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 |
|---|---|---|---|---|---|
| Trajan Wealth LLC | 234,745 | $4,636 萬 | 2.57% | +13,821+6.3% | 加碼 |
| Triodos Investment Management BV | 233,953 | $4,620 萬 | 3.74% | −800−0.3% | 減碼 |
| GF Fund Management Co. Ltd. | 233,058 | $4,603 萬 | 1.01% | +233,058 | 新進 |
| Flossbach Von Storch AG | 229,323 | $4,529 萬 | 0.18% | −25,696−10.1% | 減碼 |
| Natixis | 227,351 | $4,490 萬 | 0.30% | +183,140+414.2% | 加碼 |
| Walleye Capital LLC | 224,176 | $4,427 萬 | 0.42% | −73,645−24.7% | 減碼 |
| Pictet North America Advisors SA | 224,172 | $4,427 萬 | 4.21% | +1,130+0.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 223,947 | $4,421 萬 | 0.23% | −84,421−27.4% | 減碼 |
| Fulton Breakefield Broenniman LLC | 223,615 | $4,416 萬 | 3.15% | −4,086−1.8% | 減碼 |
| Marcho Partners LLP | 223,331 | $4,411 萬 | 15.09% | +93,625+72.2% | 加碼 |
| Talos Asset Management LP | 223,000 | $4,404 萬 | 10.40% | +223,000 | 新進 |
| Mariner, LLC | 222,948 | $4,403 萬 | 0.07% | +10,983+5.2% | 加碼 |
| Brandes Investment Partners, LP | 222,608 | $4,396 萬 | 0.49% | −63,277−22.1% | 減碼 |
| Sirios Capital Management L P | 221,186 | $4,368 萬 | 7.84% | −9,440−4.1% | 減碼 |
| Cercano Management LLC | 220,931 | $4,363 萬 | 1.11% | 00.0% | 不變 |
| MAI Capital Management | 220,165 | $4,348 萬 | 0.32% | +3,610+1.7% | 加碼 |
| Jupiter Asset Management Ltd | 217,835 | $4,302 萬 | 0.42% | −23,580−9.8% | 減碼 |
| HGK Asset Management Inc | 217,655 | $4,298 萬 | 7.93% | +12,800+6.2% | 加碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 217,358 | $4,293 萬 | 3.00% | −45,346−17.3% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 217,333 | $4,292 萬 | 0.36% | −4,920−2.2% | 減碼 |
| Tran Capital Management, L.P. | 214,541 | $4,237 萬 | 4.80% | −13,272−5.8% | 減碼 |
| Trillium Asset Management, LLC | 214,235 | $4,231 萬 | 1.10% | −55,865−20.7% | 減碼 |
| Nikko Asset Management Americas, Inc. | 211,751 | $4,184 萬 | 0.45% | −22,803−9.7% | 減碼 |
| Lido Advisors, LLC | 209,649 | $4,153 萬 | 0.26% | +24,599+13.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 208,938 | $4,126 萬 | 0.14% | −3,242−1.5% | 減碼 |
| Pictet Asset Management Holding SA | 208,399 | $4,116 萬 | 0.04% | −43,673−17.3% | 減碼 |
| Cat Rock Capital Management LP | 206,200 | $4,072 萬 | 5.32% | −24,900−10.8% | 減碼 |
| Symmetry Investments LP | 206,040 | $4,069 萬 | 2.43% | +206,040 | 新進 |
| Insight Holdings Group, LLC | 203,830 | $4,025 萬 | 2.60% | +530+0.3% | 加碼 |
| Junto Capital Management LP | 203,815 | $4,025 萬 | 0.80% | +203,815 | 新進 |
| Parallax Volatility Advisers, L.P. | 202,367 | $3,997 萬 | 0.88% | −132,701−39.6% | 減碼 |
| Corvex Management LP | 200,854 | $3,967 萬 | 1.44% | +200,854 | 新進 |
