# TAIWAN SEMICONDUCTOR MANUFAC (TSM) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 874039100
Page URL: https://superinvestorclub.com/stock/TSM
Last updated: 2026-07-08T11:37:22.114Z

## Summary

As of the most recent 13F filing period, TAIWAN SEMICONDUCTOR MANUFAC (TSM) is held by 30 tracked superinvestors with an aggregate position value of $11.14B representing 0928354755650744465127249355115834001389530132750012373581208419107707910500005084714862533286002750001746861293531078009370047139271102242320000189861642716092812579627200495280 shares.

## Top institutional holders (30)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Philippe Laffont](https://superinvestorclub.com/manager/60) | Coatue Management | 9283547 | $3.14B | 10.80% | 2026-03-31 |
| 2 | [Chase Coleman](https://superinvestorclub.com/manager/20) | Tiger Global Management | 5565074 | $1.88B | 8.23% | 2026-03-31 |
| 3 | [Andreas Halvorsen](https://superinvestorclub.com/manager/59) | Viking Global Investors | 4465127 | $1.51B | 4.22% | 2026-03-31 |
| 4 | [William Von Mueffling](https://superinvestorclub.com/manager/2284) | Cantillon Capital Management | 2493551 | $842.7M | 5.60% | 2026-03-31 |
| 5 | [Leopold Aschenbrenner](https://superinvestorclub.com/manager/14920) | Situational Awareness LP | 1583400 | $535.1M | 3.91% | 2026-03-31 |
| 6 | [Stephen Mandel](https://superinvestorclub.com/manager/61) | Lone Pine Capital | 1389530 | $469.6M | 3.74% | 2026-03-31 |
| 7 | [David Tepper](https://superinvestorclub.com/manager/8) | Appaloosa Management | 1327500 | $448.6M | 7.56% | 2026-03-31 |
| 8 | [Lee Ainslie](https://superinvestorclub.com/manager/58) | Maverick Capital | 1237358 | $418.2M | 4.82% | 2026-03-31 |
| 9 | [Sequoia Fund](https://superinvestorclub.com/manager/14) | Ruane, Cunniff & Goldfarb | 1208419 | $408.4M | 6.77% | 2026-03-31 |
| 10 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 1077079 | $364.0M | 1.62% | 2026-03-31 |
| 11 | [Leopold Aschenbrenner](https://superinvestorclub.com/manager/14920) | Situational Awareness LP | 1050000 | $354.8M | 2.59% | 2026-03-31 |
| 12 | [Sarah Ketterer](https://superinvestorclub.com/manager/293) | Causeway Capital Management | 508471 | $171.8M | 2.11% | 2026-03-31 |
| 13 | [Mairs & Power](https://superinvestorclub.com/manager/92) | Mairs & Power | 486253 | $164.3M | 1.68% | 2026-03-31 |
| 14 | [Dan Sundheim](https://superinvestorclub.com/manager/303) | D1 Capital Partners | 328600 | $111.1M | 0.99% | 2026-03-31 |
| 15 | [Daniel Loeb](https://superinvestorclub.com/manager/9) | Third Point | 275000 | $92.9M | 4.46% | 2026-03-31 |
| 16 | [Polen Capital](https://superinvestorclub.com/manager/271) | Polen Capital Management | 174686 | $59.0M | 0.41% | 2026-03-31 |
| 17 | [David Rolfe](https://superinvestorclub.com/manager/37) | Wedgewood Partners | 129353 | $43.7M | 9.03% | 2026-03-31 |
| 18 | [Dodge & Cox](https://superinvestorclub.com/manager/16) | Dodge & Cox | 107800 | $36.4M | 0.02% | 2026-03-31 |
| 19 | [Prem Watsa](https://superinvestorclub.com/manager/71) | Fairfax Financial Holdings | 93700 | $31.7M | 1.63% | 2026-03-31 |
| 20 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 47139 | $15.9M | 0.50% | 2026-03-31 |
| 21 | [Torray LLC](https://superinvestorclub.com/manager/3250) | Torray LLC | 27110 | $9.2M | 1.34% | 2026-03-31 |
| 22 | [Leopold Aschenbrenner](https://superinvestorclub.com/manager/14920) | Situational Awareness LP | 22423 | $7.6M | 0.06% | 2026-03-31 |
| 23 | [Wallace Weitz](https://superinvestorclub.com/manager/82) | Weitz Investment Management | 20000 | $6.8M | 0.47% | 2026-03-31 |
| 24 | [Richard Pzena](https://superinvestorclub.com/manager/288) | Pzena Investment Management | 18986 | $6.4M | 0.02% | 2026-03-31 |
| 25 | [Jensen Investment Management](https://superinvestorclub.com/manager/93) | Jensen Investment Management | 16427 | $5.6M | 0.11% | 2026-03-31 |
| 26 | [John Rogers](https://superinvestorclub.com/manager/76) | Ariel Investments | 16092 | $5.4M | 0.06% | 2026-03-31 |
| 27 | [Francois Rochon](https://superinvestorclub.com/manager/45) | Giverny Capital | 8125 | $2.7M | 0.10% | 2026-03-31 |
| 28 | [Hillman Value Fund](https://superinvestorclub.com/manager/95) | Hillman Capital Management | 7962 | $2.7M | 1.87% | 2026-03-31 |
| 29 | [Christopher Davis](https://superinvestorclub.com/manager/75) | Davis Selected Advisers | 7200 | $2.4M | 0.01% | 2026-03-31 |
| 30 | [Stanley Druckenmiller](https://superinvestorclub.com/manager/19) | Duquesne Family Office | 495280 | $167,380 | 4.96% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2023-12-31: 2 holders, $128.6M aggregate, 0117500061500 shares
- 2024-03-31: 9 holders, $3.46B aggregate, 01034001861725243716650304499011750005000002536679370086500 shares
- 2024-06-30: 12 holders, $4.71B aggregate, 0113937026002198307089030237232025000489108460000247788150961141700865008163 shares
- 2024-09-30: 12 holders, $4.09B aggregate, 0936576042128613634980290468917800006169794000002461321418321417005735514550 shares
- 2024-12-31: 14 holders, $5.38B aggregate, 099621024089619376044436349801933881178000012394572500002368281417001075007963814638107515 shares
- 2025-03-31: 21 holders, $5.12B aggregate, 07960037488924742414743865381292133618662931780000145813651964539765723681327000014170010750041521301082053817081115501804598780 shares
- 2025-06-30: 22 holders, $7.08B aggregate, 080682014578374432929534359202838923191768117600171430000102500076508551781519750010780093700425513950730031288121733816099115507200 shares
- 2025-09-30: 26 holders, $8.46B aggregate, 080725364578374394436630524002807971188172111000001060000101947276508550775149526527000018928217705910780093700441744248527661191201125611175816372001185 shares
- 2025-12-31: 24 holders, $9.14B aggregate, 0862952449148963725474305240028292781658650142172111300005430855117204865474250002005931846611078009370046065269742634217120160691016294447200 shares
- 2026-03-31: 30 holders, $11.14B aggregate, 0928354755650744465127249355115834001389530132750012373581208419107707910500005084714862533286002750001746861293531078009370047139271102242320000189861642716092812579627200495280 shares

