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 |
|---|---|---|---|---|---|
| JTC Employer Solutions Trusteee Ltd | 69,701 | $1,212 萬 | 0.81% | 00.0% | 不變 |
| MY.Alpha Management HK Advisors Ltd | 69,483 | $1,208 萬 | 4.55% | +69,483 | 新進 |
| Amica Mutual Insurance Co | 69,506 | $1,208 萬 | 1.20% | 00.0% | 不變 |
| Horiko Capital Management LLC | 69,113 | $1,201 萬 | 3.42% | +11,450+19.9% | 加碼 |
| Headlands Technologies LLC | 68,346 | $1,188 萬 | 1.26% | +67,009+5,011.9% | 加碼 |
| Altrafin AG | 68,193 | $1,185 萬 | 4.38% | +2,418+3.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 67,913 | $1,180 萬 | 0.19% | +29,310+75.9% | 加碼 |
| Principal Securities, Inc. | 67,859 | $1,179 萬 | 0.33% | +7,455+12.3% | 加碼 |
| Roundview Capital LLC | 67,689 | $1,177 萬 | 0.93% | +3,008+4.7% | 加碼 |
| Ritholtz Wealth Management | 67,654 | $1,176 萬 | 0.39% | +2,070+3.2% | 加碼 |
| Qtron Investments LLC | 67,453 | $1,172 萬 | 1.69% | +1,727+2.6% | 加碼 |
| JustInvest LLC | 67,241 | $1,169 萬 | 0.22% | +6,260+10.3% | 加碼 |
| Renaissance Group LLC | 67,140 | $1,167 萬 | 0.46% | −2,956−4.2% | 減碼 |
| HHLR Advisors, Ltd.大師高瓴 HHLR | 66,800 | $1,161 萬 | 0.29% | −31,300−31.9% | 減碼 |
| Easterly Investment Partners LLC | 66,616 | $1,158 萬 | 1.02% | −15,006−18.4% | 減碼 |
| united american securities inc. (d/b/a uas asset management) | 66,549 | $1,157 萬 | 2.77% | +42,369+175.2% | 加碼 |
| E. Ohman J:or Asset Management AB | 66,390 | $1,154 萬 | 0.29% | +8,775+15.2% | 加碼 |
| Pzena Investment Management LLC | 65,368 | $1,136 萬 | 0.04% | −10,700−14.1% | 減碼 |
| Bessemer Group Inc | 65,032 | $1,130 萬 | 0.02% | +10,653+19.6% | 加碼 |
| Banque Cantonale Vaudoise | 64,749 | $1,125 萬 | 0.45% | −7,346−10.2% | 減碼 |
| Stephens Inc | 64,617 | $1,123 萬 | 0.17% | −1,381−2.1% | 減碼 |
| Newbrook Capital Advisors LP | 64,213 | $1,116 萬 | 1.64% | +64,213 | 新進 |
| UBS Oconnor LLC | 64,000 | $1,112 萬 | 0.32% | +22,000+52.4% | 加碼 |
| Flputnam Investment Management Co | 63,442 | $1,103 萬 | 0.21% | +3,347+5.6% | 加碼 |
| Chartwell Investment Partners, LLC | 62,741 | $1,091 萬 | 0.38% | −7,791−11.0% | 減碼 |
| Texas Yale Capital Corp. | 62,109 | $1,080 萬 | 0.51% | +90+0.1% | 加碼 |
| Jag Capital Management, LLC | 61,906 | $1,076 萬 | 1.48% | −243−0.4% | 減碼 |
| CAPROCK Group, Inc. | 61,649 | $1,075 萬 | 0.44% | +24,965+68.1% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 61,758 | $1,073 萬 | 1.00% | +3,794+6.5% | 加碼 |
| Credit Capital Investments LLC | 61,500 | $1,069 萬 | 13.41% | 00.0% | 不變 |
| Academy Capital Management Inc | 61,269 | $1,065 萬 | 1.92% | −197−0.3% | 減碼 |
| Warren Averett Asset Management, LLC | 60,895 | $1,058 萬 | 0.21% | +52,734+646.2% | 加碼 |
