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 3,586 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 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2023/12/31 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
- 1,682
- 較 2023 年第 3 季 +181 家
- 持有股數
- 8.59 億
- 較 2023 年第 3 季 +1,065 萬 (+1.3%)
- 總市值
- $895.6 億
- 較 2023 年第 3 季 +$161.0 億 (+21.9%)
- 新進機構
- 277
- 另有 637 家加碼
- 清倉機構
- 96
- 另有 539 家減碼
另有 25 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 | 3,586 | $3,631 億 |
| 2026 年第 1 季 | 3,286 | $2,593 億 |
| 2025 年第 4 季 | 3,128 | $2,397 億 |
| 2025 年第 3 季 | 2,801 | $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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Ruffer LLP | 1,649,456 | $1.71 億 | 6.37% | +401,414+32.2% | 加碼 |
| Point72 Asset Management, L.P. | 1,597,174 | $1.66 億 | 0.50% | +196,174+14.0% | 加碼 |
| Holocene Advisors, LP | 1,571,004 | $1.63 億 | 0.64% | +1,571,004 | 新進 |
| Fred Alger Management, LLC | 1,535,626 | $1.60 億 | 0.86% | −47,069−3.0% | 減碼 |
| Lord, Abbett & Co. LLC | 1,518,281 | $1.58 億 | 0.55% | +286,184+23.2% | 加碼 |
| Legal & General Group Plc | 1,512,631 | $1.57 億 | 0.05% | +12,472+0.8% | 加碼 |
| Capital Research Global Investors | 1,505,740 | $1.57 億 | 0.04% | +1,387,168+1,169.9% | 加碼 |
| Perpetual Ltd | 1,470,963 | $1.53 億 | 1.58% | −12,761−0.9% | 減碼 |
| AMF Pensionsforsakring AB | 1,447,268 | $1.51 億 | 1.29% | +102,116+7.6% | 加碼 |
| Raymond James & Associates | 1,357,338 | $1.41 億 | 0.11% | −7,687−0.6% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 1,334,000 | $1.39 億 | 1.82% | +530,000+65.9% | 加碼 |
| Trinity Street Asset Management LLP | 1,333,658 | $1.39 億 | 15.43% | +158,300+13.5% | 加碼 |
| Swedbank AB | 1,305,159 | $1.36 億 | 0.22% | +31,433+2.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,309,835 | $1.33 億 | 0.27% | +3,928+0.3% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,270,322 | $1.32 億 | 0.27% | −25,889−2.0% | 減碼 |
| Loomis Sayles & Co L P | 1,271,445 | $1.32 億 | 0.20% | −111,607−8.1% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,262,173 | $1.31 億 | 0.24% | −280,847−18.2% | 減碼 |
| Bank of Montreal | 1,226,526 | $1.29 億 | 0.07% | −407,792−25.0% | 減碼 |
| UBS Asset Management Americas Inc | 1,203,803 | $1.25 億 | 0.05% | +35,808+3.1% | 加碼 |
| Thornburg Investment Management Inc | 1,200,386 | $1.25 億 | 1.80% | +9,280+0.8% | 加碼 |
| Keywise Capital Management (HK) Ltd | 1,186,400 | $1.23 億 | 20.26% | +286,600+31.9% | 加碼 |
| Third Point LLC大師第三點資本 | 1,175,000 | $1.22 億 | 1.84% | −600,000−33.8% | 減碼 |
| AXA S.A. | 1,144,272 | $1.19 億 | 0.38% | −172,603−13.1% | 減碼 |
| Locust Wood Capital Advisers, LLC | 1,139,366 | $1.18 億 | 5.03% | +83,098+7.9% | 加碼 |
| Carmignac Gestion | 1,130,631 | $1.18 億 | 1.98% | +588,935+108.7% | 加碼 |
| Balyasny Asset Management LLC | 1,123,048 | $1.17 億 | 0.32% | +495,015+78.8% | 加碼 |
| Metropolis Capital Ltd | 1,116,879 | $1.16 億 | 4.31% | −19,182−1.7% | 減碼 |
| Baird Financial Group, Inc. | 1,098,997 | $1.14 億 | 0.26% | −6,500−0.6% | 減碼 |
