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 2 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2024/6/30 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
- 2,106
- 較 2024 年第 1 季 +217 家
- 持有股數
- 8.39 億
- 較 2024 年第 1 季 +106.5 萬 (+0.1%)
- 總市值
- $1,451 億
- 較 2024 年第 1 季 +$311.3 億 (+27.3%)
- 新進機構
- 304
- 另有 871 家加碼
- 清倉機構
- 87
- 另有 689 家減碼
另有 25 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| AMF Pensionsforsakring AB | 1,463,150 | $2.54 億 | 1.90% | +276,588+23.3% | 加碼 |
| Legal & General Group Plc | 1,430,873 | $2.49 億 | 0.07% | −98,791−6.5% | 減碼 |
| State Street Corp | 1,416,100 | $2.47 億 | 0.01% | −139,371−9.0% | 減碼 |
| Hudson Bay Capital Management LP | 1,381,567 | $2.40 億 | 1.80% | +1,223,073+771.7% | 加碼 |
| DnB Asset Management AS | 1,379,505 | $2.40 億 | 1.14% | −230,907−14.3% | 減碼 |
| Nordea Investment Management AB | 1,332,865 | $2.34 億 | 0.27% | −846,945−38.9% | 減碼 |
| Canoe Financial LP | 1,709,737 | $2.33 億 | 4.31% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 1,318,340 | $2.30 億 | 0.41% | −21,139−1.6% | 減碼 |
| Manning & Napier Advisors LLC | 1,312,929 | $2.28 億 | 2.58% | +1,312,929 | 新進 |
| Man Group plc | 1,281,010 | $2.23 億 | 0.59% | −2,264,311−63.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 1,255,564 | $2.18 億 | 0.24% | +296,013+30.8% | 加碼 |
| Loomis Sayles & Co L P | 1,221,007 | $2.12 億 | 0.29% | +17,410+1.4% | 加碼 |
| New York State Common Retirement Fund | 1,212,373 | $2.11 億 | 0.28% | −780,308−39.2% | 減碼 |
| Keywise Capital Management (HK) Ltd | 1,208,950 | $2.10 億 | 25.40% | −179,950−13.0% | 減碼 |
| Consolidated Press International Holdings Ltd | 1,188,975 | $2.07 億 | 26.05% | 00.0% | 不變 |
| Locust Wood Capital Advisers, LLC | 1,150,235 | $2.00 億 | 7.38% | +94,445+8.9% | 加碼 |
| Voyager Global Management LP | 1,150,000 | $2.00 億 | 8.92% | +50,000+4.5% | 加碼 |
| AXA S.A. | 1,137,519 | $1.98 億 | 0.59% | −14,216−1.2% | 減碼 |
| The PNC Financial Services Group, Inc. | 1,124,176 | $1.95 億 | 0.13% | +150,608+15.5% | 加碼 |
| Kempen Capital Management N.V. | 1,111,348 | $1.93 億 | 2.16% | +326,563+41.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,210,492 | $1.93 億 | 0.96% | −58,024−4.6% | 減碼 |
| LGT Capital Partners Ltd. | 1,082,370 | $1.88 億 | 6.41% | −394,240−26.7% | 減碼 |
| Westfield Capital Management Co LP | 1,060,028 | $1.84 億 | 0.91% | +205,590+24.1% | 加碼 |
| Baird Financial Group, Inc. | 1,010,986 | $1.76 億 | 0.36% | −81,544−7.5% | 減碼 |
| CIBC World Markets Inc. | 994,351 | $1.73 億 | 0.43% | +50,233+5.3% | 加碼 |
| Munro Partners | 989,757 | $1.72 億 | 6.37% | −50,720−4.9% | 減碼 |
| Mondrian Investment Partners LTD | 1,034,696 | $1.72 億 | 2.64% | −751,034−42.1% | 減碼 |
| Jericho Capital Asset Management L.P. | 979,134 | $1.70 億 | 5.12% | +979,134 | 新進 |
| LPL Financial LLC | 976,227 | $1.70 億 | 0.08% | +282,839+40.8% | 加碼 |
| Credit Agricole S A | 954,529 | $1.66 億 | 1.02% | +912,973+2,197.0% | 加碼 |
