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
75
Institutional Conviction
Strong accumulation · 9 buying vs 3 selling last quarter
86
Macro Tailwind
Macro conditions are mixed for this sector
52
Congressional Activity
2 congressional purchases, 0 sales disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 12 tracked investors who changed their TSM position last quarter, 9 bought and 3 sold (75% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 52/100 in a Squeeze regime). 2 congressional purchases, 0 sales disclosed in the last 6 months.

Supporting evidence
  • +9 tracked investors added or increased positions last quarter (Leopold Aschenbrenner, Philippe Laffont, Andreas Halvorsen, …)
  • +15 tracked investors reported holding TSM at their latest filing
  • +2 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −3 tracked investors reduced or exited last quarter (2 reduced, 1 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 8/4/2026.

About TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD (TSM)

TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD (TSM) appears in the most recent 13F filings of 15 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $5.4B. Across recent filings, tracked investors recorded 17 new positions, 4 increased, 3 reduced, and 1 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in TSM

84
/100
Strong Institutional Accumulation
Added / Increased21
Reduced3
Exited1
BearishBullish
Crowded Trade Score™

How many top investors track TSM

100
/100
Crowded Trade
15investors

Many top investors are holding this position.

UndiscoveredCrowded
151015+

TSM Ownership Composition

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

Dominant Type
Other
83% of tracked value
Institutions
15
tracked investors
Total Reported
$18.3B
combined 13F value
Sectors3
  • Other83.3%
  • Hedge Funds15.5%
  • Growth Funds1.2%
Other(10)
83.3%
Hedge Funds(4)
15.5%
Growth Funds(1)
1.2%

Tracked investors reporting TSM

  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    15.9M
    Value
    $5.4B
    % Portfolio
    0.87%
  • Philippe LaffontMar 31, 2026
    Coatue Management
    Shares
    9.3M
    Value
    $3.1B
    % Portfolio
    10.80%
  • Chase ColemanMar 31, 2026
    Tiger Global Management
    Shares
    5.6M
    Value
    $1.9B
    % Portfolio
    8.23%
  • Steve CohenDec 31, 2025
    Point72 Asset Management
    Shares
    5.1M
    Value
    $1.5B
    % Portfolio
    1.73%
  • Andreas HalvorsenMar 31, 2026
    Viking Global Investors
    Shares
    4.5M
    Value
    $1.5B
    % Portfolio
    4.22%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    4.1M
    Value
    $1.4B
    % Portfolio
    0.57%
  • Steve MandelMar 31, 2026
    Lone Pine Capital
    Shares
    1.4M
    Value
    $469.6M
    % Portfolio
    3.74%
  • Leopold AschenbrennerMar 31, 2026
    Situational Awareness LP
    Shares
    2.7M
    Value
    $897.5M
    % Portfolio
    6.56%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    1.6M
    Value
    $531.3M
    % Portfolio
    0.99%
  • David TepperMar 31, 2026
    Appaloosa Management
    Shares
    1.3M
    Value
    $448.6M
    % Portfolio
    7.56%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    1.1M
    Value
    $364M
    % Portfolio
    1.62%
  • George SorosMar 31, 2026
    Soros Fund Management
    Shares
    897.3K
    Value
    $303.2M
    % Portfolio
    3.33%
  • Stanley DruckenmillerMar 31, 2026
    Duquesne Family Office
    Shares
    495.3K
    Value
    $167.4M
    % Portfolio
    4.96%
  • Cathie WoodMar 31, 2026
    ARK Investment Management
    Shares
    627.7K
    Value
    $212.1M
    % Portfolio
    1.65%
  • Daniel LoebMar 31, 2026
    Third Point LLC
    Shares
    275K
    Value
    $92.9M
    % Portfolio
    4.46%

Recent activity

Frequently asked questions

How many institutional investors hold TSM?
15 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 $5.4B.
Did institutional ownership of TSM increase or decrease?
Across recent 13F filings, tracked investors recorded 17 new positions, 4 increased, 3 reduced, and 1 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.
TSM (TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD) — — InvestorLens