← Top Holdings

TSMTAIWAN SEMICONDUCTOR MANUFAC

CUSIP: 874039100

30

Guru Owners

$11.14B

Total Value Held

33.5M

Total Shares

$3.14B
10.80%
$1.88B
8.23%
$1.51B
4.22%
$842.7M
5.60%
$535.1M
3.91%
$469.6M
3.74%
$448.6M
7.56%
$418.2M
4.82%
$408.4M
6.77%
$364.0M
1.62%
$354.8M
2.59%
$171.8M
2.11%
$164.3M
1.68%
$111.1M
0.99%
$92.9M
4.46%
$59.0M
0.41%
$43.7M
9.03%
$36.4M
0.02%
$31.7M
1.63%
$15.9M
0.50%
$9.2M
1.34%
$7.6M
0.06%
$6.8M
0.47%
$6.4M
0.02%
$5.6M
0.11%
$5.4M
0.06%
$2.7M
0.10%
$2.7M
1.87%
$2.4M
0.01%
$167K
4.96%

📊 Fundamentals

Market Cap$2.2T
P/E Ratio37.6x
Above market avg
Forward P/E21.3x
P/FCF3.1x
EPS (TTM)$11.51
Revenue (TTM)$4.1T
Profit Margin46.51%
Div Yield0.88%
Beta1.25

52-Week Range

$223.70
$479.00

Current: $432.57

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 37.6x trailing earnings → 21.3x forward · 46.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$2.79B$5.57B$8.36B$11.14BQ4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '2630 owners · $11.14B
INCREASEDPhilippe Laffont$3.14B
INCREASEDChase Coleman$1.88B
REDUCEDAndreas Halvorsen$1.51B
REDUCEDWilliam Von Mueffling$842.7M
NEWLeopold Aschenbrenner$535.1M
REDUCEDStephen Mandel$469.6M
INCREASEDDavid Tepper$448.6M
REDUCEDLee Ainslie$418.2M
REDUCEDSequoia Fund$408.4M
NEWRay Dalio$364.0M
NEWLeopold Aschenbrenner$354.8M
REDUCEDSarah Ketterer$171.8M
REDUCEDMairs & Power$164.3M
NEWDan Sundheim$111.1M
REDUCEDDaniel Loeb$92.9M
REDUCEDPolen Capital$59.0M
REDUCEDDavid Rolfe$43.7M
INCREASEDFPA Queens Road$15.9M
INCREASEDTorray LLC$9.2M
NEWLeopold Aschenbrenner$7.6M
NEWWallace Weitz$6.8M
REDUCEDRichard Pzena$6.4M
REDUCEDJensen Investment Management$5.6M
INCREASEDJohn Rogers$5.4M
INCREASEDFrancois Rochon$2.7M
REDUCEDHillman Value Fund$2.7M
REDUCEDStanley Druckenmiller$167K
Q4 '2524 owners · $9.14B
INCREASEDPhilippe Laffont$2.62B
INCREASEDAndreas Halvorsen$1.49B
REDUCEDChase Coleman$1.13B
INCREASEDWilliam Von Mueffling$859.8M
INCREASEDLee Ainslie$504.0M
REDUCEDSequoia Fund$432.0M
INCREASEDDavid Tepper$343.4M
REDUCEDStanley Druckenmiller$165.0M
INCREASEDSarah Ketterer$155.5M
REDUCEDMairs & Power$147.9M
INCREASEDDaniel Loeb$129.2M
INCREASEDPolen Capital$61.0M
REDUCEDDavid Rolfe$56.1M
INCREASEDFPA Queens Road$14.0M
REDUCEDTorray LLC$8.2M
REDUCEDRichard Pzena$8.0M
REDUCEDJensen Investment Management$5.2M
REDUCEDFrancois Rochon$4.8M
REDUCEDJohn Rogers$3.1M
INCREASEDHillman Value Fund$2.9M
SOLDLeopold Aschenbrenner
SOLDBill Nygren
Q3 '2526 owners · $8.46B
INCREASEDPhilippe Laffont$2.25B
REDUCEDAndreas Halvorsen$1.10B
REDUCEDStephen Mandel$852.5M
REDUCEDWilliam Von Mueffling$784.2M
REDUCEDSequoia Fund$525.5M
REDUCEDDaniel Loeb$307.2M
INCREASEDDavid Tepper$296.0M
REDUCEDLee Ainslie$284.7M
REDUCEDSarah Ketterer$141.8M
NEWMairs & Power$138.3M
NEWLeopold Aschenbrenner$75.4M
REDUCEDDavid Rolfe$52.9M
NEWPolen Capital$49.5M
INCREASEDFPA Queens Road$12.3M
REDUCEDRichard Pzena$11.9M
REDUCEDTorray LLC$7.7M
INCREASEDJensen Investment Management$5.3M
REDUCEDJohn Rogers$3.1M
REDUCEDHillman Value Fund$3.1M
INCREASEDFrancois Rochon$2.3M
NEWBill Nygren$331K
Q2 '2522 owners · $7.08B
INCREASEDPhilippe Laffont$1.83B
INCREASEDChase Coleman$1.04B
REDUCEDAndreas Halvorsen$980.5M
REDUCEDStephen Mandel$778.2M
REDUCEDWilliam Von Mueffling$643.0M
INCREASEDSequoia Fund$434.3M
INCREASEDLee Ainslie$398.6M
REDUCEDDaniel Loeb$323.9M
REDUCEDDavid Tepper$232.2M
INCREASEDStanley Druckenmiller$173.3M
REDUCEDSarah Ketterer$117.3M
REDUCEDDavid Rolfe$47.2M
INCREASEDDodge & Cox$24.4M
INCREASEDPrem Watsa$21.2M
INCREASEDRichard Pzena$9.6M
INCREASEDFPA Queens Road$8.9M
REDUCEDJohn Rogers$6.8M
NEWTorray LLC$6.5M
REDUCEDJensen Investment Management$3.9M
REDUCEDHillman Value Fund$3.6M
NEWChristopher Davis$1.6M
SOLDMairs & Power
Q1 '2521 owners · $5.12B
REDUCEDPhilippe Laffont$1.32B
INCREASEDAndreas Halvorsen$811.6M
INCREASEDChase Coleman$704.1M
INCREASEDStephen Mandel$641.7M
NEWWilliam Von Mueffling$484.9M
REDUCEDSequoia Fund$309.8M
INCREASEDLee Ainslie$242.1M
NEWSarah Ketterer$86.3M
NEWMairs & Power$66.0M
REDUCEDDavid Rolfe$46.1M
INCREASEDDavid Tepper$44.8M
NEWRichard Pzena$6.9M
REDUCEDJohn Rogers$5.0M
NEWJensen Investment Management$3.4M
NEWFPA Queens Road$2.8M
REDUCEDFrancois Rochon$1.9M
NEWHillman Value Fund$299K
INCREASEDStanley Druckenmiller$99K
Q4 '2414 owners · $5.38B
INCREASEDPhilippe Laffont$1.97B
NEWAndreas Halvorsen$807.7M
REDUCEDStephen Mandel$742.7M
REDUCEDSequoia Fund$381.9M
REDUCEDLee Ainslie$244.8M
REDUCEDDavid Tepper$49.4M
REDUCEDDavid Rolfe$46.8M
NEWDodge & Cox$21.2M
INCREASEDJohn Rogers$15.7M
INCREASEDFrancois Rochon$2.9M
REDUCEDStanley Druckenmiller$21K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
28%analyst est. 27.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
17.5%current: 17.5%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

