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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 439,125 | $7,632 萬 | 0.18% | +55,903+14.6% | 加碼 |
| Brandes Investment Partners, LP | 439,899 | $7,606 萬 | 0.94% | −10,229−2.3% | 減碼 |
| Oribel Capital Management, LP | 426,200 | $7,408 萬 | 10.04% | −70,200−14.1% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 2,482,000 | $7,391 萬 | 10.31% | +1,865,300+302.5% | 加碼 |
| Hardman Johnston Global Advisors LLC | 420,278 | $7,305 萬 | 2.82% | −141,502−25.2% | 減碼 |
| Walleye Capital LLC | 419,677 | $7,294 萬 | 0.77% | +63,270+17.8% | 加碼 |
| Holocene Advisors, LP | 419,149 | $7,285 萬 | 0.30% | −975,583−69.9% | 減碼 |
| US Bancorp | 415,569 | $7,223 萬 | 0.10% | +43,591+11.7% | 加碼 |
| E Fund Management Co., Ltd. | 411,785 | $7,157 萬 | 3.96% | −86,736−17.4% | 減碼 |
| Origin Asset Management LLP | 407,281 | $7,079 萬 | 17.70% | −28,100−6.5% | 減碼 |
| Federated Hermes, Inc. | 405,410 | $7,046 萬 | 0.17% | −87,411−17.7% | 減碼 |
| TOMS Capital Investment Management LP | 400,467 | $6,961 萬 | 5.17% | +400,467 | 新進 |
| Crossmark Global Holdings, Inc. | 399,778 | $6,949 萬 | 1.33% | −45,717−10.3% | 減碼 |
| Public Sector Pension Investment Board | 395,732 | $6,878 萬 | 0.44% | −208,740−34.5% | 減碼 |
| Noked Israel Ltd | 395,300 | $6,871 萬 | 18.96% | +257,300+186.4% | 加碼 |
| Analog Century Management LP | 395,065 | $6,867 萬 | 6.80% | +85,239+27.5% | 加碼 |
| Tiger Pacific Capital LP | 394,944 | $6,865 萬 | 19.79% | −80,000−16.8% | 減碼 |
| CI Private Wealth, LLC | 394,866 | $6,863 萬 | 0.12% | −902−0.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 392,216 | $6,817 萬 | 0.16% | +16,981+4.5% | 加碼 |
| Guinness Asset Management LTD | 391,923 | $6,803 萬 | 1.40% | −79,817−16.9% | 減碼 |
| Magellan Asset Management Ltd | 391,393 | $6,803 萬 | 0.65% | +49,305+14.4% | 加碼 |
| Johnson Investment Counsel Inc | 389,951 | $6,778 萬 | 0.71% | +4,860+1.3% | 加碼 |
| Chicago Capital, LLC | 377,199 | $6,556 萬 | 1.95% | −1,835−0.5% | 減碼 |
| Liontrust Investment Partners LLP | 372,899 | $6,481 萬 | 0.92% | −196,029−34.5% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 370,465 | $6,465 萬 | 1.08% | −102,636−21.7% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 369,042 | $6,414 萬 | 0.27% | +207,859+129.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 363,107 | $6,311 萬 | 0.67% | −9,965−2.7% | 減碼 |
| Scotia Capital Inc. | 360,303 | $6,262 萬 | 0.37% | +42,407+13.3% | 加碼 |
| MML Investors Services, LLC | 360,160 | $6,260 萬 | 0.25% | −2,108−0.6% | 減碼 |
| Strategy Capital LLC | 354,060 | $6,154 萬 | 6.04% | +354,060 | 新進 |
| Governors Lane LP | 353,053 | $6,136 萬 | 9.53% | +28,352+8.7% | 加碼 |
| Suvretta Capital Management, LLC | 350,752 | $6,096 萬 | 2.49% | +21,400+6.5% | 加碼 |
| Simplex Trading, LLC | 348,151 | $6,051 萬 | 1.95% | −76,136−17.9% | 減碼 |
