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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 2 季與 2026 年第 1 季比較

持有 Taiwan Semiconductor Manufacturing Co Ltd 的機構從 2026 年第 1 季到 2026 年第 2 季的變化。

2026 年第 2 季全部持有人2026 年第 1 季全部持有人

TSM 的 13F 持有人：2026 年第 1 季與 2026 年第 2 季比較
項目2026 年第 1 季其中尚未申報 2026 年第 2 季2026 年第 2 季變化
持有家數3,285453,585+345
股數7.71 億915.0 萬7.66 億+413.2 萬 (+0.5%)
市值$2,593 億$30.7 億$3,631 億+$1,069 億 (+41.7%)

45 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 季：沒申報不算清倉，所以變化不計入它們。

新進機構（454 家）

2026 年第 2 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2026 年第 1 季季末沒有持有的機構。

依市值列出前 100 家，共 454 家。

2026 年第 2 季新進 TSM 的機構
機構股數市值佔組合 %
Jupiter Topco LLC8,008,470$38.2 億1.56%
Fundsmith LLP大師Fundsmith1,148,449$5.48 億4.02%
Assenagon Asset Management S.A.1,026,992$4.90 億0.64%
Meitav Dash Investments Ltd841,661$4.02 億2.70%
SG Americas Securities, LLC589,560$2.82 億0.16%
Caption Management, LLC565,700$2.70 億9.51%
Evelyn Partners Group Ltd561,594$2.68 億5.02%
WT Asset Management Ltd456,906$2.18 億4.32%
HRT Financial LP274,639$1.31 億0.24%
Hyperion Asset Management Ltd264,296$1.26 億3.34%
Forest Avenue Capital Management LP257,965$1.23 億5.17%
Cable Car Capital LLC227,600$1.09 億2.33%
Quadrature Capital Ltd222,645$1.06 億0.91%
Apollo Management Holdings, L.P.200,000$9,551 萬1.34%
Thomasville National Bank198,967$9,502 萬5.22%
Kensico Capital Management Corp179,500$8,572 萬1.47%
Greenoaks Capital Partners LLC165,000$7,880 萬3.34%
Nykredit A/S163,854$7,825 萬0.30%
Yong Rong (HK) Asset Management Ltd155,000$7,402 萬63.19%
Long Walk Management LP141,250$6,746 萬15.30%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD111,924$5,356 萬2.20%
Dream Peak Capital Ltd111,059$5,304 萬5.24%
Trust Co of Vermont100,462$4,798 萬1.79%
Torno Capital, LLC100,000$4,776 萬3.29%
Gavilan Investment Partners LLC76,000$3,630 萬8.84%
Global Retirement Partners, LLC70,677$3,375 萬0.52%
Rivermont Capital Management LP69,725$3,330 萬4.72%
AMS Capital Ltda61,210$2,923 萬10.05%
No Street GP LP53,691$2,564 萬1.54%
DeepCurrents Investment Group LLC50,000$2,388 萬0.82%
Berkley W R Corp49,700$2,374 萬1.16%
Fernbridge Capital Management LP47,847$2,285 萬1.67%
Capricorn Fund Managers Ltd44,200$2,111 萬1.69%
MayTech Global Investments, LLC43,547$2,080 萬2.31%
Palestra Capital Management LLC41,307$1,973 萬0.67%
N10 Wealth, LLC40,601$1,939 萬6.88%
N10 Assets, LLC40,081$1,914 萬8.28%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD38,127$1,824 萬2.26%
Mutual of America Capital Management LLC38,069$1,818 萬0.18%
J.W. Cole Advisors, Inc.35,095$1,676 萬0.29%
Jacobson & Schmitt Advisors, LLC31,152$1,488 萬2.43%
Metatron Capital SICAV plc - Metatron Long Term Equity Fund29,539$1,411 萬6.90%
Bluegrass Capital Partners LP29,000$1,385 萬9.00%
Charles Schwab Investment Management Inc28,877$1,379 萬0.00%
