跳到主要內容

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 2 季與 2025 年第 1 季比較

持有 Taiwan Semiconductor Manufacturing Co Ltd 的機構從 2025 年第 1 季到 2025 年第 2 季的變化。

2025 年第 2 季全部持有人2025 年第 1 季全部持有人

TSM 的 13F 持有人:2025 年第 1 季與 2025 年第 2 季比較
項目2025 年第 1 季其中尚未申報 2025 年第 2 季2025 年第 2 季變化
持有家數2,444362,645+237
股數8.26 億221.7 萬8.20 億−345.0 萬 (−0.4%)
市值$1,358 億$3.68 億$1,858 億+$504.5 億 (+37.3%)

36 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(368 家)

2025 年第 2 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2025 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 368 家。

2025 年第 2 季新進 TSM 的機構
機構股數市值佔組合 %
Swedbank AB1,614,728$3.66 億0.41%
WT Asset Management Ltd1,202,926$2.72 億19.10%
Altimeter Capital Management, LP大師Altimeter 資本867,209$1.96 億2.83%
Agf Management Ltd454,945$1.03 億0.47%
Marshall Wace, LLP364,388$8,253 萬0.10%
Contrarius Group Holdings Ltd346,865$7,856 萬4.44%
Prime Capital Management Co Ltd327,655$7,421 萬36.14%
Wilkinson Global Asset Management LLC290,048$6,569 萬4.13%
Oribel Capital Management, LP287,300$6,507 萬3.45%
ICONIQ Capital, LLC280,312$6,349 萬1.07%
Carrhae Capital LLP258,001$5,843 萬5.59%
Advent International Corp256,950$5,820 萬1.89%
Charles-Lim Capital Ltd200,000$4,530 萬11.29%
Quadrature Capital Ltd178,955$4,053 萬0.70%
Blue Grotto Capital, LLC153,742$3,482 萬4.20%
Atmos Capital Gestao de Recursos Ltda.134,754$3,052 萬4.73%
Varenne Capital Partners132,480$3,001 萬7.57%
Baskin Financial Services Inc.127,662$2,891 萬2.19%
Soros Fund Management LLC大師索羅斯基金管理125,478$2,842 萬0.49%
Makena Capital Management LLC123,589$2,799 萬2.80%
Scopia Capital Management LP121,535$2,753 萬3.36%
Wetherby Asset Management Inc106,350$2,409 萬1.07%
Adage Capital Partners GP, L.L.C.100,000$2,265 萬0.04%
Dock Street Asset Management Inc98,536$2,232 萬2.10%
TB Capital Gestao de Recursos Ltda.88,153$1,997 萬17.32%
Glenmede Investment Management, LP83,515$1,892 萬0.10%
Vise Technologies, Inc.82,159$1,861 萬0.77%
Hotchkis & Wiley Capital Management LLC74,969$1,698 萬0.06%
Employees Retirement System of Texas54,700$1,239 萬0.10%
Pinpoint Asset Management (Singapore) Pte. Ltd.53,923$1,221 萬2.13%
Explore Capital Management, LLC53,500$1,212 萬8.57%
Old National Bancorp52,688$1,193 萬0.21%
Point72 Hong Kong Ltd52,164$1,181 萬0.82%
Global Retirement Partners, LLC51,687$1,171 萬0.29%
Atlantic Union Bankshares Corp51,163$1,159 萬0.26%
ExodusPoint Capital Management, LP47,457$1,075 萬0.13%
TruWealth Advisors, LLC36,466$825.9 萬0.45%
Heirloom Wealth Management35,537$804.9 萬2.12%
Artemis Wealth Advisors, LLC33,000$747.4 萬1.28%
Kadensa Capital Ltd32,680$740.2 萬1.18%
Gunderson Capital Management Inc.32,011$725.0 萬3.03%
Nwam LLC28,115$679.3 萬0.39%
Torray LLC28,812$652.6 萬0.95%
Myriad Asset Management US LP28,528$646.1 萬4.28%