| Credit Suisse AG | 1,097,310 | $1.14 億 | 0.11% | +14,390+1.3% | 加碼 |
| Alliancebernstein L.P. | 1,096,670 | $1.14 億 | 0.04% | +549,935+100.6% | 加碼 |
| DnB Asset Management AS | 1,091,562 | $1.13 億 | 0.59% | +47,992+4.6% | 加碼 |
| D. E. Shaw & Co., Inc. | 1,069,989 | $1.11 億 | 0.16% | −1,074,857−50.1% | 減碼 |
| Pictet Asset Management Holding SA | 1,062,427 | $1.10 億 | 0.12% | −21,353−2.0% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 1,053,216 | $1.10 億 | 0.48% | +96,424+10.1% | 加碼 |
| Jane Street Group, LLC | 1,049,789 | $1.09 億 | 0.13% | +412,460+64.7% | 加碼 |
| Norges Bank | 1,040,000 | $1.08 億 | 0.02% | +946,973+1,018.0% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 1,020,000 | $1.06 億 | 0.37% | +1,020,000 | 新進 |
| Capital Group Private Client Services, Inc. | 968,355 | $1.01 億 | 1.04% | −43,262−4.3% | 減碼 |
| The PNC Financial Services Group, Inc. | 953,556 | $9,917 萬 | 0.08% | +147,628+18.3% | 加碼 |
| Theleme Partners LLP | 952,000 | $9,901 萬 | 5.22% | −297,000−23.8% | 減碼 |
| Capital International Inc | 930,191 | $9,674 萬 | 1.51% | +21,583+2.4% | 加碼 |
| Squarepoint Ops LLC | 914,312 | $9,509 萬 | 0.39% | +705,266+337.4% | 加碼 |
| Kames Capital plc | 898,147 | $9,337 萬 | 1.49% | +898,147 | 新進 |
| HSBC Holdings PLC | 774,007 | $9,183 萬 | 0.08% | −67,071−8.0% | 減碼 |
| CIBC World Markets Inc. | 875,939 | $9,110 萬 | 0.26% | +8,462+1.0% | 加碼 |
| Epoch Investment Partners, Inc. | 864,188 | $8,988 萬 | 0.41% | −40,067−4.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 862,000 | $8,965 萬 | 0.41% | 00.0% | 不變 |
| Geode Capital Management, LLC | 800,060 | $8,321 萬 | 0.01% | −40,511−4.8% | 減碼 |
| Kempen Capital Management N.V. | 784,125 | $8,155 萬 | 1.14% | +97,700+14.2% | 加碼 |
| First Trust Advisors LP | 772,464 | $8,034 萬 | 0.09% | −142,106−15.5% | 減碼 |
| SRS Investment Management, LLC | 768,027 | $7,987 萬 | 0.97% | 00.0% | 不變 |
| La Financiere de L'Echiquier | 747,432 | $7,773 萬 | 3.59% | −71,761−8.8% | 減碼 |
| C WorldWide Group Holding A/S | 740,182 | $7,698 萬 | 1.03% | −21,481−2.8% | 減碼 |
| Summitry LLC | 739,520 | $7,691 萬 | 4.46% | −565−0.1% | 減碼 |
| Marsico Capital Management LLC | 729,985 | $7,592 萬 | 2.97% | +540,957+286.2% | 加碼 |
| TD Asset Management Inc | 729,618 | $7,588 萬 | 0.07% | −344,385−32.1% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 723,451 | $7,551 萬 | 1.52% | +4,569+0.6% | 加碼 |
| Public Sector Pension Investment Board | 720,772 | $7,496 萬 | 0.57% | +182,390+33.9% | 加碼 |
| Novo Holdings A/S | 710,780 | $7,392 萬 | 4.94% | 00.0% | 不變 |
| Waverton Investment Management Ltd | 704,644 | $7,325 萬 | 1.78% | −92,075−11.6% | 減碼 |
| PointState Capital LP | 702,025 | $7,301 萬 | 2.62% | +55,804+8.6% | 加碼 |
| Aviva PLC | 700,488 | $7,285 萬 | 0.26% | +78,951+12.7% | 加碼 |
| Handelsbanken Fonder AB | 689,450 | $7,170 萬 | 0.35% | +170,000+32.7% | 加碼 |
| Summit Partners Public Asset Management, LLC | 680,406 | $7,076 萬 | 3.84% | +680,406 | 新進 |
