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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

2026 年第 1 季與 2025 年第 4 季比較

持有 Taiwan Semiconductor Manufacturing Co Ltd 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

TSM 的 13F 持有人:2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數3,127423,285+200
股數7.90 億216.0 萬7.71 億−1,703 萬 (−2.2%)
市值$2,397 億$6.53 億$2,593 億+$202.6 億 (+8.5%)

42 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(325 家)

2026 年第 1 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2025 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 325 家。

2026 年第 1 季新進 TSM 的機構
機構股數市值佔組合 %
Bridgewater Associates, LP1,077,079$3.64 億1.62%
Longview Partners (Guernsey) LTD849,740$2.87 億4.07%
Anther Capital Ltd757,925$2.56 億6.69%
CIBC Bancorp USA Inc.744,449$2.52 億0.34%
E Fund Management Co., Ltd.521,073$1.76 億5.23%
Walleye Trading LLC489,849$1.66 億3.41%
Eminence Capital, LP421,673$1.43 億3.27%
PEAK6 LLC392,473$1.33 億3.83%
Simplex Trading, LLC351,805$1.19 億3.68%
DJE Kapital AG363,939$1.18 億2.62%
D1 Capital Partners L.P.大師D1 資本328,600$1.11 億0.99%
FIFTHDELTA Ltd217,731$7,358 萬10.15%
Oriental Harbor Investment Fund209,719$7,087 萬6.25%
Sarasin & Partners LLP197,114$6,661 萬0.81%
Empowered Funds, LLC186,414$6,300 萬0.40%
Scopus Asset Management, L.P.144,465$4,882 萬1.53%
Ferguson Wellman Capital Management, Inc139,934$4,729 萬0.65%
Trexquant Investment LP122,375$4,136 萬0.30%
Voloridge Investment Management, LLC110,133$3,722 萬0.15%
OP Asset Management Ltd109,038$3,685 萬0.38%
GW&K Investment Management, LLC107,276$3,625 萬0.32%
TIAA Wealth Investment Management LLC88,423$2,988 萬0.23%
RWC Asset Advisors (US) LLC85,944$2,904 萬6.25%
Vanguard Portfolio Management LLC85,663$2,895 萬0.00%
Sequoia China Equity Partners (Hong Kong) Ltd79,440$2,685 萬33.28%
Rokos Capital Management LLP78,952$2,669 萬0.47%
Zevenbergen Capital Investments LLC67,550$2,283 萬0.66%
Howard Hughes Medical Institute66,773$2,257 萬5.43%
11 Capital Partners LP64,200$2,170 萬7.03%
SPX Equities Gestao de Recursos Ltda59,271$2,003 萬1.67%
Alphadyne Asset Management LP52,000$1,757 萬2.30%
RH Tailwind Management, LLC42,000$1,419 萬7.35%
SEB Asset Management AB40,221$1,359 萬0.06%
Levin Capital Strategies, L.P.36,441$1,232 萬0.94%
Vanguard Capital Management LLC35,361$1,195 萬0.00%
Militia Capital Management LLC35,323$1,194 萬2.67%
Maple Capital Management, Inc.34,837$1,177 萬0.79%
Boundless Plain Holdings Ltd33,480$1,131 萬3.73%
Strategic Planning Group, LLC33,121$1,119 萬1.56%
RWC Asset Management LLP32,928$1,113 萬0.46%
VectorGlobal IAG, Inc.32,546$1,100 萬2.86%
Montaka Global Pty Ltd28,522$963.9 萬5.76%
Steadview Capital Management LLC27,985$945.8 萬4.17%
Fisher Funds Management LTD25,311$855.4 萬0.25%
3G Capital Partners LP25,000$844.9 萬3.00%
