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 Form 13F filings. 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
Q1 2026First Eagle U.S. ValueSell-2,036,1893,902,137$1,318,727,064
Q1 2026Tiger Global ManagementBuy1,839,6005,565,074$1,880,716,758
Q1 2026Lone Pine CapitalSell-1,662,8701,389,530$469,591,664
Q1 2026H&H International InvestmentSell-1,073,184151,200$51,098,040
Q1 2026Renaissance Technologies LLCSell-599,320567,960$191,942,082
Q1 2026Viking Global InvestorsSell-449,7694,465,127$1,508,989,670
Q1 2026Cantillon Capital ManagementSell-335,7272,493,551$842,695,561
Q1 2026Sequoia FundSell-213,3021,208,419$408,385,201
Q1 2026Appaloosa ManagementBuy197,5001,327,500$448,628,625
Q1 2026Third PointSell-150,000275,000$92,936,250
Q1 2026ARK InvestSell-120,876627,704$212,132,567
Q1 2026Eagle Capital ManagementSell-82,0314,878,275$1,648,613,157
Q1 2026Wedgewood PartnersSell-55,308129,353$43,714,939
Q1 2026Polen Capital ManagementSell-25,907174,686$59,035,081
Q1 2026Situational Awareness PartnersBuy22,42322,423$7,577,853
Q1 2026Parnassus Endeavor FundBuy9,894386,893$130,750,489
Q1 2026Giverny CapitalSell-7,9448,125$2,745,844
Q1 2026Hancock Classic ValueSell-7,35618,986$6,416,319
Q1 2026Ariel Appreciation FundBuy5,93016,092$5,438,291
Q1 2026Sequoia Financial AdvisorsBuy4,25066,159$22,358,293
Q1 2026Causeway Capital ManagementSell-3,249508,471$171,837,774
Q1 2026Fundsmith Investment ServicesBuy2,2482,853$964,171
Q1 2026Hillman Value FundSell-1,4827,962$2,690,758
Q1 2026Jensen Investment ManagementSell-69316,427$5,551,505
Q1 2026Mairs & Power Growth FundSell-294486,253$164,329,539
Q1 2026Torray FundBuy13627,110$9,161,933
Q1 2026Eagle Capital ManagementBuy8815,159$5,123
Q1 2026Matrix Private Capital GroupSell-773,095$1,048,776
Q4 2025Viking Global InvestorsBuy970,5304,914,896$1,493,587,745
Q4 2025H&H International InvestmentBuy964,4001,224,384$372,078,054

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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