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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

2024 年第 1 季與 2023 年第 4 季比較

持有 Taiwan Semiconductor Manufacturing Co Ltd 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人2023 年第 4 季全部持有人

TSM 的 13F 持有人：2023 年第 4 季與 2024 年第 1 季比較
項目2023 年第 4 季其中尚未申報 2024 年第 1 季2024 年第 1 季變化
持有家數1,682211,914+253
股數8.59 億47.1 萬8.44 億−1,452 萬 (−1.7%)
市值$895.6 億$4,898 萬$1,149 億+$253.8 億 (+28.3%)

21 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（352 家）

2024 年第 1 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2023 年第 4 季季末沒有持有的機構。

依市值列出前 100 家，共 352 家。

2024 年第 1 季新進 TSM 的機構
機構股數市值佔組合 %
Canoe Financial LP1,709,737$2.33 億3.83%
Consolidated Press International Holdings Ltd1,188,975$1.62 億18.81%
Danske Bank A/S1,006,747$1.37 億0.43%
Westfield Capital Management Co LP854,438$1.16 億0.61%
Sequoia China Equity Partners (Hong Kong) Ltd850,000$1.16 億21.74%
Trivest Advisors Ltd676,000$9,197 萬3.23%
L1 Capital Pty Ltd650,273$8,889 萬7.38%
Fullerton Fund Management Co Ltd.606,361$8,250 萬3.91%
Avala Global LP438,300$5,963 萬4.36%
Contour Asset Management LLC359,959$4,897 萬1.91%
Junto Capital Management LP356,247$4,847 萬1.07%
Whale Rock Capital Management LLC236,418$3,216 萬0.48%
Trajan Wealth LLC207,417$2,822 萬1.91%
BNP Paribas201,795$2,746 萬1.28%
Monolith Management Ltd182,000$2,476 萬9.82%
Hudson Bay Capital Management LP158,494$2,156 萬0.19%
Fundsmith Investment Services Ltd.149,989$2,041 萬0.27%
Kinetic Partners Management, LP142,900$1,944 萬1.36%
Alta Park Capital, LP140,192$1,907 萬2.07%
M&G Plc139,175$1,893 萬0.11%
Noked Israel Ltd138,000$1,878 萬5.05%
Raub Brock Capital Management LP136,436$1,856 萬3.93%
Exor Capital LLP135,000$1,837 萬0.77%
Tran Capital Management, L.P.118,769$1,616 萬1.80%
Tairen Capital Ltd106,601$1,450 萬0.89%
Unisphere Establishment105,000$1,429 萬0.14%
Coulter & Justus Financial Services, LLC104,506$1,422 萬3.16%
Ardmore Road Asset Management LP100,000$1,361 萬2.40%
HHLR Advisors, Ltd.大師高瓴 HHLR98,100$1,335 萬0.29%
SPX Equities Gestao de Recursos Ltda94,782$1,290 萬1.13%
BWCP, LP94,260$1,282 萬3.28%
Pinnbrook Capital Management LP88,488$1,204 萬2.08%
Nishkama Capital, LLC83,842$1,141 萬1.30%
NZS Capital, LLC83,132$1,131 萬0.47%
IMC-Chicago, LLC82,655$1,125 萬0.39%
Kingdon Capital Management, L.L.C.80,000$1,088 萬1.44%
Cubist Systematic Strategies, LLC79,732$1,085 萬0.12%
Stonegate Investment Group, LLC79,064$1,076 萬0.34%
AI-Squared Management Ltd71,400$971.4 萬8.94%
Tenzing Global Management, LLC70,000$952.4 萬9.23%
Concentric Capital Strategies, LP68,551$932.6 萬0.60%
First Long Island Investors, LLC63,768$867.6 萬0.72%
Jag Capital Management, LLC62,149$845.5 萬1.20%
