InvestorLens

TSM — TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying TSM?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
64
Institutional Conviction
Net distribution · 4 buying vs 7 selling last quarter
36
Macro Tailwind
Macro conditions are mixed for this sector
56
Congressional Activity
2 congressional purchases, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 11 tracked investors who changed their TSM position last quarter, 4 bought and 7 sold (36% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime). 2 congressional purchases, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +4 tracked investors added or increased positions last quarter (Leopold Aschenbrenner, Daniel Loeb, David Tepper, …)
  • +8 tracked investors reported holding TSM at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
  • +2 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −7 tracked investors reduced or exited last quarter (7 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD (TSM)

TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD (TSM) appears in the most recent 13F filings of 8 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $8.6B. Across recent filings, tracked investors recorded 14 new positions, 34 increased, 31 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in TSM

59
/100
Mixed Activity
Added / Increased48
Reduced31
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track TSM

53
/100
Moderate Interest
8investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

TSM Ownership Composition

How TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
46% of tracked value
Institutions
8
tracked investors
Total Reported
$22.3B
combined 13F value
Types5
  • Multi-Strategy / Quant46.2%
  • Growth & Innovation29.5%
  • Other12.5%
  • Macro8.2%
  • Value & Distressed3.5%
Multi-Strategy / Quant(2)
46.2%
Growth & Innovation(2)
29.5%
Other(2)
12.5%
Macro(1)
8.2%
Value & Distressed(1)
3.5%

Tracked investors currently reporting TSM

2 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    18.1M
    Value
    $8.6B
    % Portfolio
    0.99%
  • Philippe LaffontJun 30, 2026
    Coatue Management
    Shares
    8.9M
    Value
    $4.3B
    % Portfolio
    8.76%
  • Chase ColemanJun 30, 2026
    Tiger Global Management
    Shares
    4.9M
    Value
    $2.3B
    % Portfolio
    9.72%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    3.8M
    Value
    $1.8B
    % Portfolio
    2.56%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    3.5M
    Value
    $1.7B
    % Portfolio
    0.61%
  • Andreas HalvorsenJun 30, 2026
    Viking Global Investors
    Shares
    3.2M
    Value
    $1.5B
    % Portfolio
    4.31%
  • Leopold AschenbrennerJun 30, 2026
    Situational Awareness LP
    Shares
    2.7M
    Value
    $1.3B
    % Portfolio
    6.37%
  • David TepperJun 30, 2026
    Appaloosa Management
    Shares
    1.7M
    Value
    $788M
    % Portfolio
    10.20%

Previously held TSM

These investors reported TSM in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve CohenPoint72 Asset Management5.1M$1.5BDec 31, 2025
Steve MandelLone Pine Capital3.1M$927.6MDec 31, 2025

Recent activity

Frequently asked questions

How many institutional investors hold TSM?
8 tracked institutional investors disclosed a position in TSM (TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD) in their most recent 13F filing.
Who is the largest institutional holder of TSM?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in TSM, valued at $8.6B.
Did institutional ownership of TSM increase or decrease?
Across recent 13F filings, tracked investors recorded 14 new positions, 34 increased, 31 reduced, and 2 fully exited TSM.
Where does this TSM ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.