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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 3,585 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 4 季與 2024 年第 3 季比較

持有 Taiwan Semiconductor Manufacturing Co Ltd 的機構從 2024 年第 3 季到 2024 年第 4 季的變化。

2024 年第 4 季全部持有人2024 年第 3 季全部持有人

TSM 的 13F 持有人:2024 年第 3 季與 2024 年第 4 季比較
項目2024 年第 3 季其中尚未申報 2024 年第 4 季2024 年第 4 季變化
持有家數2,193392,468+314
股數8.18 億348.7 萬8.36 億+2,157 萬 (+2.6%)
市值$1,414 億$6.06 億$1,652 億+$244.2 億 (+17.4%)

39 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(430 家)

2024 年第 4 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2024 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 430 家。

2024 年第 4 季新進 TSM 的機構
機構股數市值佔組合 %
Viking Global Investors LP大師維京全球投資4,089,619$8.08 億2.61%
Raymond James Financial Inc2,316,407$4.57 億0.17%
Alphinity Investment Management Pty Ltd1,768,397$3.49 億1.90%
Vaughan Nelson Investment Management, L.P.1,070,687$2.11 億1.96%
PEAK6 LLC729,310$1.44 億5.65%
Skye Global Management LP712,000$1.41 億2.93%
Evergreen Quality Fund GP, Ltd.625,902$1.24 億3.97%
Southpoint Capital Advisors LP625,000$1.23 億2.90%
Aspex Management (HK) Ltd531,348$1.05 億2.84%
Union Bancaire Privee, UBP SA462,391$9,183 萬1.62%
Dorsal Capital Management, LLC450,000$8,887 萬2.67%
DJE Kapital AG442,934$8,793 萬2.06%
Evelyn Partners Investment Management LLP394,590$7,793 萬2.53%
Albar Capital Partners LLP332,928$6,575 萬15.81%
Groupe la Francaise311,501$6,396 萬1.64%
BLI - Banque de Luxembourg Investments256,100$5,129 萬1.39%
Raiffeisen Bank International AG248,177$4,973 萬0.75%
Headwater Capital Co Ltd250,000$4,937 萬26.32%
Castle Hook Partners LP243,072$4,800 萬1.02%
Ami Asset Management Corp238,723$4,715 萬2.51%
GF Fund Management Co. Ltd.233,058$4,603 萬1.01%
Talos Asset Management LP223,000$4,404 萬10.40%
Symmetry Investments LP206,040$4,069 萬2.43%
Junto Capital Management LP203,815$4,025 萬0.80%
Corvex Management LP200,854$3,967 萬1.44%
Newbrook Capital Advisors LP183,731$3,629 萬4.65%
Oriental Harbor Investment Fund165,797$3,274 萬3.29%
River & Mercantile Asset Management LLP160,945$3,180 萬6.17%
Charles-Lim Capital Ltd150,000$2,962 萬7.42%
Alpine Investment Management Ltd150,000$2,962 萬18.96%
Meridiem Capital Partners LP141,192$2,788 萬2.62%
Group One Trading, L.P.140,038$2,766 萬0.94%
Ardmore Road Asset Management LP140,000$2,765 萬4.03%
Benchstone Capital Management LP138,037$2,726 萬2.82%
Pinnacle Investment Management Ltd135,000$2,666 萬19.47%
Lansforsakringar Fondforvaltning AB (publ)134,661$2,659 萬0.15%
Fernbridge Capital Management LP127,211$2,512 萬1.32%
XN LP115,669$2,284 萬1.00%
SIH Partners, LLLP112,747$2,227 萬1.56%
Point72 (DIFC) Ltd109,220$2,157 萬1.94%
Sava Infond d.o.o.102,930$2,033 萬3.59%
Davidson Investment Advisors95,994$1,896 萬0.92%
SBI Securities Co., Ltd.95,530$1,887 萬0.58%