| Todd Asset Management LLC | 199,527 | $3,940 萬 | 0.94% | +23,534+13.4% | 加碼 |
| Formuepleje A/S | 198,983 | $3,930 萬 | 2.12% | −22,631−10.2% | 減碼 |
| Sanctuary Advisors, LLC | 186,704 | $3,886 萬 | 0.25% | +345+0.2% | 加碼 |
| Banco BTG Pactual S.A. | 192,190 | $3,874 萬 | 9.07% | +28,224+17.2% | 加碼 |
| CTC LLC | 195,437 | $3,860 萬 | 3.89% | +166,048+565.0% | 加碼 |
| Matthews International Capital Management LLC | 195,243 | $3,856 萬 | 7.88% | +36,845+23.3% | 加碼 |
| Generate Investment Management Ltd | 193,676 | $3,825 萬 | 2.67% | +91,977+90.4% | 加碼 |
| Edmond de Rothschild Holding S.A. | 192,776 | $3,807 萬 | 0.65% | −44,871−18.9% | 減碼 |
| New Age Alpha Advisors, LLC | 191,200 | $3,776 萬 | 1.53% | +82,300+75.6% | 加碼 |
| Thomasville National Bank | 189,380 | $3,740 萬 | 2.69% | −485−0.3% | 減碼 |
| Moran Wealth Management, LLC | 185,819 | $3,670 萬 | 1.17% | −6,328−3.3% | 減碼 |
| Exor Capital LLP | 185,000 | $3,654 萬 | 0.98% | 00.0% | 不變 |
| Newbrook Capital Advisors LP | 183,731 | $3,629 萬 | 4.65% | +183,731 | 新進 |
| Calamos Advisors LLC | 179,226 | $3,540 萬 | 0.16% | −31,537−15.0% | 減碼 |
| Grimes & Company, Inc. | 178,159 | $3,518 萬 | 1.01% | −834−0.5% | 減碼 |
| Abn Amro Investment Solutions | 177,349 | $3,502 萬 | 0.65% | −33,433−15.9% | 減碼 |
| BNP Paribas | 175,964 | $3,477 萬 | 1.41% | −18,164−9.4% | 減碼 |
| Walleye Trading LLC | 175,667 | $3,469 萬 | 0.68% | +10,084+6.1% | 加碼 |
| Factory Mutual Insurance Co | 173,420 | $3,425 萬 | 0.37% | +27,000+18.4% | 加碼 |
| Main Street Research LLC | 172,767 | $3,422 萬 | 2.13% | +3,773+2.2% | 加碼 |
| Westwood Holdings Group Inc. | 172,944 | $3,415 萬 | 0.26% | −6,753−3.8% | 減碼 |
| Toroso Investments, LLC | 171,543 | $3,388 萬 | 0.28% | +54,537+46.6% | 加碼 |
| Erste Asset Management GmbH | 166,100 | $3,342 萬 | 0.41% | +62,580+60.5% | 加碼 |
| Ramirez Asset Management, Inc. | 169,151 | $3,341 萬 | 6.74% | +385+0.2% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 167,865 | $3,315 萬 | 3.13% | −467−0.3% | 減碼 |
| Alta Park Capital, LP | 166,959 | $3,297 萬 | 4.31% | +12,933+8.4% | 加碼 |
| TCW Group Inc | 166,441 | $3,287 萬 | 0.28% | −9,576−5.4% | 減碼 |
| Oriental Harbor Investment Fund | 165,797 | $3,274 萬 | 3.29% | +165,797 | 新進 |
| Bahl & Gaynor Inc | 165,785 | $3,274 萬 | 0.17% | +156,355+1,658.1% | 加碼 |
| Manchester Global Management (UK) Ltd | 164,637 | $3,251 萬 | 4.29% | −103,387−38.6% | 減碼 |
| Dnca Finance | 164,030 | $3,239 萬 | 2.52% | +9,530+6.2% | 加碼 |
| Janney Capital Management LLC | 163,902 | $3,237 萬 | 2.14% | −32,559−16.6% | 減碼 |
| Mawer Investment Management Ltd. | 162,816 | $3,215 萬 | 0.15% | −7,297−4.3% | 減碼 |
| Deprince Race & Zollo Inc | 161,962 | $3,199 萬 | 0.63% | −29,988−15.6% | 減碼 |
| Pathstone Holdings, LLC | 160,929 | $3,181 萬 | 0.14% | +3,738+2.4% | 加碼 |
