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 |
|---|---|---|---|---|---|
| CCLA Investment Management Ltd | 226,237 | $3,081 萬 | 0.47% | +289+0.1% | 加碼 |
| Capital Fund Management S.A. | 216,759 | $2,949 萬 | 0.36% | −313,836−59.1% | 減碼 |
| Jupiter Asset Management Ltd | 207,703 | $2,826 萬 | 0.27% | −58,451−22.0% | 減碼 |
| Trajan Wealth LLC | 207,417 | $2,822 萬 | 1.91% | +207,417 | 新進 |
| Janney Capital Management LLC | 206,987 | $2,816 萬 | 1.87% | −57,668−21.8% | 減碼 |
| Harvard Management Co Inc | 202,347 | $2,753 萬 | 1.75% | 00.0% | 不變 |
| Moran Wealth Management, LLC | 202,138 | $2,750 萬 | 0.89% | −6,022−2.9% | 減碼 |
| BNP Paribas | 201,795 | $2,746 萬 | 1.28% | +201,795 | 新進 |
| Pictet North America Advisors SA | 201,069 | $2,736 萬 | 3.05% | −3,550−1.7% | 減碼 |
| Cresset Asset Management, LLC | 199,087 | $2,719 萬 | 0.13% | +22,183+12.5% | 加碼 |
| Mariner, LLC | 197,251 | $2,684 萬 | 0.06% | +14,955+8.2% | 加碼 |
| Nikko Asset Management Americas, Inc. | 195,315 | $2,657 萬 | 0.26% | −5,020−2.5% | 減碼 |
| Insight Holdings Group, LLC | 193,800 | $2,637 萬 | 0.74% | +107,100+123.5% | 加碼 |
| TCW Group Inc | 190,096 | $2,586 萬 | 0.26% | −4,996−2.6% | 減碼 |
| Thomasville National Bank | 189,608 | $2,580 萬 | 2.12% | +7,512+4.1% | 加碼 |
| Hosking Partners LLP | 188,885 | $2,570 萬 | 0.95% | −585−0.3% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 187,048 | $2,546 萬 | 0.10% | −237,073−55.9% | 減碼 |
| Moore Capital Management, LP | 186,601 | $2,539 萬 | 0.52% | +55,984+42.9% | 加碼 |
| Zweig-DiMenna Associates LLC | 185,177 | $2,519 萬 | 2.23% | −2,193−1.2% | 減碼 |
| SG Americas Securities, LLC | 183,512 | $2,497 萬 | 0.13% | +86,880+89.9% | 加碼 |
| Monolith Management Ltd | 182,000 | $2,476 萬 | 9.82% | +182,000 | 新進 |
| Cambiar Investors LLC | 179,600 | $2,443 萬 | 0.91% | −30,424−14.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 178,725 | $2,432 萬 | 0.09% | +428+0.2% | 加碼 |
| Harber Asset Management LLC | 176,888 | $2,407 萬 | 5.86% | −80,070−31.2% | 減碼 |
| Parallax Volatility Advisers, L.P. | 176,564 | $2,402 萬 | 0.68% | +96,708+121.1% | 加碼 |
| London & Capital Asset Management Ltd | 174,934 | $2,380 萬 | 1.82% | −2,497−1.4% | 減碼 |
| M&T Bank Corp | 173,812 | $2,365 萬 | 0.08% | −12,467−6.7% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 172,113 | $2,342 萬 | 1.89% | +12,000+7.5% | 加碼 |
| DuPont Capital Management Corp | 171,055 | $2,327 萬 | 1.93% | −21,367−11.1% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 170,545 | $2,320 萬 | 2.47% | −1,321−0.8% | 減碼 |
| Sirios Capital Management L P | 170,445 | $2,319 萬 | 4.37% | +103,875+156.0% | 加碼 |
| PointState Capital LP | 168,280 | $2,289 萬 | 0.69% | −533,745−76.0% | 減碼 |
| GMT Capital Corp | 167,400 | $2,277 萬 | 0.90% | −100,500−37.5% | 減碼 |
