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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 4 季與 2023 年第 3 季比較

持有 Taiwan Semiconductor Manufacturing Co Ltd 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

TSM 的 13F 持有人:2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數1,526251,682+181
股數8.50 億115.2 萬8.59 億+1,065 萬 (+1.3%)
市值$735.6 億$1.00 億$895.6 億+$161.0 億 (+21.9%)

25 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(277 家)

2023 年第 4 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2023 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 277 家。

2023 年第 4 季新進 TSM 的機構
機構股數市值佔組合 %
Eagle Capital Management LLC5,760,220$5.99 億2.54%
Holocene Advisors, LP1,571,004$1.63 億0.64%
Healthcare of Ontario Pension Plan Trust Fund1,020,000$1.06 億0.37%
Kames Capital plc898,147$9,337 萬1.49%
Summit Partners Public Asset Management, LLC680,406$7,076 萬3.84%
Kodai Capital Management LP659,479$6,859 萬1.40%
Degroof Petercam Asset Management653,066$6,792 萬0.89%
WT Asset Management Ltd627,900$6,530 萬8.21%
Capital Fund Management S.A.530,595$5,518 萬0.70%
CloudAlpha Capital Management Limited/Hong Kong451,600$4,697 萬6.71%
Bank Julius Baer & Co. Ltd, Zurich424,121$4,415 萬0.20%
MKP Capital Management, L.L.C.411,643$4,281 萬2.65%
Suvretta Capital Management, LLC388,232$4,038 萬1.85%
Hel Ved Capital Management Ltd317,888$3,306 萬9.79%
FengHe Fund Management Pte. Ltd.281,100$2,923 萬5.13%
Kensico Capital Management Corp275,900$2,869 萬1.09%
Gemsstock Limited254,000$2,642 萬9.80%
HGK Asset Management Inc230,400$2,396 萬5.56%
Oribel Capital Management, LP215,600$2,242 萬2.46%
Simplex Trading, LLC196,626$2,045 萬0.64%
Ariel Investments, LLC178,310$1,854 萬0.18%
Generate Investment Management Ltd159,966$1,664 萬1.44%
Pathstone Holdings, LLC141,562$1,485 萬0.08%
Mizuho Markets Americas LLC117,200$1,219 萬0.37%
Coalescence Partners Investment Management, LP90,998$946.4 萬8.50%
Greenwoods Asset Management Hong Kong Ltd.大師景林資產84,300$876.7 萬0.31%
Mirabaud Asset Management Ltd78,271$814.0 萬3.49%
National Philanthropic Trust72,995$759.1 萬0.20%
New Age Alpha Advisors, LLC71,100$739.4 萬5.63%
FACT Capital, LP70,432$732.5 萬2.93%
Dodge & Cox61,500$639.6 萬0.00%
Firetrail Investments Pty Ltd52,392$612.8 萬4.52%
Albar Capital Ltd55,664$578.9 萬1.24%
Groupama Asset Managment111,158$578.3 萬0.15%
Smith Group Asset Management, LLC53,668$558.1 萬0.32%
Principal Securities, Inc.53,212$553.4 萬0.21%
Bayesian Capital Management, LP51,437$534.9 萬0.57%
Dupree Financial Group, LLC50,925$529.6 萬2.59%
Gold Investment Management Ltd.50,833$528.7 萬2.26%
Delphi Financial Group, Inc.47,830$497.4 萬2.92%
Black Swift Group, LLC46,000$478.4 萬1.44%
Hidden Lake Asset Management LP45,380$472.0 萬5.11%
Louisbourg Investments Inc.46,835$430.2 萬1.30%