| ClariVest Asset Management LLC | 60,873 | $1,058 萬 | 1.08% | 00.0% | 不變 |
| Premier Fund Managers Ltd | 61,200 | $1,051 萬 | 0.42% | −645−1.0% | 減碼 |
| Litman Gregory Asset Management LLC | 60,346 | $1,049 萬 | 0.93% | −556−0.9% | 減碼 |
| First Personal Financial Services | 60,090 | $1,044 萬 | 2.36% | −236−0.4% | 減碼 |
| American Assets Investment Management, LLC | 60,000 | $1,043 萬 | 0.98% | 00.0% | 不變 |
| Armistice Capital, LLC | 60,000 | $1,043 萬 | 0.27% | +4,000+7.1% | 加碼 |
| Contravisory Investment Management, Inc. | 59,902 | $1,041 萬 | 2.31% | −2,099−3.4% | 減碼 |
| Lyell Wealth Management, LP | 59,693 | $1,038 萬 | 0.99% | +2,852+5.0% | 加碼 |
| Prospera Financial Services Inc | 59,114 | $1,028 萬 | 0.29% | +1,010+1.7% | 加碼 |
| Hirtle Callaghan & Co LLC | 58,850 | $1,023 萬 | 0.44% | −2,482−4.0% | 減碼 |
| Guinness Atkinson Asset Management Inc | 58,745 | $1,021 萬 | 5.00% | −2,531−4.1% | 減碼 |
| Veriti Management LLC | 58,696 | $1,020 萬 | 0.63% | −1,618−2.7% | 減碼 |
| Signaturefd, LLC | 58,599 | $1,019 萬 | 0.21% | +284+0.5% | 加碼 |
| Resources Investment Advisors, LLC. | 58,503 | $1,017 萬 | 0.13% | +15,926+37.4% | 加碼 |
| Timber Creek Capital Management LLC | 58,388 | $1,015 萬 | 3.06% | +332+0.6% | 加碼 |
| Bremer Bank National Association | 57,373 | $997.2 萬 | 1.95% | −5,266−8.4% | 減碼 |
| Hel Ved Capital Management Ltd | 56,843 | $988.0 萬 | 3.48% | −182,208−76.2% | 減碼 |
| Pittenger & Anderson Inc | 56,535 | $982.6 萬 | 0.40% | +3,560+6.7% | 加碼 |
| Brandywine Global Investment Management, LLC | 55,992 | $973.2 萬 | 0.07% | −41,780−42.7% | 減碼 |
| TownSquare Capital, LLC | 55,903 | $971.7 萬 | 0.13% | +27,561+97.2% | 加碼 |
| Jefferies Financial Group Inc. | 55,861 | $970.9 萬 | 0.19% | +5,636+11.2% | 加碼 |
| Deltec Asset Management LLC | 55,367 | $962.3 萬 | 1.84% | −4,800−8.0% | 減碼 |
| Edge Capital Group, LLC | 55,322 | $961.6 萬 | 0.47% | +926+1.7% | 加碼 |
| Channing Global Advisors, LLC | 55,280 | $960.8 萬 | 8.04% | −13,204−19.3% | 減碼 |
| Parkwood LLC | 55,262 | $960.5 萬 | 1.21% | +25,650+86.6% | 加碼 |
| Alight Capital Management LP | 55,049 | $956.8 萬 | 2.37% | +5,049+10.1% | 加碼 |
| Unisphere Establishment | 55,000 | $956.0 萬 | 0.10% | −50,000−47.6% | 減碼 |
| NS Partners Ltd | 54,650 | $949.9 萬 | 0.43% | −27,300−33.3% | 減碼 |
| Wahed Invest LLC | 54,066 | $939.7 萬 | 1.89% | +3,055+6.0% | 加碼 |
| Diversified Trust Co | 53,994 | $938.5 萬 | 0.27% | −3,018−5.3% | 減碼 |
| Park Avenue Securities LLC | 53,556 | $930.9 萬 | 0.11% | +12,314+29.9% | 加碼 |
| RNC Capital Management LLC | 53,482 | $929.6 萬 | 0.52% | +8,875+19.9% | 加碼 |
| Concentric Capital Strategies, LP | 53,465 | $929.3 萬 | 0.58% | −15,086−22.0% | 減碼 |
| Quadrant Capital Group LLC | 53,041 | $921.9 萬 | 0.68% | +2,175+4.3% | 加碼 |