Totem Point Management, LLC61,134$831.7 萬9.10%
Hamilton Wealth, LLC60,827$827.6 萬2.58%
Segantii Capital Management Ltd60,000$818.0 萬0.81%
Point72 Europe (London) LLP59,574$810.5 萬0.75%
Renaissance Technologies LLC57,920$788.0 萬0.01%
Horiko Capital Management LLC57,663$784.5 萬2.40%
E. Ohman J:or Asset Management AB57,615$783.9 萬0.20%
Virtu Financial LLC56,765$772.3 萬0.59%
Point72 Italy, S.r.l.54,246$738.0 萬3.03%
Nia Impact Advisors, LLC54,154$736.8 萬2.94%
Bridger Management, LLC51,826$705.1 萬3.18%
Maxi Investments CY Ltd51,064$694.7 萬1.87%
Alight Capital Management LP50,000$680.3 萬2.16%
Cyndeo Wealth Partners, LLC46,167$628.1 萬0.52%
Verition Fund Management LLC45,179$614.7 萬0.06%
Kemnay Advisory Services Inc.44,715$608.3 萬1.17%
Forge First Asset Management Inc.43,240$588.2 萬1.85%
Eisler Capital (US) LLC42,665$580.5 萬1.98%
Community Financial Services Group, LLC42,002$571.4 萬1.30%
UBS Oconnor LLC42,000$571.4 萬0.16%
Simplicity Wealth,LLC39,837$542.0 萬0.13%
Westend Capital Management, LLC38,974$530.2 萬2.06%
Ilmarinen Mutual Pension Insurance Co38,150$519.0 萬0.06%
Truxt Investmentos Ltda.37,601$511.6 萬1.96%
Resolute Wealth Strategies, LLC37,557$511.0 萬3.10%
Benson Investment Management Company, Inc.37,253$506.8 萬2.16%
Ardsley Advisory Partners LP34,750$472.7 萬0.68%
Allianz SE34,564$470.2 萬0.15%
Polar Asset Management Partners Inc.33,600$457.1 萬0.12%
Parkwood LLC29,612$402.9 萬0.42%
Central Asset Investments & Management Holdings (HK) Ltd28,850$392.5 萬4.37%
SpiderRock Advisors, LLC28,614$391.0 萬0.13%
Jackson Square Capital, LLC27,807$378.3 萬0.97%
State of Wyoming27,200$370.1 萬0.62%
Grey Street Capital, LLC26,123$356.8 萬0.48%
BIT Capital GmbH25,574$347.9 萬0.31%
Sustainable Growth Advisers, LP23,482$319.5 萬0.01%
Venture Visionary Partners LLC22,088$300.5 萬0.14%
Greenland Capital Management LP21,889$297.8 萬0.49%
Old Well Partners, LLC20,000$272.1 萬2.42%
Dymon Asia Capital (Singapore) Pte. Ltd.19,700$268.0 萬3.01%
Bright Futures Wealth Management, LLC.15,396$264.2 萬1.43%
Snider Financial Group18,052$245.6 萬1.02%
Value Star Asset Management (Hong Kong) Ltd18,000$244.8 萬0.84%
Diversify Advisory Services, LLC17,095$241.9 萬0.14%
Retireful, LLC17,081$232.4 萬0.97%
TrueMark Investments, LLC16,250$221.1 萬2.03%
Cascade Financial Partners, LLC15,508$221.0 萬0.32%
Shikiar Asset Management Inc15,500$210.9 萬0.62%
Opinicus Capital, Inc.15,394$209.4 萬1.86%
LHM, Inc.14,245$194.4 萬1.37%
Nwam LLC13,778$194.4 萬0.16%
Genus Capital Management Inc.13,750$187.1 萬0.24%
Lagoda Investment Management, L.P.13,560$184.5 萬1.13%
Sender Co & Partners, Inc.12,935$176.0 萬3.03%
Hilltop National Bank12,879$175.2 萬0.60%
Harbert Fund Advisors, Inc.11,075$150.7 萬1.04%

