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 |
|---|---|---|---|---|---|
| CTC LLC | 210,652 | $3,661 萬 | 2.74% | +93,281+79.5% | 加碼 |
| Todd Asset Management LLC | 210,559 | $3,660 萬 | 0.76% | −29,060−12.1% | 減碼 |
| Sirios Capital Management L P | 207,829 | $3,612 萬 | 6.29% | +37,384+21.9% | 加碼 |
| Ninety One North America, Inc. | 207,097 | $3,600 萬 | 1.82% | +39,959+23.9% | 加碼 |
| National Philanthropic Trust | 206,670 | $3,592 萬 | 0.69% | +137,371+198.2% | 加碼 |
| BNP Paribas | 203,795 | $3,542 萬 | 1.78% | +2,000+1.0% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 203,450 | $3,536 萬 | 0.07% | +53,450+35.6% | 加碼 |
| Insight Holdings Group, LLC | 203,300 | $3,534 萬 | 1.22% | +9,500+4.9% | 加碼 |
| BIT Capital GmbH | 202,816 | $3,525 萬 | 3.20% | +177,242+693.1% | 加碼 |
| Mariner, LLC | 202,406 | $3,518 萬 | 0.07% | +5,155+2.6% | 加碼 |
| Night Owl Capital Management, LLC | 199,049 | $3,460 萬 | 5.18% | +51,407+34.8% | 加碼 |
| Janney Capital Management LLC | 198,989 | $3,459 萬 | 2.44% | −7,998−3.9% | 減碼 |
| HGK Asset Management Inc | 198,955 | $3,458 萬 | 6.68% | −62,000−23.8% | 減碼 |
| Point72 Italy, S.r.l. | 198,309 | $3,447 萬 | 14.92% | +144,063+265.6% | 加碼 |
| Moran Wealth Management, LLC | 198,284 | $3,446 萬 | 1.13% | −3,854−1.9% | 減碼 |
| Jupiter Asset Management Ltd | 197,996 | $3,441 萬 | 0.33% | −9,707−4.7% | 減碼 |
| Junto Capital Management LP | 191,745 | $3,333 萬 | 0.73% | −164,502−46.2% | 減碼 |
| Gemsstock Limited | 191,700 | $3,332 萬 | 10.62% | +27,400+16.7% | 加碼 |
| Thomasville National Bank | 189,231 | $3,289 萬 | 2.63% | −377−0.2% | 減碼 |
| State of Michigan Retirement System | 188,900 | $3,283 萬 | 0.17% | −53,700−22.1% | 減碼 |
| CCLA Investment Management Ltd | 186,854 | $3,237 萬 | 0.50% | −39,383−17.4% | 減碼 |
| Formuepleje A/S | 185,575 | $3,225 萬 | 1.78% | −83,858−31.1% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 185,000 | $3,215 萬 | 3.79% | −300,000−61.9% | 減碼 |
| Exor Capital LLP | 185,000 | $3,215 萬 | 1.08% | +50,000+37.0% | 加碼 |
| Twin Tree Management, LP | 184,146 | $3,201 萬 | 0.94% | −147,476−44.5% | 減碼 |
| Grimes & Company, Inc. | 183,176 | $3,184 萬 | 0.95% | −66,804−26.7% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 185,287 | $3,127 萬 | 0.12% | −1,761−0.9% | 減碼 |
| Two Sigma Securities, LLC | 179,741 | $3,124 萬 | 1.49% | −65,705−26.8% | 減碼 |
| TCW Group Inc | 175,180 | $3,045 萬 | 0.27% | −14,916−7.8% | 減碼 |
| Lido Advisors, LLC | 171,697 | $2,993 萬 | 0.25% | +8,919+5.5% | 加碼 |
| Brinker Capital Investments, LLC | 171,700 | $2,984 萬 | 0.32% | +9,105+5.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 171,700 | $2,984 萬 | 0.32% | +9,105+5.6% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 169,605 | $2,948 萬 | 2.95% | −940−0.6% | 減碼 |
| Matthews International Capital Management LLC | 169,557 | $2,947 萬 | 6.41% | +4,118+2.5% | 加碼 |
| Snowden Capital Advisors LLC | 166,797 | $2,908 萬 | 0.86% | +17,789+11.9% | 加碼 |
| Main Street Research LLC | 165,995 | $2,894 萬 | 1.91% | +165,995 | 新進 |
| London & Capital Asset Management Ltd | 164,116 | $2,853 萬 | 2.41% | −10,818−6.2% | 減碼 |
| Pathstone Holdings, LLC | 162,176 | $2,821 萬 | 0.13% | +25,744+18.9% | 加碼 |
| Dnca Finance | 161,000 | $2,798 萬 | 2.40% | +161,000 | 新進 |
| Squarepoint Ops LLC | 157,743 | $2,742 萬 | 0.10% | +59,750+61.0% | 加碼 |
| Kornitzer Capital Management Inc | 157,667 | $2,740 萬 | 0.52% | +434+0.3% | 加碼 |
| M&G Plc | 153,747 | $2,675 萬 | 0.16% | +14,572+10.5% | 加碼 |
| Alta Park Capital, LP | 153,129 | $2,662 萬 | 3.49% | +12,937+9.2% | 加碼 |
| Asset Management One Co.,Ltd. | 152,992 | $2,659 萬 | 0.10% | −7,434−4.6% | 減碼 |
| Yong Rong (HK) Asset Management Ltd | 151,250 | $2,629 萬 | 9.08% | +151,250 | 新進 |
| Ariel Investments, LLC | 150,961 | $2,624 萬 | 0.28% | −9,093−5.7% | 減碼 |
| ABN AMRO Bank N.V. | 149,303 | $2,619 萬 | 0.40% | −4,298−2.8% | 減碼 |
| Honeycomb Asset Management LP | 150,600 | $2,618 萬 | 7.16% | +150,600 | 新進 |
| Financiere des Professionnels - Fonds d,investissement inc. | 148,746 | $2,613 萬 | 2.05% | −23,367−13.6% | 減碼 |
| Y.D. More Investments Ltd | 150,287 | $2,612 萬 | 2.66% | −13,666−8.3% | 減碼 |
| Ardmore Road Asset Management LP | 150,000 | $2,607 萬 | 4.02% | +50,000+50.0% | 加碼 |
| Fundsmith Investment Services Ltd. | 149,989 | $2,607 萬 | 0.34% | 00.0% | 不變 |
| John G Ullman & Associates Inc | 148,717 | $2,585 萬 | 3.94% | −3,625−2.4% | 減碼 |
| Harber Asset Management LLC | 148,247 | $2,577 萬 | 6.88% | −28,641−16.2% | 減碼 |
| Generation Investment Management LLP | 147,503 | $2,564 萬 | 0.12% | +147,503 | 新進 |
| Soros Fund Management LLC大師索羅斯基金管理 | 146,850 | $2,552 萬 | 0.57% | +112,803+331.3% | 加碼 |
| CloudAlpha Capital Management Limited/Hong Kong | 144,010 | $2,503 萬 | 3.56% | +144,010 | 新進 |
| Tredje AP-fonden | 143,643 | $2,497 萬 | 0.24% | +18,000+14.3% | 加碼 |
| Davy Global Fund Management Ltd | 142,988 | $2,485 萬 | 2.84% | −7,946−5.3% | 減碼 |
| Toroso Investments, LLC | 142,925 | $2,484 萬 | 0.34% | +3,074+2.2% | 加碼 |
| Monolith Management Ltd | 142,770 | $2,481 萬 | 11.44% | −39,230−21.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 142,656 | $2,480 萬 | 0.32% | +23,425+19.6% | 加碼 |
| Ramirez Asset Management, Inc. | 141,801 | $2,465 萬 | 5.02% | −21,208−13.0% | 減碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 141,700 | $2,463 萬 | 2.08% | +48,000+51.2% | 加碼 |
| Bailard, Inc. | 140,828 | $2,448 萬 | 0.67% | +226+0.2% | 加碼 |
| Moore Capital Management, LP | 140,055 | $2,434 萬 | 0.53% | −46,546−24.9% | 減碼 |
