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
Q3 2025Polen Capital ManagementBuy134,976177,059$49,450,793
Q3 2025Parnassus Endeavor FundSell-65,139392,105$109,511,005
Q3 2025Mairs & Power Growth FundBuy48,439495,265$138,322,562
Q3 2025ARK InvestBuy43,098742,028$207,241,000
Q3 2025Sequoia FundSell-35,9601,881,721$525,545,858
Q3 2025Appaloosa ManagementBuy35,0001,060,000$296,047,400
Q3 2025Cantillon Capital ManagementSell-30,9522,807,971$784,238,220
Q3 2025Ariel Appreciation FundSell-18,77511,256$3,143,688
Q3 2025Eagle Capital ManagementBuy12,99412,994$3,629
Q3 2025Causeway Capital ManagementSell-10,064507,751$141,809,777
Q3 2025Wedgewood PartnersSell-8,218189,282$52,864,505
Q3 2025First Eagle U.S. ValueBuy6,9836,700,008$1,871,245,237
Q3 2025Hillman Value FundSell-4,92411,175$3,121,066
Q3 2025Eagle Capital ManagementSell-2,5355,037,908$1,407,037,310
Q3 2025Sequoia Financial AdvisorsBuy2,44259,045$16,490,714
Q3 2025Jensen Investment ManagementBuy1,78219,120$5,340,025
Q3 2025Torray FundSell-1,15127,661$7,725,441
Q3 2025Hancock Classic ValueSell-6642,485$11,865,636
Q2 2025First Eagle U.S. ValueBuy1,047,7776,693,025$1,515,903,183
Q2 2025Appaloosa ManagementBuy755,0001,025,000$232,152,250
Q2 2025Viking Global InvestorsSell-559,9524,329,295$980,542,025
Q2 2025ARK InvestBuy472,882698,930$158,300,656
Q2 2025Lone Pine CapitalSell-429,4613,435,920$778,201,521
Q2 2025Third PointSell-350,0001,430,000$323,880,700
Q2 2025Tiger Global ManagementBuy336,9004,578,374$1,036,955,927
Q2 2025Renaissance Technologies LLCBuy270,600813,420$184,231,496
Q2 2025Eagle Capital ManagementSell-109,9745,040,443$1,141,609,863
Q2 2025Cantillon Capital ManagementSell-82,4132,838,923$642,987,671
Q2 2025Joho CapitalBuy81,100249,100$56,418,659
Q2 2025Sequoia FundBuy51,3881,917,681$434,335,570

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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