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 3 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2023/9/30 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
- 1,526
- 較 2023 年第 2 季 −21 家
- 持有股數
- 8.50 億
- 較 2023 年第 2 季 −410.5 萬 (−0.5%)
- 總市值
- $735.6 億
- 較 2023 年第 2 季 −$125.5 億 (−14.6%)
- 新進機構
- 123
- 另有 652 家加碼
- 清倉機構
- 144
- 另有 517 家減碼
另有 21 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baillie Gifford & Co | 6,849,950 | $5.95 億 | 0.54% | −109,397−1.6% | 減碼 |
| Price T Rowe Associates Inc | 7,473,675 | $6.49 億 | 0.10% | −327,304−4.2% | 減碼 |
| Lone Pine Capital LLC大師孤松資本 | 7,800,152 | $6.78 億 | 6.53% | +1,389,785+21.7% | 加碼 |
| Goldman Sachs Group Inc | 8,369,820 | $7.27 億 | 0.18% | −143,672−1.7% | 減碼 |
| First Eagle Investment Management, LLC | 8,980,263 | $7.80 億 | 2.05% | −78,187−0.9% | 減碼 |
| Bank of America Corp | 9,249,114 | $8.04 億 | 0.10% | +809,556+9.6% | 加碼 |
| Harding Loevner LP | 9,608,672 | $8.35 億 | 5.51% | −351,739−3.5% | 減碼 |
| Schroder Investment Management Group | 10,005,076 | $8.69 億 | 1.29% | −476,896−4.5% | 減碼 |
| William Blair Investment Management, LLC | 11,780,144 | $10.2 億 | 3.40% | +355,609+3.1% | 加碼 |
| Vanguard Group Inc | 11,946,243 | $10.4 億 | 0.03% | −842,553−6.6% | 減碼 |
| Wellington Management Group LLP | 12,857,948 | $11.2 億 | 0.22% | −2,195,132−14.6% | 減碼 |
| BlackRock Inc. | 13,566,196 | $11.8 億 | 0.03% | +632,617+4.9% | 加碼 |
| Fiera Capital Corp | 13,830,237 | $12.0 億 | 3.85% | −1,194,245−7.9% | 減碼 |
| Van Eck Associates Corp | 14,795,582 | $12.9 億 | 2.82% | +3,381,514+29.6% | 加碼 |
| Royal Bank of Canada | 16,334,914 | $14.2 億 | 0.42% | +537,276+3.4% | 加碼 |
| Capital International Investors | 16,758,413 | $14.6 億 | 0.37% | −1,036,329−5.8% | 減碼 |
| Morgan Stanley | 23,804,180 | $20.7 億 | 0.21% | +2,400,882+11.2% | 加碼 |
| Bank of New York Mellon Corp | 25,709,647 | $22.3 億 | 0.49% | −850,952−3.2% | 減碼 |
| Massachusetts Financial Services Co | 26,794,316 | $23.3 億 | 0.82% | +666,826+2.6% | 加碼 |
| Fisher Asset Management, LLC | 30,637,393 | $26.6 億 | 1.51% | +1,079,574+3.7% | 加碼 |
| Capital World Investors | 37,115,351 | $32.3 億 | 0.64% | +2,442,021+7.0% | 加碼 |
| JPMorgan Chase & Co | 39,261,462 | $34.1 億 | 0.40% | −467,458−1.2% | 減碼 |
| FMR LLC | 41,612,269 | $36.2 億 | 0.31% | −737,780−1.7% | 減碼 |
| Sanders Capital, LLC | 43,025,779 | $37.4 億 | 7.90% | +31,225+0.1% | 加碼 |
| Transamerica Financial Advisors, Inc. | 1 | – | – | −3−75.0% | 減碼 |
| Quilter Plc | 631,479 | – | – | −41,813−6.2% | 減碼 |
| ESA Global Value Fund | 0 | $0 | 0.00% | −52,885−100.0% | 清倉 |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −1,125−100.0% | 清倉 |
| Canoe Financial LP | 0 | $0 | 0.00% | −1,478,270−100.0% | 清倉 |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −1,225,137−100.0% | 清倉 |
| RWC Asset Advisors (US) LLC | 0 | $0 | 0.00% | −1,105,261−100.0% | 清倉 |
| Duquesne Family Office LLC大師杜肯家族辦公室 | 0 | $0 | 0.00% | −486,190−100.0% | 清倉 |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −485,671−100.0% | 清倉 |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −371,974−100.0% | 清倉 |
| KCL Capital, L.P. | 0 | $0 | 0.00% | −300,000−100.0% | 清倉 |
| Avala Global LP | 0 | $0 | 0.00% | −295,500−100.0% | 清倉 |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −237,031−100.0% | 清倉 |
| Strategic Vision Investment Ltd | 0 | $0 | 0.00% | −158,500−100.0% | 清倉 |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −156,300−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −154,017−100.0% | 清倉 |
| Cercano Management LLC | 0 | $0 | 0.00% | −138,300−100.0% | 清倉 |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −125,963−100.0% | 清倉 |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −120,205−100.0% | 清倉 |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −117,500−100.0% | 清倉 |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −95,097−100.0% | 清倉 |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −86,094−100.0% | 清倉 |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −85,335−100.0% | 清倉 |
