TSM fund manager activity
Taiwan Semiconductor Manufacturing Company Ltd · NYSE. Reported by 40 tracked fund managers in their 13F filings, Q2 2012 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Brad Gerstner - Altimeter Capital Management | Added | 1,429,355 | $682,617,068 | 6.94% | Aug 14, 2026 |
| David Tepper - Appaloosa Management | Added | 1,650,000 | $787,990,500 | 10.5% | Aug 14, 2026 |
| John Rogers - Ariel Investments | Added | 17,838 | $8,518,894 | 0.08% | Aug 14, 2026 |
| Ron Baron - Baron Capital | Added | 667,698 | $318,872,534 | 0.48% | Aug 14, 2026 |
| William Von Mueffling - Cantillon Capital Management | Trimmed | 114,820 | $54,834,587 | 8.24% | Jul 29, 2026 |
| Sarah Ketterer - Causeway Capital Management | Added | 532,052 | $254,092,074 | 2.75% | Aug 13, 2026 |
| Philippe Laffont - Coatue Management | Trimmed | 8,914,995 | $4,257,534,162 | 8.76% | Aug 14, 2026 |
| Dan Sundheim - D1 Capital Partners | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Christopher Davis - Davis Advisors | Trimmed | 3,980 | $1,900,729 | 0.01% | Aug 11, 2026 |
| Dodge & Cox Funds | Added | 1,440,767 | $688,067,096 | 0.36% | Aug 13, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | Added | 589,680 | $281,613,000 | 6.47% | Aug 14, 2026 |
| Prem Watsa - Fairfax Financial Holdings | No change | 93,700 | $44,684,593 | 1.69% | Aug 14, 2026 |
| First Eagle Investment Management | Trimmed | 3,745,597 | $1,788,784,535 | 2.95% | Aug 24, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 18,866,198 | $9,009,930,721 | 2.68% | Aug 4, 2026 |
| Terry Smith - Fundsmith | New | 1,148,449 | $548,464,789 | 4.02% | Aug 14, 2026 |
| Jeremy Grantham - GMO | Trimmed | 329,546 | $157,382,400 | 0.35% | Aug 13, 2026 |
| Francois Rochon - Giverny Capital | Trimmed | 3,655 | $1,745,518 | 0.06% | Aug 26, 2026 |
| Joel Greenblatt - Gotham Asset Management | No change | 7,534 | $3,598,012 | 0.01% | Aug 14, 2026 |
| Duan Yongping - H&H International Investment | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Hillman Capital Management | Trimmed | 5,608 | $2,678,213 | 1.94% | Aug 14, 2026 |
| Jensen Investment Management | Trimmed | 15,884 | $7,585,722 | 0.18% | Aug 7, 2026 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 101,242 | $48,350,142 | 0.30% | Aug 14, 2026 |
| Mairs & Power Funds | Trimmed | 476,245 | $227,440,325 | 2.09% | Aug 14, 2026 |
| Lee Ainslie - Maverick Capital | Trimmed | 711,757 | $339,913,790 | 3.07% | Aug 14, 2026 |
| Polen Capital Management | Added | 501,210 | $239,363,015 | 2.06% | Aug 4, 2026 |
| Richard Pzena - Pzena Investment Management | Trimmed | 4,054 | $1,936,069 | 0.01% | Aug 7, 2026 |
| Ruane Cunniff LP | Trimmed | 1,172,725 | $560,058,278 | 8.71% | Aug 14, 2026 |
| Situational Awareness LP | Added | 2,649,035 | $1,265,099,645 | 6.27% | Aug 14, 2026 |
| Daniel Loeb - Third Point | Added | 460,000 | $219,682,200 | 4.73% | Aug 14, 2026 |
| Chase Coleman - Tiger Global Management | Trimmed | 4,881,008 | $2,331,022,991 | 9.72% | Aug 14, 2026 |
| Torray Funds | Trimmed | 26,309 | $12,564,389 | 1.69% | Jul 30, 2026 |
| Viking Global Investors | Trimmed | 3,168,097 | $1,512,988,084 | 4.31% | Aug 14, 2026 |
| David Rolfe - Wedgewood Partners | Trimmed | 105,499 | $50,383,055 | 10.4% | Aug 14, 2026 |