| Rhumbline Advisers | 676,880 | $7,040 萬 | 0.07% | +29,422+4.5% | 加碼 |
| Citadel Advisors LLC | 672,495 | $6,994 萬 | 0.07% | −434,073−39.2% | 減碼 |
| James Hambro & Partners | 671,137 | $6,977 萬 | 3.71% | +46,022+7.4% | 加碼 |
| HighTower Advisors, LLC | 664,256 | $6,906 萬 | 0.12% | +37,012+5.9% | 加碼 |
| Kodai Capital Management LP | 659,479 | $6,859 萬 | 1.40% | +659,479 | 新進 |
| Degroof Petercam Asset Management | 653,066 | $6,792 萬 | 0.89% | +653,066 | 新進 |
| Stifel Financial Corp | 652,609 | $6,787 萬 | 0.09% | +43,117+7.1% | 加碼 |
| Banque Pictet & Cie SA | 649,567 | $6,755 萬 | 0.77% | −6,209−0.9% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 644,037 | $6,698 萬 | 0.05% | +62,125+10.7% | 加碼 |
| TT International Asset Management LTD | 641,517 | $6,672 萬 | 8.52% | −71,659−10.0% | 減碼 |
| Qube Research & Technologies Ltd | 633,834 | $6,592 萬 | 0.15% | +465,040+275.5% | 加碼 |
| Quilter Plc | 626,483 | $6,559 萬 | 2.22% | −4,996−0.8% | 減碼 |
| WT Asset Management Ltd | 627,900 | $6,530 萬 | 8.21% | +627,900 | 新進 |
| LPL Financial LLC | 610,927 | $6,354 萬 | 0.04% | +43,567+7.7% | 加碼 |
| Munro Partners | 595,197 | $6,190 萬 | 2.85% | +440,585+285.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 582,413 | $6,057 萬 | 0.42% | +105,161+22.0% | 加碼 |
| Coronation Fund Managers Ltd. | 562,850 | $5,854 萬 | 1.63% | −26,596−4.5% | 減碼 |
| E Fund Management Co., Ltd. | 557,291 | $5,796 萬 | 3.67% | −92,709−14.3% | 減碼 |
| Pzena Investment Management LLC | 556,799 | $5,791 萬 | 0.22% | −265,738−32.3% | 減碼 |
| Clark Capital Management Group, Inc. | 543,502 | $5,652 萬 | 0.46% | +302,792+125.8% | 加碼 |
| Crossmark Global Holdings, Inc. | 536,820 | $5,583 萬 | 1.16% | −12,885−2.3% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 535,000 | $5,564 萬 | 7.05% | 00.0% | 不變 |
| Capital Fund Management S.A. | 530,595 | $5,518 萬 | 0.70% | +530,595 | 新進 |
| Neuberger Berman Group LLC | 526,180 | $5,471 萬 | 0.05% | −69,851−11.7% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 525,869 | $5,469 萬 | 0.96% | −12,335−2.3% | 減碼 |
| Rokos Capital Management LLP | 519,666 | $5,402 萬 | 1.64% | −339,805−39.5% | 減碼 |
| Brandes Investment Partners, LP | 513,389 | $5,339 萬 | 0.81% | +149,225+41.0% | 加碼 |
| Palestra Capital Management LLC | 513,351 | $5,339 萬 | 2.65% | −278,910−35.2% | 減碼 |
| Liontrust Investment Partners LLP | 502,650 | $5,228 萬 | 0.76% | +260,507+107.6% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 500,000 | $5,200 萬 | 0.92% | −500,000−50.0% | 減碼 |
| Rathbone Brothers plc | 498,894 | $5,188 萬 | 0.33% | +15,527+3.2% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 495,712 | $5,155 萬 | 1.06% | +198,824+67.0% | 加碼 |
| Macquarie Group Ltd | 492,716 | $5,124 萬 | 0.06% | −12,033−2.4% | 減碼 |
| Origin Asset Management LLP | 492,681 | $5,124 萬 | 13.72% | 00.0% | 不變 |
| FIFTHDELTA Ltd | 485,984 | $5,054 萬 | 7.76% | +76,388+18.6% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 484,524 | $5,041 萬 | 1.79% | +14,433+3.1% | 加碼 |