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 3 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2024/9/30 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
- 2,193
- 較 2024 年第 2 季 +107 家
- 持有股數
- 8.18 億
- 較 2024 年第 2 季 −463.6 萬 (−0.6%)
- 總市值
- $1,414 億
- 較 2024 年第 2 季 −$10.1 億 (−0.7%)
- 新進機構
- 222
- 另有 912 家加碼
- 清倉機構
- 115
- 另有 769 家減碼
另有 20 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pictet & Cie (Europe) SA | 482,205 | $8,374 萬 | 1.98% | +14,632+3.1% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 475,756 | $8,293 萬 | 1.34% | +105,291+28.4% | 加碼 |
| Phoenix Holdings Ltd. | 469,580 | $8,181 萬 | 1.21% | +12,975+2.8% | 加碼 |
| Noked Israel Ltd | 462,800 | $8,037 萬 | 17.56% | +67,500+17.1% | 加碼 |
| Cetera Investment Advisers | 458,816 | $7,968 萬 | 0.17% | +19,691+4.5% | 加碼 |
| Schonfeld Strategic Advisors LLC | 452,695 | $7,862 萬 | 0.64% | +193,101+74.4% | 加碼 |
| Magellan Asset Management Ltd | 449,121 | $7,800 萬 | 0.78% | +57,728+14.7% | 加碼 |
| Rhumbline Advisers | 448,091 | $7,782 萬 | 0.07% | −431−0.1% | 減碼 |
| North of South Capital LLP | 446,042 | $7,746 萬 | 11.75% | −88,368−16.5% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 438,700 | $7,619 萬 | 22.52% | −2,043,300−82.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 437,987 | $7,607 萬 | 0.14% | +14,326+3.4% | 加碼 |
| Ruffer LLP | 436,730 | $7,585 萬 | 2.39% | −154,205−26.1% | 減碼 |
| PEAK6 Investments LLC | 431,294 | $7,490 萬 | 3.75% | −160,062−27.1% | 減碼 |
| Blue Whale Capital LLP | 427,483 | $7,424 萬 | 5.78% | +427,483 | 新進 |
| Federated Hermes, Inc. | 417,475 | $7,250 萬 | 0.16% | +12,065+3.0% | 加碼 |
| Truist Financial Corp | 414,156 | $7,193 萬 | 0.11% | −76,041−15.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 411,200 | $7,141 萬 | 0.10% | −68,162−14.2% | 減碼 |
| Cookson Peirce & Co Inc | 407,357 | $7,075 萬 | 3.32% | +89,340+28.1% | 加碼 |
| MML Investors Services, LLC | 407,163 | $7,071 萬 | 0.26% | +47,003+13.1% | 加碼 |
| Appaloosa LP大師阿帕盧薩 | 400,000 | $6,947 萬 | 1.03% | −60,000−13.0% | 減碼 |
| Bain Capital Public Equity Management II, LLC | 399,085 | $6,931 萬 | 3.15% | −44,055−9.9% | 減碼 |
| Tiger Pacific Capital LP | 397,778 | $6,908 萬 | 14.08% | +2,834+0.7% | 加碼 |
| Public Sector Pension Investment Board | 395,732 | $6,873 萬 | 0.37% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 395,505 | $6,869 萬 | 0.75% | +160,112+68.0% | 加碼 |
| Strategy Capital LLC | 392,916 | $6,824 萬 | 6.57% | +38,856+11.0% | 加碼 |
| Avala Global LP | 391,184 | $6,794 萬 | 4.47% | −72,516−15.6% | 減碼 |
| CI Private Wealth, LLC | 388,412 | $6,746 萬 | 0.11% | −6,454−1.6% | 減碼 |
| Albar Capital Ltd | 383,808 | $6,666 萬 | 14.97% | −120,573−23.9% | 減碼 |
| US Bancorp | 382,726 | $6,647 萬 | 0.09% | −32,843−7.9% | 減碼 |
| Chicago Capital, LLC | 379,634 | $6,593 萬 | 1.83% | +2,435+0.6% | 加碼 |
