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
2024 年第 1 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2024/3/31 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
- 1,914
- 較 2023 年第 4 季 +253 家
- 持有股數
- 8.44 億
- 較 2023 年第 4 季 −1,452 萬 (−1.7%)
- 總市值
- $1,149 億
- 較 2023 年第 4 季 +$253.8 億 (+28.3%)
- 新進機構
- 352
- 另有 688 家加碼
- 清倉機構
- 99
- 另有 646 家減碼
另有 21 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 1,521,041 | $2.07 億 | 0.35% | −5,414,181−78.1% | 減碼 |
| Capital Research Global Investors | 1,514,316 | $2.06 億 | 0.05% | +8,576+0.6% | 加碼 |
| Railway Pension Investments Ltd | 1,503,783 | $2.05 億 | 1.99% | −331,900−18.1% | 減碼 |
| LGT Capital Partners Ltd. | 1,476,610 | $2.01 億 | 6.28% | −172,300−10.4% | 減碼 |
| Carmignac Gestion | 1,475,291 | $2.01 億 | 3.18% | +344,660+30.5% | 加碼 |
| Swedbank AB | 1,435,422 | $1.95 億 | 0.28% | +130,263+10.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 1,423,291 | $1.94 億 | 0.59% | −670,248−32.0% | 減碼 |
| Raymond James & Associates | 1,420,828 | $1.93 億 | 0.13% | +63,490+4.7% | 加碼 |
| Holocene Advisors, LP | 1,394,732 | $1.90 億 | 0.70% | −176,272−11.2% | 減碼 |
| Keywise Capital Management (HK) Ltd | 1,388,900 | $1.89 億 | 25.62% | +202,500+17.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,372,426 | $1.87 億 | 0.17% | −4,213,361−75.4% | 減碼 |
| UBS Asset Management Americas Inc | 1,370,034 | $1.86 億 | 0.07% | +166,231+13.8% | 加碼 |
| DekaBank Deutsche Girozentrale | 1,339,479 | $1.83 億 | 0.34% | +69,157+5.4% | 加碼 |
| Citadel Advisors LLC | 1,330,604 | $1.81 億 | 0.17% | +658,109+97.9% | 加碼 |
| Vontobel Holding Ltd. | 1,299,976 | $1.77 億 | 1.41% | −1,952,047−60.0% | 減碼 |
| Loomis Sayles & Co L P | 1,203,597 | $1.64 億 | 0.23% | −67,848−5.3% | 減碼 |
| Trinity Street Asset Management LLP | 1,200,103 | $1.63 億 | 13.06% | −133,555−10.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,268,516 | $1.63 億 | 0.35% | −41,319−3.2% | 減碼 |
| Consolidated Press International Holdings Ltd | 1,188,975 | $1.62 億 | 18.81% | +1,188,975 | 新進 |
| AMF Pensionsforsakring AB | 1,186,562 | $1.61 億 | 1.22% | −260,706−18.0% | 減碼 |
| Third Point LLC大師第三點資本 | 1,175,000 | $1.60 億 | 2.04% | 00.0% | 不變 |
| Alliancebernstein L.P. | 1,164,850 | $1.58 億 | 0.06% | +68,180+6.2% | 加碼 |
| AXA S.A. | 1,151,735 | $1.57 億 | 0.47% | +7,463+0.7% | 加碼 |
| Jane Street Group, LLC | 1,125,194 | $1.53 億 | 0.20% | +75,405+7.2% | 加碼 |
| First Trust Advisors LP | 1,118,820 | $1.52 億 | 0.15% | +346,356+44.8% | 加碼 |
| HSBC Holdings PLC | 1,041,656 | $1.52 億 | 0.11% | +267,649+34.6% | 加碼 |
| Voyager Global Management LP | 1,100,000 | $1.50 億 | 7.23% | −1,025,000−48.2% | 減碼 |
| Baird Financial Group, Inc. | 1,092,530 | $1.49 億 | 0.31% | −6,467−0.6% | 減碼 |
| Ruffer LLP | 1,072,361 | $1.46 億 | 5.62% | −577,095−35.0% | 減碼 |
| Bamco Inc | 1,066,264 | $1.45 億 | 0.39% | −1,096,791−50.7% | 減碼 |
