Security

TSM

Taiwan Semiconductor Mfg Ltd · SPONSORED ADS

CUSIP 874039100 Equity holders as of 2026 Q1 (each manager’s latest book)

owners 50
rank #6
master % 1.02%
max % 17.2%
tracked value $31B
qoq N 4 A 13 R 25

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Robert Karr - Joho Capital LLC 2026 Q1 17.2% 190,100 $64M hist
Glen Kacher - Light Street Capital Management, LLC 2026 Q1 14.4% Reduce +1.85 pp 227,585 $77M hist
Lewis Sanders - Sanders Capital, LLC 2026 Q1 11.3% Reduce +0.11 pp 28,060,092 $9.5B hist
Philippe Laffont - Coatue Management LLC 2026 Q1 10.8% Add +4.24 pp 9,283,547 $3.1B hist
David Rolfe - Wedgewood Partners Inc. 2026 Q1 9.0% Reduce -1.45 pp 129,353 $44M hist
Chase Coleman - Tiger Global Management LLC 2026 Q1 8.2% Add +4.42 pp 5,565,074 $1.9B hist
Brad Gerstner - Altimeter Capital Management, LP 2026 Q1 8.1% Add +2.54 pp 1,365,675 $462M hist
David Tepper - Appaloosa LP 2026 Q1 7.6% Add +2.60 pp 1,327,500 $449M hist
Ruane, Cunniff & Goldfarb L.P. 2026 Q1 6.8% Reduce +0.03 pp 1,208,419 $408M hist
William Von Mueffling - Cantillon Capital Management LLC 2026 Q1 5.6% Reduce +0.95 pp 2,493,551 $843M hist
Stanley Druckenmiller - Duquesne Family Office LLC 2026 Q1 5.0% Reduce +1.28 pp 495,280 $167M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 4.8% Reduce -0.59 pp 1,237,358 $418M hist
Dan Loeb - Third Point LLC 2026 Q1 4.5% Reduce +2.69 pp 275,000 $93M hist
Andreas Halvorsen - Viking Global Investors LP 2026 Q1 4.2% Reduce +0.26 pp 4,465,127 $1.5B hist
Senator Investment Group LP 2026 Q1 4.1% Reduce +0.12 pp 262,500 $89M hist
Stephen Mandel - Lone Pine Capital LLC 2026 Q1 3.7% Reduce -3.07 pp 1,389,530 $470M hist
Alex Sacerdote - Whale Rock Capital Management LLC 2026 Q1 3.6% Add +1.27 pp 819,445 $277M hist
Eminence Capital, LP 2026 Q1 3.3% Exit -3.27 pp 421,673 $143M hist
Sarah Ketterer - Causeway Capital Management LLC 2026 Q1 2.1% Reduce -0.03 pp 508,471 $172M hist
George Soros - Soros Fund Management LLC 2026 Q1 1.9% Add +0.70 pp 522,318 $177M hist
Hillman Capital Management, Inc. 2026 Q1 1.9% Reduce +0.06 pp 7,962 $2.7B hist
First Eagle Investment Management, LLC 2026 Q1 1.7% 3,902,137 $1.3B hist
Mairs & Power Inc. 2026 Q1 1.7% Reduce +0.26 pp 486,253 $164M hist
Prem Watsa - Fairfax Financial Holdings LTD/ Can 2026 Q1 1.6% 93,700 $32M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 1.6% New 1.6% 1,077,079 $364M hist
Torray Investment Partners LLC 2026 Q1 1.3% Add +0.17 pp 27,110 $9M hist
Eric Mandelblatt - Soroban Capital Partners LP 2026 Q1 1.3% Reduce -3.89 pp 1,931,530 $653M hist
Natixis Advisors, LLC 2026 Q1 1.1% Reduce +0.08 pp 2,330,099 $787M hist
Dan Sundheim - D1 Capital Partners L.P. 2026 Q1 1.0% New 1.0% 328,600 $111M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.8% Reduce -0.78 pp 1,857,807 $628M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.6% Add +0.13 pp 3,058,798 $1B hist
Wallace Weitz - Weitz Investment Management, Inc. 2026 Q1 0.5% New 0.5% 20,000 $7M hist
Polen Capital Management LLC 2026 Q1 0.4% Reduce +0.15 pp 174,686 $59M hist
Two Sigma Investments, LP 2025 Q4 0.4% Exit -0.37 pp 868,449 $264M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.3% Add +0.15 pp 2,232,887 $755M hist
Renaissance Technologies LLC 2026 Q1 0.3% Reduce -0.25 pp 567,960 $192M hist
Duan Yongping - H&H International Investment, LLC 2026 Q1 0.3% Reduce -1.87 pp 151,200 $51M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.2% Add +0.08 pp 4,035,762 $1.4B hist
Jensen Investment Management Inc. 2026 Q1 0.1% Reduce +0.03 pp 16,427 $6M hist
Francois Rochon - Giverny Capital Inc. 2026 Q1 0.1% Reduce -0.06 pp 8,125 $3M hist
Situational Awareness LP 2026 Q1 0.1% New 0.1% 22,423 $8M hist
John Rogers - Ariel Investments, LLC 2026 Q1 0.1% Add +0.03 pp 16,092 $5M hist
Ancora Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 4,211 $1M hist
Dodge & Cox 2026 Q1 0.0% 107,800 $36M hist
Richard Pzena - Pzena Investment Management LLC 2026 Q1 0.0% Reduce 0.00 pp 18,986 $6M hist
Kentucky Trust Co. 2026 Q2 0.0% Add 0.00 pp 43 $21M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 7,534 $3M hist
Christopher Davis - Davis Selected Advisers 2026 Q1 0.0% 7,200 $2M hist
Vanguard Group Inc. 2025 Q4 0.0% Reduce 0.00 pp 109,489 $33M hist
Ben Hoskin - Value Aligned Research Advisors, LLC 2026 Q1 0.0% 680 $230 hist

ownership over time

filing count by report period · click a bar for that quarter’s holders