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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 2 季與 2024 年第 1 季比較

持有 Taiwan Semiconductor Manufacturing Co Ltd 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

TSM 的 13F 持有人:2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數1,914252,106+217
股數8.44 億637.8 萬8.39 億+106.5 萬 (+0.1%)
市值$1,149 億$8.97 億$1,451 億+$311.3 億 (+27.3%)

25 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(304 家)

2024 年第 2 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2024 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 304 家。

2024 年第 2 季新進 TSM 的機構
機構股數市值佔組合 %
BlueSpruce Investments, LP2,198,590$3.82 億7.02%
Manning & Napier Advisors LLC1,312,929$2.28 億2.58%
Jericho Capital Asset Management L.P.979,134$1.70 億5.12%
Point72 Asset Management, L.P.618,101$1.07 億0.35%
North of South Capital LLP534,410$9,289 萬24.05%
Bain Capital Public Equity Management II, LLC443,140$7,702 萬3.46%
TOMS Capital Investment Management LP400,467$6,961 萬5.17%
Strategy Capital LLC354,060$6,154 萬6.04%
Steadfast Capital Management LP304,800$5,298 萬1.26%
J. Safra Sarasin Holding AG285,962$4,970 萬0.91%
Main Street Research LLC165,995$2,894 萬1.91%
Dnca Finance161,000$2,798 萬2.40%
Yong Rong (HK) Asset Management Ltd151,250$2,629 萬9.08%
Honeycomb Asset Management LP150,600$2,618 萬7.16%
Generation Investment Management LLP147,503$2,564 萬0.12%
CloudAlpha Capital Management Limited/Hong Kong144,010$2,503 萬3.56%
Sanctuary Advisors, LLC155,113$2,145 萬0.16%
Aquatic Capital Management LLC123,100$2,140 萬0.79%
Marcho Partners LLP106,641$1,854 萬5.61%
TB Alternative Assets Ltd.100,440$1,746 萬4.06%
Mirae Asset Global ETFs Holdings Ltd.98,206$1,707 萬0.04%
Firetrail Investments Pty Ltd97,554$1,696 萬5.14%
Promethos Capital, LLC121,354$1,668 萬6.32%
HRT Financial LP94,399$1,641 萬0.09%
Antipodes Partners Ltd88,871$1,545 萬0.56%
AMS Capital Ltda87,822$1,526 萬3.19%
ExodusPoint Capital Management, LP87,731$1,525 萬0.17%
Stevens Capital Management LP83,208$1,446 萬4.89%
Atika Capital Management LLC79,500$1,382 萬1.60%
Point72 Asia (Singapore) Pte. Ltd.76,189$1,324 萬2.76%
Mirae Asset Securities (USA) Inc.75,934$1,320 萬0.85%
MY.Alpha Management HK Advisors Ltd69,483$1,208 萬4.55%
Newbrook Capital Advisors LP64,213$1,116 萬1.64%
Jump Financial, LLC51,800$900.3 萬0.18%
Lockheed Martin Investment Management Co50,800$883.0 萬0.51%
Annex Advisory Services, LLC46,657$810.9 萬0.29%
New Thinking (Hong Kong) Investment Management Co. Ltd45,100$783.9 萬33.78%
Caxton Associates LP45,000$782.1 萬0.31%
Hampton Road Capital Management LP44,875$780.0 萬1.22%
Scalar Gauge Management, LLC44,000$764.8 萬4.45%
Gilder Gagnon Howe & Co LLC42,879$745.3 萬0.09%
Pelham Capital Ltd.40,754$708.3 萬4.35%