Norges Bank28,610$1,366 萬0.00%
Broadleaf Partners, LLC26,112$1,247 萬2.41%
Ithaka Group LLC24,785$1,184 萬2.15%
Bayberry Capital Partners LP24,000$1,146 萬3.95%
Vancity Investment Management Ltd22,353$1,068 萬1.60%
Dara Capital US, Inc.21,126$1,009 萬6.96%
Caitong International Asset Management Co., Ltd20,865$996.4 萬1.37%
Emmett Investment Management, LP21,415$951.3 萬6.67%
Financial Gravity Companies, Inc.16,177$772.6 萬1.25%
Incline Global Management LLC15,987$763.5 萬2.14%
Provident Co of the Employees of the Hebrew University LTD15,445$738.8 萬5.65%
Covea Finance15,000$716.4 萬0.23%
Stonebridge Financial Group, LLC14,739$705.6 萬0.98%
Axxion S.A.14,696$701.8 萬0.50%
Cape Cod Five Cents Savings Bank13,946$666.0 萬0.54%
Connective Capital Management, LLC13,191$630.0 萬4.44%
Fulcrum Asset Management LLP12,902$587.2 萬0.59%
Brentview Investment Management LLC11,602$554.1 萬2.19%
IFG Advisory, LLC11,469$547.7 萬0.19%
Ariose Capital Management Ltd11,400$544.4 萬2.33%
Baldwin Brothers Inc11,073$528.8 萬0.35%
Balance Capital Partners L.P.11,000$525.3 萬3.77%
Campbell & CO Investment Adviser LLC10,446$498.9 萬0.26%
CVFG LLC10,109$482.8 萬0.51%
Regency Capital Management Inc.9,599$458.4 萬1.82%
Dockside LLC9,329$445.5 萬1.04%
Pinnbrook Capital Management LP8,945$427.2 萬0.71%
180 GPS Investments IC Ltd8,711$416.0 萬3.08%
Whitebark Investors LP8,595$410.5 萬3.17%
Alyeska Investment Group, L.P.8,422$402.2 萬0.01%
MW Advisory, LLC8,099$386.8 萬1.55%
Moody Lynn & Lieberson, LLC7,869$375.8 萬0.20%
OceanIQ Capital, LLC8,640$364.7 萬2.23%
Compass Financial Management LLC8,183$362.0 萬0.44%
Privium Fund Management (UK) Ltd7,800$355.0 萬1.48%
Watershed Asset Management, L.L.C.7,400$353.4 萬3.16%
GK Wealth Management LLC7,015$335.0 萬2.03%
Clough Capital Partners L P6,511$310.9 萬0.25%
Annandale Capital, LLC6,319$301.8 萬0.45%
Strong Tower Advisory Services6,164$294.4 萬0.53%
Heritage Wealth Management, Inc.5,646$269.6 萬0.67%
Havemeyer Place LP5,609$267.9 萬0.26%
CenterStar Asset Management, LLC5,563$265.8 萬2.06%
SaddleRock Capital Management LLC5,520$263.6 萬2.54%
Marshall Financial Group LLC5,466$261.0 萬0.38%
Hartree Partners, LP5,216$249.1 萬0.54%
Connective Portfolio Management, LLC5,100$243.6 萬4.06%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.5,000$239.2 萬1.66%
Peloton Wealth Strategists4,940$235.9 萬0.87%
Keystone Investors Pte Ltd4,929$235.4 萬0.13%
Elevated Private Wealth, LLC4,917$234.8 萬2.23%
Del-Sette Capital Management, LLC4,681$223.6 萬1.31%
Arrow Capital Management, LLC3,853$184.0 萬1.02%
Evanson Financial, LLC3,739$178.6 萬0.09%
Schuylkill Financial LLC3,556$169.8 萬1.57%
Algebris (UK) Ltd3,236$154.1 萬0.10%

清倉機構（109 家）

2026 年第 1 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、2026 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 109 家。