New Vernon Capital Holdings II LLC40,404$420.2 萬2.26%
Silchester International Investors LLP39,038$406.0 萬0.50%
Leibman Financial Services, Inc.34,444$358.2 萬2.99%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.33,470$350.4 萬0.01%
Caption Management, LLC33,000$343.2 萬0.37%
MYDA Advisors LLC30,000$312.0 萬1.38%
L & S Advisors Inc26,800$278.7 萬0.34%
Edgemoor Investment Advisors, Inc.26,446$275.0 萬0.29%
Trexquant Investment LP26,440$275.0 萬0.06%
united american securities inc. (d/b/a uas asset management)25,000$260.0 萬0.66%
Atomi Financial Group, Inc.24,732$257.2 萬0.36%
Omers Administration Corp24,600$255.8 萬0.03%
Polymer Capital Management (HK) LTD24,000$249.6 萬0.87%
SCS Capital Management LLC23,992$249.5 萬0.06%
Naples Money Management LLC23,280$242.1 萬2.27%
Sanibel Captiva Trust Company, Inc.22,035$229.2 萬0.08%
ROI Financial Advisors, LLC21,834$227.1 萬1.88%
Eldred Rock Partners, LLC20,296$211.1 萬1.34%
KP Management LLC20,000$208.0 萬1.03%
U.S. Capital Wealth Advisors, LLC19,891$206.9 萬0.08%
English Capital Management LLC18,098$188.2 萬1.62%
One Wealth Advisors, LLC16,657$174.0 萬0.34%
Helios Capital Management Pte. Ltd16,500$171.6 萬1.36%
Sapient Capital LLC16,356$170.6 萬0.04%
HighPoint Advisor Group LLC12,087$169.5 萬0.12%
Gratus Wealth Advisors, LLC14,221$147.9 萬0.29%
Allen Wealth Management, LLC14,037$146.0 萬1.43%
Unique Wealth Strategies, LLC13,874$144.3 萬0.96%
Arizona State Retirement System12,541$130.4 萬0.01%
Loup Funds, LLC12,175$126.6 萬0.50%
Maia Wealth LLC12,088$125.7 萬0.51%
Global X Japan Co., Ltd.11,925$124.0 萬0.70%
University of Texas/Texas Am Investment Managment Co11,744$122.1 萬0.33%
Mesirow Financial Investment Management, Inc.11,724$121.9 萬0.04%
Axq Capital, LP11,400$118.6 萬0.32%
Lakeview Capital Partners, LLC11,329$117.8 萬0.21%
Rothschild Investment LLC11,240$116.9 萬0.10%
Sivia Capital Partners, LLC10,814$112.5 萬0.86%
Bridgecreek Investment Management, LLC10,775$112.1 萬0.22%
V-Square Quantitative Management LLC10,457$108.8 萬0.26%
Strategic Planning Group, LLC10,395$108.1 萬0.36%
Premier Path Wealth Partners, LLC10,294$108.1 萬0.24%
First Dallas Securities Inc.10,351$107.7 萬0.55%
Professional Financial Advisors, LLC10,011$104.1 萬0.34%
Seeds Investor LLC9,884$102.8 萬1.16%
Pine Ridge Advisers LLC9,625$100.1 萬0.18%
Corecam Pte. Ltd.9,300$96.7 萬1.06%
Sendero Wealth Management, LLC9,119$94.8 萬0.18%
CMT Capital Markets Trading GmbH8,900$92.6 萬0.65%
Stablepoint Partners, LLC8,739$90.9 萬0.23%
Nipun Capital, L.P.8,600$89.4 萬0.86%
Hara Capital LLC8,240$85.7 萬0.60%
Canopy Partners, LLC8,008$83.7 萬0.51%
AXS Investments LLC7,800$81.1 萬0.19%
Connecticut Wealth Management, LLC7,602$79.1 萬0.05%
Gateway Investment Advisers LLC7,546$78.5 萬0.01%
Rakuten Securities, Inc.7,118$74.0 萬0.58%