| Thornburg Investment Management Inc | 931,644 | $1.63 億 | 2.29% | −86,491−8.5% | 減碼 |
| Trinity Street Asset Management LLP | 908,705 | $1.58 億 | 13.94% | −291,398−24.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 899,000 | $1.56 億 | 0.65% | 00.0% | 不變 |
| Bamco Inc | 897,650 | $1.56 億 | 0.45% | −168,614−15.8% | 減碼 |
| Morningstar Investment Services LLC | 889,267 | $1.53 億 | 1.66% | −11,241−1.2% | 減碼 |
| Marsico Capital Management LLC | 874,307 | $1.52 億 | 4.54% | +44,320+5.3% | 加碼 |
| Stifel Financial Corp | 862,236 | $1.50 億 | 0.17% | +207,483+31.7% | 加碼 |
| Capital Group Private Client Services, Inc. | 857,268 | $1.49 億 | 1.49% | −74,458−8.0% | 減碼 |
| ARGA Investment Management, LP | 840,260 | $1.46 億 | 5.13% | −701,664−45.5% | 減碼 |
| Itau Unibanco Holding S.A. | 382,036 | $1.46 億 | 6.00% | −148,762−28.0% | 減碼 |
| HighTower Advisors, LLC | 832,155 | $1.45 億 | 0.22% | +78,379+10.4% | 加碼 |
| Kames Capital plc | 805,996 | $1.40 億 | 1.97% | −83,906−9.4% | 減碼 |
| Candriam Luxembourg S.C.A. | 803,095 | $1.40 億 | 0.85% | +13,325+1.7% | 加碼 |
| Himension Fund | 771,846 | $1.34 億 | 9.50% | +162,079+26.6% | 加碼 |
| SRS Investment Management, LLC | 768,027 | $1.33 億 | 1.82% | 00.0% | 不變 |
| Handelsbanken Fonder AB | 765,000 | $1.33 億 | 0.58% | +46,000+6.4% | 加碼 |
| Thrivent Financial for Lutherans | 752,971 | $1.31 億 | 0.26% | +381,766+102.8% | 加碼 |
| C WorldWide Group Holding A/S | 748,830 | $1.30 億 | 1.41% | +16,596+2.3% | 加碼 |
| Waverton Investment Management Ltd | 741,328 | $1.29 億 | 2.43% | +27,851+3.9% | 加碼 |
| Banque Pictet & Cie SA | 729,105 | $1.27 億 | 1.30% | −38,938−5.1% | 減碼 |
| TD Asset Management Inc | 722,608 | $1.26 億 | 0.12% | +38,381+5.6% | 加碼 |
| Clal Insurance Enterprises Holdings Ltd | 721,789 | $1.25 億 | 1.31% | −225,211−23.8% | 減碼 |
| Summitry LLC | 707,606 | $1.23 億 | 6.35% | −31,970−4.3% | 減碼 |
| Epoch Investment Partners, Inc. | 690,571 | $1.20 億 | 0.55% | −18,496−2.6% | 減碼 |
| Capital International Inc | 689,484 | $1.20 億 | 1.59% | −41,096−5.6% | 減碼 |
| Kensico Capital Management Corp | 682,500 | $1.19 億 | 3.69% | +152,700+28.8% | 加碼 |
| Bank of Montreal | 668,115 | $1.18 億 | 0.06% | −2,575,086−79.4% | 減碼 |
| SG Americas Securities, LLC | 670,722 | $1.17 億 | 0.74% | +487,210+265.5% | 加碼 |
| Varma Mutual Pension Insurance Co | 656,400 | $1.14 億 | 0.92% | +390,300+146.7% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 655,217 | $1.14 億 | 0.13% | −1,411,756−68.3% | 減碼 |
| Allianz Asset Management GmbH | 654,265 | $1.14 億 | 0.18% | +238,197+57.2% | 加碼 |
| Rathbone Brothers plc | 653,497 | $1.14 億 | 0.62% | +130,635+25.0% | 加碼 |
| Geode Capital Management, LLC | 644,642 | $1.12 億 | 0.01% | −79,062−10.9% | 減碼 |
| Summit Partners Public Asset Management, LLC | 635,824 | $1.11 億 | 5.09% | −20,892−3.2% | 減碼 |
| First Trust Advisors LP | 627,646 | $1.09 億 | 0.11% | −491,174−43.9% | 減碼 |
