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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 4 季與 2025 年第 3 季比較

持有 Taiwan Semiconductor Manufacturing Co Ltd 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

TSM 的 13F 持有人：2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數2,800643,127+391
股數8.13 億330.0 萬7.90 億−2,036 萬 (−2.5%)
市值$2,270 億$9.21 億$2,397 億+$136.1 億 (+6.0%)

64 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（494 家）

2025 年第 4 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家，共 494 家。

2025 年第 4 季新進 TSM 的機構
機構股數市值佔組合 %
Nomura Asset Management International Inc.2,683,573$8.16 億1.23%
Life Cycle Investment Partners Ltd1,629,416$4.95 億3.46%
State of Tennessee, Treasury Department718,960$2.38 億0.76%
Alyeska Investment Group, L.P.659,462$2.00 億0.57%
Samlyn Capital, LLC582,423$1.77 億2.82%
Quadrature Capital Ltd494,492$1.50 億1.53%
Milford Funds Ltd492,795$1.50 億2.94%
EFG International AG429,397$1.30 億2.52%
UBS Asset Management Americas Inc410,565$1.25 億0.03%
NLB Skladi, upravljanje premozenja, d.o.o.276,862$8,414 萬3.85%
Cornerstone Investment Partners, LLC240,535$7,310 萬2.83%
Evergreen Quality Fund GP, Ltd.236,840$7,197 萬1.42%
Eurizon Capital SGR S.p.A.215,838$6,528 萬0.20%
Varenne Capital Partners182,745$5,556 萬11.56%
Titan Investment Solutions Ltd166,825$5,070 萬6.10%
Wedbush Fund Advisers, LLC155,349$4,721 萬4.88%
Nwi Management LP153,000$4,650 萬2.84%
Laird Norton Trust Company, LLC145,945$4,447 萬0.92%
Maplelane Capital, LLC142,000$4,315 萬2.45%
Mar Vista Investment Partners LLC138,116$4,197 萬3.85%
Twin Peaks Capital Ltd135,770$4,126 萬52.31%
Defiance ETFs, LLC128,780$3,858 萬1.26%
71 West Capital Partners101,657$3,089 萬1.42%
Two Creeks Capital Management, LP95,110$2,890 萬2.37%
Teacher Retirement System of Texas93,243$2,834 萬0.10%
Nishkama Capital, LLC91,740$2,788 萬3.77%
Deeter Investments LLP90,000$2,735 萬5.91%
RDST Capital LLC84,040$2,554 萬2.41%
Glenmede Trust Co NA76,909$2,337 萬0.11%
Grafton Street Partners Management Company, LLC75,106$2,282 萬11.18%
Old Mission Capital LLC72,957$2,217 萬0.86%
Avantyr Capital Partners, LP65,000$1,975 萬1.18%
Taikang Asset Management (Hong Kong) Co Ltd59,275$1,801 萬1.78%
Ketron Financial59,209$1,799 萬5.99%
H Squared Management LP58,619$1,781 萬15.26%
Everest Financial Group LLC57,264$1,740 萬3.89%
Cadian Capital Management, LP57,000$1,732 萬1.25%
HRT Financial LP55,928$1,700 萬0.05%
M37 Management LP50,000$1,519 萬10.44%
Cornerstone Advisors, LLC49,372$1,500 萬0.50%
Verde Servicos Internacionais S.A.47,903$1,456 萬4.67%
Franchise GP Ltd47,480$1,443 萬16.80%
Elo Mutual Pension Insurance Co46,843$1,424 萬0.22%