| Ninety One North America, Inc. | 167,138 | $2,274 萬 | 1.10% | −3,152−1.9% | 減碼 |
| Matthews International Capital Management LLC | 165,439 | $2,251 萬 | 4.43% | −167,534−50.3% | 減碼 |
| Gemsstock Limited | 164,300 | $2,235 萬 | 8.44% | −89,700−35.3% | 減碼 |
| Y.D. More Investments Ltd | 163,953 | $2,230 萬 | 3.95% | −93,617−36.3% | 減碼 |
| Lido Advisors, LLC | 162,778 | $2,223 萬 | 0.20% | +5,924+3.8% | 加碼 |
| Ramirez Asset Management, Inc. | 163,009 | $2,218 萬 | 4.47% | −11,297−6.5% | 減碼 |
| Ninety One SA (PTY) Ltd | 162,489 | $2,213 萬 | 3.19% | +131,137+418.3% | 加碼 |
| Brinker Capital Investments, LLC | 162,595 | $2,212 萬 | 0.24% | +13,136+8.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 162,595 | $2,212 萬 | 0.24% | +13,136+8.8% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 161,183 | $2,193 萬 | 0.09% | +21,379+15.3% | 加碼 |
| Asset Management One Co.,Ltd. | 160,426 | $2,183 萬 | 0.08% | −15,720−8.9% | 減碼 |
| Ariel Investments, LLC | 160,054 | $2,178 萬 | 0.21% | −18,256−10.2% | 減碼 |
| Hudson Bay Capital Management LP | 158,494 | $2,156 萬 | 0.19% | +158,494 | 新進 |
| Kornitzer Capital Management Inc | 157,233 | $2,139 萬 | 0.39% | −630.0% | 減碼 |
| Generate Investment Management Ltd | 155,043 | $2,109 萬 | 1.66% | −4,923−3.1% | 減碼 |
| Tudor Investment Corp Et Al | 154,860 | $2,107 萬 | 0.26% | +59,590+62.5% | 加碼 |
| ABN AMRO Bank N.V. | 153,601 | $2,092 萬 | 0.31% | −1,802−1.2% | 減碼 |
| John G Ullman & Associates Inc | 152,342 | $2,073 萬 | 3.18% | −1,200−0.8% | 減碼 |
| Soros Capital Management LLC | 152,125 | $2,070 萬 | 5.68% | +124,220+445.2% | 加碼 |
| Davy Global Fund Management Ltd | 150,934 | $2,053 萬 | 2.33% | −12,398−7.6% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 150,000 | $2,041 萬 | 0.04% | −200,000−57.1% | 減碼 |
| Fundsmith Investment Services Ltd. | 149,989 | $2,041 萬 | 0.27% | +149,989 | 新進 |
| Snowden Capital Advisors LLC | 149,008 | $2,035 萬 | 0.64% | +33,847+29.4% | 加碼 |
| 1832 Asset Management L.P. | 149,532 | $2,034 萬 | 0.04% | −11,707−7.3% | 減碼 |
| Night Owl Capital Management, LLC | 147,642 | $2,009 萬 | 3.05% | +40,460+37.7% | 加碼 |
| Crestline Management, LP | 146,251 | $1,990 萬 | 1.88% | +74,351+103.4% | 加碼 |
| United Capital Financial Advisers, LLC | 145,951 | $1,986 萬 | 0.16% | −10,466−6.7% | 減碼 |
| Kinetic Partners Management, LP | 142,900 | $1,944 萬 | 1.36% | +142,900 | 新進 |
| Bailard, Inc. | 140,602 | $1,913 萬 | 0.53% | +95,029+208.5% | 加碼 |
| Alta Park Capital, LP | 140,192 | $1,907 萬 | 2.07% | +140,192 | 新進 |
| Toroso Investments, LLC | 139,851 | $1,903 萬 | 0.33% | −45,538−24.6% | 減碼 |
| M&G Plc | 139,175 | $1,893 萬 | 0.11% | +139,175 | 新進 |
| Yousif Capital Management, LLC | 138,243 | $1,881 萬 | 0.21% | −12,900−8.5% | 減碼 |
