← Top Holdings
TSMTAIWAN SEMICONDUCTOR MANUFAC
CUSIP: 874039100
32
Guru Owners
$20.42B
Total Value Held
43.5M
Total Shares
| Investor | Fund | Shares | Value▼ | % of Portfolio | Rpt Price | Period |
|---|---|---|---|---|---|---|
| Coatue Management | 8914995 | $4.26B | 8.76% | $477.57 | Q2 2026 | |
| First Eagle Investment Management | 7491194 | $3.58B | 2.96% | $477.57 | Q2 2026 | |
| Tiger Global Management | 4881008 | $2.33B | 9.72% | $477.57 | Q2 2026 | |
| Eagle Capital Management | 4423550 | $2.11B | 6.45% | $477.57 | Q2 2026 | |
| Viking Global Investors | 3168097 | $1.51B | 4.31% | $477.57 | Q2 2026 | |
| Situational Awareness LP | 2649035 | $1.27B | 6.25% | $477.57 | Q2 2026 | |
| Cantillon Capital Management | 2493551 | $842.7M | 5.60% | $337.95 | Q1 2026 | |
| Appaloosa Management | 1650000 | $788.0M | 10.20% | $477.57 | Q2 2026 | |
| Dodge & Cox | 1440767 | $688.1M | 0.36% | $477.57 | Q2 2026 | |
| Ruane, Cunniff & Goldfarb | 1172725 | $560.1M | 8.71% | $477.57 | Q2 2026 | |
| Fundsmith | 1148449 | $548.5M | 4.02% | $477.57 | Q2 2026 | |
| Maverick Capital | 711757 | $339.9M | 3.00% | $477.57 | Q2 2026 | |
| Duquesne Family Office | 589680 | $281.6M | 5.40% | $477.57 | Q2 2026 | |
| Causeway Capital Management | 532052 | $254.1M | 2.75% | $477.57 | Q2 2026 | |
| Polen Capital Management | 501210 | $239.4M | 2.06% | $477.57 | Q2 2026 | |
| Mairs & Power | 476245 | $227.4M | 2.09% | $477.57 | Q2 2026 | |
| Third Point | 460000 | $219.7M | 4.69% | $477.57 | Q2 2026 | |
| Obermeyer Wealth Partners | 250513 | $119.6M | 4.89% | $477.57 | Q2 2026 | |
| Wedgewood Partners | 105499 | $50.4M | 10.40% | $477.57 | Q2 2026 | |
| Lone Pine Capital | 101242 | $48.4M | 0.30% | $477.57 | Q2 2026 | |
| Fairfax Financial Holdings | 93700 | $44.7M | 1.69% | $476.89 | Q2 2026 | |
| Bragg Financial Advisors | 51236 | $24.5M | 0.65% | $477.57 | Q2 2026 | |
| Situational Awareness LP | 50000 | $23.9M | 0.12% | $477.57 | Q2 2026 | |
| Bridgewater Associates | 34525 | $16.5M | 0.07% | $477.57 | Q2 2026 | |
| Torray LLC | 26309 | $12.6M | 1.69% | $477.57 | Q2 2026 | |
| Weitz Investment Management | 20000 | $9.6M | 0.66% | $477.57 | Q2 2026 | |
| Ariel Investments | 17838 | $8.5M | 0.08% | $477.57 | Q2 2026 | |
| Jensen Investment Management | 15884 | $7.6M | 0.18% | $477.57 | Q2 2026 | |
| Hillman Capital Management | 5608 | $2.7M | 1.94% | $477.57 | Q2 2026 | |
| Pzena Investment Management | 4054 | $1.9M | 0.01% | $477.57 | Q2 2026 | |
| Davis Selected Advisers | 3980 | $1.9M | 0.01% | $477.57 | Q2 2026 | |
| Giverny Capital | 3655 | $1.7M | 0.06% | $477.57 | Q2 2026 |
Who owns TSM? Full holder list and ownership history →
📊 Holdings Over Time
How superinvestor ownership has changed across quarters
Quarter-by-Quarter Activity
Q2 '2631 owners · $19.58B
SOLDDan Sundheim
SOLDDuan Yongping
Q1 '2634 owners · $14.42B
Q4 '2528 owners · $12.90B
SOLDBill Nygren
Q3 '2530 owners · $11.89B
Q2 '2527 owners · $9.96B
Q1 '2525 owners · $7.10B
🏛️ Congressional Trades
TSM: Held by 32 superinvestors · 50 congress member trades
$1,001 - $15,0002026-07-10
$1,001 - $15,0002026-05-08
$1,001 - $15,0002026-04-09
$1,001 - $15,0002026-02-26
$1,001 - $15,0002026-02-19
$100,001 - $250,0002026-02-09
$1,001 - $15,0002026-02-02
$1,001 - $15,0002026-01-30
$1,001 - $15,0002026-01-30
$1,001 - $15,0002026-01-08
$1,001 - $15,0002025-12-24
$1,001 - $15,0002025-12-24
$1,001 - $15,0002025-11-18
$1,001 - $15,0002025-11-18
$15,001 - $50,0002025-11-14
$1,001 - $15,0002025-10-31
$1,001 - $15,0002025-10-30
$1,001 - $15,0002025-10-30
$15,001 - $50,0002025-10-27
$100,001 - $250,0002025-10-23