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
2025 年第 1 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2025/3/31 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
- 2,444
- 較 2024 年第 4 季 +19 家
- 持有股數
- 8.26 億
- 較 2024 年第 4 季 −405.1 萬 (−0.5%)
- 總市值
- $1,358 億
- 較 2024 年第 4 季 −$281.8 億 (−17.2%)
- 新進機構
- 239
- 另有 1,096 家加碼
- 清倉機構
- 220
- 另有 837 家減碼
另有 43 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Triodos Investment Management BV | 250,953 | $4,147 萬 | 3.41% | +17,000+7.3% | 加碼 |
| Federation des caisses Desjardins du Quebec | 248,807 | $4,131 萬 | 0.20% | +24,860+11.1% | 加碼 |
| Marcho Partners LLP | 246,992 | $4,100 萬 | 16.34% | +23,661+10.6% | 加碼 |
| AQR Capital Management LLC | 253,787 | $4,096 萬 | 0.04% | +125,277+97.5% | 加碼 |
| Trillium Asset Management, LLC | 246,599 | $4,094 萬 | 1.18% | +32,364+15.1% | 加碼 |
| Trajan Wealth LLC | 243,655 | $4,045 萬 | 2.21% | +8,910+3.8% | 加碼 |
| New Vernon Capital Holdings II LLC | 6,707,064 | $4,040 萬 | 0.95% | +6,666,660+16,500.0% | 加碼 |
| Man Group plc | 241,017 | $4,001 萬 | 0.12% | −861,544−78.1% | 減碼 |
| Optimus Prime Fund Management Co., Ltd. | 240,000 | $3,984 萬 | 4.55% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 239,277 | $3,972 萬 | 1.90% | −49,751−17.2% | 減碼 |
| Advisors Capital Management, LLC | 236,373 | $3,924 萬 | 0.61% | −1,130−0.5% | 減碼 |
| MAI Capital Management | 236,231 | $3,921 萬 | 0.30% | +16,066+7.3% | 加碼 |
| Lido Advisors, LLC | 234,376 | $3,905 萬 | 0.23% | +24,727+11.8% | 加碼 |
| Mirabella Financial Services LLP | 232,750 | $3,877 萬 | 1.58% | +175,694+307.9% | 加碼 |
| Tudor Investment Corp Et Al | 231,007 | $3,835 萬 | 0.34% | +124,653+117.2% | 加碼 |
| Jump Financial, LLC | 229,108 | $3,803 萬 | 0.57% | +106,415+86.7% | 加碼 |
| Carmignac Gestion | 228,873 | $3,799 萬 | 0.62% | +185,615+429.1% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 226,048 | $3,752 萬 | 0.38% | +8,715+4.0% | 加碼 |
| Junto Capital Management LP | 225,322 | $3,740 萬 | 0.86% | +21,507+10.6% | 加碼 |
| DRW Securities, LLC | 223,982 | $3,718 萬 | 3.15% | +220,637+6,596.0% | 加碼 |
| Fulton Breakefield Broenniman LLC | 223,051 | $3,703 萬 | 2.67% | −564−0.3% | 減碼 |
| Cat Rock Capital Management LP | 222,783 | $3,698 萬 | 4.91% | +16,583+8.0% | 加碼 |
| Brandes Investment Partners, LP | 220,685 | $3,663 萬 | 0.37% | −1,923−0.9% | 減碼 |
| Headwater Capital Co Ltd | 220,000 | $3,652 萬 | 16.60% | −30,000−12.0% | 減碼 |
| Ami Asset Management Corp | 217,885 | $3,617 萬 | 2.12% | −20,838−8.7% | 減碼 |
| GF Fund Management Co. Ltd. | 217,204 | $3,606 萬 | 0.85% | −15,854−6.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 217,021 | $3,603 萬 | 0.12% | +8,083+3.9% | 加碼 |
| Insight Holdings Group, LLC | 216,330 | $3,591 萬 | 2.78% | +12,500+6.1% | 加碼 |
| HGK Asset Management Inc | 214,855 | $3,567 萬 | 7.25% | −2,800−1.3% | 減碼 |
| Newbrook Capital Advisors LP | 214,332 | $3,558 萬 | 5.62% | +30,601+16.7% | 加碼 |