| Locust Wood Capital Advisers, LLC | 1,055,790 | $1.44 億 | 5.66% | −83,576−7.3% | 減碼 |
| Munro Partners | 1,040,477 | $1.42 億 | 5.07% | +445,280+74.8% | 加碼 |
| Thornburg Investment Management Inc | 1,018,135 | $1.39 億 | 1.94% | −182,251−15.2% | 減碼 |
| Danske Bank A/S | 1,006,747 | $1.37 億 | 0.43% | +1,006,747 | 新進 |
| Degroof Petercam Asset Management | 1,005,645 | $1.37 億 | 1.64% | +352,579+54.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 973,568 | $1.32 億 | 0.09% | +20,012+2.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 959,551 | $1.31 億 | 0.16% | −302,622−24.0% | 減碼 |
| Clal Insurance Enterprises Holdings Ltd | 947,000 | $1.29 億 | 1.45% | −387,000−29.0% | 減碼 |
| CIBC World Markets Inc. | 944,118 | $1.28 億 | 0.33% | +68,179+7.8% | 加碼 |
| Qube Research & Technologies Ltd | 937,457 | $1.28 億 | 0.23% | +303,623+47.9% | 加碼 |
| Capital Group Private Client Services, Inc. | 931,726 | $1.27 億 | 1.29% | −36,629−3.8% | 減碼 |
| Neuberger Berman Group LLC | 930,037 | $1.27 億 | 0.10% | +403,857+76.8% | 加碼 |
| Morningstar Investment Services LLC | 900,508 | $1.23 億 | 1.35% | −1,011,205−52.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 899,000 | $1.22 億 | 0.53% | +37,000+4.3% | 加碼 |
| Kames Capital plc | 889,902 | $1.21 億 | 1.82% | −8,245−0.9% | 減碼 |
| Westfield Capital Management Co LP | 854,438 | $1.16 億 | 0.61% | +854,438 | 新進 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 850,000 | $1.16 億 | 21.74% | +850,000 | 新進 |
| Marsico Capital Management LLC | 829,987 | $1.13 億 | 3.71% | +100,002+13.7% | 加碼 |
| Candriam Luxembourg S.C.A. | 789,770 | $1.07 億 | 0.69% | +207,357+35.6% | 加碼 |
| Kempen Capital Management N.V. | 784,785 | $1.07 億 | 1.33% | +660+0.1% | 加碼 |
| Banque Pictet & Cie SA | 768,043 | $1.04 億 | 1.10% | +118,476+18.2% | 加碼 |
| SRS Investment Management, LLC | 768,027 | $1.04 億 | 1.44% | 00.0% | 不變 |
| HighTower Advisors, LLC | 753,776 | $1.03 億 | 0.17% | +89,520+13.5% | 加碼 |
| Summitry LLC | 739,576 | $1.01 億 | 5.28% | +560.0% | 加碼 |
| C WorldWide Group Holding A/S | 732,234 | $9,962 萬 | 1.14% | −7,948−1.1% | 減碼 |
| Capital International Inc | 730,580 | $9,940 萬 | 1.34% | −199,611−21.5% | 減碼 |
| Geode Capital Management, LLC | 723,704 | $9,846 萬 | 0.01% | −76,356−9.5% | 減碼 |
| WT Asset Management Ltd | 722,762 | $9,833 萬 | 9.90% | +94,862+15.1% | 加碼 |
| Handelsbanken Fonder AB | 719,000 | $9,782 萬 | 0.42% | +29,550+4.3% | 加碼 |
| Credit Suisse AG | 714,790 | $9,725 萬 | 0.09% | −382,520−34.9% | 減碼 |
| Waverton Investment Management Ltd | 713,477 | $9,705 萬 | 2.02% | +8,833+1.3% | 加碼 |
| Epoch Investment Partners, Inc. | 709,067 | $9,647 萬 | 0.43% | −155,121−17.9% | 減碼 |
| LPL Financial LLC | 693,388 | $9,434 萬 | 0.05% | +82,461+13.5% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 687,929 | $9,359 萬 | 0.34% | −365,287−34.7% | 減碼 |
| TD Asset Management Inc | 684,227 | $9,309 萬 | 0.09% | −45,391−6.2% | 減碼 |
