TAIWAN SEMICONDUCTOR-SP ADR (TSM) Institutional Ownership Changes & 13F Activity

TAIWAN SEMICONDUCTOR-SP ADR (TSM) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include First Eagle U.S. Value, Tiger Global Management, Lone Pine Capital, H&H International Investment, and Renaissance Technologies LLC.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2023Parnassus Endeavor FundBuy476,540480,231$49,944,024
Q4 2023Hancock Classic ValueSell-265,738556,799$57,907,096
Q4 2023Ariel Appreciation FundBuy178,310178,310$18,544,240
Q4 2023Sequoia FundSell-125,0364,070,279$423,309,016
Q4 2023First Eagle U.S. ValueBuy84,8239,065,086$942,768,896
Q4 2023Cantillon Capital ManagementSell-80,5393,307,970$344,028,880
Q4 2023Dodge & Cox Stock FundBuy61,50061,500$6,396,000
Q4 2023ARK InvestBuy48,775249,821$25,981,384
Q4 20237G Capital ManagementBuy43,50048,500$5,044
Q4 2023Causeway Capital ManagementSell-34,760462,769$48,127,976
Q4 2023Sequoia Financial AdvisorsBuy27,33567,372$7,008,779
Q4 2023Hillman Value FundSell-15,00781,015$8,425,560
Q4 2023Polen Capital ManagementSell-14,29842,083$4,376,632
Q4 2023Wedgewood PartnersSell-7,389258,459$32,966,454
Q4 2023Jensen Investment ManagementBuy56018,170$1,889,680
Q3 2023Renaissance Technologies LLCSell-2,135,9001,063,820$92,446
Q3 2023Lone Pine CapitalBuy1,389,7857,800,152$677,833,209
Q3 2023Causeway Capital ManagementSell-912,974497,529$43,235,270
Q3 2023Appaloosa ManagementSell-775,0001,000,000$86,900,000
Q3 2023Third PointSell-675,0001,775,000$154,247,500
Q3 2023Tiger Global ManagementBuy193,2352,061,790$179,169,551
Q3 2023Sequoia FundSell-128,6214,195,315$364,572,874
Q3 2023First Eagle U.S. ValueSell-78,1878,980,263$780,384,874
Q3 2023Wedgewood PartnersSell-72,194265,848$23,102,220
Q3 2023Hancock Classic ValueBuy61,975822,537$71,478,465
Q3 2023Polen Capital ManagementBuy56,38156,381$4,899,509
Q3 2023ARK InvestBuy56,308201,046$17,470,897
Q3 2023Cantillon Capital ManagementSell-13,2293,388,509$294,461,432
Q3 2023Hillman Value FundSell-3,13696,022$8,344,312
Q3 2023Sequoia Financial AdvisorsBuy1,29940,037$3,481,236

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.

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