| Apeiron Capital Ltd | 0 | $0 | 0.00% | −79,245−100.0% | 清倉 |
| Albar Capital Ltd | 0 | $0 | 0.00% | −75,179−100.0% | 清倉 |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −58,684−100.0% | 清倉 |
| L & S Advisors Inc | 0 | $0 | 0.00% | −49,292−100.0% | 清倉 |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −46,595−100.0% | 清倉 |
| Valliance Asset Management Ltd | 0 | $0 | 0.00% | −39,635−100.0% | 清倉 |
| New Vernon Capital Holdings II LLC | 0 | $0 | 0.00% | −38,824−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −36,656−100.0% | 清倉 |
| Value Star Asset Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −34,000−100.0% | 清倉 |
| Deuterium Capital Management, LLC | 0 | $0 | 0.00% | −30,909−100.0% | 清倉 |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −30,000−100.0% | 清倉 |
| Northwestern Mutual Investment Management Company, LLC | 0 | $0 | 0.00% | −29,510−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −28,546−100.0% | 清倉 |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −27,547−100.0% | 清倉 |
| New Thinking (Hong Kong) Investment Management Co. Ltd | 0 | $0 | 0.00% | −26,500−100.0% | 清倉 |
| Andar Capital Management HK Ltd | 0 | $0 | 0.00% | −26,000−100.0% | 清倉 |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −24,400−100.0% | 清倉 |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −24,000−100.0% | 清倉 |
| Turim 21 Investimentos Ltda. | 0 | $0 | 0.00% | −22,628−100.0% | 清倉 |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −22,358−100.0% | 清倉 |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −21,721−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −21,540−100.0% | 清倉 |
| Susquehanna International Securities, Ltd. | 0 | $0 | 0.00% | −19,458−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −18,960−100.0% | 清倉 |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −16,711−100.0% | 清倉 |
| Scholtz & Company, LLC | 0 | $0 | 0.00% | −16,214−100.0% | 清倉 |
| Skye Global Management LP | 0 | $0 | 0.00% | −15,400−100.0% | 清倉 |
| Ratan Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | 清倉 |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,042−100.0% | 清倉 |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,822−100.0% | 清倉 |
| E Fund Management (Hong Kong) Co., Ltd. | 0 | $0 | 0.00% | −12,408−100.0% | 清倉 |
| Knollwood Investment Advisory, LLC | 0 | $0 | 0.00% | −10,990−100.0% | 清倉 |
| Capital International Ltd | 0 | $0 | 0.00% | −10,826−100.0% | 清倉 |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −10,750−100.0% | 清倉 |
| Connective Portfolio Management, LLC | 0 | $0 | 0.00% | −9,660−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −9,577−100.0% | 清倉 |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −9,400−100.0% | 清倉 |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −9,095−100.0% | 清倉 |
| Veritable, L.P. | 0 | $0 | 0.00% | −8,745−100.0% | 清倉 |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −8,500−100.0% | 清倉 |
| Resonate Capital, LLC | 0 | $0 | 0.00% | −7,360−100.0% | 清倉 |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −7,055−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −7,000−100.0% | 清倉 |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −6,675−100.0% | 清倉 |
| Oakwell Private Wealth Management, LLC | 0 | $0 | 0.00% | −6,370−100.0% | 清倉 |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −6,233−100.0% | 清倉 |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −6,086−100.0% | 清倉 |
| Summit X, LLC | 0 | $0 | 0.00% | −6,012−100.0% | 清倉 |
| HWG Holdings LP | 0 | $0 | 0.00% | −5,992−100.0% | 清倉 |
| Ibex Investors LLC | 0 | $0 | 0.00% | −5,700−100.0% | 清倉 |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,000−100.0% | 清倉 |
| Zimmermann Investment Management & Planning LLC | 0 | $0 | 0.00% | −4,749−100.0% | 清倉 |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −4,579−100.0% | 清倉 |