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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

2025 年第 1 季與 2024 年第 4 季比較

持有 Taiwan Semiconductor Manufacturing Co Ltd 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

TSM 的 13F 持有人:2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數2,468432,444+19
股數8.36 億634.4 萬8.26 億−405.1 萬 (−0.5%)
市值$1,652 億$12.5 億$1,358 億−$281.8 億 (−17.2%)

43 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(239 家)

2025 年第 1 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2024 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 239 家。

2025 年第 1 季新進 TSM 的機構
機構股數市值佔組合 %
Nuveen, LLC2,907,687$4.83 億0.15%
Softbank Group Corp1,985,000$3.30 億1.12%
Sarasin & Partners LLP1,469,127$2.44 億2.64%
Public Employees Retirement System of Ohio1,214,983$2.02 億0.73%
Susquehanna Advisors Group, Inc.1,040,000$1.73 億11.01%
Stockbridge Partners LLC941,661$1.56 億3.46%
Samlyn Capital, LLC617,693$1.03 億1.69%
Spear Holdings RSC Ltd446,376$7,410 萬5.70%
Harel Insurance Investments & Financial Services Ltd.421,680$7,023 萬0.92%
Mairs & Power Inc397,657$6,601 萬0.69%
IMC-Chicago, LLC352,536$5,852 萬2.27%
BlueCrest Capital Management Ltd330,093$5,480 萬8.74%
Tairen Capital Ltd290,650$4,825 萬3.19%
H&H International Investment, LLC大師H&H 國際投資271,792$4,512 萬0.38%
Aquatic Capital Management LLC200,454$3,328 萬0.85%
Ovata Capital Management Ltd199,479$3,256 萬12.36%
Trybe Capital Management LP195,459$3,245 萬10.99%
Kapitalo Investimentos Ltda194,664$3,231 萬6.56%
Capitolis Liquid Global Markets LLC186,800$3,101 萬0.27%
Cubist Systematic Strategies, LLC175,159$2,908 萬0.38%
Joho Capital LLC168,000$2,789 萬4.82%
Hel Ved Capital Management Ltd157,840$2,620 萬13.21%
Old Mission Capital LLC154,401$2,563 萬0.49%
Parkwood LLC141,717$2,353 萬2.30%
Davidson Kempner Capital Management LP100,000$1,660 萬0.23%
SummitTX Capital, L.P.97,773$1,623 萬0.72%
Stony Point Capital LLC97,289$1,615 萬1.75%
BW Gestao de Investimentos Ltda.95,200$1,580 萬1.79%
Rokos Capital Management LLP90,118$1,495 萬0.41%
Jordan Park Group LLC89,537$1,486 萬1.08%
Untitled Investments LP88,190$1,464 萬4.15%
Kamunting Street Capital Management, L.P.80,000$1,328 萬8.90%
HAP Trading, LLC75,827$1,259 萬4.48%
GuoLine Advisory Pte Ltd73,000$1,212 萬1.28%
Generali Asset Management SPA SGR69,388$1,152 萬0.28%
Melqart Asset Management (UK) Ltd61,217$1,016 萬1.37%
Stenahm Asset Managment Ltd58,920$978.1 萬3.98%
Honeycomb Asset Management LP58,000$962.8 萬4.60%
Banque Cantonale Vaudoise51,954$862.5 萬0.38%
Zions Bancorporation, National Association51,052$847.5 萬0.53%
Oak Grove Capital LLC50,155$832.6 萬1.99%
University of Illinois Foundation45,870$761.4 萬2.39%
Caisse de Depot Et Placement du Quebec45,693$758.5 萬0.02%
L1 Capital International Pty Ltd45,652$757.8 萬2.09%
