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TSM: insider buying, 13F holders, analyst moves
Taiwan Semiconductor Manufac
A summary of public filings about Taiwan Semiconductor Manufac. For the latest insider history, price chart, analyst changes and activist filings, open the live lookup.
SEC Form 13F · Q2 2026
31 of our 100 managers hold TSM
Combined reported value $32.81B; 2 sold out since Q1 2026.
Holders among our 100 managers: 22 in Q3 2023, 31 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Sanders Capital | $12.49B | 12.51% | Trimmed |
| Coatue Management | $4.26B | 8.76% | Trimmed |
| Tiger Global Management | $2.33B | 9.72% | Trimmed |
| Eagle Capital | $2.11B | 6.45% | Trimmed |
| Alkeon Capital | $1.69B | 6.51% | Trimmed |
| Viking Global Investors | $1.51B | 4.31% | Trimmed |
| Situational Awareness | $1.27B | 6.27% | Added |
| Soroban Capital Partners | $1.04B | 7.34% | Added |
| Appaloosa | $788.0M | 10.55% | Added |
| Altimeter Capital | $682.6M | 6.94% | Added |
| Tudor Investment | $653.9M | 2.70% | Added |
| Windacre | $629.4M | 6.22% | Trimmed |
| Ruane, Cunniff & Goldfarb | $560.1M | 8.71% | Trimmed |
| Fundsmith | $548.5M | 4.02% | New |
| Maverick Capital | $339.9M | 3.07% | Trimmed |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.