← Top Holdings

TSMTAIWAN SEMICONDUCTOR MANUFAC

CUSIP: 874039100

🔥 Bought by 9 superinvestors this quarter

30

Guru Owners

$11.14B

Total Value Held

33.5M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Philippe Laffont	Coatue Management	9283547	$3.14B	10.80%	$337.95	Q1 2026
Chase Coleman	Tiger Global Management	5565074	$1.88B	8.23%	$337.95	Q1 2026
Andreas Halvorsen	Viking Global Investors	4465127	$1.51B	4.22%	$337.95	Q1 2026
William Von Mueffling	Cantillon Capital Management	2493551	$842.7M	5.60%	$337.95	Q1 2026
Leopold AschenbrennerPUT	Situational Awareness LP	1583400	$535.1M	3.91%	$337.95	Q1 2026
Stephen Mandel	Lone Pine Capital	1389530	$469.6M	3.74%	$337.95	Q1 2026
David Tepper	Appaloosa Management	1327500	$448.6M	7.56%	$337.95	Q1 2026
Lee Ainslie	Maverick Capital	1237358	$418.2M	4.82%	$337.95	Q1 2026
Sequoia Fund	Ruane, Cunniff & Goldfarb	1208419	$408.4M	6.77%	$337.95	Q1 2026
Ray Dalio	Bridgewater Associates	1077079	$364.0M	1.62%	$337.95	Q1 2026
Leopold AschenbrennerCALL	Situational Awareness LP	1050000	$354.8M	2.59%	$337.95	Q1 2026
Sarah Ketterer	Causeway Capital Management	508471	$171.8M	2.11%	$337.95	Q1 2026
Mairs & Power	Mairs & Power	486253	$164.3M	1.68%	$337.95	Q1 2026
Dan Sundheim	D1 Capital Partners	328600	$111.1M	0.99%	$337.95	Q1 2026
Daniel Loeb	Third Point	275000	$92.9M	4.46%	$337.95	Q1 2026
Polen Capital	Polen Capital Management	174686	$59.0M	0.41%	$337.95	Q1 2026
David Rolfe	Wedgewood Partners	129353	$43.7M	9.03%	$337.95	Q1 2026
Dodge & Cox	Dodge & Cox	107800	$36.4M	0.02%	$337.95	Q1 2026
Prem Watsa	Fairfax Financial Holdings	93700	$31.7M	1.63%	$338.10	Q1 2026
FPA Queens Road	Bragg Financial Advisors	47139	$15.9M	0.50%	$337.95	Q1 2026
Torray LLC	Torray LLC	27110	$9.2M	1.34%	$337.95	Q1 2026
Leopold Aschenbrenner	Situational Awareness LP	22423	$7.6M	0.06%	$337.95	Q1 2026
Wallace Weitz	Weitz Investment Management	20000	$6.8M	0.47%	$337.95	Q1 2026
Richard Pzena	Pzena Investment Management	18986	$6.4M	0.02%	$337.95	Q1 2026
Jensen Investment Management	Jensen Investment Management	16427	$5.6M	0.11%	$337.95	Q1 2026
John Rogers	Ariel Investments	16092	$5.4M	0.06%	$337.95	Q1 2026
Francois Rochon	Giverny Capital	8125	$2.7M	0.10%	$337.95	Q1 2026
Hillman Value Fund	Hillman Capital Management	7962	$2.7M	1.87%	$337.95	Q1 2026
Christopher Davis	Davis Selected Advisers	7200	$2.4M	0.01%	$337.95	Q1 2026
Stanley Druckenmiller	Duquesne Family Office	495280	$167K	4.96%	$0.34	Q1 2026

Philippe Laffont

$3.14B

10.80%

$1.88B

8.23%

Andreas Halvorsen

$1.51B

4.22%

William Von Mueffling

$842.7M

5.60%

Leopold AschenbrennerPUT

$535.1M

3.91%

$469.6M

3.74%

$448.6M

7.56%

$418.2M

4.82%

$408.4M

6.77%

$364.0M

1.62%

Leopold AschenbrennerCALL

$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%

FPA Queens Road

$15.9M

0.50%

$9.2M

1.34%

Leopold Aschenbrenner

$7.6M

0.06%

$6.8M

0.47%

$6.4M

0.02%

Jensen Investment Management

$5.6M

0.11%

$5.4M

0.06%

Francois Rochon

$2.7M

0.10%

Hillman Value Fund

$2.7M

1.87%

Christopher Davis

$2.4M

0.01%

Stanley Druckenmiller

$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

Quarter-by-Quarter Activity

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

$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

$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

$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

TSM Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker