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 |
|---|---|---|---|---|---|
| IvyRock Asset Management (HK) Ltd | 113,300 | $1,969 萬 | 8.39% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 118,669 | $1,968 萬 | 0.11% | +6,741+6.0% | 加碼 |
| Old National Bancorp | 112,768 | $1,960 萬 | 0.46% | +1,297+1.2% | 加碼 |
| FACT Capital, LP | 112,529 | $1,956 萬 | 6.97% | −5,181−4.4% | 減碼 |
| GWM Advisors LLC | 109,903 | $1,910 萬 | 0.14% | +31,735+40.6% | 加碼 |
| Naples Global Advisors, LLC | 108,889 | $1,898 萬 | 1.90% | −865−0.8% | 減碼 |
| Point72 Hong Kong Ltd | 109,178 | $1,898 萬 | 1.16% | +105,519+2,883.8% | 加碼 |
| AQR Capital Management LLC | 109,124 | $1,897 萬 | 0.03% | −1,411,917−92.8% | 減碼 |
| TD Waterhouse Canada Inc. | 108,263 | $1,871 萬 | 0.17% | +12,894+13.5% | 加碼 |
| Meridian Investment Counsel Inc. | 106,831 | $1,857 萬 | 5.87% | +207+0.2% | 加碼 |
| Marcho Partners LLP | 106,641 | $1,854 萬 | 5.61% | +106,641 | 新進 |
| QRG Capital Management, Inc. | 104,844 | $1,822 萬 | 0.22% | +3,559+3.5% | 加碼 |
| Noesis Capital Mangement Corp | 104,794 | $1,821 萬 | 4.04% | +288+0.3% | 加碼 |
| Thoroughbred Financial Services, LLC | 104,566 | $1,817 萬 | 1.22% | +30,357+40.9% | 加碼 |
| Salem Investment Counselors Inc | 103,677 | $1,802 萬 | 0.58% | −621−0.6% | 減碼 |
| Erste Asset Management GmbH | 102,970 | $1,784 萬 | 0.24% | +55,850+118.5% | 加碼 |
| Harvest Fund Management Co., Ltd | 102,172 | $1,776 萬 | 1.29% | +31,655+44.9% | 加碼 |
| Warther Private Wealth, LLC | 101,418 | $1,763 萬 | 6.90% | −3,980−3.8% | 減碼 |
| TB Alternative Assets Ltd. | 100,440 | $1,746 萬 | 4.06% | +100,440 | 新進 |
| Telemark Asset Management, LLC | 100,000 | $1,738 萬 | 1.57% | +25,000+33.3% | 加碼 |
| GAM Holding AG | 99,282 | $1,726 萬 | 1.32% | +75,298+314.0% | 加碼 |
| Princeton Global Asset Management LLC | 99,018 | $1,721 萬 | 3.80% | +4,477+4.7% | 加碼 |
| New Age Alpha Advisors, LLC | 98,900 | $1,719 萬 | 9.51% | +27,800+39.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 98,386 | $1,710 萬 | 0.02% | −334,134−77.3% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 98,206 | $1,707 萬 | 0.04% | +98,206 | 新進 |
| Boothbay Fund Management, LLC | 97,978 | $1,703 萬 | 0.55% | −27,044−21.6% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 97,712 | $1,698 萬 | 1.58% | +80,600+471.0% | 加碼 |
| Firetrail Investments Pty Ltd | 97,554 | $1,696 萬 | 5.14% | +97,554 | 新進 |
| Sustainable Growth Advisers, LP | 97,337 | $1,692 萬 | 0.07% | +73,855+314.5% | 加碼 |
| Polar Asset Management Partners Inc. | 97,100 | $1,688 萬 | 0.43% | +63,500+189.0% | 加碼 |
| Azimuth Capital Investment Management LLC | 96,523 | $1,678 萬 | 0.68% | −7,104−6.9% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 96,112 | $1,671 萬 | 0.06% | +27,384+39.8% | 加碼 |
| Promethos Capital, LLC | 121,354 | $1,668 萬 | 6.32% | +121,354 | 新進 |
| JB Capital LLC | 95,871 | $1,666 萬 | 1.04% | −90−0.1% | 減碼 |
| Tenere Capital LLC | 94,796 | $1,648 萬 | 4.89% | −42,547−31.0% | 減碼 |
| SeaBridge Investment Advisors LLC | 94,554 | $1,643 萬 | 4.26% | −2,821−2.9% | 減碼 |
| HRT Financial LP | 94,399 | $1,641 萬 | 0.09% | +94,399 | 新進 |
| Advisory Research Inc | 93,333 | $1,622 萬 | 3.05% | +26,576+39.8% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 93,164 | $1,619 萬 | 0.05% | −594,765−86.5% | 減碼 |
| Everett Harris & Co | 92,722 | $1,612 萬 | 0.21% | +180+0.2% | 加碼 |
| Parallax Volatility Advisers, L.P. | 92,334 | $1,605 萬 | 0.41% | −84,230−47.7% | 減碼 |
| Acadian Asset Management LLC | 90,882 | $1,579 萬 | 0.05% | −523−0.6% | 減碼 |
| Scge Management, L.P. | 90,772 | $1,578 萬 | 0.31% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 90,375 | $1,571 萬 | 2.63% | +2,427+2.8% | 加碼 |
| Frank, Rimerman Advisors LLC | 90,006 | $1,564 萬 | 1.11% | +87,252+3,168.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 89,400 | $1,554 萬 | 0.74% | −3,300−3.6% | 減碼 |
| China Universal Asset Management Co., Ltd. | 88,773 | $1,546 萬 | 2.18% | +17,254+24.1% | 加碼 |
| Antipodes Partners Ltd | 88,871 | $1,545 萬 | 0.56% | +88,871 | 新進 |
| Douglass Winthrop Advisors, LLC | 88,859 | $1,544 萬 | 0.32% | −481−0.5% | 減碼 |
| AMS Capital Ltda | 87,822 | $1,526 萬 | 3.19% | +87,822 | 新進 |
| ExodusPoint Capital Management, LP | 87,731 | $1,525 萬 | 0.17% | +87,731 | 新進 |
| Davenport & Co LLC | 87,039 | $1,513 萬 | 0.10% | −329−0.4% | 減碼 |
| Exencial Wealth Advisors, LLC | 86,904 | $1,510 萬 | 0.57% | −5,719−6.2% | 減碼 |
| Capital International Sarl | 86,545 | $1,504 萬 | 0.46% | +14,284+19.8% | 加碼 |
| Dodge & Cox | 86,500 | $1,503 萬 | 0.01% | 00.0% | 不變 |
| Berkshire Capital Holdings Inc | 85,860 | $1,492 萬 | 6.03% | +85,850+858,500.0% | 加碼 |
| Oak Family Advisors, LLC | 85,792 | $1,491 萬 | 5.67% | −10,968−11.3% | 減碼 |
| BCJ Capital Management, LLC | 85,467 | $1,486 萬 | 1.18% | +36,304+73.8% | 加碼 |
| Loup Funds, LLC | 84,922 | $1,476 萬 | 5.36% | +72,747+597.5% | 加碼 |
| First Long Island Investors, LLC | 84,819 | $1,474 萬 | 1.25% | +21,051+33.0% | 加碼 |
| Motley Fool Wealth Management, LLC | 83,563 | $1,465 萬 | 0.75% | −42,201−33.6% | 減碼 |
| Hilton Capital Management, LLC | 84,293 | $1,465 萬 | 1.24% | −31,488−27.2% | 減碼 |
| Captrust Financial Advisors | 84,052 | $1,461 萬 | 0.05% | +22,618+36.8% | 加碼 |
| Maxi Investments CY Ltd | 83,953 | $1,459 萬 | 3.29% | +32,889+64.4% | 加碼 |
| Cambiar Investors LLC | 83,861 | $1,458 萬 | 0.57% | −95,739−53.3% | 減碼 |
| Choate Investment Advisors | 83,745 | $1,456 萬 | 0.38% | +46,896+127.3% | 加碼 |
| Stevens Capital Management LP | 83,208 | $1,446 萬 | 4.89% | +83,208 | 新進 |
| HM Payson & Co | 82,765 | $1,439 萬 | 0.26% | −7,283−8.1% | 減碼 |
| Prime Capital Investment Advisors, LLC | 82,661 | $1,437 萬 | 0.21% | +13,756+20.0% | 加碼 |
| Mackenzie Financial Corp | 82,635 | $1,436 萬 | 0.02% | −13,095−13.7% | 減碼 |
| Silvercrest Asset Management Group LLC | 82,000 | $1,425 萬 | 0.10% | −22,362−21.4% | 減碼 |
| Yousif Capital Management, LLC | 81,964 | $1,425 萬 | 0.16% | −56,279−40.7% | 減碼 |
| Segall Bryant & Hamill, LLC | 80,980 | $1,408 萬 | 0.25% | +3,800+4.9% | 加碼 |
| Naviter Wealth, LLC | 80,172 | $1,398 萬 | 2.09% | −4,474−5.3% | 減碼 |
| Stonegate Investment Group, LLC | 80,364 | $1,397 萬 | 0.40% | +1,300+1.6% | 加碼 |
| Blair William & Co | 79,627 | $1,384 萬 | 0.04% | +15,522+24.2% | 加碼 |
| Atika Capital Management LLC | 79,500 | $1,382 萬 | 1.60% | +79,500 | 新進 |
| Tocqueville Asset Management L.P. | 79,409 | $1,380 萬 | 0.23% | −5,305−6.3% | 減碼 |
| NZS Capital, LLC | 78,650 | $1,367 萬 | 0.56% | −4,482−5.4% | 減碼 |
| Kingdon Capital Management, L.L.C. | 77,500 | $1,347 萬 | 2.08% | −2,500−3.1% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 76,189 | $1,324 萬 | 2.76% | +76,189 | 新進 |
| CIBC Asset Management Inc | 76,077 | $1,322 萬 | 0.05% | −1,770−2.3% | 減碼 |
| Advisory Services Network, LLC | 75,942 | $1,320 萬 | 0.27% | +13,242+21.1% | 加碼 |
| Mirae Asset Securities (USA) Inc. | 75,934 | $1,320 萬 | 0.85% | +75,934 | 新進 |
| Ethic Inc. | 75,639 | $1,315 萬 | 0.31% | +7,663+11.3% | 加碼 |
| Vident Advisory, LLC | 75,622 | $1,314 萬 | 0.36% | +68,803+1,009.0% | 加碼 |
| Farmers & Merchants Investments Inc | 75,555 | $1,313 萬 | 0.44% | +25,918+52.2% | 加碼 |
| Fifth Third Bancorp | 75,483 | $1,312 萬 | 0.05% | −3,448−4.4% | 減碼 |
| Colony Group, LLC | 72,916 | $1,309 萬 | 0.04% | +57,977+388.1% | 加碼 |
| Polymer Capital Management (HK) LTD | 74,199 | $1,290 萬 | 2.62% | +58,199+363.7% | 加碼 |
| M. Kulyk & Associates, LLC | 74,107 | $1,288 萬 | 2.99% | −6,530−8.1% | 減碼 |
| Nissay Asset Management Corp | 73,507 | $1,278 萬 | 0.08% | +16,408+28.7% | 加碼 |
| Atom Investors LP | 73,503 | $1,278 萬 | 1.28% | +8,458+13.0% | 加碼 |
| Atria Wealth Solutions, Inc. | 72,714 | $1,265 萬 | 0.14% | +15,022+26.0% | 加碼 |
| Exchange Traded Concepts, LLC | 72,298 | $1,257 萬 | 0.32% | −23,961−24.9% | 減碼 |
| Private Advisor Group, LLC | 72,181 | $1,255 萬 | 0.08% | +21,621+42.8% | 加碼 |
| Glenmede Trust Co NA | 72,128 | $1,254 萬 | 0.06% | +20,484+39.7% | 加碼 |
| Henry James International Management, Inc. | 70,566 | $1,227 萬 | 4.34% | −30,621−30.3% | 減碼 |
| Motley Fool Asset Management LLC | 70,723 | $1,219 萬 | 0.81% | −36,787−34.2% | 減碼 |
| Shikiar Asset Management Inc | 70,030 | $1,217 萬 | 3.25% | +54,530+351.8% | 加碼 |