Copeland Capital Management, LLC74,613$1,474 萬0.27%
Boston Partners65,566$1,295 萬0.02%
Integrated Quantitative Investments LLC56,600$1,118 萬5.52%
Claudia M.P. Batlle, CRP (R) LLC55,454$1,095 萬3.03%
Evelyn Partners Investment Management Services Ltd55,421$1,095 萬1.91%
Triavera Capital LLC51,997$1,027 萬6.18%
DSG Capital Advisors, LLC51,263$1,012 萬1.83%
Guardian Partners Inc.44,527$922.2 萬0.94%
Headland Capital, LLC43,881$866.6 萬2.97%
Sierra Summit Advisors LLC43,223$853.6 萬1.71%
Soros Fund Management LLC大師索羅斯基金管理40,169$793.3 萬0.14%
Sycomore Asset Management40,524$757.1 萬1.08%
Generali Investments CEE, investicni spolecnost, a.s.38,190$754.2 萬0.78%
Trexquant Investment LP36,959$729.9 萬0.09%
Infinitum Asset Management, LLC35,000$691.2 萬3.65%
FIFTHDELTA Ltd34,700$685.3 萬2.43%
Leonteq Securities AG33,584$663.3 萬0.65%
Marshall Wace, LLP33,309$657.8 萬0.01%
Galaxy Digital Capital Management GP LLC32,932$650.4 萬4.75%
Clear Street Markets LLC32,400$639.9 萬2.39%
Terra Alpha Investments LLC30,991$612.0 萬6.20%
Huntleigh Advisors, Inc.30,508$602.5 萬1.30%
Elwood Capital Partners LP30,055$593.6 萬8.38%
Dilation Capital Management LP29,050$573.7 萬5.29%
Greenup Street Wealth Management LLC28,654$565.9 萬1.12%
Artemis Wealth Advisors, LLC28,000$553.0 萬0.99%
Katamaran Capital LLP27,577$544.6 萬7.29%
Eisler Capital Management Ltd.26,648$537.1 萬0.18%
Natural Investments, LLC27,071$534.6 萬1.48%
Forefront Wealth Management Inc.26,987$533.0 萬4.91%
Sig Brokerage, LP26,143$516.3 萬2.42%
Passumpsic Savings Bank26,068$514.8 萬3.21%
Saranac Partners Ltd25,250$498.7 萬2.75%
Jain Global LLC23,870$471.4 萬0.14%
Haven Global Partners, LLC23,213$458.4 萬4.32%
HWG Holdings LP22,939$453.0 萬1.48%
Figure 8 Investment Strategies LLC22,678$447.9 萬4.39%
Ardsley Advisory Partners LP22,000$435.1 萬0.84%
Peterson Wealth Management21,450$423.6 萬2.52%
Madison Investment Advisors, LLC21,236$419.4 萬0.05%
Arrowpoint Investment Partners (Singapore) Pte. Ltd.20,648$407.8 萬2.48%
Cna Financial Corp20,000$395.0 萬2.45%
Loews Corp20,000$395.0 萬0.03%
Science & Technology Partners, L.P.19,750$390.0 萬1.19%
Robocap Asset Management Ltd19,549$386.1 萬2.59%
Laurion Capital Management LP18,923$373.7 萬0.23%
Covenant Asset Management, LLC18,600$367.3 萬0.81%
Turn8 Private Wealth Inc.18,000$355.5 萬2.53%
Evelyn Partners Asset Management Ltd17,116$338.0 萬0.91%
Telligent Fund, LP15,000$296.2 萬2.82%
Hamilton Capital Partners, LLC14,720$290.7 萬1.84%
Arrow Capital Pty Ltd14,000$276.5 萬2.53%
Myriad Asset Management US LP13,837$273.3 萬1.83%
Sagespring Wealth Partners, LLC12,599$248.8 萬0.07%
Dorsey Wright & Associates12,440$245.7 萬0.59%
Triasima Portfolio Management inc.12,240$241.7 萬0.47%
Tema ETFs LLC11,368$224.5 萬0.93%

清倉機構(116 家)

2024 年第 3 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2024 年第 4 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 116 家。

