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 4 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2024/12/31 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
- 2,468
- 較 2024 年第 3 季 +314 家
- 持有股數
- 8.36 億
- 較 2024 年第 3 季 +2,157 萬 (+2.6%)
- 總市值
- $1,652 億
- 較 2024 年第 3 季 +$244.2 億 (+17.4%)
- 新進機構
- 430
- 另有 938 家加碼
- 清倉機構
- 116
- 另有 821 家減碼
另有 39 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Epoch Investment Partners, Inc. | 488,770 | $9,653 萬 | 0.47% | −88,024−15.3% | 減碼 |
| Cookson Peirce & Co Inc | 486,449 | $9,607 萬 | 4.35% | +79,092+19.4% | 加碼 |
| Parnassus Investments | 486,191 | $9,602 萬 | 0.21% | +1,036+0.2% | 加碼 |
| Capital Fund Management S.A. | 484,210 | $9,563 萬 | 0.95% | −390,691−44.7% | 減碼 |
| Avala Global LP | 478,284 | $9,446 萬 | 5.88% | +87,100+22.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 451,898 | $9,360 萬 | 0.17% | +13,911+3.2% | 加碼 |
| Bain Capital Public Equity Management II, LLC | 470,766 | $9,297 萬 | 4.27% | +71,681+18.0% | 加碼 |
| Creative Planning | 469,944 | $9,281 萬 | 0.09% | −25,742−5.2% | 減碼 |
| Noked Israel Ltd | 467,900 | $9,241 萬 | 18.19% | +5,100+1.1% | 加碼 |
| Phoenix Holdings Ltd. | 459,506 | $9,191 萬 | 1.27% | −10,074−2.1% | 減碼 |
| Union Bancaire Privee, UBP SA | 462,391 | $9,183 萬 | 1.62% | +462,391 | 新進 |
| Montrusco Bolton Investments Inc. | 484,552 | $9,166 萬 | 1.11% | +415,693+603.7% | 加碼 |
| SG Americas Securities, LLC | 457,574 | $9,037 萬 | 0.39% | −155,447−25.4% | 減碼 |
| Dorsal Capital Management, LLC | 450,000 | $8,887 萬 | 2.67% | +450,000 | 新進 |
| Pictet & Cie (Europe) SA | 447,801 | $8,844 萬 | 1.94% | −34,404−7.1% | 減碼 |
| FengHe Fund Management Pte. Ltd. | 447,100 | $8,830 萬 | 26.05% | +8,400+1.9% | 加碼 |
| DJE Kapital AG | 442,934 | $8,793 萬 | 2.06% | +442,934 | 新進 |
| Boston Common Asset Management, LLC | 439,456 | $8,679 萬 | 2.53% | −79,742−15.4% | 減碼 |
| TOMS Capital Investment Management LP | 435,000 | $8,591 萬 | 10.02% | −239,400−35.5% | 減碼 |
| Harvard Management Co Inc | 434,790 | $8,587 萬 | 5.08% | −54,000−11.0% | 減碼 |
| Bessemer Group Inc | 430,936 | $8,511 萬 | 0.14% | +366,437+568.1% | 加碼 |
| Truist Financial Corp | 421,463 | $8,323 萬 | 0.13% | +7,307+1.8% | 加碼 |
| Ninety One North America, Inc. | 419,085 | $8,277 萬 | 5.12% | +81,673+24.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 417,342 | $8,242 萬 | 0.52% | −35,353−7.8% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 412,909 | $8,177 萬 | 2.34% | −80,801−16.4% | 減碼 |
| Rhumbline Advisers | 410,814 | $8,113 萬 | 0.07% | −37,277−8.3% | 減碼 |
| US Bancorp | 408,290 | $8,063 萬 | 0.11% | +25,564+6.7% | 加碼 |
| TT International Asset Management LTD | 407,832 | $8,054 萬 | 11.69% | +375,103+1,146.1% | 加碼 |
| MML Investors Services, LLC | 399,359 | $7,887 萬 | 0.27% | −7,804−1.9% | 減碼 |
| Evelyn Partners Investment Management LLP | 394,590 | $7,793 萬 | 2.53% | +394,590 | 新進 |