| Nomura Asset Management Co Ltd | 378,820 | $6,579 萬 | 0.20% | +69,019+22.3% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 378,166 | $6,568 萬 | 0.65% | +15,059+4.1% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 378,166 | $6,568 萬 | 0.65% | +378,166 | 新進 |
| Squarepoint Ops LLC | 376,528 | $6,539 萬 | 0.21% | +218,785+138.7% | 加碼 |
| Liontrust Investment Partners LLP | 372,899 | $6,481 萬 | 0.92% | 00.0% | 不變 |
| Johnson Investment Counsel Inc | 366,019 | $6,357 萬 | 0.63% | −23,932−6.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 330,390 | $6,350 萬 | 0.57% | +1,689+0.5% | 加碼 |
| Carrhae Capital LLP | 363,263 | $6,309 萬 | 7.21% | +70,249+24.0% | 加碼 |
| WT Asset Management Ltd | 359,938 | $6,251 萬 | 12.29% | −232,139−39.2% | 減碼 |
| Scotia Capital Inc. | 359,043 | $6,236 萬 | 0.33% | −1,260−0.3% | 減碼 |
| E Fund Management Co., Ltd. | 357,403 | $6,207 萬 | 3.19% | −54,382−13.2% | 減碼 |
| Optiver Holding B.V. | 356,588 | $6,193 萬 | 1.58% | +303,954+577.5% | 加碼 |
| Hardman Johnston Global Advisors LLC | 354,585 | $6,158 萬 | 2.41% | −65,693−15.6% | 減碼 |
| Guinness Asset Management LTD | 352,036 | $6,130 萬 | 1.16% | −39,887−10.2% | 減碼 |
| Suvretta Capital Management, LLC | 348,742 | $6,057 萬 | 2.17% | −2,010−0.6% | 減碼 |
| Light Street Capital Management, LLC | 346,504 | $6,018 萬 | 14.89% | +4,702+1.4% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 344,929 | $5,990 萬 | 0.14% | −47,287−12.1% | 減碼 |
| Ninety One North America, Inc. | 337,412 | $5,860 萬 | 3.98% | +130,315+62.9% | 加碼 |
| Parallax Volatility Advisers, L.P. | 335,068 | $5,819 萬 | 1.51% | +242,734+262.9% | 加碼 |
| Commonwealth Equity Services, LLC | 333,765 | $5,797 萬 | 0.09% | +24,093+7.8% | 加碼 |
| Janney Montgomery Scott LLC | 325,476 | $5,653 萬 | 0.16% | −11,942−3.5% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 325,050 | $5,645 萬 | 0.10% | +121,600+59.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 321,794 | $5,589 萬 | 0.11% | +25,398+8.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 318,217 | $5,527 萬 | 0.99% | −81,561−20.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 317,162 | $5,508 萬 | 0.05% | +26,503+9.1% | 加碼 |
| HughesLittle Investment Management Ltd. | 312,435 | $5,426 萬 | 11.04% | +11,010+3.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 308,368 | $5,353 萬 | 0.26% | −26,623−7.9% | 減碼 |
| Cullen Capital Management LLC | 306,211 | $5,318 萬 | 0.58% | −8,283−2.6% | 減碼 |
| J. Safra Sarasin Holding AG | 305,322 | $5,303 萬 | 0.92% | +19,360+6.8% | 加碼 |
| Dundas Partners LLP | 303,564 | $5,272 萬 | 3.79% | 00.0% | 不變 |
| Assetmark, Inc | 301,964 | $5,244 萬 | 0.15% | +10,986+3.8% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 298,200 | $5,179 萬 | 1.00% | +43,936+17.3% | 加碼 |
| Walleye Capital LLC | 297,821 | $5,172 萬 | 0.55% | −121,856−29.0% | 減碼 |
| McDaniel Terry & Co | 294,866 | $5,121 萬 | 4.29% | +979+0.3% | 加碼 |
| Generation Investment Management LLP | 293,431 | $5,096 萬 | 0.24% | +145,928+98.9% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 291,282 | $5,059 萬 | 2.71% | −9,847−3.3% | 減碼 |