Pinnacle Financial Partners, Inc.46,816$1,423 萬0.11%
Titan Wealth (CI) Ltd44,457$1,351 萬5.19%
EP Wealth Advisors, LLC43,930$1,335 萬0.07%
Pinebridge Investments LLC43,261$1,315 萬0.10%
Mark Asset Management LP42,231$1,283 萬1.44%
Genoa Capital Gestora de Recursos Ltda.41,406$1,258 萬7.97%
MidFirst Bank40,461$1,230 萬0.98%
Intesa Sanpaolo S.p.A.40,119$1,202 萬0.77%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.37,077$1,127 萬0.41%
LRZ Capital LLC36,160$1,099 萬4.96%
Myriad Asset Management Advisors LLC35,195$1,070 萬3.29%
Advisortrust Partners, LLC34,236$1,040 萬4.57%
ARP Global Capital Ltd33,762$1,026 萬3.10%
Dilation Capital Management LP33,690$1,024 萬4.71%
Acumen Wealth Advisors, LLC33,524$1,021 萬2.94%
Kamunting Street Capital Management, L.P.32,939$1,001 萬6.83%
PCM Encore, LLC32,841$998.0 萬2.12%
OpenArc Corporate Advisory, LLC31,574$959.5 萬0.16%
AI-Squared Management Ltd29,560$898.3 萬10.43%
Tenere Capital LLC29,165$886.3 萬6.87%
KKM Financial LLC28,336$861.1 萬1.53%
Axon Capital LP28,300$860.0 萬10.34%
Point Break Capital Management, LLC27,985$850.4 萬7.54%
Lighthouse Investment Partners, LLC27,932$848.8 萬0.28%
Buffalo Business & Estate Services Ltd26,734$812.4 萬1.17%
Fremen Capital Management LP25,823$784.7 萬6.42%
O'Neil Global Advisors, Inc.25,313$769.2 萬2.65%
Marathon Wealth Advisors LLC24,147$733.8 萬2.92%
Night Squared LP23,557$715.9 萬2.02%
Kultura Capital Management LP21,880$664.9 萬4.82%
Frec Markets, Inc.21,842$663.8 萬1.94%
Y-Intercept (Hong Kong) Ltd21,754$661.1 萬0.15%
Passumpsic Savings Bank21,585$655.9 萬3.59%
Shelter Rock Management, LLC20,977$637.5 萬6.40%
Dutch Asset Corp20,556$624.7 萬4.81%
VMS Asset Management Limited19,605$595.8 萬2.30%
DV Equities, LLC19,575$594.9 萬1.08%
Tuttle Tactical Management19,369$588.6 萬13.02%
Christine Messmer PC19,145$581.8 萬3.79%
Intercapital, LLC18,825$572.1 萬3.00%
Positano Wealth Management Ltd18,690$568.0 萬4.44%
Group One Trading, L.P.18,493$562.0 萬0.17%
Flow Traders U.S. LLC18,304$556.2 萬0.18%
Addenda Capital Inc.18,013$548.4 萬0.16%
Gladstone Capital Management LLP17,860$542.7 萬0.56%
Opal Capital LLC16,101$504.3 萬1.26%
Mishpacha Holdings Corp16,093$489.1 萬4.09%
Asset One Wealth Management LLC14,164$483.5 萬0.66%
E20 Capital Ltd15,850$481.7 萬1.74%
Fideuram Asset Management (Ireland) dac16,437$478.3 萬0.38%
Burkett Asset Management Ltd15,060$457.7 萬4.63%
AMS Capital Ltda14,090$428.2 萬1.66%
Flagship Capital Management Inc.13,494$410.1 萬2.90%
KTF Investments, LLC13,390$406.9 萬0.67%
Cane Capital Partners, LLC13,357$405.9 萬1.70%
Northstar Asset Management Inc13,322$404.8 萬1.05%
Sphera Management Technology Funds Ltd13,000$395.1 萬2.07%