| River & Mercantile Asset Management LLP | 160,945 | $3,180 萬 | 6.17% | +160,945 | 新進 |
| Asset Management One Co.,Ltd. | 152,534 | $3,076 萬 | 0.11% | −458−0.3% | 減碼 |
| CCLA Investment Management Ltd | 155,151 | $3,065 萬 | 0.49% | −31,703−17.0% | 減碼 |
| Snowden Capital Advisors LLC | 152,592 | $3,023 萬 | 0.94% | −14,700−8.8% | 減碼 |
| Kornitzer Capital Management Inc | 152,345 | $3,009 萬 | 0.59% | −5,322−3.4% | 減碼 |
| Soros Capital Management LLC | 152,165 | $3,005 萬 | 4.70% | +46,992+44.7% | 加碼 |
| Telemark Asset Management, LLC | 150,000 | $2,962 萬 | 2.95% | +50,000+50.0% | 加碼 |
| Charles-Lim Capital Ltd | 150,000 | $2,962 萬 | 7.42% | +150,000 | 新進 |
| Alpine Investment Management Ltd | 150,000 | $2,962 萬 | 18.96% | +150,000 | 新進 |
| Fundsmith Investment Services Ltd. | 149,989 | $2,962 萬 | 0.39% | 00.0% | 不變 |
| Delta Global Management LP | 149,684 | $2,956 萬 | 2.45% | −98,238−39.6% | 減碼 |
| Marathon Trading Investment Management LLC | 149,399 | $2,950 萬 | 4.91% | +146,797+5,641.7% | 加碼 |
| ABN AMRO Bank N.V. | 150,608 | $2,944 萬 | 0.40% | −1,559−1.0% | 減碼 |
| Atria Investments LLC | 148,736 | $2,937 萬 | 0.37% | +4,389+3.0% | 加碼 |
| State of Michigan Retirement System | 148,200 | $2,927 萬 | 0.15% | −40,700−21.5% | 減碼 |
| London & Capital Asset Management Ltd | 146,226 | $2,888 萬 | 2.46% | −18,565−11.3% | 減碼 |
| Maplelane Capital, LLC | 145,524 | $2,874 萬 | 3.12% | +10,524+7.8% | 加碼 |
| Night Owl Capital Management, LLC | 145,088 | $2,865 萬 | 3.70% | −60,507−29.4% | 減碼 |
| Davy Global Fund Management Ltd | 143,639 | $2,837 萬 | 3.35% | −9,424−6.2% | 減碼 |
| Fairfax Financial Holdings Ltd大師費爾法克斯金融 | 141,700 | $2,800 萬 | 1.80% | 00.0% | 不變 |
| Bailard, Inc. | 141,561 | $2,796 萬 | 0.71% | +487+0.3% | 加碼 |
| Meridiem Capital Partners LP | 141,192 | $2,788 萬 | 2.62% | +141,192 | 新進 |
| Governors Lane LP | 140,200 | $2,769 萬 | 4.13% | −140,700−50.1% | 減碼 |
| Group One Trading, L.P. | 140,038 | $2,766 萬 | 0.94% | +140,038 | 新進 |
| Ardmore Road Asset Management LP | 140,000 | $2,765 萬 | 4.03% | +140,000 | 新進 |
| Alberta Investment Management Corp | 139,585 | $2,757 萬 | 0.18% | −72,501−34.2% | 減碼 |
| John G Ullman & Associates Inc | 139,287 | $2,751 萬 | 4.05% | −5,280−3.7% | 減碼 |
| Benchstone Capital Management LP | 138,037 | $2,726 萬 | 2.82% | +138,037 | 新進 |
| GWM Advisors LLC | 136,924 | $2,704 萬 | 0.16% | +5,431+4.1% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 136,375 | $2,693 萬 | 7.11% | +12,568+10.2% | 加碼 |
| Avantax Advisory Services, Inc. | 135,856 | $2,683 萬 | 0.17% | −5,580−3.9% | 減碼 |
| Vanguard Group Inc | 135,604 | $2,678 萬 | 0.00% | −49,790−26.9% | 減碼 |
| Pinnacle Investment Management Ltd | 135,000 | $2,666 萬 | 19.47% | +135,000 | 新進 |