2026 年第 2 季清倉 TSM 的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Eminence Capital, LP421,673$1.43 億
Blue Whale Capital LLP408,679$1.38 億
D1 Capital Partners L.P.大師D1 資本328,600$1.11 億
TOMS Capital Investment Management LP328,000$1.11 億
Ovata Capital Management Ltd218,101$7,015 萬
Old Mission Capital LLC172,475$5,829 萬
Luxor Capital Group, LP154,565$5,224 萬
H&H International Investment, LLC大師H&H 國際投資151,200$5,110 萬
Mirae Asset Securities (USA) Inc.150,814$5,097 萬
Aquatic Capital Management LLC120,692$4,079 萬
E20 Capital Ltd113,247$3,827 萬
Junto Capital Management LP94,132$3,181 萬
BWCP, LP73,218$2,474 萬
Night Squared LP64,977$2,196 萬
DuPont Capital Management Corp56,261$1,901 萬
Nishkama Capital, LLC55,842$1,887 萬
Science & Technology Partners, L.P.53,700$1,815 萬
SummitTX Capital, L.P.52,220$1,765 萬
BlueCrest Capital Management Ltd35,824$1,211 萬
Boundless Plain Holdings Ltd33,480$1,131 萬
Quantitative Investment Management, LLC30,829$1,042 萬
Old National Bancorp28,635$967.7 萬
Capula Management Ltd17,984$607.8 萬
Dymon Asia Capital (Singapore) Pte. Ltd.16,539$558.9 萬
Motley Fool Wealth Management, LLC13,640$461.0 萬
Persistent Asset Partners Ltd12,486$422.0 萬
Strategic Advisors LLC11,515$389.1 萬
PensionDanmark Pensionsforsikringsaktieselskab10,000$337.9 萬
Evoke Wealth, LLC8,910$302.0 萬
B&D White Capital Company, LLC6,266$211.8 萬
Quadrant Private Wealth Management, LLC5,978$202.5 萬
Jain Global LLC5,436$183.7 萬
Flow Traders U.S. LLC4,124$139.4 萬
49 Wealth Management, LLC3,692$124.8 萬
Limestone Investment Advisors LP3,660$123.7 萬
Bain Capital Public Equity, LP3,249$109.8 萬
Pacific Excel Wealth Advisors, Inc.3,121$105.5 萬
Willis Johnson & Associates, Inc.2,844$96.1 萬
J. Goldman & Co LP2,800$94.6 萬
Two Sigma Securities, LLC2,539$85.8 萬
Pathway Financial Advisors LLC2,405$81.5 萬
Vivaldi Capital Management, LLC2,216$74.9 萬
Climber Capital SA2,209$74.6 萬
Newport Capital Group, LLC2,089$70.6 萬
Vega Investment Solutions2,036$68.8 萬
Garton & Associates Financial Advisors LLC2,025$68.4 萬
Fifth Lane Capital, LP2,000$67.6 萬
Brooklyn FI, LLC1,977$66.8 萬
TrueWealth Financial Partners1,938$65.5 萬
Koss-Olinger Consulting, LLC1,917$64.8 萬
Bluefin Capital Management, LLC1,890$63.9 萬
Sender Co & Partners, Inc.1,793$60.6 萬
Capital Markets Trading UK LLP1,664$56.2 萬
Pathfinder Wealth Consulting, Inc.1,600$54.1 萬
ExodusPoint Capital Management, LP1,460$49.3 萬
Global Endowment Management, LP1,429$48.3 萬
Redwood Wealth Management Group, LLC1,345$45.5 萬
Aire Advisors, LLC1,164$39.3 萬
Blueshift Asset Management, LLC1,156$39.1 萬
Cross Staff Investments Inc1,115$37.7 萬
Arwa LLC966$35.3 萬
JGP Global Gestao de Recursos Ltda.1,038$35.1 萬
Verity Asset Management, Inc.992$33.5 萬
HFG Advisors, Inc.978$33.1 萬
Tower Bridge Advisors976$33.0 萬
Bridgefront Capital, LLC957$32.3 萬
L2 Asset Management, LLC888$30.0 萬
Wealth Group, Ltd.888$30.0 萬
ProShare Advisors LLC798$27.0 萬
Diversified Management Inc797$26.9 萬
Fi3 FINANCIAL ADVISORS, LLC782$26.5 萬
Richmond Investment Services, LLC745$25.2 萬
Broadhurst Jeffrey B715$24.2 萬
Paradice Investment Management LLC706$23.9 萬
Asset Allocation & Management Company, LLC702$23.7 萬
Oasis Advisors, LLC696$23.5 萬
Hutchinson Capital Management691$23.4 萬
Linscomb & Williams, Inc.664$22.4 萬
Belvedere Trading LLC635$21.5 萬
Gallacher Capital Management LLC626$21.1 萬
Oakwell Private Wealth Management, LLC622$21.0 萬
Fund Advisors of America Inc611$20.6 萬
Barry Investment Advisors, LLC591$20.0 萬
Wellington Grp LLC556$18.8 萬
Bank of Jackson Hole Trust510$17.2 萬
Avenir Tech Ltd455$15.4 萬
RWM Asset Management, LLC373$12.6 萬
True Link Financial Advisors, LLC371$12.5 萬
Troy Asset Management Ltd168$5.68 萬
Covestor Ltd132$4.50 萬
POM Investment Strategies, LLC105$3.55 萬
Resources Management Corp100$3.40 萬
Financial Freedom, LLC95$3.22 萬
Investment Counsel Co of Nevada80$2.70 萬
Evermay Wealth Management LLC68$2.30 萬
Clarity Asset Management, Inc.65$2.20 萬
Delos Wealth Advisors, LLC51$1.72 萬
Networth Advisors, LLC51$1.72 萬
Team Financial Group, LLC50$1.69 萬
Raleigh Capital Management Inc.25$8,449

