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131 of 137 reporting

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TSM

Taiwan Semiconductor Manufacturing Ltd Ads

Owners
43 of 131
Q1→Q2
1 new · 2 exit
Featured long
$32.1B

Heaviest in their book · % of manager

Manager Fund Book Flow
  1. Robert Karr Joho Capital 19.7%
  2. Mala Gaonkar Surgocap Partners 14.0% −18.1%
  3. Grant Wonders Voyager Global Management 12.8% −15.2%
  4. Lewis Sanders Sanders Capital 12.5% −6.8%
  5. Glen Kacher Light Street Capital Management 12.0% −0.7%
  6. David Rolfe Wedgewood Partners 10.4% −18.4%
  7. David Tepper Appaloosa 10.2% +24.3%
  8. Chase Coleman Tiger Global Management 9.7% −12.3%
  9. Philippe Laffont Coatue Management 8.8% −4.0%
  10. Ruane, Cunniff & Goldfarb 8.7% −3.0%
  11. William Von Mueffling Cantillon Capital Management 8.2% −95.4%
  12. Brad Gerstner Altimeter Capital Management 6.9% +4.7%
  13. Situational Awareness 6.3% +11713.9%
  14. Ram Parameswaran Octahedron Capital Management 5.6%
  15. Stanley Druckenmiller Duquesne Family Office 5.4% +19.1%
  16. Dan Loeb Third Point 4.7% +67.3%
  17. Andreas Halvorsen Viking Global Investors 4.3% −29.0%
  18. Terry Smith Fundsmith 4.0% New
  19. Senator Investment Group 3.7% −19.7%
  20. George Soros Soros Fund Management 3.1% Reduce
  21. Lee Ainslie Maverick Capital 3.0% −42.5%
  22. First Eagle Investment Management 3.0% −4.0%
  23. Sarah Ketterer Causeway Capital Management 2.8% +4.6%
  24. Alex Sacerdote Whale Rock Capital Management 2.3% −28.0%
  25. Eric Mandelblatt Soroban Capital Partners 2.2% +12.6%
  26. Mairs & Power 2.1% −2.1%
  27. Polen Capital Management 2.1% +186.9%
  28. Hillman Capital Management 1.9% −29.6%
  29. Ryan Packard Hiddenite Capital Partners 1.8%
  30. Prem Watsa Fairfax Financial Holdings 1.7%
  31. Torray Investment Partners 1.7% −3.0%
  32. Cathie Wood Ark Investment Management 1.5% −23.2%
  33. Wallace Weitz Weitz Investment Management 0.7%
  34. Ron Baron Bamco Inc. (Baron Capital) 0.5% +4.9%
  35. Dodge & Cox 0.4% +1236.5%
  36. Stephen Mandel Lone Pine Capital 0.3% −92.7%
  37. Jensen Investment Management 0.2% −3.3%
  38. Murphy Pohlad Murphy Pohlad Asset Management 0.1% −4.5%
  39. John Rogers Ariel Investments 0.08% +10.9%
  40. Francois Rochon Giverny Capital 0.06% −55.0%
  41. Richard Pzena Pzena Investment Management 0.01% −78.6%
  42. Christopher Davis Davis Selected Advisers 0.01% −44.7%
  43. Kentucky Trust Co. Kentucky Trust 0.01% +53.6%

43 current · 2 exit · click a manager to enter their lot

long equity only · options excluded · as-of 30 Jun 2026 · missing managers stay out · 2026 Q1→2026 Q2 from filings