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 Cantillon Capital Management, Polen Capital Management, First Eagle U.S. Value, Parnassus Endeavor Fund, and Hancock Classic Value.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
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
Q1 2025ARK InvestBuy8,715226,048$37,523,968
Q1 2025First Eagle U.S. ValueBuy6,0965,645,248$937,111,196
Q1 2025Giverny CapitalSell-3,08811,550$1,917,300
Q1 2025Parnassus Endeavor FundBuy1,183487,374$80,904,084
Q1 2025Sequoia Financial AdvisorsSell-53848,340$8,024,415
Q1 2025Matrix Private Capital GroupSell-1913,602$600,290
Q1 2025Hillman Value FundBuy1461,804$299,464
Q1 2025Wedgewood PartnersSell-15236,813$46,121,612
Q4 2024Viking Global InvestorsSell-1,511,6704,089,619$807,658,856
Q4 2024Sequoia FundSell-970,8081,933,881$381,922,159
Q4 2024Renaissance Technologies LLCBuy780,8221,629,242$321,759,003
Q4 2024Lone Pine CapitalSell-452,4173,760,444$742,650,086
Q4 2024First Eagle U.S. ValueSell-213,4865,639,152$1,113,676,034
Q4 2024Appaloosa ManagementSell-150,000250,000$49,372,500
Q4 2024Ariel Appreciation FundSell-62,19479,638$15,727,709
Q4 2024Cantillon Capital ManagementBuy15,9773,011,664$594,773,523
Q4 2024Wedgewood PartnersSell-9,304236,828$46,771,149
Q4 2024Eagle Capital ManagementSell-5,2505,190,900$1,025,150,841
Q4 2024ARK InvestSell-4,920217,333$42,921,094

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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