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 13F 持有人
Taiwan Semiconductor Manufacturing Co Ltd 在 2026/6/30 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
2026 年第 3 季的資料還在陸續進來，目前 17 家機構申報持有 TSM。看 2026 年第 3 季
- 持有機構
- 3,585
- 較 2026 年第 1 季 +345 家
- 持有股數
- 7.66 億
- 較 2026 年第 1 季 +413.2 萬 (+0.5%)
- 總市值
- $3,631 億
- 較 2026 年第 1 季 +$1,069 億 (+41.7%)
- 新進機構
- 454
- 另有 1,452 家加碼
- 清倉機構
- 109
- 另有 1,306 家減碼
另有 45 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 | 3,585 | $3,631 億 |
| 2026 年第 1 季 | 3,285 | $2,593 億 |
| 2025 年第 4 季 | 3,127 | $2,397 億 |
| 2025 年第 3 季 | 2,800 | $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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Dream Peak Capital Ltd | 111,059 | $5,304 萬 | 5.24% | +111,059 | 新進 |
| Aureus Asset Management, LLC | 111,481 | $5,324 萬 | 3.23% | −9,452−7.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 112,035 | $5,350 萬 | 0.27% | +5,679+5.3% | 加碼 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 111,924 | $5,356 萬 | 2.20% | +111,924 | 新進 |
| Callan Family Office, LLC | 112,327 | $5,364 萬 | 1.05% | −3,027−2.6% | 減碼 |
| Ardmore Road Asset Management LP | 112,800 | $5,387 萬 | 3.16% | −37,200−24.8% | 減碼 |
| Naviter Wealth, LLC | 113,327 | $5,423 萬 | 4.92% | +22,257+24.4% | 加碼 |
| Eurizon Capital SGR S.p.A. | 116,218 | $5,424 萬 | 0.15% | −3,631−3.0% | 減碼 |
| AQR Capital Management LLC | 117,809 | $5,472 萬 | 0.02% | +27,875+31.0% | 加碼 |
| Noesis Capital Mangement Corp | 114,610 | $5,473 萬 | 6.58% | −845−0.7% | 減碼 |
| Davy Global Fund Management Ltd | 114,742 | $5,480 萬 | 3.49% | −7,427−6.1% | 減碼 |
| Cantillon Capital Management LLC | 114,820 | $5,483 萬 | 8.24% | −2,378,731−95.4% | 減碼 |
| Kornitzer Capital Management Inc | 114,851 | $5,485 萬 | 1.14% | −1,711−1.5% | 減碼 |
| Snowden Capital Advisors LLC | 114,859 | $5,496 萬 | 1.30% | −3,334−2.8% | 減碼 |
| United Capital Financial Advisers, LLC | 116,091 | $5,544 萬 | 0.31% | +6,703+6.1% | 加碼 |
| University of Illinois Foundation | 116,018 | $5,549 萬 | 9.91% | 00.0% | 不變 |
| Lockheed Martin Investment Management Co | 116,200 | $5,549 萬 | 2.20% | −118,400−50.5% | 減碼 |
| Twin Peaks Capital Ltd | 116,530 | $5,565 萬 | 38.42% | −9,600−7.6% | 減碼 |
| Milestones Administradora de Recursos Ltda. | 116,534 | $5,565 萬 | 10.75% | +334+0.3% | 加碼 |
| Standard Life Aberdeen plc | 116,899 | $5,583 萬 | 0.08% | −694−0.6% | 減碼 |
| State of Michigan Retirement System | 117,600 | $5,616 萬 | 0.25% | −14,600−11.0% | 減碼 |
| Bailard, Inc. | 117,803 | $5,626 萬 | 1.15% | −2,653−2.2% | 減碼 |
| Guyasuta Investment Advisors Inc | 118,491 | $5,659 萬 | 2.92% | −391−0.3% | 減碼 |
| Integrated Quantitative Investments LLC | 119,832 | $5,723 萬 | 9.37% | +21,386+21.7% | 加碼 |
| Mawer Investment Management Ltd. | 120,328 | $5,747 萬 | 0.39% | −13,961−10.4% | 減碼 |
| GW&K Investment Management, LLC | 120,619 | $5,760 萬 | 0.45% | +13,343+12.4% | 加碼 |
| Brinker Capital Investments, LLC | 120,626 | $5,761 萬 | 0.44% | +381+0.3% | 加碼 |
| Two Sigma Investments, LP | 120,904 | $5,774 萬 | 0.04% | −487,425−80.1% | 減碼 |
