TAIWAN SEMICONDUCTOR-SP ADR (TSM) Institutional Ownership Changes & 13F Activity

TAIWAN SEMICONDUCTOR-SP ADR (TSM) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include First Eagle U.S. Value, Tiger Global Management, Lone Pine Capital, H&H International Investment, and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2023Jensen Investment ManagementSell-1,18017,540$1,621,924
Q1 2023Giverny CapitalSell-86914,197$1,320,605
Q1 2023Parnassus Endeavor FundBuy7063,531$328,454
Q1 2023Hillman Value FundSell-69899,152$9,223,119
Q1 2023Sequoia Financial AdvisorsBuy36231,506$2,930,689
Q1 2023Matrix Private Capital GroupSell-1644,157$388,503
Q4 2022Berkshire HathawaySell-51,768,1568,292,724$617,725,010
Q4 2022Renaissance Technologies LLCBuy7,550,3207,577,020$564,412
Q4 2022Lone Pine CapitalBuy782,73010,391,400$774,055,386
Q4 2022Causeway Capital ManagementSell-310,7913,058,834$227,852,557
Q4 2022Hancock Classic ValueBuy308,603755,008$56,240,546
Q4 2022Sequoia FundSell-146,8684,504,162$335,515,027
Q4 2022First Eagle U.S. ValueBuy122,2729,029,539$672,610,336
Q4 2022Cantillon Capital ManagementSell-72,0283,250,254$242,111,421
Q4 2022Sequoia Financial AdvisorsSell-64,46831,144$2,319,917
Q4 2022Giverny CapitalBuy6,82615,066$1,122
Q4 2022Fairfax Financial HoldingsBuy4,80098,500$7,337,265
Q4 2022Wedgewood PartnersBuy3,767300,283$22,367
Q4 2022Parnassus Endeavor FundSell-3,1752,825$210,434
Q4 2022Hillman Value FundSell-2,48699,850$7,437,827
Q4 2022Jensen Investment ManagementBuy2,38018,720$1,394,453
Q4 2022Matrix Private Capital GroupSell-1,8204,321$323,914
Q4 20227G Capital ManagementBuy1,0001,000$75
Q3 2022Tiger Global ManagementBuy1,315,0051,315,005$90,157
Q3 2022Renaissance Technologies LLCSell-116,90026,700$1,831
Q3 2022Hillman Value FundBuy102,336102,336$7,016
Q3 2022Hancock Classic ValueBuy96,400446,405$30,606
Q3 2022Sequoia Financial AdvisorsSell-3,38095,612$6,555
Q3 2022Matrix Private Capital GroupSell-4776,141$424
Q3 2022Jensen Investment ManagementBuy30016,340$1,120

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.