Situational Awareness Partners LP22,423$757.8 萬0.20%
Situational Awareness LP22,423$757.8 萬0.20%
Covenant Asset Management, LLC21,319$720.5 萬1.48%
Weitz Investment Management, Inc.大師韋茲投資管理20,000$675.9 萬0.47%
Eleva Capital SAS21,411$650.7 萬1.89%
Brighton Jones LLC18,077$611.1 萬0.13%
Capula Management Ltd17,984$607.8 萬0.05%
Benchmark Investment Advisors LLC16,867$570.0 萬3.31%
Stonebridge Capital Management Inc16,590$560.7 萬2.55%
Sora Investors LLC15,500$523.8 萬0.48%
Titan Investment Management LLC15,017$507.5 萬4.48%
Geneva Partners, LLC14,845$501.7 萬2.41%
RD Finance Ltd14,410$487.0 萬5.53%
GM Advisory Group, Inc.14,335$484.5 萬0.19%
Sig Brokerage, LP14,259$481.9 萬1.36%
Tiaa-Cref Individual & Institutional Services, LLC13,494$456.0 萬0.02%
First Affirmative Financial Network13,384$452.3 萬1.75%
Barrier Capital Management, LLC10,614$358.7 萬3.15%
PensionDanmark Pensionsforsikringsaktieselskab10,000$337.9 萬0.03%
Maniro Ltd9,800$331.2 萬1.00%
Sageworth Trust Co9,617$325.0 萬0.14%
Strengthening Families & Communities, LLC9,247$312.5 萬0.78%
Apeiron Capital Ltd8,800$297.4 萬2.78%
Asset Advisors Investment Management, LLC8,244$278.6 萬0.27%
Brilliance Asset Management Ltd8,009$270.7 萬0.80%
Clare Market Investments LLC7,878$266.2 萬0.56%
Codex Capital Asset Management L.L.C.7,700$260.2 萬1.01%
Eurizon SLJ Capital Ltd7,589$240.2 萬1.14%
Broderick Brian C7,105$240.1 萬0.44%
Voleon Capital Management LP6,908$233.5 萬0.05%
Signature Wealth Management Group6,813$230.2 萬0.87%
Encompass More Asset Management6,653$224.8 萬0.38%
Quantbot Technologies LP6,649$224.7 萬0.09%
Ak Global Asset Management, LLC6,532$220.7 萬2.08%
Clear Wave Wealth Management LLC6,445$217.8 萬0.55%
Madson Wealth Advisors Inc6,334$214.1 萬1.78%
B&D White Capital Company, LLC6,266$211.8 萬0.26%
Town & Country Bank & Trust CO dba First Bankers Trust CO6,006$203.0 萬0.69%
Alesco Advisors LLC6,000$202.8 萬0.05%
Parr McKnight Wealth Management Group, LLC5,839$197.3 萬0.26%
Ridgewood Investments LLC5,636$190.5 萬0.78%
Main Management ETF Advisors, LLC5,516$186.4 萬0.07%
Jain Global LLC5,436$183.7 萬0.02%
Cadent Capital Advisors, LLC5,380$181.8 萬0.48%
Collaborative Fund Advisors, LLC5,133$173.5 萬1.07%
Colton Groome Financial Advisors, LLC5,016$169.5 萬0.48%
Miura Global Management, LLC5,000$169.0 萬9.06%
Vann Equity Management LLC4,804$162.3 萬1.16%
GFG Capital, LLC4,493$151.8 萬0.49%
Barometer Capital Management Inc.4,490$151.7 萬0.52%
Vanguard National Trust Co4,355$147.2 萬0.09%
Red Lighthouse Investment Management, LLC3,891$131.5 萬0.44%
Vertrix Wealth Management, LLC3,769$127.4 萬0.47%
Kiley Juergens Wealth Management, LLC3,755$126.9 萬0.22%
Limestone Investment Advisors LP3,660$123.7 萬0.61%

清倉機構(125 家)

2025 年第 4 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2026 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 125 家。