Octahedron Capital Management L.P.45,400$753.6 萬6.70%
RPg Family Wealth Advisory, LLC44,920$748.7 萬2.13%
Bell Asset Management Ltd44,340$736.0 萬1.35%
Hiddenite Capital Partners LP44,200$733.7 萬6.12%
Grafton Street Partners Fund, LP40,491$672.2 萬5.17%
TB Alternative Assets Ltd.39,098$649.0 萬1.51%
Mutual of America Capital Management LLC38,216$634.4 萬0.07%
Rakuten Investment Management, Inc.36,963$610.8 萬0.03%
Agur Provident & Training Funds Management Ltd36,600$607.5 萬2.43%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)36,000$597.6 萬0.99%
MYDA Advisors LLC35,000$581.0 萬2.06%
Beutel, Goodman & Co Ltd.34,351$570.2 萬0.03%
Benson Investment Management Company, Inc.32,417$538.1 萬2.34%
Investidor Profissional Gestao de Recursos Ltda.32,100$532.9 萬5.15%
Franchise Capital Ltd94,350$500.5 萬2.98%
Fortis Capital Management LLC30,014$498.2 萬0.97%
Columbus Hill Capital Management, L.P.28,600$474.8 萬1.00%
Y-Intercept (Hong Kong) Ltd27,910$463.3 萬0.31%
Caas Capital Management LP25,700$426.6 萬2.02%
Guardian Point Capital, LP25,000$415.0 萬2.50%
Resolute Capital Asset Partners LLC25,000$415.0 萬2.34%
Wealth High Governance Capital Ltda24,800$411.7 萬2.69%
Ibex Wealth Advisors23,351$387.6 萬0.51%
Jackson Wealth Management, LLC23,296$386.7 萬0.47%
RD Finance Ltd21,930$364.0 萬2.92%
Stevens Capital Management LP21,884$363.3 萬0.90%
TD Private Client Wealth LLC21,094$350.2 萬0.10%
First Trust Bank, Ltd.20,800$345.3 萬12.67%
Matthew 25 Management Corp20,000$332.0 萬1.22%
Caxton Associates LLP18,000$298.8 萬0.10%
Avenir Tech Ltd17,900$297.1 萬0.40%
Bragg Financial Advisors, Inc17,081$283.5 萬0.12%
Burr Financial Services, LLC16,669$276.7 萬2.17%
Dynamic Advisor Solutions LLC16,335$271.2 萬0.09%
Lighthouse Investment Partners, LLC15,408$255.8 萬0.12%
Ssa Swiss Advisors AG14,605$241.5 萬1.24%
Sofos Investments, Inc.14,389$238.9 萬0.52%
California State Teachers Retirement System13,178$218.8 萬0.00%
Genus Capital Management Inc.12,446$206.6 萬0.30%
SkyView Investment Advisors, LLC12,359$205.2 萬0.31%
B & T Capital Management DBA Alpha Capital Management12,311$204.4 萬0.39%
VestGen Advisors, LLC11,946$198.3 萬0.09%
Zurich Insurance Group Ltd11,800$195.9 萬0.02%
Colonial River Wealth Management, LLC11,688$194.0 萬1.07%
Strategic Planning, Inc.11,644$193.3 萬1.09%
TrueMark Investments, LLC11,510$191.1 萬0.50%
Napean Trading & Investment Co (Singapore) PTE Ltd11,159$185.2 萬0.54%
Azzad Asset Management Inc11,008$182.7 萬0.22%
Inspire Trust Co, N.A.11,000$182.6 萬0.43%
Advanced Portfolio Management, LLC10,000$166.0 萬3.35%
Koss-Olinger Consulting, LLC9,694$160.9 萬0.14%
Investment Management Corp of Ontario9,466$157.1 萬0.03%
CapitalatWork S.A.9,200$152.7 萬0.05%
BayBridge Capital Group, LLC8,980$149.1 萬1.07%
Strategic Advisors LLC8,210$136.3 萬0.26%
Commerzbank Aktiengesellschaft7,794$129.4 萬0.03%

