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
Q4 2025Tiger Global ManagementSell-852,9003,725,474$1,132,134,294
Q4 2025First Eagle U.S. ValueSell-761,6825,938,326$1,804,597,906
Q4 2025Third PointSell-675,000425,000$129,153,250
Q4 2025Sequoia FundSell-460,0001,421,721$432,046,795
Q4 2025Giverny CapitalSell-442,53416,069$4,836,769
Q4 2025Renaissance Technologies LLCSell-175,6401,167,280$354,724,719
Q4 2025Fundsmith Investment ServicesSell-149,384605$183,853
Q4 2025Eagle Capital ManagementSell-77,6024,960,306$1,507,387,404
Q4 2025Appaloosa ManagementBuy70,0001,130,000$343,395,700
Q4 2025Joho CapitalSell-59,000190,100$57,769,489
Q4 2025Polen Capital ManagementBuy23,534200,593$60,958,295
Q4 2025Cantillon Capital ManagementBuy21,3072,829,278$859,789,292
Q4 2025Hancock Classic ValueSell-16,14326,342$8,005,070
Q4 2025Parnassus Endeavor FundSell-15,106376,999$114,566,226
Q4 2025Mairs & Power Growth FundSell-8,718486,547$147,856,768
Q4 2025ARK InvestBuy6,552748,580$227,485,976
Q4 2025Wedgewood PartnersSell-4,621184,661$56,116,508
Q4 2025Causeway Capital ManagementBuy3,969511,720$155,506,439
Q4 2025Sequoia Financial AdvisorsBuy2,86461,909$18,813,481
Q4 2025Eagle Capital ManagementBuy2,07715,071$4,580
Q4 2025Jensen Investment ManagementSell-2,00017,120$5,202,597
Q4 2025Hillman Value FundSell-1,7319,444$2,869,937
Q4 2025Ariel Appreciation FundSell-1,09410,162$3,088,130
Q4 2025Torray FundSell-68726,974$8,197,226
Q4 2025Matrix Private Capital GroupSell-213,172$966,310
Q3 2025Renaissance Technologies LLCBuy529,5001,342,920$375,064,127
Q3 2025Giverny CapitalBuy447,053458,603$128,083,232
Q3 2025Viking Global InvestorsSell-384,9293,944,366$1,101,621,980
Q3 2025Lone Pine CapitalSell-383,5203,052,400$852,504,796
Q3 2025Third PointSell-330,0001,100,000$307,219,000

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.

Related TSM Institutional Insights