2024 年第 4 季清倉 TSM 的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Sarasin & Partners LLP2,088,866$3.63 億
Fred Alger Management, LLC2,065,689$3.59 億
Public Employees Retirement System of Ohio1,319,158$2.29 億
Munro Partners659,371$1.15 億
Albar Capital Ltd383,808$6,666 萬
Adage Capital Partners GP, L.L.C.325,050$5,645 萬
Aquatic Capital Management LLC248,900$4,323 萬
Point72 Hong Kong Ltd193,653$3,363 萬
Estuary Capital Management LP171,900$2,985 萬
IMC-Chicago, LLC156,488$2,718 萬
Sequoia China Equity Partners (Hong Kong) Ltd150,000$2,605 萬
Paloma Partners Management Co140,945$2,448 萬
Old Mission Capital LLC140,530$2,441 萬
Tairen Capital Ltd119,614$2,279 萬
Stevens Capital Management LP121,761$2,115 萬
Cubist Systematic Strategies, LLC88,957$1,545 萬
TB Alternative Assets Ltd.88,708$1,541 萬
Parkwood LLC76,993$1,337 萬
NZS Capital, LLC72,153$1,253 萬
Veriti Management LLC57,063$991.0 萬
Seven Eight Capital, LP49,735$863.7 萬
CloudAlpha Capital Management Limited/Hong Kong43,057$747.8 萬
O'Neil Global Advisors, Inc.40,769$708.0 萬
Kapitalo Investimentos Ltda38,124$662.1 萬
Candelo Capital Management LP29,700$515.8 萬
Discovery Capital Management, LLC29,500$512.3 萬
HRT Financial LP26,758$464.7 萬
Y-Intercept (Hong Kong) Ltd25,601$444.6 萬
TD Private Client Wealth LLC21,191$368.0 萬
UniSuper Management Pty Ltd20,628$358.2 萬
Dynamic Advisor Solutions LLC20,365$353.7 萬
Orbis Allan Gray Ltd16,958$294.5 萬
Graham Capital Management, L.P.15,676$272.2 萬
Atom Investors LP15,157$263.2 萬
Quantitative Investment Management, LLC14,770$256.5 萬
Azzad Asset Management Inc14,166$246.0 萬
Maytus Capital Management, LLC13,900$241.4 萬
Hel Ved Capital Management Ltd11,700$203.2 萬
Sender Co & Partners, Inc.10,226$177.6 萬
K2 Principal Fund, L.P.10,000$173.7 萬
JBF Capital, Inc.10,000$173.7 萬
Weiss Asset Management LP9,850$171.1 萬
Cinctive Capital Management LP9,294$161.4 萬
Clough Capital Partners L P6,600$114.6 萬
Foresight Global Investors, Inc.6,320$109.8 萬
Centiva Capital, LP6,284$109.1 萬
SlateStone Wealth, LLC5,985$103.9 萬
Mangrove Partners5,301$92.1 萬
Bollard Group LLC5,000$86.8 萬
Royal Fund Management, LLC4,818$83.7 萬
Holowesko Partners Ltd.4,500$78.2 萬
Connective Portfolio Management, LLC5,260$69.1 萬
Summit Trail Advisors, LLC3,839$66.9 萬
Capital CS Group, LLC3,788$65.8 萬
Campbell & CO Investment Adviser LLC3,767$65.4 萬
Advisor Resource Council3,527$61.3 萬
Readystate Asset Management LP3,502$60.8 萬
Koss-Olinger Consulting, LLC3,445$59.8 萬
Autumn Glory Partners, LLC3,106$57.3 萬
Goldstream Capital Management Ltd3,052$53.1 萬
AlphaStar Capital Management, LLC2,709$47.0 萬
Ambassador Advisors, LLC2,618$45.5 萬
Mizuho Markets Americas LLC2,546$44.2 萬
Accuvest Global Advisors2,046$35.5 萬
NWF Advisory Services Inc.2,028$35.2 萬
Heritage Oak Wealth Advisors LLC1,932$33.6 萬
Harel Insurance Investments & Financial Services Ltd.1,900$33.0 萬
MBA Advisors LLC1,600$27.8 萬
Atlanta Consulting Group Advisors, LLC1,593$27.7 萬
Hibernia Wealth Partners, LLC1,519$26.4 萬
Private Capital Management LLC1,483$25.8 萬
Fairhaven Wealth Management, LLC1,435$24.9 萬
Cynosure Management, LLC1,390$24.1 萬
Vanguard Capital Wealth Advisors1,360$23.6 萬
First County Bank1,300$22.6 萬
Focused Wealth Management, Inc500$22.1 萬
Black Swift Group, LLC1,250$21.7 萬
Cannon Advisors, Inc.1,184$21.1 萬
Blueshift Asset Management, LLC1,184$20.6 萬
Mandatum Life Insurance Co Ltd1,163$20.2 萬
FFT Wealth Management LLC1,152$20.0 萬
West Tower Group, LLC1,000$17.4 萬
Planned Solutions, Inc.843$14.6 萬
Jamison Private Wealth Management, Inc.841$14.6 萬
Blue Chip Partners, Inc.608$10.6 萬
Jaffetilchin Investment Partners, LLC588$10.2 萬
Voisard Asset Management Group, Inc.475$8.25 萬
Ashton Thomas Securities, LLC444$7.71 萬
Gen-Wealth Partners Inc374$7.27 萬
Infrastructure Capital Advisors, LLC400$6.95 萬
Clear Point Advisors Inc.353$6.13 萬
Baldwin Brothers Inc339$5.89 萬
Transcendent Capital Group LLC300$5.21 萬
Jackson Square Partners, LLC261$4.53 萬
Gilliland Jeter Wealth Management LLC147$2.55 萬
Reston Wealth Management LLC146$2.54 萬
Flaharty Asset Management, LLC129$2.24 萬
Bull Oak Capital, LLC123$2.14 萬
Aspire Private Capital, LLC98$1.70 萬
Cyrus J. Lawrence, LLC100$1.70 萬

