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
2026 年第 1 季 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2026/3/31 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
- 3,286
- 較 2025 年第 4 季 +200 家
- 持有股數
- 7.71 億
- 較 2025 年第 4 季 −1,703 萬 (−2.2%)
- 總市值
- $2,593 億
- 較 2025 年第 4 季 +$202.6 億 (+8.5%)
- 新進機構
- 325
- 另有 1,338 家加碼
- 清倉機構
- 125
- 另有 1,250 家減碼
另有 42 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Driehaus Capital Management LLC | 1,264,890 | $4.27 億 | 3.14% | −898,674−41.5% | 減碼 |
| DekaBank Deutsche Girozentrale | 1,327,786 | $4.27 億 | 0.71% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 1,272,851 | $4.24 億 | 0.32% | −14,609−1.1% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 1,237,358 | $4.18 億 | 4.86% | −421,292−25.4% | 減碼 |
| Ruane, Cunniff & Goldfarb L.P. | 1,208,419 | $4.08 億 | 6.77% | −213,302−15.0% | 減碼 |
| Artisan Partners Limited Partnership | 1,192,157 | $4.03 億 | 0.66% | +429,068+56.2% | 加碼 |
| CIBC World Markets Inc. | 1,190,137 | $4.02 億 | 0.71% | −1,863−0.2% | 減碼 |
| Magellan Asset Management Ltd | 1,178,008 | $3.98 億 | 5.17% | −223,150−15.9% | 減碼 |
| Allianz Asset Management GmbH | 1,167,294 | $3.94 億 | 0.46% | +30,936+2.7% | 加碼 |
| Voyager Global Management LP | 1,150,000 | $3.89 億 | 13.22% | −75,000−6.1% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,146,708 | $3.88 億 | 0.21% | −1,012,854−46.9% | 減碼 |
| Himension Fund | 1,139,251 | $3.85 億 | 29.58% | +82,251+7.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 1,112,695 | $3.80 億 | 0.64% | −152,529−12.1% | 減碼 |
| Vontobel Holding Ltd. | 1,122,179 | $3.79 億 | 1.30% | −299,848−21.1% | 減碼 |
| SurgoCap Partners LP | 1,108,073 | $3.74 億 | 12.50% | −1,510−0.1% | 減碼 |
| Man Group plc | 1,106,953 | $3.74 億 | 0.78% | +9,376+0.9% | 加碼 |
| Stifel Financial Corp | 1,103,264 | $3.73 億 | 0.34% | +163,168+17.4% | 加碼 |
| Bridgewater Associates, LP | 1,077,079 | $3.64 億 | 1.62% | +1,077,079 | 新進 |
| Thrivent Financial for Lutherans | 1,070,641 | $3.62 億 | 0.69% | −143,778−11.8% | 減碼 |
| London & Capital Asset Management Ltd | 1,068,039 | $3.61 億 | 3.93% | +7,028+0.7% | 加碼 |
| State of Tennessee, Treasury Department | 1,066,212 | $3.60 億 | 1.21% | +347,252+48.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 1,053,841 | $3.56 億 | 0.21% | −34,533−3.2% | 減碼 |
| Select Equity Group, L.P. | 1,027,926 | $3.47 億 | 1.85% | +14,187+1.4% | 加碼 |
| Rathbone Brothers plc | 1,026,057 | $3.47 億 | 1.38% | +7,428+0.7% | 加碼 |
| Great West Life Assurance Co | 1,014,626 | $3.44 億 | 0.62% | −138,622−12.0% | 減碼 |
| Victory Capital Management Inc | 1,012,395 | $3.42 億 | 0.22% | −315,526−23.8% | 減碼 |
| Toroso Investments, LLC | 1,013,268 | $3.30 億 | 1.03% | +710,029+234.1% | 加碼 |
| Kempen Capital Management N.V. | 952,622 | $3.22 億 | 2.82% | +1,909+0.2% | 加碼 |
| Rafferty Asset Management, LLC | 950,073 | $3.21 億 | 1.30% | −262,748−21.7% | 減碼 |