2026 年第 1 季清倉 TSM 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Two Sigma Advisers, LP1,662,600$5.05 億
LGT Group Foundation1,297,554$3.89 億
SG Americas Securities, LLC873,000$2.65 億
Alyeska Investment Group, L.P.659,462$2.00 億
Quilter Plc566,259$1.72 億
Quadrature Capital Ltd494,492$1.50 億
WT Asset Management Ltd320,892$9,752 萬
Meridiem Capital Partners LP250,152$7,602 萬
Oribel Capital Management, LP241,700$7,345 萬
Optimus Prime Fund Management Co., Ltd.240,000$7,293 萬
Fernbridge Capital Management LP180,401$5,482 萬
Clear Street Markets LLC176,900$5,376 萬
Tiger Pacific Capital LP92,200$2,802 萬
Avantyr Capital Partners, LP65,000$1,975 萬
HRT Financial LP55,928$1,700 萬
LGT Fund Management Co Ltd.44,872$1,344 萬
Easterly Investment Partners LLC40,828$1,241 萬
FORA Capital, LLC40,518$1,231 萬
Mutual of America Capital Management LLC39,464$1,199 萬
Benson Investment Management Company, Inc.26,531$806.3 萬
J.W. Cole Advisors, Inc.32,074$792.4 萬
O'Neil Global Advisors, Inc.25,313$769.2 萬
Stenham Asset Management (UK) Plc25,200$765.8 萬
Hosking Partners LLP25,129$763.6 萬
Adage Capital Partners GP, L.L.C.25,000$759.7 萬
Worm Capital, LLC21,504$653.5 萬
Headlands Technologies LLC18,343$557.4 萬
AnglePoint Asset Management Ltd18,053$548.6 萬
Threadgill Financial, LLC17,139$520.8 萬
Mishpacha Holdings Corp16,093$489.1 萬
AMS Capital Ltda14,090$428.2 萬
Infusive Asset Management Inc.12,813$389.4 萬
Dockside LLC12,696$385.8 萬
Havemeyer Place LP12,092$367.5 萬
Estuary Capital Management LP11,480$348.9 萬
IFG Advisory, LLC11,037$335.4 萬
Caitong International Asset Management Co., Ltd9,491$288.4 萬
GK Wealth Management LLC7,353$223.5 萬
BW Gestao de Investimentos Ltda.6,992$212.5 萬
CloudAlpha Capital Management Limited/Hong Kong6,850$208.2 萬
NEOS Investment Management LLC6,058$184.1 萬
Pinnbrook Capital Management LP5,728$174.1 萬
Heritage Wealth Management, Inc.5,638$171.3 萬
Bayesian Capital Management, LP5,141$156.2 萬
Capstone Capital Management Ltd3,917$119.0 萬
Silverleafe Capital Partners, LLC3,799$115.4 萬
Clough Capital Partners L P3,779$114.8 萬
Mangrove Partners3,557$108.1 萬
Mirabella Financial Services LLP3,500$106.4 萬
Supplemental Annuity Collective Trust of NJ2,800$85.1 萬
Carr Financial Group Corp2,797$85.0 萬
FMB Wealth Management2,638$80.2 萬
Barrett & Company, Inc.2,600$79.0 萬
CMT Capital Markets Trading GmbH2,505$76.1 萬
Capital Advisory Group Advisory Services, LLC2,427$73.8 萬
NCP Inc.2,319$70.5 萬
Kercheville Advisors, LLC2,050$67.1 萬
Kestra Investment Management, LLC2,135$64.9 萬
Gsa Capital Partners LLP1,992$60.5 萬
Coppell Advisory Solutions LLC1,844$55.2 萬
Values First Advisors, Inc.1,802$54.7 萬
Draper Asset Management, LLC1,669$50.7 萬
Burney Co1,541$46.8 萬
Capital CS Group, LLC1,433$43.5 萬
Oarsman Capital, Inc.1,302$39.6 萬
Covenant Partners, LLC1,251$38.0 萬
Sentry LLC1,235$37.5 萬
Sumitomo Mitsui Financial Group, Inc.1,230$37.0 萬
White Lighthouse Investment Management Inc.1,191$36.2 萬
Arista Wealth Management, LLC1,138$34.6 萬
Iams Wealth Management, LLC1,082$32.9 萬
Helium Advisors LLC1,072$32.6 萬
Worth Financial Advisory Group, LLC1,003$30.5 萬
Parkside Investments, LLC1,000$30.4 萬
Miller Howard Investments Inc973$29.6 萬
XTX Topco Ltd907$27.6 萬
GR Financial Group, LLC894$27.2 萬
Golden Reserve Retirement LLC875$26.6 萬
Prosperity Advisers, LLC847$25.8 萬
Eddie Patel Inc836$25.4 萬
KW Wealth Management LLC826$25.1 萬
Leisure Capital Management816$24.8 萬
Brooklands Fund Management Ltd750$24.8 萬
Prota Financial, LLC813$24.7 萬
Berkshire Money Management, Inc.811$24.6 萬
EdgeRock Capital LLC809$24.6 萬
Johnson & White Wealth Management, LLC755$22.9 萬
Rebalance, LLC747$22.7 萬
Thryve Wealth Management LLC734$22.3 萬
Concorde Asset Management, LLC724$22.0 萬
Liberty Atlantic Advisors LLC707$21.5 萬
Graham Capital Management, L.P.702$21.3 萬
Townsend & Associates, Inc620$21.2 萬
Manchester Financial Inc689$20.9 萬
Morgan Creek Capital Management, LLC672$20.4 萬
Moody Lynn & Lieberson, LLC670$20.4 萬
Kohmann Bosshard Financial Services, LLC518$15.7 萬
Anatole Investment Management Ltd500$15.2 萬
Tucker Asset Management LLC470$14.3 萬
Merited Wealth, LLC283$8.60 萬