TSM: Held by 30 superinvestors · 50 congress member trades

BUYGil CisnerosD
$1,001 - $15,0002026-01-30
BUYCleo FieldsD
$1,001 - $15,0002026-01-08
SELLGil CisnerosD
$1,001 - $15,0002025-12-24
BUYGil CisnerosD
$1,001 - $15,0002025-11-18
SELLRo KhannaD
$15,001 - $50,0002025-11-14
SELLLisa McClainR
$1,001 - $15,0002025-10-31
SELLLisa McClainR
$1,001 - $15,0002025-10-30
BUYLisa McClainR
$1,001 - $15,0002025-10-30
SELLMichael McCaulR
$15,001 - $50,0002025-10-27
BUYCleo FieldsD
$100,001 - $250,0002025-10-23
BUYGil CisnerosD
$1,001 - $15,0002025-10-17
SELLLisa McClainR
$1,001 - $15,0002025-10-14
BUYRo KhannaD
$1,001 - $15,0002025-10-10
BUYJared MoskowitzD
$1,001 - $15,0002025-10-10
SELLLisa McClainR
$50,001 - $100,0002025-08-28
SELLMichael McCaulR
$1,001 - $15,0002025-08-21
BUYRo KhannaD
$15,001 - $50,0002025-08-19
BUYCleo FieldsD
$15,001 - $50,0002025-08-15
BUYCleo FieldsD
$1,001 - $15,0002025-08-13
BUYCleo FieldsD
$50,001 - $100,0002025-08-13