Absolute Gestao de Investimentos Ltda.40,570$705.1 萬3.68%
BTG Pactual Asset Management US LLC40,002$695.3 萬1.74%
Dai-Ichi Life Insurance Company, Ltd36,790$639.4 萬0.16%
Candelo Capital Management LP34,750$604.0 萬4.48%
Milestones Administradora de Recursos Ltda.32,110$558.1 萬2.35%
In-Depth Partners, LLC30,541$530.8 萬4.89%
Interval Partners, LP30,455$529.3 萬0.16%
One Capital Management, LLC29,575$514.0 萬0.18%
Skye Global Management LP29,500$512.7 萬0.12%
Soviero Asset Management, LP29,000$504.0 萬3.87%
Aragon Global Management, LP28,700$498.8 萬2.13%
Valliance Asset Management Ltd25,000$434.5 萬6.94%
Catalyst Capital Advisors LLC24,800$431.0 萬0.10%
Black Swift Group, LLC20,010$347.8 萬0.80%
Clough Capital Partners L P19,772$343.7 萬0.38%
Maia Wealth LLC16,495$305.5 萬0.92%
Eagle Strategies LLC17,313$300.9 萬0.58%
CacheTech Inc.17,225$299.4 萬0.69%
Bridgewater Advisors Inc.18,111$290.3 萬0.36%
Employees Retirement System of Texas15,571$270.6 萬0.03%
Silphium Asset Management Ltd15,050$261.6 萬1.25%
Boston Partners14,015$243.7 萬0.00%
Absoluto Partners Gestao de Recursos Ltda13,735$238.7 萬1.27%
Drucker Wealth 3.0, LLC13,306$231.3 萬0.61%
Connective Portfolio Management, LLC12,760$221.8 萬3.61%
Strengthening Families & Communities, LLC11,691$203.2 萬0.58%
Two Sigma Advisers, LP11,000$191.2 萬0.00%
Stonehage Fleming Financial Services Holdings Ltd10,524$182.9 萬0.05%
K.J. Harrison & Partners Inc10,500$182.5 萬0.30%
Connable Office Inc10,479$182.1 萬0.20%
JBF Capital, Inc.10,000$173.8 萬0.27%
CenterStar Asset Management, LLC9,117$158.4 萬2.38%
Geneva Partners, LLC8,850$153.8 萬0.63%
Connective Capital Management, LLC8,561$148.8 萬2.80%
BOS Asset Management, LLC8,214$142.8 萬0.66%
Scientech Research LLC7,599$132.1 萬0.27%
Quadcap Wealth Management, LLC7,560$131.4 萬0.24%
Cable Hill Partners, LLC7,529$131.3 萬0.14%
Eos Management, L.P.6,967$121.1 萬0.47%
Signature Estate & Investment Advisors LLC6,426$111.7 萬0.03%
SlateStone Wealth, LLC6,285$109.2 萬0.12%
Pinpoint Asset Management Ltd6,033$104.9 萬0.15%
Westover Capital Advisors, LLC5,876$102.1 萬0.26%
Sphera Funds Management Ltd.5,650$98.2 萬0.16%
Fullcircle Wealth LLC6,105$97.6 萬0.48%
Heritage Wealth Management, Inc.5,200$95.7 萬0.32%
Arete Wealth Advisors, LLC5,312$95.0 萬0.08%
Aviso Financial Inc.5,333$92.7 萬0.05%
SageView Advisory Group, LLC5,306$92.2 萬0.04%
IFG Advisory, LLC5,303$92.2 萬0.06%
O'Neil Global Advisors, Inc.5,290$91.9 萬0.43%
Diversify Wealth Management, LLC6,084$90.0 萬0.11%
Norris Financial Group, LLC5,041$87.6 萬0.46%
Callahan Advisors, LLC5,002$86.9 萬0.09%
Braun Stacey Associates Inc4,944$85.9 萬0.03%
Orleans Capital Management Corp4,940$85.9 萬0.55%
Nkcfo LLC4,800$83.4 萬0.46%
GenTrust, LLC4,635$80.6 萬0.04%