| Promethos Capital, LLC | 121,772 | $5,815 萬 | 15.92% | +4,937+4.2% | 加碼 |
| Wedbush Fund Advisers, LLC | 122,162 | $5,834 萬 | 5.18% | −2,760−2.2% | 減碼 |
| Horiko Capital Management LLC | 123,753 | $5,843 萬 | 10.29% | +10,697+9.5% | 加碼 |
| QRG Capital Management, Inc. | 123,108 | $5,879 萬 | 0.48% | +18,908+18.1% | 加碼 |
| Summit Partners Public Asset Management, LLC | 123,250 | $5,886 萬 | 1.53% | −1,911−1.5% | 減碼 |
| AIA Group Ltd | 124,444 | $5,943 萬 | 0.75% | −29,174−19.0% | 減碼 |
| OP Asset Management Ltd | 125,616 | $5,999 萬 | 0.64% | +16,578+15.2% | 加碼 |
| united american securities inc. (d/b/a uas asset management) | 126,214 | $6,028 萬 | 12.99% | +43,781+53.1% | 加碼 |
| Baskin Financial Services Inc. | 126,947 | $6,063 萬 | 4.77% | −4,516−3.4% | 減碼 |
| Bradley Foster & Sargent Inc | 127,038 | $6,067 萬 | 0.86% | +90,741+250.0% | 加碼 |
| Petrus Trust Company, LTA | 127,744 | $6,101 萬 | 5.74% | −6,300−4.7% | 減碼 |
| Oppenheimer & Co Inc | 128,423 | $6,133 萬 | 0.65% | +2,379+1.9% | 加碼 |
| Marcho Partners LLP | 128,571 | $6,140 萬 | 34.92% | +19,073+17.4% | 加碼 |
| CAPROCK Group, Inc. | 129,333 | $6,188 萬 | 1.19% | +12,079+10.3% | 加碼 |
| Jordan Park Group LLC | 129,956 | $6,206 萬 | 3.15% | 00.0% | 不變 |
| Sig Brokerage, LP | 130,109 | $6,214 萬 | 9.92% | +115,850+812.5% | 加碼 |
| Atria Investments LLC | 133,986 | $6,399 萬 | 0.64% | +5,392+4.2% | 加碼 |
| Grimes & Company, Inc. | 134,811 | $6,438 萬 | 1.39% | +1,433+1.1% | 加碼 |
| Charles-Lim Capital Ltd | 135,000 | $6,447 萬 | 20.19% | −40,000−22.9% | 減碼 |
| Choate Investment Advisors | 135,313 | $6,462 萬 | 1.14% | +1,833+1.4% | 加碼 |
| Oriental Harbor Investment Fund | 137,289 | $6,557 萬 | 3.97% | −72,430−34.5% | 減碼 |
| Schonfeld Strategic Advisors LLC | 137,495 | $6,566 萬 | 0.35% | +78,473+133.0% | 加碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 138,845 | $6,631 萬 | 0.30% | +16,622+13.6% | 加碼 |
| Provident Investment Management, Inc. | 139,649 | $6,669 萬 | 6.48% | −8,472−5.7% | 減碼 |
| Soma Equity Partners LP | 139,789 | $6,676 萬 | 4.65% | −11,475−7.6% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 140,330 | $6,702 萬 | 0.82% | +396+0.3% | 加碼 |
| Verition Fund Management LLC | 140,750 | $6,722 萬 | 0.47% | +44,815+46.7% | 加碼 |
| Long Walk Management LP | 141,250 | $6,746 萬 | 15.30% | +141,250 | 新進 |
| Generation Investment Management LLP | 141,665 | $6,765 萬 | 0.66% | +2,721+2.0% | 加碼 |
| Kadensa Capital Ltd | 142,610 | $6,811 萬 | 14.53% | −14,721−9.4% | 減碼 |
| Mackenzie Financial Corp | 143,206 | $6,839 萬 | 0.07% | +16,646+13.2% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 143,900 | $6,872 萬 | 0.47% | +14,120+10.9% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 146,297 | $6,987 萬 | 5.57% | −1,983−1.3% | 減碼 |
| Laird Norton Trust Company, LLC | 146,102 | $6,991 萬 | 1.34% | −631−0.4% | 減碼 |
| Simplex Trading, LLC | 147,407 | $7,040 萬 | 1.84% | −204,398−58.1% | 減碼 |
| Formuepleje A/S | 147,992 | $7,068 萬 | 5.53% | −26,041−15.0% | 減碼 |
