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
Q2 2025Third PointSell-350,0001,430,000$323,880,700
Q2 2025Sequoia FundBuy51,3881,917,681$434,335,570
Q2 2025Cantillon Capital ManagementSell-82,4132,838,923$642,987,671
Q2 2025Lone Pine CapitalSell-429,4613,435,920$778,201,521
Q2 2025Viking Global InvestorsSell-559,9524,329,295$980,542,025
Q2 2025Tiger Global ManagementBuy336,9004,578,374$1,036,955,927
Q2 2025Eagle Capital ManagementSell-109,9745,040,443$1,141,609,863
Q2 2025First Eagle U.S. ValueBuy1,047,7776,693,025$1,515,903,183
Q2 20257G Capital ManagementBuy30,000110,000$24,913,900
Q1 2025ARK InvestBuy8,715226,048$37,523,968
Q1 2025Causeway Capital ManagementSell-9,419519,645$86,261,070
Q1 2025Hillman Value FundBuy1461,804$299,464
Q1 2025Matrix Private Capital GroupSell-1913,602$600,290
Q1 2025Giverny CapitalSell-3,08811,550$1,917,300
Q1 2025Ariel Appreciation FundSell-49,53030,108$4,997,928
Q1 2025Hancock Classic ValueSell-13,53941,521$6,892,486
Q1 2025Sequoia Financial AdvisorsSell-53848,340$8,024,415
Q1 2025Joho CapitalBuy168,000168,000$27,888,000
Q1 2025Appaloosa ManagementBuy20,000270,000$44,820,000
Q1 2025H&H International InvestmentBuy271,792271,792$45,117,472
Q1 2025Wedgewood PartnersSell-15236,813$46,121,612
Q1 2025Mairs & Power Growth FundBuy397,657397,657$66,011,062
Q1 2025Parnassus Endeavor FundBuy1,183487,374$80,904,084
Q1 2025Renaissance Technologies LLCSell-1,086,422542,820$90,108,120
Q1 2025Sequoia FundSell-67,5881,866,293$309,804,638
Q1 2025Cantillon Capital ManagementSell-90,3282,921,336$484,941,776
Q1 2025Lone Pine CapitalBuy104,9373,865,381$641,653,246
Q1 2025Tiger Global ManagementBuy606,4944,241,474$704,084,684
Q1 2025Viking Global InvestorsBuy799,6284,889,247$811,615,002
Q1 2025Eagle Capital ManagementSell-40,4835,150,417$854,969,222

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.