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 |
|---|---|---|---|---|---|
| Storebrand Asset Management AS | 172,009 | $8,215 萬 | 0.20% | −38,527−18.3% | 減碼 |
| Y.D. More Investments Ltd | 173,610 | $8,291 萬 | 2.58% | +12,207+7.6% | 加碼 |
| Infinitum Asset Management, LLC | 175,000 | $8,357 萬 | 8.50% | 00.0% | 不變 |
| Sava Infond d.o.o. | 175,220 | $8,368 萬 | 5.93% | +91,910+110.3% | 加碼 |
| Newbrook Capital Advisors LP | 175,717 | $8,392 萬 | 11.33% | −28,397−13.9% | 減碼 |
| Pictet North America Advisors SA | 178,783 | $8,538 萬 | 7.52% | −548−0.3% | 減碼 |
| Kensico Capital Management Corp | 179,500 | $8,572 萬 | 1.47% | +179,500 | 新進 |
| Cullen Capital Management LLC | 179,777 | $8,586 萬 | 0.84% | −11,840−6.2% | 減碼 |
| Danica Pension, Livsforsikringsaktieselskab | 180,510 | $8,621 萬 | 1.38% | −49,709−21.6% | 減碼 |
| Advisors Capital Management, LLC | 181,038 | $8,646 萬 | 0.92% | −1,919−1.0% | 減碼 |
| Colony Group, LLC | 181,238 | $8,658 萬 | 0.09% | −22,739−11.1% | 減碼 |
| Kapitalo Investimentos Ltda | 183,054 | $8,742 萬 | 6.86% | +178,270+3,726.4% | 加碼 |
| Blue Grotto Capital, LLC | 184,668 | $8,819 萬 | 7.36% | +9,555+5.5% | 加碼 |
| Crow's Nest Holdings LP | 185,000 | $8,835 萬 | 26.72% | −40,000−17.8% | 減碼 |
| Wilkinson Global Asset Management LLC | 185,771 | $8,872 萬 | 7.05% | −66,127−26.3% | 減碼 |
| Douglass Winthrop Advisors, LLC | 186,555 | $8,909 萬 | 1.54% | +134,511+258.5% | 加碼 |
| NorthCrest Asset Manangement, LLC | 204,347 | $8,929 萬 | 2.30% | +2,490+1.2% | 加碼 |
| Nwi Management LP | 189,000 | $9,026 萬 | 5.77% | +36,000+23.5% | 加碼 |
| Joho Capital LLC | 190,100 | $9,079 萬 | 19.72% | 00.0% | 不變 |
| Blair William & Co | 191,662 | $9,153 萬 | 0.24% | +53,907+39.1% | 加碼 |
| Coalescence Partners Investment Management, LP | 191,834 | $9,161 萬 | 26.90% | −159,757−45.4% | 減碼 |
| BNP Paribas | 192,576 | $9,173 萬 | 2.49% | −4,246−2.2% | 減碼 |
| Group One Trading, L.P. | 193,229 | $9,228 萬 | 2.66% | +55,176+40.0% | 加碼 |
| Ami Asset Management Corp | 195,360 | $9,330 萬 | 5.37% | −85,531−30.4% | 減碼 |
| Erste Asset Management GmbH | 206,836 | $9,402 萬 | 0.73% | −48,177−18.9% | 減碼 |
| ICONIQ Capital, LLC | 198,846 | $9,496 萬 | 2.74% | 00.0% | 不變 |
| Thomasville National Bank | 198,967 | $9,502 萬 | 5.22% | +198,967 | 新進 |
| Mark Asset Management LP | 199,480 | $9,527 萬 | 9.65% | +34,305+20.8% | 加碼 |
| M37 Management LP | 200,000 | $9,551 萬 | 16.62% | +50,000+33.3% | 加碼 |
| Apollo Management Holdings, L.P. | 200,000 | $9,551 萬 | 1.34% | +200,000 | 新進 |
| Davidson Investment Advisors | 200,103 | $9,556 萬 | 3.91% | −9,340−4.5% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 200,306 | $9,566 萬 | 0.18% | −9,968−4.7% | 減碼 |
