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.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Brad Gerstner - Altimeter Capital Management | Added | 1,219,227 | $370,510,893 | 5.56% | Feb 17, 2026 |
| David Tepper - Appaloosa Management | Added | 1,130,000 | $343,395,700 | 5.01% | Feb 17, 2026 |
| John Rogers - Ariel Investments | Trimmed | 10,162 | $3,088,130 | 0.03% | Feb 13, 2026 |
| Ron Baron - Baron Capital | Added | 634,652 | $192,864,396 | 0.52% | Feb 17, 2026 |
| William Von Mueffling - Cantillon Capital Management | Added | 2,829,278 | $859,789,292 | 4.65% | Feb 11, 2026 |
| Sarah Ketterer - Causeway Capital Management | Added | 511,720 | $155,506,439 | 2.14% | Feb 13, 2026 |
| Philippe Laffont - Coatue Management | Added | 8,629,524 | $2,622,426,049 | 6.56% | May 15, 2026 |
| Christopher Davis - Davis Advisors | No change | 7,200 | $2,188,008 | 0.01% | Feb 2, 2026 |
| Dodge & Cox Funds | No change | 107,800 | $32,759,342 | 0.02% | Feb 13, 2026 |
| Stanley Druckenmiller - Duquesne Family Office | Trimmed | 543,085 | $165,038,000 | 3.91% | Feb 17, 2026 |
| Prem Watsa - Fairfax Financial Holdings | No change | 93,700 | $28,465,123 | 1.37% | Feb 17, 2026 |
| First Eagle Investment Management | Trimmed | 5,938,326 | $1,804,597,906 | 3.18% | Feb 4, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 18,146,900 | $5,514,661,759 | 1.88% | Feb 9, 2026 |
| Jeremy Grantham - GMO | Added | 407,315 | $123,779,187 | 0.32% | Feb 17, 2026 |
| Francois Rochon - Giverny Capital | Added | 16,069 | $4,836,769 | 0.16% | Feb 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 5,400 | $1,641,006 | 0.01% | Feb 17, 2026 |
| Duan Yongping - H&H International Investment | Added | 1,224,384 | $372,078,054 | 2.13% | Feb 17, 2026 |
| Hillman Capital Management | Trimmed | 9,444 | $2,869,937 | 1.81% | Feb 17, 2026 |
| Jensen Investment Management | Trimmed | 17,120 | $5,202,597 | 0.08% | Feb 11, 2026 |
| Stephen Mandel - Lone Pine Capital | No change | 3,052,400 | $927,593,836 | 6.81% | Feb 17, 2026 |
| Mairs & Power Funds | Trimmed | 486,547 | $147,856,768 | 1.42% | Feb 17, 2026 |
| Lee Ainslie - Maverick Capital | Added | 1,658,650 | $504,047,149 | 5.41% | Feb 13, 2026 |
| Bill Nygren - Oakmark Funds | Sold out | — | — | 0.00% | Feb 17, 2026 |
| Polen Capital Management | Added | 200,593 | $60,958,295 | 0.26% | Feb 12, 2026 |
| Richard Pzena - Pzena Investment Management | Trimmed | 26,342 | $8,005,070 | 0.02% | Feb 6, 2026 |
| Ruane Cunniff LP | Trimmed | 1,421,721 | $432,046,795 | 6.75% | Feb 13, 2026 |
| Daniel Loeb - Third Point | Trimmed | 425,000 | $129,153,250 | 1.78% | Feb 17, 2026 |
| Chase Coleman - Tiger Global Management | Trimmed | 3,725,474 | $1,132,134,294 | 3.81% | Feb 17, 2026 |
| Torray Funds | Trimmed | 26,974 | $8,197,226 | 1.17% | Jan 28, 2026 |
| Viking Global Investors | Added | 4,914,896 | $1,493,587,745 | 3.96% | Feb 17, 2026 |
| David Rolfe - Wedgewood Partners | Trimmed | 184,661 | $56,116,508 | 10.5% | Feb 17, 2026 |