Strategic Wealth Partners, Ltd.27,156$615.1 萬0.48%
Cinctive Capital Management LP26,435$598.7 萬0.33%
Pragma Gestao de Patrimonio Ltd26,000$588.9 萬2.57%
Empirical Finance, LLC20,768$470.4 萬0.25%
Steamboat Capital Partners, LLC19,583$443.5 萬1.26%
Scholtz & Company, LLC19,229$435.5 萬1.91%
Eleva Capital SAS18,504$419.1 萬0.90%
Science & Technology Partners, L.P.18,000$407.7 萬1.07%
Financial Gravity Companies, Inc.16,855$381.7 萬0.75%
Lynwood Price Capital Management LP16,500$373.7 萬1.86%
Brevan Howard Capital Management LP16,438$372.3 萬0.04%
Hilltop National Bank16,427$372.1 萬0.97%
Portfolio Design Labs, LLC15,488$350.8 萬0.69%
Clear Street LLC15,318$346.9 萬0.02%
Midwest Trust Co14,685$332.6 萬0.05%
L1 Capital Pty Ltd12,779$289.4 萬0.17%
Lombard Odier Asset Management (USA) Corp12,474$282.5 萬0.71%
Glassy Mountain Advisors, Inc.12,343$279.6 萬0.90%
Scientech Research LLC11,856$268.5 萬0.66%
HBW Advisory Services LLC11,828$267.9 萬0.33%
Haven Private, LLC11,596$262.6 萬1.16%
Stonehage Fleming Financial Services Holdings Ltd11,447$259.3 萬0.08%
Eventide Asset Management, LLC10,452$249.7 萬0.04%
Element Squared LLC10,692$242.2 萬1.51%
Wealth Management Partners, LLC10,123$232.0 萬0.82%
Atika Capital Management LLC10,000$226.5 萬0.24%
Flow Traders U.S. LLC9,923$224.7 萬0.08%
Slow Capital, Inc.9,509$215.8 萬0.26%
Two Sigma Securities, LLC9,138$207.0 萬0.26%
VeraBank, N.A.8,518$192.9 萬0.39%
Regal Investment Advisors LLC8,357$189.3 萬0.14%
Hutchinson Financial Advisors, INC8,188$185.4 萬2.08%
AnglePoint Asset Management Ltd7,500$169.9 萬2.84%
Summit Trail Advisors, LLC7,414$168.5 萬0.03%
Westerkirk Capital Inc.7,250$164.2 萬0.20%
Davis Selected Advisers7,200$163.1 萬0.01%
Clare Market Investments LLC6,852$155.2 萬0.34%
Turtle Creek Wealth Advisors, LLC6,772$153.4 萬0.18%
IronOak Wealth LLC.6,515$148.0 萬1.44%
Fox Run Management, L.L.C.6,501$147.2 萬0.25%
Chapman Financial Group, LLC6,279$142.2 萬1.21%
First American Bank6,096$138.1 萬0.09%
Sheets Smith Investment Management5,870$132.9 萬1.17%
GKV Capital Management Co., Inc.5,540$125.5 萬0.55%
Northstar Advisory Group, LLC5,494$124.4 萬0.61%
NVWM, LLC5,488$124.3 萬0.30%
Trivant Custom Portfolio Group, LLC5,447$123.4 萬0.68%
Orbis Allan Gray Ltd5,412$122.6 萬0.01%
Chicago Trust Co NA5,359$121.4 萬0.17%
Graham Capital Management, L.P.5,333$120.8 萬0.04%
FNY Investment Advisers, LLC5,040$114.1 萬0.49%
NWF Advisory Services Inc.4,805$108.8 萬0.13%
Centiva Capital, LP4,441$100.6 萬0.07%
CWM Advisors, LLC4,338$98.3 萬0.11%
Monte Financial Group, LLC4,222$95.6 萬0.37%
Tableaux LLC4,096$92.8 萬0.53%

清倉機構(131 家)

2025 年第 1 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2025 年第 2 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 131 家。

