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 (Q1 2026), investors with some of the largest reported share count changes include Cantillon Capital Management, Hancock Classic Value, Sequoia Financial Advisors, Jensen Investment Management, and Torray Fund. 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 2024Third PointBuy850,0002,025,000$351,965,250
Q2 2024Sequoia FundSell-692,9273,023,723$525,553,295
Q2 2024Tiger Global ManagementBuy25,9003,070,890$533,751,391
Q2 2024Cantillon Capital ManagementSell-157,2213,085,093$536,220,015
Q2 2024Lone Pine CapitalSell-170,3266,002,198$1,043,242,034
Q2 2024Eagle Capital ManagementSell-111,9576,116,750$1,063,152,317
Q2 2024First Eagle U.S. ValueSell-2,780,2606,278,852$1,091,327,275
Q1 2024ARK InvestSell-4,769245,052$33,339,325
Q1 2024Ariel Appreciation FundSell-18,256160,054$21,775,347
Q1 2024Dodge & Cox Stock FundBuy25,00086,500$11,768,325
Q1 2024Causeway Capital ManagementBuy26,398489,167$66,554,839
Q1 2024Fundsmith Investment ServicesBuy149,989149,989$20,406,003
Q1 2024Jensen Investment ManagementBuy1,87020,040$2,726,442
Q1 2024Renaissance Technologies LLCSell-1,005,90057,920$7,880
Q1 2024Giverny CapitalSell-478,193$1,114,658
Q1 2024Sequoia Financial AdvisorsSell-25,00042,372$5,764,736
Q1 2024Hancock Classic ValueSell-480,73176,068$10,349,079
Q1 2024Hillman Value FundSell-1,02479,991$10,882,709
Q1 2024Wedgewood PartnersSell-4,792253,667$39,465,467
Q1 2024Parnassus Endeavor FundBuy750480,981$65,437,465
Q1 2024Cantillon Capital ManagementSell-65,6563,242,314$441,116,819
Q1 2024Sequoia FundSell-353,6293,716,650$505,650,233
Q1 2024Lone Pine CapitalSell-775,4006,172,524$839,771,890
Q1 2024Eagle Capital ManagementBuy468,4876,228,707$847,415,587
Q1 2024First Eagle U.S. ValueSell-5,9749,059,112$1,232,492,125
Q4 2023ARK InvestBuy48,775249,821$25,981,384
Q4 2023Ariel Appreciation FundBuy178,310178,310$18,544,240
Q4 2023Dodge & Cox Stock FundBuy61,50061,500$6,396,000
Q4 2023Causeway Capital ManagementSell-34,760462,769$48,127,976
Q4 2023Jensen Investment ManagementBuy56018,170$1,889,680

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.