| Brandes Investment Partners, LP | 285,885 | $4,965 萬 | 0.56% | −154,014−35.0% | 減碼 |
| Governors Lane LP | 280,900 | $4,878 萬 | 7.64% | −72,153−20.4% | 減碼 |
| Modera Wealth Management, LLC | 276,112 | $4,795 萬 | 0.61% | +60.0% | 加碼 |
| Trillium Asset Management, LLC | 270,100 | $4,691 萬 | 1.15% | −13,151−4.6% | 減碼 |
| Manchester Global Management (UK) Ltd | 268,024 | $4,655 萬 | 7.51% | −34,376−11.4% | 減碼 |
| Earnest Partners LLC | 267,599 | $4,647 萬 | 0.20% | −28,540−9.6% | 減碼 |
| NorthCrest Asset Manangement, LLC | 266,167 | $4,623 萬 | 1.40% | +6,213+2.4% | 加碼 |
| Advisor Group Holdings, Inc. | 265,575 | $4,614 萬 | 0.10% | −47,951−15.3% | 減碼 |
| Wedgewood Partners Inc | 246,132 | $4,594 萬 | 8.34% | −1,656−0.7% | 減碼 |
| Metropolis Capital Ltd | 263,833 | $4,582 萬 | 1.59% | −39,134−12.9% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 262,704 | $4,562 萬 | 3.12% | +113,958+76.6% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 256,028 | $4,446 萬 | 0.22% | −113,014−30.6% | 減碼 |
| Flossbach Von Storch AG | 255,019 | $4,429 萬 | 0.17% | −59,267−18.9% | 減碼 |
| Pictet Asset Management Holding SA | 252,072 | $4,389 萬 | 0.05% | −38,191−13.2% | 減碼 |
| Jarislowsky, Fraser Ltd | 252,671 | $4,388 萬 | 0.25% | −4,891−1.9% | 減碼 |
| Whale Rock Capital Management LLC | 252,635 | $4,388 萬 | 0.62% | +16,971+7.2% | 加碼 |
| Aquatic Capital Management LLC | 248,900 | $4,323 萬 | 1.13% | +125,800+102.2% | 加碼 |
| Kinetic Partners Management, LP | 247,954 | $4,306 萬 | 2.99% | +17,237+7.5% | 加碼 |
| Delta Global Management LP | 247,922 | $4,306 萬 | 2.89% | +247,922 | 新進 |
| Advisors Capital Management, LLC | 245,753 | $4,268 萬 | 0.69% | −5,068−2.0% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 7,780,244 | $4,254 萬 | 0.04% | +2,668,915+52.2% | 加碼 |
| Diamond Hill Capital Management Inc | 244,360 | $4,244 萬 | 0.17% | +5,780+2.4% | 加碼 |
| Sustainable Growth Advisers, LP | 242,058 | $4,204 萬 | 0.18% | +144,721+148.7% | 加碼 |
| M&T Bank Corp | 241,714 | $4,198 萬 | 0.14% | +26,715+12.4% | 加碼 |
| Jupiter Asset Management Ltd | 241,415 | $4,193 萬 | 0.37% | +43,419+21.9% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 240,000 | $4,168 萬 | 5.44% | +55,000+29.7% | 加碼 |
| Standard Life Aberdeen plc | 239,742 | $4,159 萬 | 0.08% | +25,576+11.9% | 加碼 |
| Edmond de Rothschild Holding S.A. | 237,647 | $4,127 萬 | 0.66% | +10,128+4.5% | 加碼 |
| Triodos Investment Management BV | 234,753 | $4,077 萬 | 3.26% | 00.0% | 不變 |
| Nikko Asset Management Americas, Inc. | 234,554 | $4,073 萬 | 0.46% | −11,634−4.7% | 減碼 |
| Cat Rock Capital Management LP | 231,100 | $4,014 萬 | 4.55% | +231,100 | 新進 |
| Sirios Capital Management L P | 230,626 | $4,005 萬 | 7.09% | +22,797+11.0% | 加碼 |
| Hosking Partners LLP | 230,363 | $4,001 萬 | 1.54% | −19,913−8.0% | 減碼 |
| Tran Capital Management, L.P. | 227,813 | $3,956 萬 | 4.26% | −2,460−1.1% | 減碼 |