| Thomasville National Bank | 210,676 | $3,497 萬 | 2.56% | +21,296+11.2% | 加碼 |
| Senator Investment Group LP | 209,038 | $3,470 萬 | 1.84% | +200,000+2,212.9% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 205,145 | $3,405 萬 | 0.07% | −35,041−14.6% | 減碼 |
| Liontrust Investment Partners LLP | 202,481 | $3,361 萬 | 0.52% | −56,985−22.0% | 減碼 |
| Aquatic Capital Management LLC | 200,454 | $3,328 萬 | 0.85% | +200,454 | 新進 |
| Nikko Asset Management Americas, Inc. | 199,500 | $3,311 萬 | 0.43% | −12,251−5.8% | 減碼 |
| New Age Alpha Advisors, LLC | 196,200 | $3,257 萬 | 1.46% | +5,000+2.6% | 加碼 |
| Ovata Capital Management Ltd | 199,479 | $3,256 萬 | 12.36% | +199,479 | 新進 |
| Schonfeld Strategic Advisors LLC | 195,574 | $3,247 萬 | 0.22% | −221,768−53.1% | 減碼 |
| Trybe Capital Management LP | 195,459 | $3,245 萬 | 10.99% | +195,459 | 新進 |
| Jupiter Asset Management Ltd | 195,425 | $3,244 萬 | 0.31% | −22,410−10.3% | 減碼 |
| Todd Asset Management LLC | 195,225 | $3,241 萬 | 0.76% | −4,302−2.2% | 減碼 |
| Kapitalo Investimentos Ltda | 194,664 | $3,231 萬 | 6.56% | +194,664 | 新進 |
| Alpha Cubed Investments, LLC | 194,028 | $3,221 萬 | 1.44% | +143,457+283.7% | 加碼 |
| Moran Wealth Management, LLC | 193,832 | $3,218 萬 | 1.08% | +8,013+4.3% | 加碼 |
| Summit Partners Public Asset Management, LLC | 193,500 | $3,212 萬 | 1.54% | −494,278−71.9% | 減碼 |
| Harvest Fund Management Co., Ltd | 171,262 | $3,199 萬 | 1.59% | +58,331+51.7% | 加碼 |
| Coalescence Partners Investment Management, LP | 192,150 | $3,190 萬 | 10.85% | +179,819+1,458.3% | 加碼 |
| Formuepleje A/S | 192,013 | $3,187 萬 | 1.82% | −6,970−3.5% | 減碼 |
| Edmond de Rothschild Holding S.A. | 191,164 | $3,173 萬 | 0.56% | −1,612−0.8% | 減碼 |
| Tran Capital Management, L.P. | 188,744 | $3,133 萬 | 4.22% | −25,797−12.0% | 減碼 |
| Capitolis Liquid Global Markets LLC | 186,800 | $3,101 萬 | 0.27% | +186,800 | 新進 |
| Exor Capital LLP | 185,000 | $3,071 萬 | 0.80% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 184,757 | $3,067 萬 | 0.37% | +102,059+123.4% | 加碼 |
| Abn Amro Investment Solutions | 184,205 | $3,058 萬 | 0.64% | +6,856+3.9% | 加碼 |
| Bradley Foster & Sargent Inc | 183,896 | $3,053 萬 | 0.52% | +153,105+497.2% | 加碼 |
| Natixis | 185,371 | $3,044 萬 | 0.18% | −41,980−18.5% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 182,838 | $3,035 萬 | 1.96% | −34,520−15.9% | 減碼 |
| Davidson Investment Advisors | 181,032 | $3,005 萬 | 1.48% | +85,038+88.6% | 加碼 |
| Calamos Advisors LLC | 179,056 | $2,972 萬 | 0.14% | −170−0.1% | 減碼 |
| Pictet Asset Management Holding SA | 178,678 | $2,966 萬 | 0.03% | −29,721−14.3% | 減碼 |
| Raiffeisen Bank International AG | 178,925 | $2,957 萬 | 0.47% | −69,252−27.9% | 減碼 |
| Grimes & Company, Inc. | 177,540 | $2,947 萬 | 0.91% | −619−0.3% | 減碼 |
| Manchester Global Management (UK) Ltd | 177,313 | $2,943 萬 | 4.39% | +12,676+7.7% | 加碼 |