清倉機構（103 家）

2025 年第 3 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2025 年第 4 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 103 家。

2025 年第 4 季清倉 TSM 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Macquarie Group Ltd3,167,073$8.85 億
Waverton Investment Management Ltd959,934$2.68 億
Scge Management, L.P.453,000$1.27 億
Bain Capital Public Equity Management II, LLC376,585$1.05 億
DJE Kapital AG398,132$8,988 萬
Simplex Trading, LLC116,776$3,261 萬
Maven Securities LTD83,788$2,338 萬
Empowered Funds, LLC80,999$2,262 萬
PEAK6 LLC56,088$1,566 萬
Voloridge Investment Management, LLC35,359$987.5 萬
Interval Partners, LP35,000$977.5 萬
Vanderbilt University24,984$697.8 萬
Pitcairn Co24,527$685.0 萬
Absoluto Partners Gestao de Recursos Ltda22,336$623.8 萬
Sageworth Trust Co21,160$591.0 萬
First Trust Bank, Ltd.20,700$578.1 萬
Resolute Capital Asset Partners LLC20,000$558.6 萬
Trexquant Investment LP19,959$557.4 萬
Cinctive Capital Management LP19,244$537.5 萬
Tema ETFs LLC17,739$495.4 萬
Bain Capital Public Equity, LP14,524$405.6 萬
Ardsley Advisory Partners LP14,000$391.0 萬
GM Advisory Group, Inc.13,470$376.2 萬
Strengthening Families & Communities, LLC13,218$348.4 萬
Brighton Jones LLC12,129$338.7 萬
Legacy Financial Advisors, Inc.9,507$265.5 萬
Shannon River Fund Management LLC8,701$243.0 萬
Oriental Harbor Investment Fund7,925$221.3 萬
Beirne Wealth Consulting Services, LLC7,497$210.0 萬
Andra AP-fonden6,735$188.1 萬
Catalyst Funds Management Pty Ltd6,500$181.5 萬
Capital Insight Partners, LLC5,894$164.6 萬
Massar Capital Management, LP5,639$157.5 萬
SPX Equities Gestao de Recursos Ltda5,600$156.4 萬
NJ State Employees Deferred Compensation Plan4,790$133.8 萬
Barometer Capital Management Inc.4,403$123.0 萬
Polymer Capital Management (US) LLC3,900$108.9 萬
Red Lighthouse Investment Management, LLC3,891$108.7 萬
Quartz Partners, LLC3,233$90.3 萬
MQS Management LLC2,765$77.2 萬
Aigen Investment Management, LP2,251$62.9 萬
Invenio Wealth Partners LLC2,234$62.4 萬
Valley Forge Investment Consultants Inc Adv2,219$62.0 萬
Foresight Global Investors, Inc.2,168$60.6 萬
Caption Management, LLC2,100$58.7 萬
Corsair Capital Management, L.P.2,000$55.9 萬
RAM Investment Partners, LLC1,956$54.6 萬
BBR Partners, LLC1,798$50.2 萬
Mach-1 Financial Group, Inc.1,789$50.0 萬
WBI Investments1,613$45.0 萬
Vienna Asset Management LLC1,521$42.5 萬
PharVision Advisers, LLC1,428$39.9 萬
Prudent Investors Network1,399$39.1 萬
Belvedere Trading LLC1,371$38.3 萬
von Borstel & Associates, Inc.1,130$33.3 萬
Harris Associates L P大師Oakmark（Harris Associates）1,185$33.1 萬
Harbert Fund Advisors, Inc.1,181$33.0 萬
Mizuho Markets Americas LLC1,123$31.4 萬
Almanack Investment Partners, LLC.1,113$31.1 萬
Sandy Cove Advisors, LLC959$26.8 萬
Consolidated Portfolio Review Corp923$25.8 萬
First Hawaiian Bank902$25.2 萬
Grant Street Asset Management, Inc.899$25.1 萬
First National Bank897$25.1 萬
Astoria Portfolio Advisors LLC.779$23.7 萬
Peterson Wealth Advisors, LLC745$21.9 萬
Sender Co & Partners, Inc.777$21.7 萬
Brueske Advisory Services, LLC767$21.4 萬
KMG Fiduciary Partners, LLC750$21.0 萬
JPL Wealth Management, LLC748$20.9 萬
Wealthstar Advisors, LLC748$20.9 萬
Cooper/Haims Advisors, LLC742$20.7 萬
PFW Advisors LLC738$20.6 萬
NewSquare Capital LLC729$20.4 萬
Ehrlich Financial Group718$20.1 萬
Vinland Capital Management Gestora de Recursos LTDA.676$18.9 萬
Infrastructure Capital Advisors, LLC501$14.0 萬
North Capital, Inc.468$13.1 萬
Palisade Asset Management, LLC391$10.9 萬
Rise Advisors, LLC361$10.1 萬
Tortoise Investment Management, LLC345$9.64 萬
Logan Capital Management Inc334$9.33 萬
Keener Financial Planning LLC237$6.60 萬
CoreFirst Bank & Trust200$5.59 萬
Sachetta, LLC180$5.03 萬
Tanglewood Legacy Advisors, LLC144$4.02 萬
Hopwood Financial Services, Inc.136$3.80 萬
Quantbot Technologies LP130$3.63 萬
Credit Industriel Et Commercial124$3.46 萬
Evergreen Private Wealth LLC123$3.44 萬
Heartwood Wealth Advisors LLC116$3.24 萬
Northwest Capital Management Inc115$3.21 萬
Koesten, Hirschmann & Crabtree, INC.100$2.79 萬
Painted Porch Advisors LLC93$2.60 萬
Main Street Group, LTD65$1.82 萬
Future Financial Wealth Managment LLC60$1.68 萬
Aster Capital Management (DIFC) Ltd57$1.59 萬
Minot DeBlois Advisors LLC44$1.23 萬
Mascoma Wealth Management LLC30$8,379
Perritt Capital Management Inc23$6,424