| Noked Israel Ltd | 138,000 | $1,878 萬 | 5.05% | +138,000 | 新進 |
| Teachers Retirement System of the State of Kentucky | 137,790 | $1,875 萬 | 0.17% | +54,800+66.0% | 加碼 |
| Tenere Capital LLC | 137,343 | $1,869 萬 | 5.56% | −5,168−3.6% | 減碼 |
| Pathstone Holdings, LLC | 136,432 | $1,859 萬 | 0.09% | −5,130−3.6% | 減碼 |
| Raub Brock Capital Management LP | 136,436 | $1,856 萬 | 3.93% | +136,436 | 新進 |
| Buckingham Capital Management, Inc. | 135,957 | $1,850 萬 | 2.27% | −2,988−2.2% | 減碼 |
| Exor Capital LLP | 135,000 | $1,837 萬 | 0.77% | +135,000 | 新進 |
| Nicola Wealth Management Ltd. | 98,000 | $1,806 萬 | 1.75% | −23,000−19.0% | 減碼 |
| Cabot Wealth Management Inc | 128,414 | $1,747 萬 | 2.28% | −1,809−1.4% | 減碼 |
| Oppenheimer & Co Inc | 128,167 | $1,744 萬 | 0.29% | +8,045+6.7% | 加碼 |
| Franchise Capital Ltd | 127,259 | $1,731 萬 | 3.22% | −85,891−40.3% | 減碼 |
| Motley Fool Wealth Management, LLC | 125,764 | $1,711 萬 | 0.88% | −959−0.8% | 減碼 |
| Tredje AP-fonden | 125,643 | $1,709 萬 | 0.18% | +40,000+46.7% | 加碼 |
| Boothbay Fund Management, LLC | 125,022 | $1,701 萬 | 0.50% | +66,310+112.9% | 加碼 |
| Augustine Asset Management Inc | 123,362 | $1,678 萬 | 7.00% | −545−0.4% | 減碼 |
| Evergreen Capital Management LLC | 121,715 | $1,662 萬 | 0.63% | +408+0.3% | 加碼 |
| Wetherby Asset Management Inc | 121,378 | $1,651 萬 | 0.79% | +352+0.3% | 加碼 |
| CapWealth Advisors, LLC | 119,941 | $1,632 萬 | 1.83% | −2,369−1.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 119,231 | $1,622 萬 | 0.24% | −28,028−19.0% | 減碼 |
| Tran Capital Management, L.P. | 118,769 | $1,616 萬 | 1.80% | +118,769 | 新進 |
| FACT Capital, LP | 117,710 | $1,601 萬 | 5.83% | +47,278+67.1% | 加碼 |
| CTC LLC | 117,371 | $1,597 萬 | 0.26% | +6,612+6.0% | 加碼 |
| Hilton Capital Management, LLC | 115,781 | $1,575 萬 | 1.41% | +63,304+120.6% | 加碼 |
| Compagnie Lombard Odier SCmA | 115,371 | $1,570 萬 | 0.28% | −13,243−10.3% | 減碼 |
| Atria Investments LLC | 115,175 | $1,567 萬 | 0.22% | +17,714+18.2% | 加碼 |
| Greenleaf Trust | 113,469 | $1,544 萬 | 0.14% | −2,116−1.8% | 減碼 |
| IvyRock Asset Management (HK) Ltd | 113,300 | $1,541 萬 | 7.17% | −40,000−26.1% | 減碼 |
| TD Waterhouse Canada Inc. | 95,369 | $1,536 萬 | 0.12% | +41,918+78.4% | 加碼 |
| Kestra Advisory Services, LLC | 111,928 | $1,523 萬 | 0.10% | +33,401+42.5% | 加碼 |
| Old National Bancorp | 111,471 | $1,517 萬 | 0.36% | +1,404+1.3% | 加碼 |
| Mercer Global Advisors Inc | 111,079 | $1,512 萬 | 0.04% | +24,278+28.0% | 加碼 |
| Naples Global Advisors, LLC | 109,754 | $1,499 萬 | 1.53% | −1,815−1.6% | 減碼 |
| WS Portfolio Advisory, LLC | 109,608 | $1,491 萬 | 2.64% | −4,923−4.3% | 減碼 |
| Motley Fool Asset Management LLC | 107,510 | $1,463 萬 | 0.95% | −34,618−24.4% | 減碼 |