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
Q2 2025Mairs & Power Growth FundBuy49,169446,826$101,201,621
Q2 2025Fairfax Financial HoldingsSell-48,00093,700$21,208,995
Q2 2025Wedgewood PartnersSell-39,313197,500$47,202,444
Q2 2025Parnassus Endeavor FundSell-30,130457,244$103,561,193
Q2 20257G Capital ManagementBuy30,000110,000$24,913,900
Q2 2025Torray FundBuy28,81228,812$6,525,630
Q2 2025Hillman Value FundBuy14,29516,099$3,646,263
Q2 2025H&H International InvestmentSell-11,808259,984$58,883,776
Q2 2025Sequoia Financial AdvisorsBuy8,26356,603$12,820,086
Q2 2025Jensen Investment ManagementSell-3,20017,338$3,926,884
Q2 2025Causeway Capital ManagementSell-1,830517,815$117,279,919
Q2 2025Hancock Classic ValueBuy1,03042,551$9,637,376
Q2 2025Matrix Private Capital GroupSell-4093,193$725,470
Q2 2025Dodge & Cox Stock FundBuy300107,800$24,415,622
Q2 2025Ariel Appreciation FundSell-7730,031$6,801,721
Q1 2025Renaissance Technologies LLCSell-1,086,422542,820$90,108,120
Q1 2025Viking Global InvestorsBuy799,6284,889,247$811,615,002
Q1 2025Tiger Global ManagementBuy606,4944,241,474$704,084,684
Q1 2025Mairs & Power Growth FundBuy397,657397,657$66,011,062
Q1 2025H&H International InvestmentBuy271,792271,792$45,117,472
Q1 2025Joho CapitalBuy168,000168,000$27,888,000
Q1 2025Lone Pine CapitalBuy104,9373,865,381$641,653,246
Q1 2025Cantillon Capital ManagementSell-90,3282,921,336$484,941,776
Q1 2025Sequoia FundSell-67,5881,866,293$309,804,638
Q1 2025Ariel Appreciation FundSell-49,53030,108$4,997,928
Q1 2025Eagle Capital ManagementSell-40,4835,150,417$854,969,222
Q1 20257G Capital ManagementBuy31,50080,000$13,280,000
Q1 2025Appaloosa ManagementBuy20,000270,000$44,820,000
Q1 2025Hancock Classic ValueSell-13,53941,521$6,892,486
Q1 2025Causeway Capital ManagementSell-9,419519,645$86,261,070

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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