清倉機構(220 家)

2024 年第 4 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2025 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 220 家。

2025 年第 1 季清倉 TSM 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Holocene Advisors, LP778,551$1.54 億
Evergreen Quality Fund GP, Ltd.625,902$1.24 億
State of New Jersey Common Pension Fund D543,104$1.07 億
Altimeter Capital Management, LP大師Altimeter 資本504,380$9,961 萬
Bain Capital Public Equity Management II, LLC470,766$9,297 萬
Harvard Management Co Inc434,790$8,587 萬
WT Asset Management Ltd394,241$7,786 萬
Carrhae Capital LLP383,886$7,581 萬
Tiger Pacific Capital LP354,698$7,005 萬
Oribel Capital Management, LP327,100$6,460 萬
Castle Hook Partners LP243,072$4,800 萬
Talos Asset Management LP223,000$4,404 萬
Cercano Management LLC220,931$4,363 萬
Alta Park Capital, LP166,959$3,297 萬
Charles-Lim Capital Ltd150,000$2,962 萬
Fundsmith Investment Services Ltd.149,989$2,962 萬
Delta Global Management LP149,684$2,956 萬
Point72 Asia (Singapore) Pte. Ltd.136,375$2,693 萬
Pinnacle Investment Management Ltd135,000$2,666 萬
Crestline Management, LP127,108$2,510 萬
IvyRock Asset Management (HK) Ltd113,300$2,238 萬
Old National Bancorp113,205$2,236 萬
ExodusPoint Capital Management, LP75,653$1,494 萬
Concentric Capital Strategies, LP75,208$1,485 萬
Tybourne Capital Management (HK) Ltd47,286$933.9 萬
Sierra Summit Advisors LLC43,223$853.6 萬
Keystone Investors Pte Ltd42,205$833.5 萬
Soros Fund Management LLC大師索羅斯基金管理40,169$793.3 萬
SPX Equities Gestao de Recursos Ltda40,000$790.0 萬
Atika Capital Management LLC38,800$766.3 萬
UBS Oconnor LLC37,500$740.6 萬
Marshall Wace, LLP33,309$657.8 萬
Taika Capital, LP31,905$630.1 萬
Nwam LLC29,722$587.0 萬
Dilation Capital Management LP29,050$573.7 萬
Artemis Wealth Advisors, LLC28,000$553.0 萬
Sig Brokerage, LP26,143$516.3 萬
Brevan Howard Capital Management LP25,271$499.1 萬
Green Alpha Advisors, LLC24,889$491.5 萬
Jain Global LLC23,870$471.4 萬
Helios Capital Management Pte. Ltd23,300$460.2 萬
Ardsley Advisory Partners LP22,000$435.1 萬
Maple-Brown Abbott Ltd21,086$416.4 萬
Arrowpoint Investment Partners (Singapore) Pte. Ltd.20,648$407.8 萬
Resolute Wealth Strategies, LLC20,180$398.5 萬
Cna Financial Corp20,000$395.0 萬
Loews Corp20,000$395.0 萬
Science & Technology Partners, L.P.19,750$390.0 萬
GTS Securities LLC19,495$385.0 萬
Sprucegrove Investment Management Ltd18,700$369.3 萬
Proequities, Inc.15,946$355.9 萬
Bain Capital Public Equity, LP16,870$333.2 萬
FNY Investment Advisers, LLC16,115$318.2 萬
Arrow Capital Pty Ltd14,000$276.5 萬
Myriad Asset Management US LP13,837$273.3 萬
Stonehage Fleming Financial Services Holdings Ltd13,551$267.6 萬
First Hawaiian Bank12,332$243.5 萬
Two Sigma Securities, LLC11,963$236.3 萬
Boston Private Wealth LLC11,312$223.4 萬
Oberweis Asset Management Inc10,500$207.4 萬
Lombard Odier Asset Management (USA) Corp10,496$207.3 萬
Clare Market Investments LLC9,540$188.4 萬
Herald Investment Management Ltd9,500$187.7 萬
CWM Advisors, LLC9,120$180.1 萬
Angeles Investment Advisors, LLC8,518$168.3 萬
Wealth Management Partners, LLC7,599$150.1 萬
Fox Run Management, L.L.C.5,800$114.5 萬
Scientech Research LLC5,486$108.3 萬
KLP Kapitalforvaltning AS5,200$102.9 萬
Triumph Capital Management4,890$96.6 萬
Pinnbrook Capital Management LP4,871$96.2 萬
Gamco Investors, Inc. Et Al4,870$96.2 萬
Catalyst Funds Management Pty Ltd4,600$90.8 萬
Private Wealth Partners, LLC4,545$89.8 萬
Silverleafe Capital Partners, LLC4,524$89.3 萬
Harbor Capital Advisors, Inc.4,468$88.2 萬
Rational Advisors LLC4,000$79.0 萬
Eschler Asset Management LLP3,997$78.9 萬
Catalina Capital Group, LLC3,551$70.1 萬
Michael B. Yongue3,349$66.1 萬
StoneCrest Wealth Management, Inc.3,239$64.0 萬
LRT Capital Management, LLC2,899$57.3 萬
Palisade Capital Management LLC2,693$53.2 萬
Defender Capital, LLC.2,565$50.7 萬
Clarus Group, Inc.2,535$50.1 萬
Straight Path Wealth Management2,500$49.4 萬
Liberty Wealth Management LLC2,310$45.6 萬
My Purposeful Wealth Corp.2,234$44.1 萬
Shay Capital LLC2,100$41.5 萬
Regal Investment Advisors LLC2,090$41.3 萬
Texas Bank & Trust Co1,986$39.2 萬
Whitaker-Myers Wealth Managers, LTD.1,968$38.9 萬
WMS Partners, LLC1,860$36.7 萬
REDW Wealth LLC1,752$34.6 萬
Investor's Fiduciary Advisor Network, LLC1,605$31.6 萬
Kercheville Advisors, LLC1,600$31.6 萬
White Knight Strategic Wealth Advisors, LLC1,582$31.2 萬
Pettyjohn, Wood & White, Inc1,515$29.9 萬
Accurate Wealth Management, LLC1,417$29.5 萬
Almanack Investment Partners, LLC.1,442$28.5 萬