| Wallace Weitz - Weitz Investment Management | No change | 20,000 | $9,551,400 | 0.66% | Aug 12, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Trimmed | 589,911 | $281,723,796 | 2.26% | Aug 14, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Brad Gerstner - Altimeter Capital Management | Added | 1,365,675 | $461,529,866 | 8.10% | May 15, 2026 |
| David Tepper - Appaloosa Management | Added | 1,327,500 | $448,628,625 | 7.56% | May 15, 2026 |
| John Rogers - Ariel Investments | Added | 16,092 | $5,438,291 | 0.06% | May 14, 2026 |
| Ron Baron - Baron Capital | Added | 636,267 | $215,026,433 | 0.65% | May 15, 2026 |
| William Von Mueffling - Cantillon Capital Management | Trimmed | 2,493,551 | $842,695,561 | 5.60% | May 7, 2026 |
| Sarah Ketterer - Causeway Capital Management | Trimmed | 508,471 | $171,837,774 | 2.11% | May 14, 2026 |
| Philippe Laffont - Coatue Management | Added | 9,283,547 | $3,137,374,709 | 10.8% | May 15, 2026 |
| Dan Sundheim - D1 Capital Partners | New | 328,600 | $111,050,370 | 0.99% | May 15, 2026 |
| Christopher Davis - Davis Advisors | No change | 7,200 | $2,433,240 | 0.01% | May 7, 2026 |
| Dodge & Cox Funds | No change | 107,800 | $36,431,010 | 0.02% | May 14, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | Trimmed | 495,280 | $167,380,000 | 5.70% | May 15, 2026 |
| Prem Watsa - Fairfax Financial Holdings | No change | 93,700 | $31,679,970 | 1.63% | May 15, 2026 |
| First Eagle Investment Management | Trimmed | 3,902,137 | $1,318,727,064 | 2.24% | May 14, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 18,617,691 | $6,291,848,786 | 2.13% | May 5, 2026 |
| Jeremy Grantham - GMO | Trimmed | 374,511 | $126,566,508 | 0.32% | May 14, 2026 |
| Francois Rochon - Giverny Capital | Trimmed | 8,125 | $2,745,844 | 0.10% | May 15, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 7,534 | $2,546,115 | 0.01% | May 15, 2026 |
| Duan Yongping - H&H International Investment | Trimmed | 151,200 | $51,098,040 | 0.26% | May 19, 2026 |
| Hillman Capital Management | Trimmed | 7,962 | $2,690,758 | 1.87% | May 15, 2026 |
| Jensen Investment Management | Trimmed | 16,427 | $5,551,505 | 0.11% | May 5, 2026 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 1,389,530 | $469,591,664 | 3.74% | May 15, 2026 |
| Mairs & Power Funds | Trimmed | 486,253 | $164,329,539 | 1.68% | May 14, 2026 |
| Lee Ainslie - Maverick Capital | Trimmed | 1,237,358 | $418,165,136 | 4.86% | May 15, 2026 |
| Polen Capital Management | Trimmed | 174,686 | $59,035,081 | 0.41% | May 14, 2026 |
| Richard Pzena - Pzena Investment Management | Trimmed | 18,986 | $6,416,319 | 0.02% | Apr 24, 2026 |
| Ruane Cunniff LP | Trimmed | 1,208,419 | $408,385,201 | 6.77% | May 15, 2026 |
| Situational Awareness LP | New | 22,423 | $7,577,853 | 0.20% | May 18, 2026 |
| Daniel Loeb - Third Point | Trimmed | 275,000 | $92,936,250 | 4.46% | May 15, 2026 |
| Chase Coleman - Tiger Global Management | Added | 5,565,074 | $1,880,716,758 | 8.23% | May 15, 2026 |
| Torray Funds | Added | 27,110 | $9,161,933 | 1.34% | May 1, 2026 |
| Viking Global Investors | Trimmed | 4,465,127 | $1,508,989,670 | 4.22% | May 15, 2026 |
| David Rolfe - Wedgewood Partners | Trimmed | 129,353 | $43,714,939 | 9.03% | May 15, 2026 |
| Wallace Weitz - Weitz Investment Management | New | 20,000 | $6,759,000 | 0.47% | May 14, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Added | 819,445 | $276,931,438 | 3.58% | May 15, 2026 |