2025 年第 2 季清倉 TSM 的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Consolidated Press International Holdings Ltd2,026,277$3.36 億
Sarasin & Partners LLP1,469,127$2.44 億
Parallax Volatility Advisers, L.P.814,495$1.35 億
Walleye Trading LLC428,664$7,116 萬
Maplelane Capital, LLC427,000$7,088 萬
Public Sector Pension Investment Board379,952$6,307 萬
IMC-Chicago, LLC352,536$5,852 萬
BlueCrest Capital Management Ltd330,093$5,480 萬
Corvex Management LP310,354$5,152 萬
Alberta Investment Management Corp293,607$4,874 萬
Alpine Investment Management Ltd275,000$4,565 萬
FIFTHDELTA Ltd264,000$4,382 萬
Aquatic Capital Management LLC200,454$3,328 萬
Capitolis Liquid Global Markets LLC186,800$3,101 萬
Hel Ved Capital Management Ltd157,840$2,620 萬
Old Mission Capital LLC154,401$2,563 萬
Ardmore Road Asset Management LP110,000$1,826 萬
Meridiem Capital Partners LP103,583$1,719 萬
CCLA Investment Management Ltd102,799$1,706 萬
Southpoint Capital Advisors LP100,000$1,660 萬
Davidson Kempner Capital Management LP100,000$1,660 萬
BW Gestao de Investimentos Ltda.95,200$1,580 萬
Rokos Capital Management LLP90,118$1,495 萬
united american securities inc. (d/b/a uas asset management)83,802$1,391 萬
Perseverance Asset Management International82,000$1,361 萬
Kamunting Street Capital Management, L.P.80,000$1,328 萬
Honeycomb Asset Management LP58,000$962.8 萬
Tenere Capital LLC57,500$954.5 萬
Healthcare of Ontario Pension Plan Trust Fund52,000$863.2 萬
Interval Partners, LP50,000$830.0 萬
Harber Asset Management LLC47,785$793.2 萬
Caisse de Depot Et Placement du Quebec45,693$758.5 萬
Laurion Capital Management LP42,142$699.6 萬
TB Alternative Assets Ltd.39,098$649.0 萬
MYDA Advisors LLC35,000$581.0 萬
HHLR Advisors, Ltd.大師高瓴 HHLR33,000$547.8 萬
Covenant Asset Management, LLC31,848$528.7 萬
Columbus Hill Capital Management, L.P.28,600$474.8 萬
Y-Intercept (Hong Kong) Ltd27,910$463.3 萬
Verde Servicos Internacionais S.A.25,039$415.6 萬
Wealth High Governance Capital Ltda24,800$411.7 萬
Silphium Asset Management Ltd23,469$389.6 萬
Ratan Capital Management LP22,500$373.5 萬
RD Finance Ltd21,930$364.0 萬
First Trust Bank, Ltd.20,800$345.3 萬
Eisler Capital Management Ltd.18,974$314.8 萬
Hamilton Capital Partners, LLC18,948$314.6 萬
Lighthouse Investment Partners, LLC15,408$255.8 萬
Financial Counselors Inc13,594$225.7 萬
California State Teachers Retirement System13,178$218.8 萬
Dorsey Wright & Associates11,351$188.4 萬
Telligent Fund, LP10,000$166.0 萬
Advanced Portfolio Management, LLC10,000$166.0 萬
Harbert Fund Advisors, Inc.9,150$151.9 萬
HighVista Strategies LLC8,900$147.7 萬
Legacy Advisors, LLC8,737$145.6 萬
Legacy Financial Advisors, Inc.8,255$137.0 萬
TT International Asset Management LTD8,133$135.0 萬
Campbell & CO Investment Adviser LLC7,130$118.4 萬
Sassicaia Capital Advisers LLC6,392$106.1 萬
Capula Management Ltd5,964$99.0 萬
CenterStar Asset Management, LLC5,596$92.9 萬
Caitong International Asset Management Co., Ltd5,483$91.0 萬
Clear Street Derivatives LLC5,006$83.1 萬
LHM, Inc.4,594$76.5 萬
Blueshift Asset Management, LLC4,554$75.6 萬
R Squared Ltd4,470$74.2 萬
Clough Capital Partners L P4,303$71.4 萬
Galibier Capital Management Ltd.4,210$69.9 萬
AdvisorShares Investments LLC4,086$68.9 萬
Virtu Financial LLC4,151$68.9 萬
GWN Securities Inc.4,055$67.3 萬
Gsa Capital Partners LLP3,873$64.3 萬
Norris Financial Group, LLC3,564$59.2 萬
MQS Management LLC3,553$59.0 萬
Sumitomo Mitsui Financial Group, Inc.3,501$57.9 萬
Bristlecone Advisors, LLC3,483$57.8 萬
Bridgefront Capital, LLC3,473$57.7 萬
Milestone Asset Management, LLC3,229$53.6 萬
Quantitative Investment Management, LLC3,101$51.4 萬
Voloridge Investment Management, LLC2,837$47.1 萬
Drake & Associates, LLC2,776$46.1 萬
Peak Planning Group, LLC2,645$43.9 萬
Bluefin Capital Management, LLC2,471$41.0 萬
Rollins Financial Advisors, LLC2,204$36.6 萬
Johnson Financial Group, LLC2,129$35.3 萬
Morling Financial Advisors, LLC1,999$33.2 萬
Strive Asset Management, LLC1,841$30.6 萬
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna1,800$29.9 萬
Marshall Investment Management, LLC1,736$28.8 萬
Destination Wealth Management1,719$28.5 萬
Fermata Advisors, LLC1,704$28.3 萬
Leith Wheeler Investment Counsel Ltd.1,631$27.1 萬
Belvedere Trading LLC1,627$27.0 萬
Advisors Preferred, LLC1,566$26.4 萬
Diligent Investors, LLC1,497$24.9 萬
USAdvisors Wealth Management, LLC1,455$24.1 萬
Tradewinds, LLC.1,372$22.8 萬
Laidlaw Wealth Management LLC1,362$22.6 萬
Newman Dignan & Sheerar, Inc.1,291$21.4 萬