尚未申報 2026 年第 2 季的機構（45 家）

2026 年第 1 季季末持有 Taiwan Semiconductor Manufacturing Co Ltd、還沒有申報 2026 年第 2 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2026 年第 1 季持有 TSM、尚未申報 2026 年第 2 季的機構
機構2026 年第 1 季股數2026 年第 1 季市值
Janus Henderson Group PLC7,917,824$26.5 億
Evelyn Partners Investment Management LLP438,201$1.48 億
Vantage Investment Partners, LLC127,778$4,318 萬
Skopos Labs, Inc.84,765$2,865 萬
Evelyn Partners Investment Management Services Ltd74,109$2,505 萬
TruWealth Advisors, LLC68,323$2,309 萬
Exencial Wealth Advisors, LLC61,778$2,088 萬
Deeter Investments LLP43,265$1,462 萬
CWM, LLC39,486$1,334 萬
VectorGlobal IAG, Inc.32,546$1,100 萬
DGS Capital Management, LLC27,531$930.4 萬
U.S. Capital Wealth Advisors, LLC25,518$862.4 萬
Evelyn Partners Asset Management Ltd23,550$795.9 萬
Situational Awareness Partners LP22,423$757.8 萬
Jackson Hole Capital Partners, LLC22,008$743.8 萬
Sofos Investments, Inc.16,408$554.5 萬
GM Advisory Group, Inc.14,335$484.5 萬
First Affirmative Financial Network13,384$452.3 萬
Bedell Frazier Investment Counseling, LLC13,133$443.8 萬
Strategic Planning, Inc.11,332$383.0 萬
Sunbelt Securities, Inc.9,183$310.3 萬
FRG Family Wealth Advisors LLC8,356$282.4 萬
Signature Wealth Management Group6,813$230.2 萬
Oakum Bay Capital LLC6,550$221.4 萬
Journey Strategic Wealth LLC5,611$189.6 萬
Fortress Financial Solutions, LLC4,614$155.9 萬
Jaffetilchin Investment Partners, LLC3,930$132.8 萬
Evanson Asset Management, LLC3,750$126.7 萬
Cfo Capital Management LLC3,084$104.2 萬
Gibbs Wealth Management2,791$94.3 萬
Leo Wealth, LLC2,763$93.4 萬
Evelyn Partners Investment Management (Europe) Ltd2,668$90.2 萬
TCFG Wealth Management, LLC2,197$74.2 萬
Sandbox Financial Partners, LLC1,820$61.5 萬
Omnitrust Wealth Management, Inc1,255$42.4 萬
Charter Oak Capital Management, LLC1,144$38.7 萬
Capstone Wealth Management Group LLC1,112$37.6 萬
Moseley Investment Management Inc1,105$37.3 萬
McIlrath & Eck, LLC867$29.3 萬
Integrity Wealth Partners, LLC825$27.9 萬
Mill Creek Capital Advisors, LLC722$24.4 萬
Catalina Capital Group, LLC604$20.4 萬
Anfield Capital Management, LLC589$19.9 萬
My Portfolio Guide, LLC20$6,872
Red Tortoise LLC7$2,366