Follow-The-Filings

Security · featured owners

TSM Taiwan Semiconductor Mfg Ltd

Information Technology SPONSORED ADS Equity as of 2026 Q2 among managers we track

  • 44 Owners
  • #6
  • Max 19.7%
  • Master 1.90%
  • $32.5B
  • 1 new 13 add 25 reduce 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 19.7% (Robert Karr - Joho Capital) · not free-float ownership

  1. Robert Karr 19.7%
  2. Mala Gaonkar reduce 14.0%
  3. Grant Wonders reduce 12.8%
  4. Lewis Sanders reduce 12.5%
  5. Glen Kacher reduce 12.0%
  6. David Rolfe reduce 10.4%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Lewis Sanders - Sanders Capital 2026 Q2 12.5% Reduce −6.8% 26,149,064 $12.5B history
Philippe Laffont - Coatue Management 2026 Q2 8.8% Reduce −4.0% 8,914,995 $4.3B history
Chase Coleman - Tiger Global Management 2026 Q2 9.7% Reduce −12.3% 4,881,008 $2.3B history
First Eagle Investment Management 2026 Q2 3.0% Reduce −4.0% 3,745,597 $1.8B history
Andreas Halvorsen - Viking Global Investors 2026 Q2 4.3% Reduce −29.0% 3,168,097 $1.5B history
Situational Awareness 2026 Q2 6.3% Add +11713.9% 2,649,035 $1.3B history
Eric Mandelblatt - Soroban Capital Partners 2026 Q2 2.2% Add +12.6% 2,174,760 $1B history
David Tepper - Appaloosa 2026 Q2 10.2% Add +24.3% 1,650,000 $788M history
Dodge & Cox 2026 Q2 0.36% Add +1236.5% 1,440,767 $688M history
Brad Gerstner - Altimeter Capital Management 2026 Q2 6.9% Add +4.7% 1,429,355 $683M history
Ruane, Cunniff & Goldfarb 2026 Q2 8.7% Reduce −3.0% 1,172,725 $560M history
Terry Smith - Fundsmith 2026 Q2 4.0% New 4.0% 1,148,449 $548M history
Ben Hoskin - Value Aligned Research Advisors 2026 Q2 1.2% Add +148058.8% 1,007,480 $481M history
Grant Wonders - Voyager Global Management 2026 Q2 12.8% Reduce −15.2% 975,000 $466M history
Mala Gaonkar - Surgocap Partners 2026 Q2 14.0% Reduce −18.1% 908,064 $434M history
Lee Ainslie - Maverick Capital 2026 Q2 3.0% Reduce −42.5% 711,757 $340M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.48% Add +4.9% 667,698 $319M history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 2.3% Reduce −28.0% 589,911 $282M history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 5.4% Add +19.1% 589,680 $282M history
Sarah Ketterer - Causeway Capital Management 2026 Q2 2.8% Add +4.6% 532,052 $254M history
George Soros - Soros Fund Management 2026 Q2 3.1% Reduce 0.0% 522,158 $249M history
Polen Capital Management 2026 Q2 2.1% Add +186.9% 501,210 $239M history
Cathie Wood - Ark Investment Management 2026 Q2 1.5% Reduce −23.2% 482,286 $230M history
Mairs & Power 2026 Q2 2.1% Reduce −2.1% 476,245 $227M history
Dan Loeb - Third Point 2026 Q2 4.7% Add +67.3% 460,000 $220M history
Glen Kacher - Light Street Capital Management 2026 Q2 12.0% Reduce −0.7% 225,949 $108M history
Senator Investment Group 2026 Q2 3.7% Reduce −19.7% 210,658 $101M history
Robert Karr - Joho Capital 2026 Q2 19.7% Hold 190,100 $91M history
William Von Mueffling - Cantillon Capital Management 2026 Q2 8.2% Reduce −95.4% 114,820 $55M history
David Rolfe - Wedgewood Partners 2026 Q2 10.4% Reduce −18.4% 105,499 $50M history
Stephen Mandel - Lone Pine Capital 2026 Q2 0.30% Reduce −92.7% 101,242 $48M history
Prem Watsa - Fairfax Financial Holdings 2026 Q2 1.7% Hold 93,700 $45M history
Ryan Packard - Hiddenite Capital Partners 2026 Q2 1.8% Hold 44,200 $21M history
Torray Investment Partners 2026 Q2 1.7% Reduce −3.0% 26,309 $13M history
Ram Parameswaran - Octahedron Capital Management 2026 Q2 5.6% Hold 23,000 $11M history
Wallace Weitz - Weitz Investment Management 2026 Q2 0.66% Hold 20,000 $10M history
John Rogers - Ariel Investments 2026 Q2 0.08% Add +10.9% 17,838 $9M history
Jensen Investment Management 2026 Q2 0.18% Reduce −3.3% 15,884 $8M history
Hillman Capital Management 2026 Q2 1.9% Reduce −29.6% 5,608 $3M history
Richard Pzena - Pzena Investment Management 2026 Q2 0.01% Reduce −78.6% 4,054 $2M history
Christopher Davis - Davis Selected Advisers 2026 Q2 0.01% Reduce −44.7% 3,980 $2M history
Francois Rochon - Giverny Capital 2026 Q2 0.06% Reduce −55.0% 3,655 $2M history
Murphy Pohlad - Murphy Pohlad Asset Management 2026 Q2 0.10% Reduce −4.5% 576 $275K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.01% Add +53.6% 43 $21K history
Dan Sundheim - D1 Capital Partners exited 2026 Q2 last 2026 Q1 0.99% Exit −0.99 pp 328,600 $111M history
Duan Yongping - H&H International Investment exited 2026 Q2 last 2026 Q1 0.26% Exit −0.26 pp 151,200 $51M history

44 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 5 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
6-K Filing Doc
6-K Filing Doc
6-K Filing Doc
6-K Filing Doc
6-K Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 4 rows shown

Filed Form Detail Links
4 Period Jul 2, 2026 Filing Doc
4 Period Sep 1, 2026 · 21 forms Filing Doc
4 Period Aug 18, 2026 Filing Doc
4 Period Aug 7, 2026 · 2 forms Filing Doc

Updated 3 days ago Source: SEC EDGAR submissions All on EDGAR

ownership over time

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