| SPX Equities Gestao de Recursos Ltda | 139,645 | $2,427 萬 | 3.68% | +44,863+47.3% | 加碼 |
| BWCP, LP | 139,501 | $2,425 萬 | 6.10% | +45,241+48.0% | 加碼 |
| Atria Investments LLC | 138,927 | $2,415 萬 | 0.31% | +23,752+20.6% | 加碼 |
| Soros Capital Management LLC | 136,473 | $2,372 萬 | 12.98% | −15,652−10.3% | 減碼 |
| TT International Asset Management LTD | 133,855 | $2,327 萬 | 2.98% | −160,253−54.5% | 減碼 |
| Avantax Advisory Services, Inc. | 133,380 | $2,318 萬 | 0.17% | +64,395+93.3% | 加碼 |
| United Capital Financial Advisers, LLC | 132,610 | $2,305 萬 | 0.20% | −13,341−9.1% | 減碼 |
| Factory Mutual Insurance Co | 132,018 | $2,295 萬 | 0.26% | +25,000+23.4% | 加碼 |
| Raub Brock Capital Management LP | 131,326 | $2,283 萬 | 4.99% | −5,110−3.7% | 減碼 |
| Oppenheimer & Co Inc | 130,039 | $2,260 萬 | 0.36% | +1,872+1.5% | 加碼 |
| Compagnie Lombard Odier SCmA | 126,201 | $2,193 萬 | 0.37% | +10,830+9.4% | 加碼 |
| DuPont Capital Management Corp | 125,759 | $2,186 萬 | 1.90% | −45,296−26.5% | 減碼 |
| Cabot Wealth Management Inc | 125,389 | $2,179 萬 | 2.86% | −3,025−2.4% | 減碼 |
| Zweig-DiMenna Associates LLC | 125,277 | $2,177 萬 | 2.47% | −59,900−32.3% | 減碼 |
| Nicola Wealth Management Ltd. | 91,000 | $2,164 萬 | 1.93% | −7,000−7.1% | 減碼 |
| Wolverine Trading, LLC | 124,376 | $2,162 萬 | 0.35% | −210,418−62.8% | 減碼 |
| Sanctuary Advisors, LLC | 155,113 | $2,145 萬 | 0.16% | +155,113 | 新進 |
| Augustine Asset Management Inc | 123,389 | $2,145 萬 | 8.28% | +270.0% | 加碼 |
| Aquatic Capital Management LLC | 123,100 | $2,140 萬 | 0.79% | +123,100 | 新進 |
| Buckingham Capital Management, Inc. | 121,997 | $2,120 萬 | 2.54% | −13,960−10.3% | 減碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 120,768 | $2,099 萬 | 13.91% | +91,918+318.6% | 加碼 |
| Orbis Allan Gray Ltd | 120,402 | $2,093 萬 | 0.13% | −164,717−57.8% | 減碼 |
| GMT Capital Corp | 120,300 | $2,091 萬 | 0.77% | −47,100−28.1% | 減碼 |
| Wetherby Asset Management Inc | 119,821 | $2,083 萬 | 0.98% | −1,557−1.3% | 減碼 |
| Crestline Management, LP | 119,251 | $2,073 萬 | 1.63% | −27,000−18.5% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 118,790 | $2,065 萬 | 0.19% | −19,000−13.8% | 減碼 |
| CapWealth Advisors, LLC | 118,074 | $2,052 萬 | 2.59% | −1,867−1.6% | 減碼 |
| Generate Investment Management Ltd | 116,145 | $2,019 萬 | 1.47% | −38,898−25.1% | 減碼 |
| Banco BTG Pactual S.A. | 122,736 | $2,017 萬 | 5.16% | +37,060+43.3% | 加碼 |
| Verition Fund Management LLC | 114,901 | $1,997 萬 | 0.15% | +69,722+154.3% | 加碼 |
| Greenleaf Trust | 114,228 | $1,985 萬 | 0.19% | +759+0.7% | 加碼 |
| GTS Securities LLC | 113,760 | $1,977 萬 | 0.41% | +28,519+33.5% | 加碼 |
| Mercer Global Advisors Inc | 113,657 | $1,975 萬 | 0.05% | +2,578+2.3% | 加碼 |
| Evergreen Capital Management LLC | 113,139 | $1,972 萬 | 0.71% | −8,576−7.0% | 減碼 |