尚未申報 2025 年第 4 季的機構（64 家）

2025 年第 3 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 3 季持有 TSM、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
AXA Investment Managers S.A.1,043,812$2.92 億
Jarislowsky, Fraser Ltd739,611$2.07 億
Point72 (DIFC) Ltd189,186$5,284 萬
Wolverine Trading, LLC164,283$4,489 萬
Franchise Capital Ltd119,580$3,340 萬
Point72 Hong Kong Ltd106,829$2,984 萬
Wetherby Asset Management Inc106,819$2,983 萬
Point72 Italy, S.r.l.90,316$2,522 萬
Stonegate Investment Group, LLC86,760$2,423 萬
In-Depth Partners, LLC79,237$2,213 萬
Glenmede Investment Management, LP76,038$2,124 萬
Grafton Street Partners Fund, LP73,296$2,047 萬
Pinebridge Investments, L.P.49,304$1,377 萬
Synovus Financial Corp45,366$1,267 萬
Forge First Asset Management Inc.44,170$1,233 萬
Value Star Asset Management (Hong Kong) Ltd30,000$837.9 萬
Bard Financial Services, Inc.25,949$724.7 萬
Point72 Asia (Singapore) Pte. Ltd.25,133$701.9 萬
EFG Asset Management (Americas) Corp.18,999$530.6 萬
Benchmark Investment Advisors LLC18,970$529.8 萬
Cubist Systematic Strategies, LLC15,391$429.9 萬
First Affirmative Financial Network11,475$320.5 萬
Copperleaf Capital, LLC10,571$295.2 萬
Ridgewood Investments LLC9,409$262.8 萬
Sonora Investment Management Group, LLC8,511$237.7 萬
Guerra Advisors Inc8,457$236.2 萬
Hutchinson Financial Advisors, INC8,263$230.8 萬
Clare Market Investments LLC7,952$222.1 萬
Moloney Securities Asset Management, LLC6,840$191.0 萬
Wealthstream Advisors, Inc.6,592$184.1 萬
Pinnacle Financial Partners Inc6,356$177.5 萬
Fullcircle Wealth LLC5,938$174.6 萬
Sheets Smith Investment Management5,917$165.3 萬
Truxt Investmentos Ltda.5,728$160.0 萬
Pinnacle Investment Management Ltd5,000$139.6 萬
AllSquare Wealth Management LLC4,370$122.0 萬
Amica Retiree Medical Trust3,492$97.5 萬
Ascent Capital Management, LLC3,222$90.0 萬
Full Sail Capital, LLC3,155$88.1 萬
Ion Asset Management Ltd.3,000$83.8 萬
Optimum Investment Advisors2,969$82.9 萬
Cobblestone Capital Advisors LLC2,637$73.6 萬
WNY Asset Management, LLC2,433$67.9 萬
Lingohr & Partner Asset Management GmbH2,396$66.9 萬
Aletheian Wealth Advisors LLC1,870$52.2 萬
Gitterman Wealth Management, LLC1,824$51.0 萬
Palo Alto Wealth Advisors, LLC1,707$49.7 萬
Gries Financial LLC1,721$48.1 萬
Apexium Financial, LP1,324$37.0 萬
Watts Gwilliam & Co., LLC1,104$30.8 萬
Siligmueller & Norvid Wealth Advisors LLC1,065$29.7 萬
Sterling Financial Group, Inc.1,019$28.5 萬
LexAurum Advisors, LLC850$23.7 萬
RW Investment Management LLC731$20.4 萬
Binnacle Investments Inc554$15.5 萬
Lowe Wealth Advisors, LLC400$11.2 萬
Abich Financial Wealth Management LLC356$9.94 萬
Hemington Wealth Management330$9.20 萬
Creekmur Asset Management LLC317$8.86 萬
Kathleen S. Wright Associates Inc.142$3.97 萬
FSA Wealth Management LLC132$3.69 萬
West Oak Capital, LLC77$2.15 萬
Accredited Wealth Management, LLC1,235$1.18 萬
Pineridge Advisors LLC9$2,514