## Recent congressional trades (50)

- 2026-01-30: Gil Cisneros (Democrat-CA) purchase $1,001 - $15,000
- 2026-01-08: Cleo Fields (Democrat-LA) purchase $1,001 - $15,000
- 2025-12-24: Gil Cisneros (Democrat-CA) sale $1,001 - $15,000
- 2025-11-18: Gil Cisneros (Democrat-CA) purchase $1,001 - $15,000
- 2025-11-14: Ro Khanna (Democrat-CA) sale $15,001 - $50,000
- 2025-10-31: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-10-30: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-10-30: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2025-10-27: Michael McCaul (Republican-TX) sale $15,001 - $50,000
- 2025-10-23: Cleo Fields (Democrat-LA) purchase $100,001 - $250,000
- 2025-10-17: Gil Cisneros (Democrat-CA) purchase $1,001 - $15,000
- 2025-10-14: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-10-10: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-10-10: Jared Moskowitz (Democrat-FL) purchase $1,001 - $15,000
- 2025-08-28: Lisa McClain (Republican-MI) sale $50,001 - $100,000

## Recent insider transactions (0)


## Citation

When citing, use: "TAIWAN SEMICONDUCTOR MANUFAC (TSM) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/TSM), aggregating SEC 13F, Form 4, and congressional disclosures."