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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- TAIWAN SEMICONDUCTOR-SP ADR (TSM) stock institutional ownership
- TAIWAN SEMICONDUCTOR-SP ADR (TSM) stock insider trading activity
- Stock rankings
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q3 2024 | Wedgewood Partners | Sell | -1,656 | 246,132 | $45,942,988 |
| Q3 2024 | Appaloosa Management | Sell | -60,000 | 400,000 | $69,468,000 |
| Q3 2024 | Parnassus Endeavor Fund | Buy | 3,211 | 485,155 | $84,256,868 |
| Q3 2024 | Renaissance Technologies LLC | Buy | 813,591 | 848,420 | $147,345,101 |
| Q3 2024 | Third Point | Sell | -245,000 | 1,780,000 | $309,132,600 |
| Q3 2024 | Sequoia Fund | Sell | -119,034 | 2,904,689 | $504,457,339 |
| Q3 2024 | Cantillon Capital Management | Sell | -89,406 | 2,995,687 | $520,260,961 |
| Q3 2024 | Tiger Global Management | Buy | 564,090 | 3,634,980 | $631,286,977 |
| Q3 2024 | Lone Pine Capital | Sell | -1,789,337 | 4,212,861 | $731,647,570 |
| Q3 2024 | Eagle Capital Management | Sell | -920,600 | 5,196,150 | $902,415,370 |
| Q3 2024 | First Eagle U.S. Value | Sell | -426,214 | 5,852,638 | $1,016,427,583 |
| Q2 2024 | ARK Invest | Buy | 11,377 | 256,429 | $44,569,924 |
| Q2 2024 | Ariel Appreciation Fund | Sell | -9,093 | 150,961 | $26,238,531 |
| Q2 2024 | Causeway Capital Management | Buy | 16,605 | 505,772 | $87,908,231 |
| Q2 2024 | Jensen Investment Management | Buy | 328 | 20,368 | $3,540,162 |
| Q2 2024 | Matrix Private Capital Group | Buy | 323 | 4,013 | $699,580 |
| Q2 2024 | Giverny Capital | Sell | -30 | 8,163 | $1,418,811 |
| Q2 2024 | Renaissance Technologies LLC | Sell | -23,091 | 34,829 | $6,053,628 |
| Q2 2024 | Sequoia Financial Advisors | Buy | 358 | 42,730 | $7,426,838 |
| Q2 2024 | Hancock Classic Value | Sell | -10,700 | 65,368 | $11,361,528 |
| Q2 2024 | Fairfax Financial Holdings | Buy | 48,000 | 141,700 | $24,631,711 |
| Q2 2024 | Wedgewood Partners | Sell | -5,879 | 247,788 | $41,536,659 |
| Q2 2024 | Appaloosa Management | Sell | -40,000 | 460,000 | $79,952,600 |
| Q2 2024 | Parnassus Endeavor Fund | Buy | 963 | 481,944 | $83,766,686 |
| Q2 2024 | Third Point | Buy | 850,000 | 2,025,000 | $351,965,250 |
| Q2 2024 | Sequoia Fund | Sell | -692,927 | 3,023,723 | $525,553,295 |
| Q2 2024 | Tiger Global Management | Buy | 25,900 | 3,070,890 | $533,751,391 |
| Q2 2024 | Cantillon Capital Management | Sell | -157,221 | 3,085,093 | $536,220,015 |
| Q2 2024 | Lone Pine Capital | Sell | -170,326 | 6,002,198 | $1,043,242,034 |
| Q2 2024 | Eagle Capital Management | Sell | -111,957 | 6,116,750 | $1,063,152,317 |
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.