Vista Investment Partners LLC | 0 | $0 | 0.00% | −34,612−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −34,431−100.0% | 清倉 |
| Caas Capital Management LP | 0 | $0 | 0.00% | −32,649−100.0% | 清倉 |
| Tsai Capital Corp | 0 | $0 | 0.00% | −28,517−100.0% | 清倉 |
| Palliser Capital (UK) Ltd | 0 | $0 | 0.00% | −27,765−100.0% | 清倉 |
| Boston Partners | 0 | $0 | 0.00% | −25,546−100.0% | 清倉 |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −23,976−100.0% | 清倉 |
| Norman Fields, Gottscho Capital Management, LLC | 0 | $0 | 0.00% | −23,700−100.0% | 清倉 |
| Noked Israel Ltd | 0 | $0 | 0.00% | −20,000−100.0% | 清倉 |
| CenterBook Partners LP | 0 | $0 | 0.00% | −19,266−100.0% | 清倉 |
| HAP Trading, LLC | 0 | $0 | 0.00% | −18,055−100.0% | 清倉 |