清倉機構（99 家）

2023 年第 4 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 TSM 的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Point72 Asset Management, L.P.1,597,174$1.66 億
Norges Bank1,040,000$1.08 億
Healthcare of Ontario Pension Plan Trust Fund1,020,000$1.06 億
Theleme Partners LLP952,000$9,901 萬
Novo Holdings A/S710,780$7,392 萬
Kodai Capital Management LP659,479$6,859 萬
Rokos Capital Management LLP519,666$5,402 萬
Palestra Capital Management LLC513,351$5,339 萬
FIFTHDELTA Ltd485,984$5,054 萬
CloudAlpha Capital Management Limited/Hong Kong451,600$4,697 萬
MKP Capital Management, L.L.C.411,643$4,281 萬
Meitav Dash Investments Ltd401,956$4,199 萬
Aquatic Capital Management LLC274,200$2,852 萬
Paradice Investment Management LLC211,190$2,196 萬
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD165,671$1,729 萬
Cetera Advisor Networks LLC161,169$1,676 萬
Two Sigma Advisers, LP110,700$1,151 萬
HRT Financial LP76,760$798.3 萬
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD59,679$623.0 萬
Firetrail Investments Pty Ltd52,392$612.8 萬
Clear Sky Advisers, LLC52,713$548.2 萬
Bayesian Capital Management, LP51,437$534.9 萬
State of Wisconsin Investment Board49,800$517.9 萬
Employees Retirement System of Texas49,243$512.1 萬
Black Swift Group, LLC46,000$478.4 萬
Cetera Advisors LLC43,887$456.4 萬
Polen Capital Management LLC42,083$437.7 萬
Silchester International Investors LLP39,038$406.0 萬
Charles Schwab Investment Management Inc32,475$337.7 萬
Naples Money Management LLC23,280$242.1 萬
Two Sigma Investments, LP18,200$189.3 萬
Quantbot Technologies LP17,611$183.2 萬
Eagle Strategies LLC17,314$180.1 萬
Psagot Value Holdings Ltd. / (Israel)16,150$169.1 萬
Flow Traders U.S. LLC15,983$166.2 萬
Mount Lucas Management LP15,000$156.0 萬
Meridian Wealth Management, LLC12,732$132.4 萬
Arizona State Retirement System12,541$130.4 萬
Granite Bay Wealth Management, LLC11,934$112.9 萬
Connectus Wealth, LLC10,611$110.4 萬
Professional Financial Advisors, LLC10,011$104.1 萬
Stonehage Fleming Financial Services Holdings Ltd9,762$101.5 萬
Corecam Pte. Ltd.9,300$96.7 萬
AMS Capital Ltda7,743$80.5 萬
SageView Advisory Group, LLC6,911$80.2 萬
Gateway Investment Advisers LLC7,546$78.5 萬
Eschler Asset Management LLP7,319$76.1 萬
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.6,872$71.5 萬
MRP Capital Investments, LLC5,770$60.0 萬
K.J. Harrison & Partners Inc5,500$57.2 萬
Boston Partners18,290$50.6 萬
Arete Wealth Advisors, LLC4,545$47.3 萬
Chiron Capital Management, LLC4,301$44.7 萬
Beirne Wealth Consulting Services, LLC3,857$40.3 萬
IFG Advisory, LLC3,190$33.2 萬
Koss-Olinger Consulting, LLC3,173$33.0 萬
RIA Advisory Group LLC1,887$30.3 萬
Wealth Advisory Solutions, LLC2,652$27.6 萬
Tower Bridge Advisors2,600$27.0 萬
Sunesis Advisors, LLC2,415$25.1 萬
Everpar Advisors LLC2,302$23.9 萬
Blueshift Asset Management, LLC2,247$23.4 萬
BOS Asset Management, LLC2,236$23.3 萬
Conning Inc.2,184$22.7 萬
Alpine Global Management, LLC2,150$22.4 萬
Glassman Wealth Services2,143$22.3 萬
Narus Financial Partners, LLC2,100$21.8 萬
Fortitude Advisory Group L.L.C.1,927$20.0 萬
Garde Capital, Inc.1,800$18.7 萬
Arlington Partners LLC1,578$16.4 萬
LM Advisors LLC1,311$13.6 萬
Planned Solutions, Inc.843$8.77 萬
Sycomore Asset Management800$8.40 萬
Sittner & Nelson, LLC800$8.32 萬
Focused Wealth Management, Inc514$5.34 萬
GW&K Investment Management, LLC505$5.30 萬
First Command Advisory Services, Inc.406$4.22 萬
Resurgent Financial Advisors LLC395$4.11 萬
Scarborough Advisors, LLC389$4.05 萬
Tennessee Valley Asset Management Partners360$3.74 萬
Dividend Assets Capital, LLC250$2.60 萬
Hall Laurie J Trustee200$2.10 萬
CapitalatWork S.A.–$2.10 萬
Austin Private Wealth, LLC195$2.03 萬
Rockbridge Investment Management, LCC109$1.13 萬
Friedenthal Financial100$1.04 萬
McGlone Suttner Wealth Management, Inc.100$1.04 萬
Able Wealth Management LLC99$1.03 萬
Richard Bernstein Advisors LLC94$9,776
Bare Financial Services, Inc86$8,944
Accent Capital Management, LLC80$8,320
Activest Wealth Management79$8,234
Team Financial Group, LLC50$5,200
Laffer Tengler Investments42$4,368
Blume Capital Management, Inc.32$3,328
Raleigh Capital Management Inc.32$3,293
Country Trust Bank25$2,600
NewSquare Capital LLC20$2,080
Ables, Iannone, Moore & Associates, Inc.6$624

尚未申報 2024 年第 1 季的機構（21 家）

2023 年第 4 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2023 年第 4 季持有 TSM、尚未申報 2024 年第 1 季的機構
機構2023 年第 4 季股數2023 年第 4 季市值
M&G Investment Management Ltd183,424$1,908 萬
Putnam Investments LLC88,360$918.9 萬
Glovista Investments LLC62,920$654.4 萬
Sawtooth Solutions, LLC37,930$394.5 萬
Hudson Portfolio Management LLC18,592$193.4 萬
Maia Wealth LLC12,088$125.7 萬
Bridgecreek Investment Management, LLC10,775$112.1 萬
DFPG Investments, LLC11,069$110.9 萬
Desjardins Global Asset Management Inc.8,520$88.6 萬
NinePointTwo Capital8,259$85.8 萬
Bartlett & Co. LLC7,739$81.4 萬
Telemus Capital, LLC6,575$68.4 萬
Sonen Capital LLC5,124$53.3 萬
Moreno Evelyn V4,361$45.4 萬
Wade G W & Inc3,322$34.5 萬
Coppell Advisory Solutions LLC1,097$11.4 萬
Baystate Wealth Management LLC510$5.31 萬
Provence Wealth Management Group249$2.59 萬
Strategic Investment Solutions, Inc.204$2.12 萬
DB Wealth Management Group, LLC106$1.10 萬
Live Oak Investment Partners–$5,408