| WT Asset Management Ltd | 394,241 | $7,786 萬 | 8.58% | +34,303+9.5% | 加碼 |
| Assetmark, Inc | 385,434 | $7,612 萬 | 0.21% | +83,470+27.6% | 加碼 |
| Carrhae Capital LLP | 383,886 | $7,581 萬 | 8.96% | +20,623+5.7% | 加碼 |
| Metropolis Capital Ltd | 383,552 | $7,575 萬 | 2.66% | +119,719+45.4% | 加碼 |
| Chicago Capital, LLC | 383,373 | $7,571 萬 | 2.01% | +3,739+1.0% | 加碼 |
| Guinness Asset Management LTD | 382,239 | $7,561 萬 | 1.42% | +30,203+8.6% | 加碼 |
| Hardman Johnston Global Advisors LLC | 381,432 | $7,533 萬 | 3.11% | +26,847+7.6% | 加碼 |
| Strategy Capital LLC | 379,507 | $7,495 萬 | 6.10% | −13,409−3.4% | 減碼 |
| CI Private Wealth, LLC | 378,513 | $7,433 萬 | 0.12% | −9,899−2.5% | 減碼 |
| Varma Mutual Pension Insurance Co | 372,400 | $7,355 萬 | 0.56% | −284,000−43.3% | 減碼 |
| Johnson Investment Counsel Inc | 367,875 | $7,265 萬 | 0.71% | +1,856+0.5% | 加碼 |
| Mondrian Investment Partners LTD | 339,799 | $7,113 萬 | 1.18% | −399,502−54.0% | 減碼 |
| Commonwealth Equity Services, LLC | 359,290 | $7,096 萬 | 0.10% | +25,525+7.6% | 加碼 |
| Standard Life Aberdeen plc | 353,810 | $7,051 萬 | 0.13% | +114,068+47.6% | 加碼 |
| Tiger Pacific Capital LP | 354,698 | $7,005 萬 | 18.73% | −43,080−10.8% | 減碼 |
| Perpetual Ltd | 354,484 | $7,001 萬 | 0.82% | −142,872−28.7% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 349,791 | $6,908 萬 | 0.59% | +19,401+5.9% | 加碼 |
| Generation Investment Management LLP | 349,760 | $6,907 萬 | 0.36% | +56,329+19.2% | 加碼 |
| Wolverine Trading, LLC | 342,724 | $6,868 萬 | 1.55% | +197,724+136.4% | 加碼 |
| Suvretta Capital Management, LLC | 345,912 | $6,831 萬 | 2.53% | −2,830−0.8% | 減碼 |
| Scotia Capital Inc. | 345,318 | $6,820 萬 | 0.36% | −13,725−3.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 343,887 | $6,791 萬 | 0.06% | +26,725+8.4% | 加碼 |
| Danica Pension, Livsforsikringsaktieselskab | 343,028 | $6,774 萬 | 1.27% | +44,828+15.0% | 加碼 |
| Light Street Capital Management, LLC | 341,154 | $6,737 萬 | 13.87% | −5,350−1.5% | 減碼 |
| Albar Capital Partners LLP | 332,928 | $6,575 萬 | 15.81% | +332,928 | 新進 |
| Janney Montgomery Scott LLC | 332,198 | $6,561 萬 | 0.18% | +6,722+2.1% | 加碼 |
| Ruffer LLP | 329,971 | $6,517 萬 | 2.35% | −106,759−24.4% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 329,323 | $6,504 萬 | 0.29% | +73,295+28.6% | 加碼 |
| Oribel Capital Management, LP | 327,100 | $6,460 萬 | 4.39% | +264,300+420.9% | 加碼 |
| Groupe la Francaise | 311,501 | $6,396 萬 | 1.64% | +311,501 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 319,839 | $6,317 萬 | 0.15% | −25,090−7.3% | 減碼 |
| Optiver Holding B.V. | 313,411 | $6,190 萬 | 2.00% | −43,177−12.1% | 減碼 |
| HughesLittle Investment Management Ltd. | 312,435 | $6,170 萬 | 11.68% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 309,900 | $6,120 萬 | 1.12% | −8,317−2.6% | 減碼 |
| Two Sigma Investments, LP | 305,292 | $6,029 萬 | 0.14% | −813,972−72.7% | 減碼 |