| Alex Sacerdote - Whale Rock Capital Management | Trimmed | 592,941 | $180,188,840 | 2.30% | Feb 17, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| Brad Gerstner - Altimeter Capital Management | Added | 1,068,677 | $298,470,799 | 3.94% | Nov 14, 2025 |
| David Tepper - Appaloosa Management | Added | 1,060,000 | $296,047,400 | 4.01% | Nov 13, 2025 |
| John Rogers - Ariel Investments | Trimmed | 11,256 | $3,143,688 | 0.03% | Nov 14, 2025 |
| Ron Baron - Baron Capital | Added | 605,912 | $169,225,162 | 0.45% | Nov 14, 2025 |
| William Von Mueffling - Cantillon Capital Management | Trimmed | 2,807,971 | $784,238,220 | 4.32% | Feb 17, 2026 |
| Sarah Ketterer - Causeway Capital Management | Trimmed | 507,751 | $141,809,777 | 1.87% | Nov 13, 2025 |
| Philippe Laffont - Coatue Management | Added | 8,072,536 | $2,254,578,579 | 5.53% | Nov 14, 2025 |
| Christopher Davis - Davis Advisors | No change | 7,200 | $2,010,888 | 0.01% | Dec 29, 2025 |
| Dodge & Cox Funds | No change | 107,800 | $30,107,462 | 0.02% | Nov 13, 2025 |
| Stanley Druckenmiller - Duquesne Family Office | No change | 765,085 | $213,681,000 | 5.44% | Nov 14, 2025 |
| Prem Watsa - Fairfax Financial Holdings | No change | 93,700 | $26,162,914 | 1.27% | Nov 14, 2025 |
| First Eagle Investment Management | Added | 6,700,008 | $1,871,245,237 | 3.41% | Nov 12, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 17,833,127 | $4,980,614,344 | 1.80% | Nov 12, 2025 |
| Jeremy Grantham - GMO | Trimmed | 167,228 | $46,705,422 | 0.13% | Nov 13, 2025 |
| Francois Rochon - Giverny Capital | Trimmed | 8,163 | $2,279,844 | 0.08% | Nov 17, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 4,003 | $1,117,998 | 0.00% | Nov 14, 2025 |
| Duan Yongping - H&H International Investment | No change | 259,984 | $72,610,931 | 0.49% | Nov 14, 2025 |
| Hillman Capital Management | Trimmed | 11,175 | $3,121,066 | 1.82% | Nov 14, 2025 |
| Jensen Investment Management | Added | 19,120 | $5,340,025 | 0.07% | Nov 6, 2025 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 3,052,400 | $852,504,796 | 6.20% | Nov 14, 2025 |
| Mairs & Power Funds | Added | 495,265 | $138,322,562 | 1.30% | Nov 14, 2025 |
| Lee Ainslie - Maverick Capital | Trimmed | 1,019,472 | $284,728,335 | 3.81% | Nov 14, 2025 |
| Bill Nygren - Oakmark Funds | New | 1,185 | $330,959 | 0.00% | Nov 14, 2025 |
| Polen Capital Management | New | 177,059 | $49,450,793 | 0.16% | Nov 12, 2025 |
| Richard Pzena - Pzena Investment Management | Trimmed | 42,485 | $11,865,636 | 0.04% | Nov 7, 2025 |
| Ruane Cunniff LP | Trimmed | 1,881,721 | $525,545,858 | 8.71% | Nov 14, 2025 |
| Daniel Loeb - Third Point | Trimmed | 1,100,000 | $307,219,000 | 3.67% | Nov 14, 2025 |
| Chase Coleman - Tiger Global Management | No change | 4,578,374 | $1,278,694,074 | 3.95% | Nov 14, 2025 |
| Torray Funds | Trimmed | 27,661 | $7,725,441 | 1.05% | Oct 22, 2025 |
| Viking Global Investors | Trimmed | 3,944,366 | $1,101,621,980 | 2.86% | Nov 14, 2025 |
| David Rolfe - Wedgewood Partners | Trimmed | 189,282 | $52,864,505 | 9.65% | Nov 14, 2025 |
| Alex Sacerdote - Whale Rock Capital Management | Added | 726,803 | $202,988,810 | 2.39% | Nov 14, 2025 |