TAIWAN SEMICONDUCTOR-SP ADR (TSM) Stock Institutional Trading Activity


TAIWAN SEMICONDUCTOR-SP ADR (TSM) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Viking Global Investors, H&H International Investment, Tiger Global Management, Third Point, and Giverny Capital. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.

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Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2025Causeway Capital ManagementBuy3,969511,720$155,506,439
Q4 2025Jensen Investment ManagementSell-2,00017,120$5,202,597
Q4 2025Eagle Capital ManagementBuy2,07715,071$4,580
Q4 2025Matrix Private Capital GroupSell-213,172$966,310
Q4 2025Ariel Appreciation FundSell-1,09410,162$3,088,130
Q4 2025Giverny CapitalSell-442,53416,069$4,836,769
Q4 2025Hancock Classic ValueSell-16,14326,342$8,005,070
Q4 2025Wedgewood PartnersSell-4,621184,661$56,116,508
Q4 2025Joho CapitalSell-59,000190,100$57,769,489
Q4 2025Polen Capital ManagementBuy23,534200,593$60,958,295
Q4 2025Third PointSell-675,000425,000$129,153,250
Q4 2025Mairs & Power Growth FundSell-8,718486,547$147,856,768
Q4 2025Appaloosa ManagementBuy70,0001,130,000$343,395,700
Q4 2025Renaissance Technologies LLCSell-175,6401,167,280$354,724,719
Q4 2025H&H International InvestmentBuy964,4001,224,384$372,078,054
Q4 2025Cantillon Capital ManagementBuy21,3072,829,278$859,789,292
Q4 2025Tiger Global ManagementSell-852,9003,725,474$1,132,134,294
Q4 2025Viking Global InvestorsBuy970,5304,914,896$1,493,587,745
Q4 2025Eagle Capital ManagementSell-77,6024,960,306$1,507,387,404
Q3 2025Torray FundSell-1,15127,661$7,725,441
Q3 2025Jensen Investment ManagementBuy1,78219,120$5,340,025
Q3 2025ARK InvestBuy43,098742,028$207,241,000
Q3 2025Causeway Capital ManagementSell-10,064507,751$141,809,777
Q3 2025Eagle Capital ManagementBuy12,99412,994$3,629
Q3 2025Hillman Value FundSell-4,92411,175$3,121,066
Q3 2025Ariel Appreciation FundSell-18,77511,256$3,143,688
Q3 2025Hancock Classic ValueSell-6642,485$11,865,636
Q3 2025Sequoia Financial AdvisorsBuy2,44259,045$16,490,714
Q3 2025Polen Capital ManagementBuy134,976177,059$49,450,793
Q3 2025Wedgewood PartnersSell-8,218189,282$52,864,505

Frequently asked questions about TSM activity

  • Which institutional owners are buying TSM?

    Institutional owners buying TSM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in TSM activity?

    "Buy" means an investor increased their reported position in TSM compared to the prior reporting period. This reflects growing exposure to TAIWAN SEMICONDUCTOR-SP ADR (TSM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in TSM increasing?

    Institutional interest in TSM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.