尚未申報 2025 年第 2 季的機構(36 家)

2025 年第 1 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、還沒有申報 2025 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 1 季持有 TSM、尚未申報 2025 年第 2 季的機構
機構2025 年第 1 季股數2025 年第 1 季市值
Credit Agricole S A1,136,349$1.89 億
Mondrian Investment Partners LTD335,675$5,572 萬
Orion Portfolio Solutions, LLC133,044$2,209 萬
Glenmede Trust Co NA79,638$1,322 萬
CAPROCK Group, Inc.73,905$1,232 萬
Bremer Bank National Association59,832$993.2 萬
Sandy Spring Bank49,701$825.0 萬
Impact Asset Management GmbH45,900$761.9 萬
Rakuten Investment Management, Inc.36,963$610.8 萬
Redwood Investments, LLC34,888$579.1 萬
Morningstar Investment Services LLC27,663$459.2 萬
Caas Capital Management LP25,700$426.6 萬
JCIC Asset Management Inc.23,066$382.9 萬
Transform Wealth, LLC20,248$337.5 萬
Sabal Trust CO19,425$322.5 萬
Schechter Investment Advisors, LLC19,078$316.7 萬
Benchmark Investment Advisors LLC18,376$305.0 萬
Sofos Investments, Inc.14,389$238.9 萬
Montecito Bank & Trust11,405$189.3 萬
Lindbrook Capital, LLC11,159$185.2 萬
Cable Hill Partners, LLC7,259$121.0 萬
Vista Wealth Management Group, LLC6,654$110.5 萬
Marcum Wealth, LLC5,387$89.4 萬
Callan Capital, LLC4,667$77.5 萬
Regent Peak Wealth Advisors LLC3,115$51.7 萬
Heritage Wealth Partners, LLC2,335$38.8 萬
Sheaff Brock Investment Advisors, LLC2,159$35.8 萬
Monterey Private Wealth, Inc.1,990$33.0 萬
Mission Financial Group, LLC933$31.5 萬
Rappaport Reiches Capital Management, LLC1,742$28.9 萬
Roanoke Asset Management Corp1,214$20.2 萬
Safeguard Financial, LLC1,212$20.1 萬
Davis Capital Management141$2.34 萬
Nova Wealth Management, Inc.124$2.06 萬
Noble Wealth Management PBC61$1.01 萬
Pinpoint Asset Management Ltd1,647–