| Trivest Advisors Ltd | 676,000 | $9,197 萬 | 3.23% | +676,000 | 新進 |
| Optiver Holding B.V. | 668,001 | $9,088 萬 | 3.77% | +347,756+108.6% | 加碼 |
| La Financiere de L'Echiquier | 658,004 | $8,952 萬 | 3.85% | −89,428−12.0% | 減碼 |
| Summit Partners Public Asset Management, LLC | 656,716 | $8,935 萬 | 4.27% | −23,690−3.5% | 減碼 |
| Albar Capital Ltd | 656,540 | $8,932 萬 | 15.18% | +600,876+1,079.5% | 加碼 |
| Perpetual Ltd | 656,304 | $8,929 萬 | 0.87% | −814,659−55.4% | 減碼 |
| Stifel Financial Corp | 654,753 | $8,908 萬 | 0.10% | +2,144+0.3% | 加碼 |
| L1 Capital Pty Ltd | 650,273 | $8,889 萬 | 7.38% | +650,273 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 628,488 | $8,551 萬 | 0.06% | −15,549−2.4% | 減碼 |
| Rhumbline Advisers | 623,015 | $8,476 萬 | 0.08% | −53,865−8.0% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 616,700 | $8,390 萬 | 10.57% | +335,600+119.4% | 加碼 |
| Himension Fund | 609,767 | $8,296 萬 | 6.22% | +537,847+747.8% | 加碼 |
| Quilter Plc | 608,121 | $8,273 萬 | 1.96% | −18,362−2.9% | 減碼 |
| Fullerton Fund Management Co Ltd. | 606,361 | $8,250 萬 | 3.91% | +606,361 | 新進 |
| Public Sector Pension Investment Board | 604,472 | $8,224 萬 | 0.60% | −116,300−16.1% | 減碼 |
| Nomura Holdings Inc | 591,393 | $8,046 萬 | 0.65% | +342,619+137.7% | 加碼 |
| Boston Common Asset Management, LLC | 589,829 | $8,025 萬 | 1.92% | +140,339+31.2% | 加碼 |
| Liontrust Investment Partners LLP | 568,928 | $7,740 萬 | 1.08% | +66,278+13.2% | 加碼 |
| Clark Capital Management Group, Inc. | 561,974 | $7,646 萬 | 0.57% | +18,472+3.4% | 加碼 |
| Hardman Johnston Global Advisors LLC | 561,780 | $7,643 萬 | 2.64% | +103,125+22.5% | 加碼 |
| Aviva PLC | 556,088 | $7,566 萬 | 0.25% | −144,400−20.6% | 減碼 |
| Itau Unibanco Holding S.A. | 530,798 | $7,222 萬 | 3.10% | +66,987+14.4% | 加碼 |
| Kensico Capital Management Corp | 529,800 | $7,208 萬 | 2.37% | +253,900+92.0% | 加碼 |
| Rathbone Brothers plc | 522,862 | $7,114 萬 | 0.41% | +23,968+4.8% | 加碼 |
| Coronation Fund Managers Ltd. | 508,618 | $6,920 萬 | 1.88% | −54,232−9.6% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 504,022 | $6,857 萬 | 1.33% | +8,310+1.7% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 500,000 | $6,803 萬 | 1.02% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 499,961 | $6,802 萬 | 0.20% | +17,962+3.7% | 加碼 |
| E Fund Management Co., Ltd. | 498,521 | $6,782 萬 | 4.20% | −58,770−10.5% | 減碼 |
| Oribel Capital Management, LP | 496,400 | $6,754 萬 | 7.75% | +280,800+130.2% | 加碼 |
| Fort Washington Investment Advisors Inc | 495,394 | $6,740 萬 | 0.43% | +470,094+1,858.1% | 加碼 |
| Federated Hermes, Inc. | 492,821 | $6,705 萬 | 0.15% | +33,297+7.2% | 加碼 |
| Causeway Capital Management LLC | 489,167 | $6,655 萬 | 1.74% | +26,398+5.7% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 485,000 | $6,598 萬 | 6.59% | −50,000−9.3% | 減碼 |
| Clearbridge Investments, LLC | 483,491 | $6,578 萬 | 0.05% | +473,664+4,820.0% | 加碼 |