清倉機構(87 家)

2024 年第 1 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2024 年第 2 季有申報但已經沒有持有的機構。

2024 年第 2 季清倉 TSM 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Northcape Capital Pty Ltd1,857,160$2.53 億
Railway Pension Investments Ltd1,503,783$2.05 億
Qube Research & Technologies Ltd937,457$1.28 億
L1 Capital Pty Ltd650,273$8,889 萬
Contour Asset Management LLC359,959$4,897 萬
Alpine Investment Management Ltd325,000$4,422 萬
PointState Capital LP168,280$2,289 萬
Franchise Capital Ltd127,259$1,731 萬
Tairen Capital Ltd106,601$1,450 萬
IMC-Chicago, LLC82,655$1,125 萬
Hillman Capital Management, Inc.79,991$1,088 萬
Caption Management, LLC74,000$1,007 萬
AI-Squared Management Ltd71,400$971.4 萬
Groupama Asset Managment64,192$873.3 萬
Hidden Lake Asset Management LP60,560$823.9 萬
La Banque Postale Asset Management SA60,204$819.1 萬
Point72 Europe (London) LLP59,574$810.5 萬
TenCore Partners, LP40,920$556.7 萬
Lombard Odier Asset Management (Europe) Ltd39,601$538.8 萬
Symmetry Partners, LLC28,036$381.4 萬
Wafra Inc.27,802$378.2 萬
Aigen Investment Management, LP22,895$311.5 萬
Seven Eight Capital, LP21,564$293.4 萬
Agf Management Ltd18,252$248.3 萬
Greenup Street Wealth Management LLC18,183$247.4 萬
Nwam LLC13,778$194.4 萬
Accuvest Global Advisors13,770$187.3 萬
Genus Capital Management Inc.13,750$187.1 萬
Sender Co & Partners, Inc.12,935$176.0 萬
Marshall Wace, LLP12,077$164.3 萬
Strategic Planning Group, LLC11,678$158.9 萬
Lincoln National Corp11,512$156.6 萬
LFA - Lugano Financial Advisors SA11,194$152.3 萬
Consolidated Portfolio Review Corp10,992$149.5 萬
Graham Capital Management, L.P.8,640$117.5 萬
Dynasty Wealth Management, LLC8,567$116.6 萬
ICICI Prudential Asset Management Co Ltd7,927$107.8 萬
Sonnipe Ltd6,490$88.3 萬
Evoke Wealth, LLC5,980$81.7 萬
Fosun International Ltd5,800$78.9 萬
Vinland Capital Management Gestora de Recursos LTDA.5,400$73.5 萬
Signal Advisors Wealth, LLC5,374$73.1 萬
CBOE Vest Financial, LLC5,271$71.7 萬
Foguth Wealth Management, LLC.5,241$71.3 萬
Bridgefront Capital, LLC4,391$59.7 萬
Axq Capital, LP4,100$55.8 萬
Dynamic Technology Lab Private Ltd3,869$52.6 萬
Susquehanna International Securities, Ltd.3,532$48.1 萬
Abundance Wealth Counselors3,225$43.9 萬
Hartline Investment Corp3,111$42.3 萬
Clear Street Markets LLC3,000$40.8 萬
Girard Partners Ltd.2,956$40.2 萬
OneAscent Financial Services LLC2,677$36.5 萬
waypoint wealth counsel2,611$35.5 萬
Wellington Wealth Strategies, LLC.2,475$33.7 萬
Advisor Resource Council2,906$30.2 萬
Sicart Associates LLC2,000$27.3 萬
Advisors Preferred, LLC1,866$26.4 萬
Executive Wealth Management, LLC1,857$26.3 萬
Fiduciary Family Office, LLC1,853$25.2 萬
Ground Swell Capital, LLC1,849$25.2 萬
Central Valley Advisors, LLC1,845$25.1 萬
BigSur Wealth Management LLC1,832$25.0 萬
Aveo Capital Partners, LLC1,625$23.0 萬
Philadelphia Trust Co1,684$22.9 萬
CoreCap Advisors, LLC1,609$21.9 萬
Grayhawk Investment Strategies Inc.576$7.84 萬
Sienna Gestion550$7.48 萬
HHM Wealth Advisors, LLC513$6.98 萬
Vestor Capital, LLC508$6.90 萬
Laurion Capital Management LP501$6.82 萬
Truvestments Capital LLC500$6.80 萬
Fernwood Investment Management, LLC420$5.71 萬
Palisade Asset Management, LLC327$4.45 萬
CoreFirst Bank & Trust218$2.97 萬
LifeSteps Financial, Inc.200$2.72 萬
EnRich Financial Partners LLC153$2.08 萬
Financial Synergies Wealth Advisors, Inc.125$1.70 萬
Atwood & Palmer Inc82$1.12 萬
REAP Financial Group, LLC50$6,803
Investors Research Corp35$4,762
Avion Wealth27$4,000
Private Ocean, LLC15$2,041
Vima LLC16$1,488
Piscataqua Savings Bank10$1,360
Sanctuary Wealth Management, L.L.C.3$408
Global Assets Advisory, LLC22,780$161

尚未申報 2024 年第 2 季的機構(25 家)

2024 年第 1 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 1 季持有 TSM、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Vontobel Asset Management Inc2,397,222$3.56 億
Manning & Napier Group, LLC1,883,134$2.56 億
Degroof Petercam Asset Management1,005,645$1.37 億
Credit Suisse AG714,790$9,725 萬
WS Portfolio Advisory, LLC109,608$1,491 萬
Coulter & Justus Financial Services, LLC104,506$1,422 萬
Segantii Capital Management Ltd60,000$818.0 萬
Grey Street Capital, LLC26,123$356.8 萬
InterOcean Capital Group, LLC19,578$266.4 萬
Cutler Group LP14,033$190.9 萬
BTG Pactual Global Asset Management Ltd7,000$95.2 萬
Credential Qtrade Securities Inc.5,587$76.0 萬
Steward Partners Investment Solutions, LLC5,045$68.6 萬
Merlin Capital LLC4,634$63.0 萬
Wilbanks Smith & Thomas Asset Management LLC4,573$62.2 萬
Cambridge Trust Co3,000$40.8 萬
Richelieu Gestion PLC2,792$38.0 萬
CWA Asset Management Group, LLC2,238$30.4 萬
Imprint Wealth LLC1,977$28.0 萬
Centurion Wealth Management LLC1,595$21.7 萬
Coppell Advisory Solutions Corp.1,508$20.5 萬
Watts Gwilliam & Co., LLC1,329$20.2 萬
Pflug Koory, LLC878$11.9 萬
Retirement Group, LLC740$10.1 萬
FSA Wealth Management LLC112$1.52 萬