清倉機構(96 家)

2023 年第 3 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2023 年第 4 季有申報但已經沒有持有的機構。

2023 年第 4 季清倉 TSM 的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Altshuler Shaham Ltd2,024,530$1.76 億
Foxhaven Asset Management, LP1,381,960$1.20 億
Renaissance Technologies LLC1,063,820$9,245 萬
SeaTown Holdings Pte. Ltd.210,000$1,825 萬
Southpoint Capital Advisors LP200,000$1,738 萬
Laurion Capital Management LP191,141$1,661 萬
Engine No. 1 LLC172,900$1,503 萬
Ovata Capital Management Ltd160,555$1,365 萬
Alyeska Investment Group, L.P.129,112$1,122 萬
Hi-Line Capital Management, LLC126,399$1,104 萬
Teacher Retirement System of Texas124,778$1,084 萬
Crake Asset Management LLP77,000$669.1 萬
Murchinson Ltd.75,000$651.8 萬
Artemis Wealth Advisors, LLC70,000$608.3 萬
Gunderson Capital Management Inc.59,827$519.9 萬
Caas Capital Management LP58,000$504.0 萬
Hikari Tsushin, Inc.56,532$491.3 萬
Snow Lake Management LP250,000$434.5 萬
Virtu Financial LLC48,385$420.5 萬
Old Well Partners, LLC44,000$382.4 萬
Perseverance Asset Management International40,000$347.6 萬
Cantor Fitzgerald, L. P.37,860$329.0 萬
Jag Capital Management, LLC36,711$319.0 萬
Barrier Capital Management, LLC31,390$272.8 萬
Handelsinvest Investeringsforvaltning26,694$232.0 萬
Graham Capital Management, L.P.26,197$227.7 萬
J. Goldman & Co LP25,398$220.7 萬
Criteria Caixa, S.A.U.24,850$215.9 萬
Lavaca Capital LLC24,814$215.6 萬
Vetamer Capital Management, L.P.24,599$213.8 萬
RWC Asset Management LLP24,191$210.2 萬
Alphadyne Asset Management LP23,507$204.3 萬
Advanced Portfolio Management, LLC22,500$195.5 萬
New England Asset Management Inc22,025$191.4 萬
State Board of Administration of Florida Retirement System20,826$181.0 萬
Sender Co & Partners, Inc.20,642$179.4 萬
Picton Mahoney Asset Management19,550$169.9 萬
Central Asset Investments & Management Holdings (HK) Ltd18,000$156.4 萬
Verition Fund Management LLC17,286$150.2 萬
Centiva Capital, LP16,672$144.9 萬
Genus Capital Management Inc.15,750$136.9 萬
JT Stratford LLC14,683$127.6 萬
NZS Capital, LLC14,357$124.8 萬
Jump Financial, LLC12,361$106.9 萬
Quantitative Investment Management, LLC10,279$89.3 萬
AlphaQ Advisors LLC10,189$88.5 萬
Anson Funds Management LP10,000$86.9 萬
Stokes Family Office, LLC9,627$83.7 萬
Verdad Advisers, LP8,700$75.6 萬
Total Clarity Wealth Management, Inc.8,440$73.3 萬
Strengthening Families & Communities, LLC8,298$72.2 萬
LMR Partners LLP8,209$71.3 萬
Lattice Capital Management, LLC7,383$64.2 萬
Cable Hill Partners, LLC7,361$64.0 萬
Fund Management at Engine No. 1 LLC7,098$61.7 萬
Allen Investment Management LLC7,065$61.4 萬
Capital Group Investment Management Pte. Ltd.6,500$56.5 萬
Spinnaker Investment Group, LLC5,883$51.1 萬
Wesbanco Bank Inc5,314$46.2 萬
Bridgefront Capital, LLC4,774$41.5 萬
Koshinski Asset Management, Inc.4,380$38.1 萬
Clare Market Investments LLC4,292$37.3 萬
AM Squared Ltd4,000$34.8 萬
Journey Strategic Wealth LLC4,000$34.8 萬
Garda Capital Partners LP3,680$32.0 萬
Northern Oak Wealth Management Inc3,380$29.4 萬
FNY Investment Advisers, LLC3,358$29.1 萬
XR Securities LLC3,229$28.1 萬
Evoke Wealth, LLC3,147$27.5 萬
Sandbar Asset Management LLP3,016$26.2 萬
Gitterman Wealth Management, LLC2,908$25.3 萬
Independent Solutions Wealth Management, LLC2,835$24.6 萬
Capital Insight Partners, LLC2,694$23.4 萬
Avenue 1 Advisors, LLC2,417$21.0 萬
Cherrydale Wealth Management, LLC2,369$20.6 萬
Eisler Capital (US) LLC2,327$20.2 萬
Baker Avenue Asset Management, LP2,060$17.9 萬
Register Financial Advisors LLC934$8.12 萬
Northwest Investment Counselors, LLC874$7.60 萬
First Financial Corp356$3.09 萬
Thomas J. Herzfeld Advisors, Inc.336$2.92 萬
Savior LLC261$2.27 萬
Intrepid Capital Management Inc236$2.05 萬
WR Wealth Planners, LLC225$1.96 萬
Carmel Capital Partners, LLC195$1.69 萬
LGT Financial Advisors LLC186$1.62 萬
HighMark Wealth Management LLC166$1.44 萬
Aspire Private Capital, LLC134$1.16 萬
MCF Advisors LLC67$5,823
Flaharty Asset Management, LLC66$5,735
Crewe Advisors LLC57$4,954
Bellevue Group AG1,089$1,963
Family CFO Inc20$1,738
Hibernia Wealth Partners, LLC8$695
Lee Financial Co0$12
Centerpoint Advisors, LLC3$0

尚未申報 2023 年第 4 季的機構(25 家)

2023 年第 3 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 3 季持有 TSM、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
First Republic Investment Management, Inc.370,165$3,217 萬
Akaris Global Partners, LP307,312$2,671 萬
Community Financial Services Group, LLC102,443$890.3 萬
Advisor Partners II, LLC75,008$651.8 萬
Pathstone Family Office, LLC65,522$580.2 萬
MU Investments Co., Ltd.39,220$338.9 萬
Polaris Wealth Advisory Group, LLC35,183$305.7 萬
Madison Wealth Management30,938$268.9 萬
KCS Wealth Advisory27,531$239.2 萬
Forefront Wealth Management Inc.27,321$237.4 萬
Community Capital Management, Inc.18,000$156.4 萬
Amica Retiree Medical Trust8,776$76.3 萬
Colony Group LLC7,266$63.1 萬
Truadvice, LLC6,333$61.7 萬
Ropes Wealth Advisors LLC6,090$52.9 萬
Rothschild Investment Corp5,260$45.7 萬
Comerica Securities,inc.4,555$39.8 萬
Old North State Trust, LLC3,433$29.8 萬
Palladiem, LLC2,981$25.9 萬
Key Bridge Compliance, LLC2,652$23.0 萬
Quantamental Technologies LLC2,625$22.8 萬
Icon Wealth Partners, LLC1,416$12.3 萬
Steward Financial Group LLC1,207$10.4 萬
Sutton Wealth Advisors Inc.332$2.89 萬
WFA of San Diego, LLC1$87