| Maplelane Capital, LLC | 345,000 | $5,996 萬 | 4.50% | −36,000−9.4% | 減碼 |
| Light Street Capital Management, LLC | 341,802 | $5,941 萬 | 14.26% | +6,932+2.1% | 加碼 |
| Janney Montgomery Scott LLC | 337,418 | $5,865 萬 | 0.18% | +3,837+1.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 334,991 | $5,822 萬 | 0.31% | −92,869−21.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 328,701 | $5,713 萬 | 0.59% | +15,597+5.0% | 加碼 |
| Artemis Investment Management LLP | 323,241 | $5,618 萬 | 0.76% | +22,792+7.6% | 加碼 |
| Cookson Peirce & Co Inc | 318,017 | $5,527 萬 | 2.66% | +237,209+293.5% | 加碼 |
| Cullen Capital Management LLC | 314,494 | $5,466 萬 | 0.63% | −12,545−3.8% | 減碼 |
| Flossbach Von Storch AG | 314,286 | $5,463 萬 | 0.23% | −29,604−8.6% | 減碼 |
| Advisor Group Holdings, Inc. | 313,526 | $5,451 萬 | 0.13% | −12,338−3.8% | 減碼 |
| Nomura Asset Management Co Ltd | 309,801 | $5,423 萬 | 0.18% | −28,974−8.6% | 減碼 |
| Commonwealth Equity Services, LLC | 309,672 | $5,382 萬 | 0.09% | +29,687+10.6% | 加碼 |
| Group One Trading, L.P. | 305,785 | $5,315 萬 | 1.67% | +49,352+19.2% | 加碼 |
| Steadfast Capital Management LP | 304,800 | $5,298 萬 | 1.26% | +304,800 | 新進 |
| Dundas Partners LLP | 303,564 | $5,276 萬 | 4.09% | +2,299+0.8% | 加碼 |
| Metropolis Capital Ltd | 302,967 | $5,266 萬 | 1.93% | −94,239−23.7% | 減碼 |
| Manchester Global Management (UK) Ltd | 302,400 | $5,256 萬 | 9.24% | +5,000+1.7% | 加碼 |
| HughesLittle Investment Management Ltd. | 301,425 | $5,239 萬 | 11.50% | −29,515−8.9% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 301,129 | $5,234 萬 | 3.00% | +956+0.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 296,396 | $5,152 萬 | 0.11% | −75,236−20.2% | 減碼 |
| Earnest Partners LLC | 296,139 | $5,147 萬 | 0.24% | −17,314−5.5% | 減碼 |
| McDaniel Terry & Co | 293,887 | $5,108 萬 | 4.46% | +3,240+1.1% | 加碼 |
| Carrhae Capital LLP | 293,014 | $5,093 萬 | 8.33% | −171,900−37.0% | 減碼 |
| Assetmark, Inc | 290,978 | $5,057 萬 | 0.16% | +26,769+10.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 290,659 | $5,052 萬 | 0.05% | +50,190+20.9% | 加碼 |
| Pictet Asset Management Holding SA | 290,263 | $5,037 萬 | 0.06% | −120,306−29.3% | 減碼 |
| J. Safra Sarasin Holding AG | 285,962 | $4,970 萬 | 0.91% | +285,962 | 新進 |
| Trillium Asset Management, LLC | 283,251 | $4,923 萬 | 1.24% | −48,317−14.6% | 減碼 |
| Walleye Trading LLC | 279,159 | $4,852 萬 | 0.96% | −71,524−20.4% | 減碼 |
| Modera Wealth Management, LLC | 276,106 | $4,799 萬 | 0.71% | −828−0.3% | 減碼 |
| Vanguard Group Inc | 272,879 | $4,743 萬 | 0.00% | −5,542,281−95.3% | 減碼 |
| Westwood Holdings Group Inc. | 269,483 | $4,684 萬 | 0.22% | −19,695−6.8% | 減碼 |
| National Bank of Canada | 263,162 | $4,530 萬 | 0.07% | −5,018−1.9% | 減碼 |
| MAI Capital Management | 260,239 | $4,523 萬 | 0.45% | +5,964+2.3% | 加碼 |