| Academy Capital Management Inc | 148,602 | $7,097 萬 | 9.38% | −1,503−1.0% | 減碼 |
| Norris Perne & French LLP | 149,536 | $7,141 萬 | 3.05% | −425−0.3% | 減碼 |
| Marathon Trading Investment Management LLC | 150,337 | $7,180 萬 | 8.19% | +150,287+300,574.0% | 加碼 |
| GuoLine Advisory Pte Ltd | 150,700 | $7,197 萬 | 6.70% | 00.0% | 不變 |
| Defiance ETFs, LLC | 162,723 | $7,229 萬 | 1.01% | +38,203+30.7% | 加碼 |
| RWC Asset Advisors (US) LLC | 151,606 | $7,240 萬 | 16.10% | +65,662+76.4% | 加碼 |
| E. Ohman J:or Asset Management AB | 151,891 | $7,254 萬 | 1.69% | +18,875+14.2% | 加碼 |
| Asset Management One Co.,Ltd. | 152,054 | $7,262 萬 | 0.19% | +6,037+4.1% | 加碼 |
| Capital Wealth Planning, LLC | 152,155 | $7,266 萬 | 0.36% | +26,597+21.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 151,689 | $7,271 萬 | 0.30% | +20,669+15.8% | 加碼 |
| Trillium Asset Management, LLC | 152,499 | $7,283 萬 | 2.24% | −48,622−24.2% | 減碼 |
| Varenne Capital Partners | 153,341 | $7,318 萬 | 12.28% | −31,266−16.9% | 減碼 |
| Deprince Race & Zollo Inc | 154,671 | $7,387 萬 | 1.24% | −1,000−0.6% | 減碼 |
| Yong Rong (HK) Asset Management Ltd | 155,000 | $7,402 萬 | 63.19% | +155,000 | 新進 |
| Fulton Breakefield Broenniman LLC | 157,528 | $7,523 萬 | 4.43% | −3,269−2.0% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 379,211 | $7,533 萬 | 0.13% | +28,986+8.3% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 157,801 | $7,536 萬 | 0.16% | −23,787−13.1% | 減碼 |
| TB Alternative Assets Ltd. | 158,390 | $7,564 萬 | 12.14% | +131,390+486.6% | 加碼 |
| DSM Capital Partners LLC | 158,437 | $7,566 萬 | 1.30% | +116,171+274.9% | 加碼 |
| Ramirez Asset Management, Inc. | 158,462 | $7,568 萬 | 7.88% | +11,801+8.0% | 加碼 |
| JustInvest LLC | 159,102 | $7,598 萬 | 0.62% | +26,747+20.2% | 加碼 |
| FIFTHDELTA Ltd | 159,486 | $7,617 萬 | 8.93% | −58,245−26.8% | 減碼 |
| Dock Street Asset Management Inc | 161,305 | $7,703 萬 | 7.12% | +2,790+1.8% | 加碼 |
| Albar Capital Partners LLP | 161,576 | $7,716 萬 | 10.06% | −59,140−26.8% | 減碼 |
| Capital International Sarl | 162,372 | $7,754 萬 | 1.10% | −203−0.1% | 減碼 |
| Capital Group Private Client Services, Inc. | 162,723 | $7,771 萬 | 1.10% | −21,189−11.5% | 減碼 |
| Night Owl Capital Management, LLC | 163,108 | $7,790 萬 | 8.18% | +2,507+1.6% | 加碼 |
| Nykredit A/S | 163,854 | $7,825 萬 | 0.30% | +163,854 | 新進 |
| Greenoaks Capital Partners LLC | 165,000 | $7,880 萬 | 3.34% | +165,000 | 新進 |
| Voloridge Investment Management, LLC | 165,554 | $7,906 萬 | 0.34% | +55,421+50.3% | 加碼 |
| FengHe Fund Management Pte. Ltd. | 166,075 | $7,931 萬 | 7.52% | +55,225+49.8% | 加碼 |
| Penserra Capital Management LLC | 166,777 | $7,965 萬 | 0.61% | +30,380+22.3% | 加碼 |
| Silvercrest Asset Management Group LLC | 167,506 | $8,000 萬 | 0.52% | −4,551−2.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 169,291 | $8,085 萬 | 0.84% | +18,413+12.2% | 加碼 |
| Gladstone Capital Management LLP | 169,817 | $8,110 萬 | 8.02% | −45,846−21.3% | 減碼 |
| Brandes Investment Partners, LP | 171,703 | $8,201 萬 | 0.57% | −18,535−9.7% | 減碼 |