| Main Street Research LLC | 175,006 | $2,917 萬 | 1.91% | +2,239+1.3% | 加碼 |
| Mawer Investment Management Ltd. | 175,410 | $2,912 萬 | 0.14% | +12,594+7.7% | 加碼 |
| Cubist Systematic Strategies, LLC | 175,159 | $2,908 萬 | 0.38% | +175,159 | 新進 |
| Infinitum Asset Management, LLC | 175,000 | $2,905 萬 | 9.29% | +140,000+400.0% | 加碼 |
| Soros Capital Management LLC | 174,300 | $2,893 萬 | 7.41% | +22,135+14.5% | 加碼 |
| Toroso Investments, LLC | 174,185 | $2,891 萬 | 0.24% | +2,642+1.5% | 加碼 |
| Factory Mutual Insurance Co | 173,420 | $2,879 萬 | 0.33% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 172,458 | $2,863 萬 | 0.20% | −14,246−7.6% | 減碼 |
| Leonteq Securities AG | 172,543 | $2,858 萬 | 2.18% | +138,959+413.8% | 加碼 |
| Ramirez Asset Management, Inc. | 171,712 | $2,850 萬 | 5.93% | +2,561+1.5% | 加碼 |
| Governors Lane LP | 169,731 | $2,818 萬 | 6.09% | +29,531+21.1% | 加碼 |
| Joho Capital LLC | 168,000 | $2,789 萬 | 4.82% | +168,000 | 新進 |
| Cullen Capital Management LLC | 164,444 | $2,730 萬 | 0.32% | −136,179−45.3% | 減碼 |
| BNP Paribas | 164,032 | $2,723 萬 | 1.13% | −11,932−6.8% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 162,749 | $2,702 萬 | 2.75% | −5,116−3.0% | 減碼 |
| TCW Group Inc | 162,307 | $2,694 萬 | 0.24% | −4,134−2.5% | 減碼 |
| Capital Fund Management S.A. | 161,912 | $2,688 萬 | 0.34% | −322,298−66.6% | 減碼 |
| Pictet North America Advisors SA | 159,969 | $2,655 萬 | 2.65% | −64,203−28.6% | 減碼 |
| Erste Asset Management GmbH | 159,904 | $2,649 萬 | 0.34% | −6,196−3.7% | 減碼 |
| Kemnay Advisory Services Inc. | 158,914 | $2,638 萬 | 4.96% | +101,532+176.9% | 加碼 |
| Hel Ved Capital Management Ltd | 157,840 | $2,620 萬 | 13.21% | +157,840 | 新進 |
| Academy Capital Management Inc | 156,675 | $2,601 萬 | 4.49% | +95,918+157.9% | 加碼 |
| GWM Advisors LLC | 155,849 | $2,587 萬 | 0.15% | +18,925+13.8% | 加碼 |
| Old Mission Capital LLC | 154,401 | $2,563 萬 | 0.49% | +154,401 | 新進 |
| Pathstone Holdings, LLC | 154,033 | $2,559 萬 | 0.11% | −6,896−4.3% | 減碼 |
| Asset Management One Co.,Ltd. | 152,534 | $2,532 萬 | 0.09% | 00.0% | 不變 |
| Night Owl Capital Management, LLC | 151,056 | $2,508 萬 | 3.13% | +5,968+4.1% | 加碼 |
| Mirae Asset Securities (USA) Inc. | 150,968 | $2,506 萬 | 1.08% | +50,398+50.1% | 加碼 |
| Capital International Sarl | 150,094 | $2,492 萬 | 0.56% | +47,237+45.9% | 加碼 |
| Deprince Race & Zollo Inc | 149,624 | $2,484 萬 | 0.52% | −12,338−7.6% | 減碼 |
| State of Michigan Retirement System | 148,200 | $2,460 萬 | 0.14% | 00.0% | 不變 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 148,005 | $2,457 萬 | 0.08% | +23,926+19.3% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 147,600 | $2,450 萬 | 9.19% | −299,500−67.0% | 減碼 |
| Davy Global Fund Management Ltd | 145,518 | $2,416 萬 | 2.84% | +1,879+1.3% | 加碼 |
| CTC LLC | 145,030 | $2,407 萬 | 3.86% | −50,407−25.8% | 減碼 |
| Snowden Capital Advisors LLC | 143,514 | $2,392 萬 | 0.77% | −9,078−5.9% | 減碼 |