| Rockefeller Capital Management L.P. | 946,307 | $3.20 億 | 0.57% | +74,208+8.5% | 加碼 |
| State Street Corp | 934,498 | $3.17 億 | 0.01% | +35,718+4.0% | 加碼 |
| Alphinity Investment Management Pty Ltd | 935,498 | $3.16 億 | 5.57% | −355,822−27.6% | 減碼 |
| Baird Financial Group, Inc. | 933,556 | $3.15 億 | 0.49% | +105,641+12.8% | 加碼 |
| Noked Israel Ltd | 910,350 | $3.08 億 | 45.45% | +43,450+5.0% | 加碼 |
| Robeco Institutional Asset Management B.V. | 909,998 | $3.08 億 | 0.44% | −319,342−26.0% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 898,092 | $3.04 億 | 2.64% | −309,713−25.6% | 減碼 |
| Bank of Montreal | 900,057 | $3.04 億 | 0.13% | +53,867+6.4% | 加碼 |
| Trinity Street Asset Management LLP | 900,011 | $3.04 億 | 20.86% | −66,813−6.9% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 882,951 | $2.98 億 | 0.40% | −62,380−6.6% | 減碼 |
| Ci Investments Inc. | 877,754 | $2.97 億 | 1.44% | −101,639−10.4% | 減碼 |
| Canoe Financial LP | 864,770 | $2.92 億 | 3.98% | −333,400−27.8% | 減碼 |
| Axiom Investors LLC | 857,910 | $2.90 億 | 3.23% | −121,503−12.4% | 減碼 |
| Longview Partners (Guernsey) LTD | 849,740 | $2.87 億 | 4.07% | +849,740 | 新進 |
| Connor, Clark & Lunn Investment Management Ltd. | 849,639 | $2.87 億 | 0.66% | −51,622−5.7% | 減碼 |
| Public Employees Retirement System of Ohio | 831,668 | $2.81 億 | 0.91% | −74,798−8.3% | 減碼 |
| Whale Rock Capital Management LLC | 819,445 | $2.77 億 | 3.58% | +226,504+38.2% | 加碼 |
| HighTower Advisors, LLC | 803,761 | $2.72 億 | 0.29% | +23,150+3.0% | 加碼 |
| Geode Capital Management, LLC | 765,376 | $2.59 億 | 0.02% | +17,575+2.4% | 加碼 |
| Anther Capital Ltd | 757,925 | $2.56 億 | 6.69% | +757,925 | 新進 |
| New York State Common Retirement Fund | 754,284 | $2.55 億 | 0.36% | −23,465−3.0% | 減碼 |
| Locust Wood Capital Advisers, LLC | 751,911 | $2.54 億 | 6.92% | +10,066+1.4% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 750,939 | $2.54 億 | 1.20% | −6,405−0.8% | 減碼 |
| CIBC Bancorp USA Inc. | 744,449 | $2.52 億 | 0.34% | +744,449 | 新進 |
| Manning & Napier Advisors LLC | 736,382 | $2.49 億 | 3.51% | −91,634−11.1% | 減碼 |
| Cetera Investment Advisers | 732,609 | $2.48 億 | 0.26% | +3,908+0.5% | 加碼 |
| Dorsal Capital Management, LLC | 725,000 | $2.45 億 | 9.74% | −200,000−21.6% | 減碼 |
| Jane Street Group, LLC | 723,527 | $2.45 億 | 0.26% | −2,479,083−77.4% | 減碼 |
| Veritas Investment Partners (UK) Ltd. | 723,299 | $2.45 億 | 6.24% | +440,103+155.4% | 加碼 |
| Hudson Bay Capital Management LP | 716,699 | $2.42 億 | 1.46% | +503,226+235.7% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 710,756 | $2.40 億 | 0.17% | −1,382,359−66.0% | 減碼 |
| Federated Hermes, Inc. | 707,181 | $2.39 億 | 0.39% | +79,654+12.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 705,515 | $2.38 億 | 0.94% | −49,285−6.5% | 減碼 |
| Thornburg Investment Management Inc | 701,352 | $2.37 億 | 2.46% | +57,093+8.9% | 加碼 |