| Pathstone Holdings, LLC | 201,439 | $9,623 萬 | 0.28% | −1,991−1.0% | 減碼 |
| Trybe Capital Management LP | 202,276 | $9,660 萬 | 10.40% | 00.0% | 不變 |
| Guinness Asset Management LTD | 206,434 | $9,724 萬 | 1.65% | −12,816−5.8% | 減碼 |
| RDST Capital LLC | 203,998 | $9,742 萬 | 8.07% | +26,379+14.9% | 加碼 |
| Kestra Advisory Services, LLC | 205,009 | $9,791 萬 | 0.32% | −13,413−6.1% | 減碼 |
| TT International Asset Management LTD | 220,407 | $9,791 萬 | 12.50% | +125,490+132.2% | 加碼 |
| Mercer Global Advisors Inc | 205,659 | $9,822 萬 | 0.12% | +36,684+21.7% | 加碼 |
| Triodos Investment Management BV | 207,153 | $9,893 萬 | 6.02% | −13,100−5.9% | 減碼 |
| Headwater Capital Co Ltd | 210,000 | $1.00 億 | 20.33% | −126,000−37.5% | 減碼 |
| Senator Investment Group LP | 210,658 | $1.01 億 | 3.67% | −51,842−19.7% | 減碼 |
| Nordea Investment Management AB | 216,210 | $1.01 億 | 0.08% | +24,538+12.8% | 加碼 |
| Generate Investment Management Ltd | 214,587 | $1.02 億 | 4.22% | −34,635−13.9% | 減碼 |
| LMR Partners LLP | 214,827 | $1.03 億 | 0.75% | +76,811+55.7% | 加碼 |
| Todd Asset Management LLC | 218,389 | $1.04 億 | 1.85% | +12,697+6.2% | 加碼 |
| Contrarius Group Holdings Ltd | 221,093 | $1.06 億 | 4.87% | +201,658+1,037.6% | 加碼 |
| Quadrature Capital Ltd | 222,645 | $1.06 億 | 0.91% | +222,645 | 新進 |
| Lido Advisors, LLC | 223,763 | $1.07 億 | 0.38% | −4,818−2.1% | 減碼 |
| TD Waterhouse Canada Inc. | 242,029 | $1.08 億 | 0.28% | +2,955+1.2% | 加碼 |
| Banque Transatlantique SA | 293,899 | $1.08 億 | 2.34% | −62,127−17.5% | 減碼 |
| Light Street Capital Management, LLC | 225,949 | $1.08 億 | 12.68% | −1,636−0.7% | 減碼 |
| Trajan Wealth LLC | 226,936 | $1.08 億 | 4.09% | −29,449−11.5% | 減碼 |
| HughesLittle Investment Management Ltd. | 227,114 | $1.08 億 | 18.80% | −10,280−4.3% | 減碼 |
| Cable Car Capital LLC | 227,600 | $1.09 億 | 2.33% | +227,600 | 新進 |
| HGK Asset Management Inc | 228,303 | $1.09 億 | 14.90% | −14,040−5.8% | 減碼 |
| Main Street Research LLC | 228,429 | $1.09 億 | 5.15% | +5,270+2.4% | 加碼 |
| TCW Group Inc | 232,711 | $1.11 億 | 0.75% | +27,217+13.2% | 加碼 |
| BLI - Banque de Luxembourg Investments | 245,600 | $1.12 億 | 3.95% | −6,200−2.5% | 減碼 |
| Insight Holdings Group, LLC | 234,645 | $1.12 億 | 8.52% | +5,530+2.4% | 加碼 |
| Schwartz Investment Counsel Inc | 235,882 | $1.13 億 | 3.74% | +91,532+63.4% | 加碼 |
| Sanctuary Advisors, LLC | 239,577 | $1.14 億 | 0.53% | +33,605+16.3% | 加碼 |
| Itau Unibanco Holding S.A. | 239,853 | $1.15 億 | 2.26% | +169,595+241.4% | 加碼 |
| KBC Group NV | 240,184 | $1.15 億 | 0.25% | −14,378−5.6% | 減碼 |
| Warren Averett Asset Management, LLC | 240,719 | $1.15 億 | 0.67% | +60,050+33.2% | 加碼 |
| Modera Wealth Management, LLC | 242,019 | $1.16 億 | 1.23% | −9,788−3.9% | 減碼 |
