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 2023Matrix Private Capital GroupSell-4673,690$373,964
Q2 2023Giverny CapitalSell-5,9578,240$831,581
Q2 2023Sequoia Financial AdvisorsBuy7,23238,738$3,909,439
Q2 2023Fairfax Financial HoldingsSell-4,80093,700$9,453,393
Q2 2023Hillman Value FundBuy699,158$10,007,025
Q2 2023Appaloosa ManagementBuy1,775,0001,775,000$179,133,000
Q2 2023Tiger Global ManagementBuy280,0001,868,555$188,574,571
Q2 2023Third PointBuy2,450,0002,450,000$247,254,000
Q2 2023Cantillon Capital ManagementBuy202,6763,401,738$343,303,399
Q2 2023Sequoia FundSell-76,8844,323,936$436,371,621
Q2 2023Lone Pine CapitalSell-1,773,5636,410,367$646,934,238
Q2 2023First Eagle U.S. ValueBuy17,0209,058,450$914,178,787
Q2 2023Wedgewood PartnersSell-68338,042$34,114
Q1 2023Lountzis Asset ManagementBuy4,0204,020$374
Q1 2023Causeway Capital ManagementSell-322,3272,736,507$254,549,875
Q1 2023Hancock Classic ValueBuy44,088799,096$74,331,910
Q1 2023Jensen Investment ManagementSell-1,18017,540$1,621,924
Q1 2023Renaissance Technologies LLCSell-4,913,6002,663,420$247,751
Q1 2023Parnassus Endeavor FundBuy7063,531$328,454
Q1 2023Matrix Private Capital GroupSell-1644,157$388,503
Q1 2023Giverny CapitalSell-86914,197$1,320,605
Q1 2023Sequoia Financial AdvisorsBuy36231,506$2,930,689
Q1 2023Hillman Value FundSell-69899,152$9,223,119
Q1 2023Tiger Global ManagementBuy273,5501,588,555$147,767,386
Q1 2023Cantillon Capital ManagementSell-51,1923,199,062$297,576,747
Q1 2023Sequoia FundSell-103,3424,400,820$409,364,276
Q1 2023Lone Pine CapitalSell-2,207,4708,183,930$761,269,169
Q1 2023First Eagle U.S. ValueBuy11,8919,041,430$841,033,805
Q1 2023Wedgewood PartnersBuy37,827338,110$31,450
Q1 20237G Capital ManagementBuy4,0005,000$465

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.