尚未申報 2026 年第 1 季的機構(42 家)

2025 年第 4 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 4 季持有 TSM、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
CIBC Private Wealth Group, LLC584,987$1.78 億
Alpha Cubed Investments, LLC372,811$1.13 億
Thomasville National Bank236,626$7,191 萬
CCLA Investment Management Ltd141,341$4,294 萬
Vanguard Group Inc109,489$3,327 萬
Janney Capital Management LLC101,011$3,070 萬
Trust Co of Vermont91,638$2,785 萬
Global Retirement Partners, LLC74,855$2,275 萬
MIG Capital, LLC66,671$2,026 萬
Brandywine Global Investment Management, LLC58,679$1,783 萬
Litman Gregory Asset Management LLC51,191$1,556 萬
Terra Alpha Investments LLC25,168$764.8 萬
Forefront Wealth Management Inc.24,945$758.0 萬
Militia Capital Partners, LP24,348$739.9 萬
Passumpsic Savings Bank21,585$655.9 萬
DV Equities, LLC19,575$594.9 萬
Kempner Capital Management Inc.18,898$543.8 萬
Transatlantique Private Wealth LLC16,755$506.3 萬
NRI Wealth Management LC15,511$471.4 萬
FineMark National Bank & Trust12,833$390.0 萬
Cape Cod Five Cents Savings Bank21,642$375.9 萬
BancorpSouth Bank12,041$365.9 萬
SG Trading Solutions, LLC7,785$236.6 萬
Keystone Investors Pte Ltd6,640$201.8 萬
Riverpark Capital Management LLC5,982$181.8 萬
Clarius Group, LLC5,929$180.2 萬
Elevated Private Wealth, LLC5,114$155.4 萬
High Falls Advisors, Inc4,030$122.5 萬
Prosperity Wealth Management, Inc.3,436$104.4 萬
ORG Partners LLC3,426$104.1 萬
Schulz Wealth, LTD.2,925$89.0 萬
David Loasby1,890$62.7 萬
Vantus Wealth LLC1,705$51.8 萬
Greenberg Financial Group1,662$50.5 萬
Pandora Wealth, Inc.1,595$48.5 萬
Austin Private Wealth, LLC1,326$40.3 萬
New Millennium Group LLC1,107$33.6 萬
Oldfather Financial Services, LLC819$24.9 萬
GPS Wealth Strategies Group, LLC783$23.8 萬
Ransom Advisory, Ltd636$19.3 萬
Stephens Consulting, LLC91$2.77 萬
Motiv8 Investments LLC48$1.50 萬