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
Q3 2025Parnassus Endeavor FundSell-65,139392,105$109,511,005
Q3 2025Giverny CapitalBuy447,053458,603$128,083,232
Q3 2025Mairs & Power Growth FundBuy48,439495,265$138,322,562
Q3 2025Appaloosa ManagementBuy35,0001,060,000$296,047,400
Q3 2025Third PointSell-330,0001,100,000$307,219,000
Q3 2025Renaissance Technologies LLCBuy529,5001,342,920$375,064,127
Q3 2025Sequoia FundSell-35,9601,881,721$525,545,858
Q3 2025Cantillon Capital ManagementSell-30,9522,807,971$784,238,220
Q3 2025Lone Pine CapitalSell-383,5203,052,400$852,504,796
Q3 2025Viking Global InvestorsSell-384,9293,944,366$1,101,621,980
Q3 2025Eagle Capital ManagementSell-2,5355,037,908$1,407,037,310
Q3 2025First Eagle U.S. ValueBuy6,9836,700,008$1,871,245,237
Q2 2025Torray FundBuy28,81228,812$6,525,630
Q2 2025ARK InvestBuy472,882698,930$158,300,656
Q2 2025Dodge & Cox Stock FundBuy300107,800$24,415,622
Q2 2025Causeway Capital ManagementSell-1,830517,815$117,279,919
Q2 2025Jensen Investment ManagementSell-3,20017,338$3,926,884
Q2 2025Matrix Private Capital GroupSell-4093,193$725,470
Q2 2025Hillman Value FundBuy14,29516,099$3,646,263
Q2 2025Ariel Appreciation FundSell-7730,031$6,801,721
Q2 2025Hancock Classic ValueBuy1,03042,551$9,637,376
Q2 2025Sequoia Financial AdvisorsBuy8,26356,603$12,820,086
Q2 2025Fairfax Financial HoldingsSell-48,00093,700$21,208,995
Q2 2025Wedgewood PartnersSell-39,313197,500$47,202,444
Q2 2025Joho CapitalBuy81,100249,100$56,418,659
Q2 2025H&H International InvestmentSell-11,808259,984$58,883,776
Q2 2025Mairs & Power Growth FundBuy49,169446,826$101,201,621
Q2 2025Parnassus Endeavor FundSell-30,130457,244$103,561,193
Q2 2025Renaissance Technologies LLCBuy270,600813,420$184,231,496
Q2 2025Appaloosa ManagementBuy755,0001,025,000$232,152,250

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.