| Commerce Bank | 52,823 | $918.1 萬 | 0.06% | +1,451+2.8% | 加碼 |
| Nia Impact Advisors, LLC | 52,650 | $915.1 萬 | 3.29% | −1,504−2.8% | 減碼 |
| Optiver Holding B.V. | 52,634 | $914.8 萬 | 0.18% | −615,367−92.1% | 減碼 |
| Montag A & Associates Inc | 52,443 | $914.3 萬 | 0.46% | +9,011+20.7% | 加碼 |
| Tenzing Global Management, LLC | 52,500 | $912.5 萬 | 8.43% | −17,500−25.0% | 減碼 |
| Trexquant Investment LP | 52,441 | $911.5 萬 | 0.14% | +40,805+350.7% | 加碼 |
| Marathon Asset Mgmt Ltd | 52,253 | $910.6 萬 | 0.29% | −1,757−3.3% | 減碼 |
| Eagle Global Advisors LLC | 51,841 | $901.0 萬 | 0.48% | +935+1.8% | 加碼 |
| Bridger Management, LLC | 51,826 | $900.8 萬 | 4.64% | 00.0% | 不變 |
| Jump Financial, LLC | 51,800 | $900.3 萬 | 0.18% | +51,800 | 新進 |
| Guardian Capital Advisors LP | 47,053 | $898.9 萬 | 0.96% | −5,242−10.0% | 減碼 |
| Guggenheim Capital LLC | 51,684 | $898.3 萬 | 0.06% | +3,347+6.9% | 加碼 |
| Danske Bank A/S | 51,558 | $896.1 萬 | 0.03% | −955,189−94.9% | 減碼 |
| Prudential Financial Inc | 51,533 | $895.7 萬 | 0.01% | +18,342+55.3% | 加碼 |
| Hodges Capital Management Inc. | 51,068 | $887.6 萬 | 0.59% | +4,468+9.6% | 加碼 |
| FourThought Financial Partners, LLC | 51,066 | $887.6 萬 | 1.14% | −163−0.3% | 減碼 |
| Lockheed Martin Investment Management Co | 50,800 | $883.0 萬 | 0.51% | +50,800 | 新進 |
| Cyndeo Wealth Partners, LLC | 50,654 | $880.4 萬 | 0.69% | +4,487+9.7% | 加碼 |
| Natixis Investment Managers International | 50,609 | $879.6 萬 | 0.66% | −1,931−3.7% | 減碼 |
| Sandy Spring Bank | 50,404 | $876.1 萬 | 0.39% | −1,987−3.8% | 減碼 |
| Capital Fund Management S.A. | 50,167 | $872.0 萬 | 0.10% | −166,592−76.9% | 減碼 |
| L & S Advisors Inc | 50,144 | $871.6 萬 | 0.99% | −19,443−27.9% | 減碼 |
| Kingfisher Capital LLC | 50,117 | $871.1 萬 | 2.04% | +101+0.2% | 加碼 |
| Nishkama Capital, LLC | 50,105 | $870.9 萬 | 1.30% | −33,737−40.2% | 減碼 |
| Altfest L J & Co Inc | 49,643 | $862.8 萬 | 1.18% | +4,643+10.3% | 加碼 |
| Integrated Wealth Concepts LLC | 49,579 | $861.7 萬 | 0.12% | +9,364+23.3% | 加碼 |
| Totem Point Management, LLC | 49,360 | $857.9 萬 | 12.56% | −11,774−19.3% | 減碼 |
| Victory Capital Management Inc | 48,446 | $842.0 萬 | 0.01% | −15,134−23.8% | 減碼 |
| Redwood Investments, LLC | 97,568 | $839.8 萬 | 2.86% | −37,824−27.9% | 減碼 |
| Diversify Advisory Services, LLC | 45,471 | $839.0 萬 | 0.46% | +28,376+166.0% | 加碼 |
| Oliver Luxxe Assets LLC | 48,012 | $834.5 萬 | 1.77% | −541−1.1% | 減碼 |
| Smith Group Asset Management, LLC | 47,968 | $833.7 萬 | 0.74% | −3,620−7.0% | 減碼 |
| Kemnay Advisory Services Inc. | 47,849 | $831.7 萬 | 1.73% | +3,134+7.0% | 加碼 |
| Delphi Financial Group, Inc. | 47,830 | $831.3 萬 | 4.68% | 00.0% | 不變 |