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TSM
Not investment advice · 13F data lagged ~45 days · Full disclaimer
TS

TAIWAN SEMICONDUCTOR MFG LTD

TSM
Ownership as of Q2 2026
Funds owning
24
Combined value
8.0B
Avg portfolio %
2.8%
Buys / Sells this quarter
+5 buys−16 sells
Q2-2026
InvestorWeightQ/Q changeValue
WP
Wedgewood Partners – David Rolfeas of Q1-2026
Core
9.03%
Reduced 29.95%
129.4K shares · $337.95
$43.7M
TG
Tiger Global Management – Chase Colemanas of Q1-2026
Core
8.23%
Added 49.38%
5.6M shares · $337.95
$1.9B
AM
Appaloosa Management – David Tepperas of Q1-2026
Core
7.56%
Added 17.48%
1.3M shares · $337.95
$448.6M
RC
Ruane Cunniff & Goldfarbas of Q1-2026
Core
6.77%
Reduced 15.00%
1.2M shares · $337.95
$408.4M
CC
Cantillon Capital Management – William von Muefflingas of Q1-2026
Core
5.60%
Reduced 11.87%
2.5M shares · $337.95
$842.7M
MC
Maverick Capital – Lee Ainslieas of Q1-2026
Trial
4.86%
Reduced 25.40%
1.2M shares · $337.95
$418.2M
TP
Third Point – Daniel Loebas of Q1-2026
Trial
4.46%
Reduced 35.29%
275.0K shares · $337.95
$92.9M
VG
Viking Global Investorsas of Q1-2026
Trial
4.22%
Reduced 9.15%
4.5M shares · $337.95
$1.5B
LP
Lone Pine Capital – Stephen Mandelas of Q1-2026
Trial
3.74%
Reduced 54.48%
1.4M shares · $337.95
$469.6M
FE
First Eagle Investment Managementas of Q1-2026
Trial
2.24%
Reduced 34.29%
3.9M shares · $337.95
$1.3B
CC
Causeway Capital Managementas of Q1-2026
Trial
2.12%
Reduced 0.63%
508.5K shares · $337.95
$171.8M
HC
Hillman Capital Management, Inc.as of Q1-2026
Trial
1.87%
Reduced 15.69%
8.0K shares · $337.95
$2.7M
M&
Mairs & Poweras of Q1-2026
Trial
1.68%
Reduced 0.06%
486.3K shares · $337.95
$164.3M
FF
Fairfax Financial Holdings – Prem Watsaas of Q1-2026
Trial
1.63%
93.7K shares · $338.10
$31.7M
TI
Torray Investment Partnersas of Q1-2026
Trial
1.34%
Added 0.50%
27.1K shares · $337.95
$9.2M
WI
Weitz Investment Managementas of Q1-2026
Trial
0.47%
Buy
20.0K shares · $337.95
$6.8M
PC
Polen Capital Managementas of Q1-2026
Trial
0.41%
Reduced 12.92%
174.7K shares · $337.95
$59.0M
HI
H&H International Investmentas of Q1-2026
Trial
0.26%
Reduced 87.65%
151.2K shares · $337.95
$51.1M
JI
Jensen Investment Managementas of Q1-2026
Trial
0.11%
Reduced 4.05%
16.4K shares · $337.95
$5.6M
GC
Giverny Capitalas of Q1-2026
Trial
0.10%
Reduced 49.44%
8.1K shares · $337.95
$2.7M
AI
Ariel Investments – John Rogersas of Q1-2026
Trial
0.06%
Added 58.35%
16.1K shares · $337.95
$5.4M
D&
Dodge & Coxas of Q1-2026
Trial
0.02%
107.8K shares · $337.95
$36.4M
PI
Pzena Investment Managementas of Q1-2026
Trial
0.02%
Reduced 27.92%
19.0K shares · $337.95
$6.4M
DS
Davis Selected Advisersas of Q1-2026
Trial
0.01%
7.2K shares · $337.95
$2.4M
24 funds$8.0B