| GWM Advisors LLC | 243,543 | $1.16 億 | 0.35% | +1,353+0.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 245,867 | $1.17 億 | 1.52% | −11,594−4.5% | 減碼 |
| MAI Capital Management | 246,513 | $1.18 億 | 0.45% | −3,035−1.2% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 250,513 | $1.20 億 | 4.89% | −3,006−1.2% | 減碼 |
| Avala Global LP | 250,760 | $1.20 億 | 4.42% | −165,600−39.8% | 減碼 |
| Groupe la Francaise | 252,666 | $1.21 億 | 1.48% | −3,303−1.3% | 減碼 |
| Exchange Traded Concepts, LLC | 252,911 | $1.21 億 | 0.60% | +46,558+22.6% | 加碼 |
| Nikko Asset Management Americas, Inc. | 254,175 | $1.21 億 | 1.57% | −58,800−18.8% | 減碼 |
| LGT Capital Partners Ltd. | 254,347 | $1.21 億 | 6.15% | −36,662−12.6% | 減碼 |
| Jupiter Asset Management Ltd | 264,817 | $1.22 億 | 0.60% | +9,171+3.6% | 加碼 |
| Sapient Capital LLC | 255,676 | $1.22 億 | 1.60% | +47,303+22.7% | 加碼 |
| Forest Avenue Capital Management LP | 257,965 | $1.23 億 | 5.17% | +257,965 | 新進 |
| SRS Investment Management, LLC | 261,301 | $1.25 億 | 1.17% | −248,772−48.8% | 減碼 |
| Capital International Inc | 261,799 | $1.25 億 | 0.88% | −6,817−2.5% | 減碼 |
| Hardman Johnston Global Advisors LLC | 263,227 | $1.26 億 | 4.41% | +11,485+4.6% | 加碼 |
| Hyperion Asset Management Ltd | 264,296 | $1.26 億 | 3.34% | +264,296 | 新進 |
| Boston Common Asset Management, LLC | 265,251 | $1.27 億 | 7.51% | −22,387−7.8% | 減碼 |
| Dundas Partners LLP | 265,365 | $1.27 億 | 9.17% | −9,827−3.6% | 減碼 |
| Pictet & Cie (Europe) SA | 266,874 | $1.27 億 | 2.49% | −20,771−7.2% | 減碼 |
| Raiffeisen Bank International AG | 280,082 | $1.27 億 | 1.50% | −28,267−9.2% | 減碼 |
| National Philanthropic Trust | 267,676 | $1.28 億 | 1.85% | +960.0% | 加碼 |
| Diamond Hill Capital Management Inc | 268,857 | $1.28 億 | 1.03% | −27,122−9.2% | 減碼 |
| McDaniel Terry & Co | 273,518 | $1.31 億 | 10.21% | −1,631−0.6% | 減碼 |
| Summitry LLC | 274,507 | $1.31 億 | 4.31% | −256,377−48.3% | 減碼 |
| HRT Financial LP | 274,639 | $1.31 億 | 0.24% | +274,639 | 新進 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 276,275 | $1.32 億 | 5.00% | −840−0.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 287,452 | $1.37 億 | 0.31% | +15,013+5.5% | 加碼 |
| Capital Fund Management S.A. | 290,034 | $1.39 億 | 0.99% | −239,618−45.2% | 減碼 |
| Advent International Corp | 292,875 | $1.40 億 | 0.79% | −51,000−14.8% | 減碼 |
| Perpetual Ltd | 294,694 | $1.41 億 | 2.01% | −37,566−11.3% | 減碼 |
| Stony Point Capital LLC | 296,263 | $1.41 億 | 9.24% | +9,536+3.3% | 加碼 |
| Analog Century Management LP | 296,487 | $1.42 億 | 5.18% | −6,398−2.1% | 減碼 |
| Danske Bank A/S | 296,647 | $1.42 億 | 0.28% | −2,930−1.0% | 減碼 |
| PBCay One RSC Ltd | 298,632 | $1.43 億 | 8.50% | +58,100+24.2% | 加碼 |