| Aviva PLC | 619,916 | $1.08 億 | 0.30% | +63,828+11.5% | 加碼 |
| Point72 Asset Management, L.P. | 618,101 | $1.07 億 | 0.35% | +618,101 | 新進 |
| WT Asset Management Ltd | 592,077 | $1.03 億 | 10.02% | −130,685−18.1% | 減碼 |
| PEAK6 Investments LLC | 591,356 | $1.03 億 | 4.78% | +349,641+144.7% | 加碼 |
| Ruffer LLP | 590,935 | $1.03 億 | 4.41% | −481,426−44.9% | 減碼 |
| State of New Jersey Common Pension Fund D | 590,492 | $1.03 億 | 0.45% | −832,799−58.5% | 減碼 |
| La Financiere de L'Echiquier | 582,278 | $1.01 億 | 4.41% | −75,726−11.5% | 減碼 |
| Quilter Plc | 579,044 | $1.01 億 | 2.26% | −29,077−4.8% | 減碼 |
| Clark Capital Management Group, Inc. | 567,348 | $9,861 萬 | 0.72% | +5,374+1.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 565,305 | $9,826 萬 | 0.07% | −63,183−10.1% | 減碼 |
| Boston Common Asset Management, LLC | 555,847 | $9,661 萬 | 2.48% | −33,982−5.8% | 減碼 |
| Rockefeller Capital Management L.P. | 553,456 | $9,617 萬 | 0.27% | +53,495+10.7% | 加碼 |
| Fort Washington Investment Advisors Inc | 551,999 | $9,594 萬 | 0.63% | +56,605+11.4% | 加碼 |
| Harvard Management Co Inc | 550,990 | $9,577 萬 | 5.82% | +348,643+172.3% | 加碼 |
| Perpetual Ltd | 535,286 | $9,304 萬 | 1.01% | −121,018−18.4% | 減碼 |
| North of South Capital LLP | 534,410 | $9,289 萬 | 24.05% | +534,410 | 新進 |
| Causeway Capital Management LLC | 505,772 | $8,791 萬 | 2.40% | +16,605+3.4% | 加碼 |
| Albar Capital Ltd | 504,381 | $8,767 萬 | 13.36% | −152,159−23.2% | 減碼 |
| Sequoia China Equity Partners (Hong Kong) Ltd | 500,000 | $8,691 萬 | 23.31% | −350,000−41.2% | 減碼 |
| Fullerton Fund Management Co Ltd. | 491,239 | $8,538 萬 | 3.83% | −115,122−19.0% | 減碼 |
| Truist Financial Corp | 490,197 | $8,520 萬 | 0.13% | +29,084+6.3% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 489,108 | $8,501 萬 | 1.61% | −14,914−3.0% | 減碼 |
| Parnassus Investments | 481,944 | $8,377 萬 | 0.18% | +963+0.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 479,362 | $8,332 萬 | 0.12% | +80,566+20.2% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 469,762 | $8,159 萬 | 2.46% | −10,085−2.1% | 減碼 |
| Pictet & Cie (Europe) SA | 467,573 | $8,127 萬 | 1.99% | +45,439+10.8% | 加碼 |
| Nomura Holdings Inc | 465,219 | $8,086 萬 | 0.52% | −126,174−21.3% | 減碼 |
| Avala Global LP | 463,700 | $8,060 萬 | 5.87% | +25,400+5.8% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 460,000 | $7,995 萬 | 1.29% | −40,000−8.0% | 減碼 |
| Creative Planning | 458,564 | $7,970 萬 | 0.09% | +27,025+6.3% | 加碼 |
| Phoenix Holdings Ltd. | 456,605 | $7,952 萬 | 1.21% | +140,954+44.7% | 加碼 |
| CIBC Private Wealth Group, LLC | 423,661 | $7,907 萬 | 0.15% | +24,446+6.1% | 加碼 |
| Cerity Partners LLC | 449,173 | $7,807 萬 | 0.21% | +33,285+8.0% | 加碼 |
| Rhumbline Advisers | 448,522 | $7,796 萬 | 0.07% | −174,493−28.0% | 減碼 |
| Bain Capital Public Equity Management II, LLC | 443,140 | $7,702 萬 | 3.46% | +443,140 | 新進 |