| Harvard Management Co Inc | 686,796 | $2.32 億 | 12.78% | +380,000+123.9% | 加碼 |
| Credit Agricole S A | 684,545 | $2.31 億 | 0.76% | −305,449−30.9% | 減碼 |
| C WorldWide Group Holding A/S | 681,368 | $2.30 億 | 4.94% | −76,893−10.1% | 減碼 |
| Prime Capital Management Co Ltd | 663,808 | $2.24 億 | 25.18% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 655,660 | $2.22 億 | 1.15% | −108,141−14.2% | 減碼 |
| Loomis Sayles & Co L P | 654,098 | $2.21 億 | 0.30% | −132,649−16.9% | 減碼 |
| Fort Washington Investment Advisors Inc | 653,469 | $2.21 億 | 1.22% | −2340.0% | 減碼 |
| Qube Research & Technologies Ltd | 651,778 | $2.20 億 | 0.31% | +464,363+247.8% | 加碼 |
| Milford Funds Ltd | 641,823 | $2.17 億 | 4.55% | +149,028+30.2% | 加碼 |
| Creative Planning | 638,516 | $2.16 億 | 0.15% | +32,863+5.4% | 加碼 |
| Bamco Inc | 636,267 | $2.15 億 | 0.65% | +1,615+0.3% | 加碼 |
| Keywise Capital Management (HK) Ltd | 631,430 | $2.13 億 | 35.97% | +624,570+9,104.5% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 627,704 | $2.12 億 | 1.65% | −120,876−16.1% | 減碼 |
| Cerity Partners LLC | 624,170 | $2.11 億 | 0.30% | +71,604+13.0% | 加碼 |
| ARGA Investment Management, LP | 621,655 | $2.10 億 | 6.90% | −46,366−6.9% | 減碼 |
| IMC-Chicago, LLC | 620,444 | $2.10 億 | 3.18% | +331,500+114.7% | 加碼 |
| Marsico Capital Management LLC | 608,654 | $2.06 億 | 6.04% | −39,527−6.1% | 減碼 |
| Two Sigma Investments, LP | 608,329 | $2.06 億 | 0.17% | −260,120−30.0% | 減碼 |
| Holocene Advisors, LP | 597,836 | $2.02 億 | 0.49% | −575,865−49.1% | 減碼 |
| Captrust Financial Advisors | 590,555 | $2.00 億 | 0.35% | +398,053+206.8% | 加碼 |
| TD Asset Management Inc | 584,276 | $1.97 億 | 0.16% | −23,922−3.9% | 減碼 |
| Northwestern Mutual Wealth Management Co | 573,088 | $1.94 億 | 0.12% | +65,114+12.8% | 加碼 |
| XN LP | 571,078 | $1.93 億 | 7.09% | −242,788−29.8% | 減碼 |
| Renaissance Technologies LLC | 567,960 | $1.92 億 | 0.30% | −599,320−51.3% | 減碼 |
| Truist Financial Corp | 563,660 | $1.90 億 | 0.26% | +128,471+29.5% | 加碼 |
| Mariner, LLC | 563,809 | $1.90 億 | 0.22% | +1,177+0.2% | 加碼 |
| Union Bancaire Privee, UBP SA | 623,842 | $1.89 億 | 3.45% | +13,016+2.1% | 加碼 |
| Carrhae Capital LLP | 558,880 | $1.89 億 | 13.33% | −29,579−5.0% | 減碼 |
| Assetmark, Inc | 556,577 | $1.88 億 | 0.38% | +3,812+0.7% | 加碼 |
| Handelsbanken Fonder AB | 544,400 | $1.84 億 | 0.61% | −71,000−11.5% | 減碼 |
| Kames Capital plc | 534,903 | $1.80 億 | 2.38% | −41,169−7.1% | 減碼 |
| Summitry LLC | 530,884 | $1.79 億 | 6.33% | −34,697−6.1% | 減碼 |
| Capital Fund Management S.A. | 529,652 | $1.79 億 | 1.60% | −176,726−25.0% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 522,318 | $1.77 億 | 2.42% | +172,460+49.3% | 加碼 |
| E Fund Management Co., Ltd. | 521,073 | $1.76 億 | 5.23% | +521,073 | 新進 |
| Liontrust Investment Partners LLP | 520,558 | $1.76 億 | 3.00% | +358,494+221.2% | 加碼 |
| First Trust Advisors LP | 518,364 | $1.75 億 | 0.13% | −117,029−18.4% | 減碼 |