尚未申報 2024 年第 4 季的機構(39 家)

2024 年第 3 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、還沒有申報 2024 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 3 季持有 TSM、尚未申報 2024 年第 4 季的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Raymond James & Associates1,711,953$2.97 億
PEAK6 Investments LLC431,294$7,490 萬
Raymond James Financial Services Advisors, Inc.411,200$7,141 萬
B. Metzler seel. Sohn & Co. Holding AG378,166$6,568 萬
Chartwell Investment Partners, LLC90,385$1,570 萬
ClariVest Asset Management LLC60,873$1,058 萬
First Personal Financial Services57,712$1,002 萬
Banque Cantonale Vaudoise57,672$1,002 萬
Kingfisher Capital LLC47,926$832.3 萬
Guardian Capital Advisors LP46,912$807.2 萬
Susquehanna International Group Ltd.36,419$632.5 萬
Raymond James Trust N.A.34,595$600.8 萬
Dantai Capital Ltd33,095$574.8 萬
SpiderRock Advisors, LLC15,486$268.9 萬
9258 Wealth Management, LLC11,808$205.1 萬
Cavalry Management Group, LLC10,383$180.3 萬
Alera Investment Advisors, LLC8,581$149.0 萬
Monumental Financial Group Inc.8,084$140.4 萬
Insight Folios Inc6,709$116.5 萬
CIC Wealth, LLC4,431$77.0 萬
Edmonds Duncan Registered Investment Advisors, LLC3,757$65.2 萬
Pegasus Partners Ltd.2,865$49.8 萬
Argent Financial Group, Inc.2,617$45.4 萬
Diversified, LLC2,430$42.2 萬
Inscription Capital, LLC2,019$35.1 萬
Brophy Wealth Management, LLC1,757$30.5 萬
Boston Mountain Money Management Inc1,584$27.5 萬
LWMG, LLC1,338$23.2 萬
FinTrust Capital Advisors, LLC1,223$21.2 萬
Northwest Investment Counselors, LLC1,198$20.8 萬
New Potomac Partners, LLC725$12.6 萬
WFA of San Diego, LLC476$8.27 萬
Alpine Bank Wealth Management421$7.31 萬
M&R Capital Management Inc400$6.95 萬
Naples Money Management LLC200$3.47 萬
Abich Financial Wealth Management LLC129$2.24 萬
Carmichael Hill & Associates, Inc.93$1.62 萬
Planning Capital Management Corp25$4,342
Annapolis Financial Services, LLC4$610