| NorthCrest Asset Manangement, LLC | 259,954 | $4,518 萬 | 1.50% | +4,611+1.8% | 加碼 |
| Schonfeld Strategic Advisors LLC | 259,594 | $4,512 萬 | 0.35% | −137,758−34.7% | 減碼 |
| Jarislowsky, Fraser Ltd | 257,562 | $4,477 萬 | 0.27% | −32,828−11.3% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 256,429 | $4,457 萬 | 0.40% | +11,377+4.6% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 254,264 | $4,419 萬 | 0.91% | +246,199+3,052.7% | 加碼 |
| Advisors Capital Management, LLC | 250,821 | $4,360 萬 | 0.76% | −11,951−4.5% | 減碼 |
| Hosking Partners LLP | 250,276 | $4,350 萬 | 1.61% | +61,391+32.5% | 加碼 |
| Nikko Asset Management Americas, Inc. | 246,188 | $4,279 萬 | 0.49% | +50,873+26.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 244,693 | $4,253 萬 | 0.10% | −670.0% | 減碼 |
| Alberta Investment Management Corp | 244,499 | $4,250 萬 | 0.45% | −132,004−35.1% | 減碼 |
| Wedgewood Partners Inc | 247,788 | $4,154 萬 | 8.48% | −5,879−2.3% | 減碼 |
| Diamond Hill Capital Management Inc | 238,580 | $4,147 萬 | 0.18% | +2,458+1.0% | 加碼 |
| Whale Rock Capital Management LLC | 235,664 | $4,096 萬 | 0.58% | −754−0.3% | 減碼 |
| Tudor Investment Corp Et Al | 235,393 | $4,091 萬 | 0.46% | +80,533+52.0% | 加碼 |
| Balyasny Asset Management LLC | 235,298 | $4,090 萬 | 0.11% | −2,031,098−89.6% | 減碼 |
| Triodos Investment Management BV | 234,753 | $4,080 萬 | 3.56% | −8,500−3.5% | 減碼 |
| Fulton Breakefield Broenniman LLC | 231,309 | $4,020 萬 | 2.97% | +297+0.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 230,887 | $4,013 萬 | 0.15% | +52,162+29.2% | 加碼 |
| Kinetic Partners Management, LP | 230,717 | $4,010 萬 | 2.92% | +87,817+61.5% | 加碼 |
| Tran Capital Management, L.P. | 230,273 | $4,002 萬 | 4.64% | +111,504+93.9% | 加碼 |
| Ninety One SA (PTY) Ltd | 227,804 | $3,988 萬 | 6.18% | +65,315+40.2% | 加碼 |
| Edmond de Rothschild Holding S.A. | 227,519 | $3,955 萬 | 0.67% | −18,028−7.3% | 減碼 |
| Trajan Wealth LLC | 221,812 | $3,855 萬 | 2.47% | +14,395+6.9% | 加碼 |
| Mawer Investment Management Ltd. | 221,059 | $3,842 萬 | 0.18% | −39,069−15.0% | 減碼 |
| Deprince Race & Zollo Inc | 220,548 | $3,833 萬 | 0.85% | −20,583−8.5% | 減碼 |
| Pictet North America Advisors SA | 219,937 | $3,823 萬 | 4.15% | +18,868+9.4% | 加碼 |
| Calamos Advisors LLC | 219,869 | $3,822 萬 | 0.19% | −40,563−15.6% | 減碼 |
| Cresset Asset Management, LLC | 218,732 | $3,813 萬 | 0.16% | +19,645+9.9% | 加碼 |
| M&T Bank Corp | 214,999 | $3,737 萬 | 0.13% | +41,187+23.7% | 加碼 |
| Standard Life Aberdeen plc | 214,166 | $3,722 萬 | 0.07% | −102,436−32.4% | 減碼 |
| Abn Amro Investment Solutions | 212,059 | $3,686 萬 | 0.67% | −46,871−18.1% | 減碼 |
| Carmignac Gestion | 209,286 | $3,680 萬 | 0.63% | −1,266,005−85.8% | 減碼 |
| UBS Asset Management Americas Inc | 211,202 | $3,671 萬 | 0.01% | −1,158,832−84.6% | 減碼 |