尚未申報 2025 年第 1 季的機構(43 家)

2024 年第 4 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 4 季持有 TSM、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC3,943,461$7.79 億
Swedbank AB1,550,643$3.06 億
River & Mercantile Asset Management LLP160,945$3,180 萬
Wetherby Asset Management Inc108,466$2,142 萬
Buckingham Capital Management, Inc.104,466$2,063 萬
Chiron Investment Management, LLC57,213$1,130 萬
Vise Technologies, Inc.56,317$1,112 萬
Edge Capital Group, LLC52,447$1,036 萬
Natixis Investment Managers International40,630$802.4 萬
Zions Bancorporation, N.A.36,535$721.5 萬
Global Retirement Partners, LLC26,917$531.6 萬
Passumpsic Savings Bank26,068$514.8 萬
Madison Investment Advisors, LLC21,236$419.4 萬
Caxton Associates LP20,008$395.1 萬
Hilltop National Bank16,749$330.8 萬
Lake Street Advisors Group, LLC15,277$302.5 萬
Avitas Wealth Management LLC13,791$272.4 萬
Financial Gravity Companies, Inc.13,291$262.5 萬
Bray Capital Advisors11,936$235.7 萬
Geller Advisors LLC7,702$152.6 萬
IronOak Wealth LLC.6,243$123.3 萬
Chapman Financial Group, LLC6,231$123.1 萬
Executive Wealth Management, LLC5,044$99.6 萬
AlphaMark Advisors, LLC4,924$97.2 萬
Oliver Lagore Vanvalin Investment Group4,554$89.9 萬
Truxt Investmentos Ltda.4,072$81.6 萬
WR Wealth Planners, LLC3,794$74.9 萬
Kolinsky Wealth Management, LLC3,741$73.9 萬
Kiely Wealth Advisory Group, Inc.3,300$68.6 萬
Oxford Wealth Group, LLC2,776$54.8 萬
Peninsula Wealth, LLC2,331$46.0 萬
Merriman Wealth Management, LLC2,165$42.9 萬
Lakeview Capital Partners, LLC2,147$42.4 萬
TrinityPoint Wealth, LLC1,949$38.5 萬
Strategic Wealth Partners, Ltd.1,815$36.6 萬
Mosley Wealth Management1,511$30.6 萬
HTLF Bank1,031$20.4 萬
Wintrust Investments LLC679$13.4 萬
Legacy Investment Solutions, LLC430$8.86 萬
Householder Group Estate & Retirement Specialist, LLC430$8.50 萬
Cassady Schiller Wealth Management, LLC293$5.79 萬
HBC Financial Services, PLLC140$2.80 萬
Sugarloaf Wealth Management, LLC105$2.08 萬