| Cullen Capital Management LLC | 300,623 | $5,937 萬 | 0.69% | −5,588−1.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 295,544 | $5,857 萬 | 0.60% | −82,622−21.8% | 減碼 |
| Kinetic Partners Management, LP | 292,854 | $5,784 萬 | 3.81% | +44,900+18.1% | 加碼 |
| McDaniel Terry & Co | 292,671 | $5,780 萬 | 4.74% | −2,195−0.7% | 減碼 |
| Squarepoint Ops LLC | 291,774 | $5,762 萬 | 0.15% | −84,754−22.5% | 減碼 |
| Nomura Asset Management Co Ltd | 289,194 | $5,711 萬 | 0.17% | −89,626−23.7% | 減碼 |
| Dundas Partners LLP | 289,171 | $5,711 萬 | 4.01% | −14,393−4.7% | 減碼 |
| E Fund Management Co., Ltd. | 289,028 | $5,708 萬 | 2.87% | −68,375−19.1% | 減碼 |
| Vident Advisory, LLC | 283,614 | $5,601 萬 | 0.98% | +194,463+218.1% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 281,622 | $5,562 萬 | 2.90% | −9,660−3.3% | 減碼 |
| J. Safra Sarasin Holding AG | 280,250 | $5,535 萬 | 0.94% | −25,072−8.2% | 減碼 |
| Schwartz Investment Counsel Inc | 276,250 | $5,456 萬 | 1.97% | +115,000+71.3% | 加碼 |
| Modera Wealth Management, LLC | 272,773 | $5,387 萬 | 0.65% | −3,339−1.2% | 減碼 |
| NorthCrest Asset Manangement, LLC | 268,231 | $5,297 萬 | 1.59% | +2,064+0.8% | 加碼 |
| Advisor Group Holdings, Inc. | 262,465 | $5,185 萬 | 0.12% | −3,110−1.2% | 減碼 |
| BLI - Banque de Luxembourg Investments | 256,100 | $5,129 萬 | 1.39% | +256,100 | 新進 |
| Liontrust Investment Partners LLP | 259,466 | $5,124 萬 | 0.74% | −113,433−30.4% | 減碼 |
| Sustainable Growth Advisers, LP | 255,844 | $5,053 萬 | 0.25% | +13,786+5.7% | 加碼 |
| Hosking Partners LLP | 253,049 | $4,997 萬 | 1.95% | +22,686+9.8% | 加碼 |
| Earnest Partners LLC | 251,979 | $4,976 萬 | 0.22% | −15,620−5.8% | 減碼 |
| Raiffeisen Bank International AG | 248,177 | $4,973 萬 | 0.75% | +248,177 | 新進 |
| Appaloosa LP大師阿帕盧薩 | 250,000 | $4,937 萬 | 0.76% | −150,000−37.5% | 減碼 |
| Headwater Capital Co Ltd | 250,000 | $4,937 萬 | 26.32% | +250,000 | 新進 |
| Whale Rock Capital Management LLC | 249,873 | $4,935 萬 | 0.58% | −2,762−1.1% | 減碼 |
| Itau Unibanco Holding S.A. | 247,678 | $4,903 萬 | 1.55% | −564,776−69.5% | 減碼 |
| Diamond Hill Capital Management Inc | 246,270 | $4,864 萬 | 0.21% | +1,910+0.8% | 加碼 |
| M&T Bank Corp | 245,699 | $4,852 萬 | 0.16% | +3,985+1.6% | 加碼 |
| M&G Plc | 244,948 | $4,825 萬 | 0.30% | +49,484+25.3% | 加碼 |
| Jarislowsky, Fraser Ltd | 243,958 | $4,818 萬 | 0.28% | −8,713−3.4% | 減碼 |
| Castle Hook Partners LP | 243,072 | $4,800 萬 | 1.02% | +243,072 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 240,186 | $4,743 萬 | 0.09% | +49,234+25.8% | 加碼 |
| Optimus Prime Fund Management Co., Ltd. | 240,000 | $4,740 萬 | 5.08% | 00.0% | 不變 |
| Ami Asset Management Corp | 238,723 | $4,715 萬 | 2.51% | +238,723 | 新進 |
| Advisors Capital Management, LLC | 237,503 | $4,690 萬 | 0.74% | −8,250−3.4% | 減碼 |
| Wedgewood Partners Inc | 236,828 | $4,677 萬 | 9.21% | −9,304−3.8% | 減碼 |