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 2024Ariel Appreciation FundSell-9,093150,961$26,238,531
Q2 2024Wedgewood PartnersSell-5,879247,788$41,536,659
Q2 2024Parnassus Endeavor FundBuy963481,944$83,766,686
Q2 2024Sequoia Financial AdvisorsBuy35842,730$7,426,838
Q2 2024Jensen Investment ManagementBuy32820,368$3,540,162
Q2 2024Matrix Private Capital GroupBuy3234,013$699,580
Q2 2024Giverny CapitalSell-308,163$1,418,811
Q1 2024Renaissance Technologies LLCSell-1,005,90057,920$7,880
Q1 2024Lone Pine CapitalSell-775,4006,172,524$839,771,890
Q1 2024Hancock Classic ValueSell-480,73176,068$10,349,079
Q1 2024Eagle Capital ManagementBuy468,4876,228,707$847,415,587
Q1 2024Sequoia FundSell-353,6293,716,650$505,650,233
Q1 2024Fundsmith Investment ServicesBuy149,989149,989$20,406,003
Q1 2024Cantillon Capital ManagementSell-65,6563,242,314$441,116,819
Q1 2024Causeway Capital ManagementBuy26,398489,167$66,554,839
Q1 2024Dodge & Cox Stock FundBuy25,00086,500$11,768,325
Q1 2024Sequoia Financial AdvisorsSell-25,00042,372$5,764,736
Q1 2024Ariel Appreciation FundSell-18,256160,054$21,775,347
Q1 2024First Eagle U.S. ValueSell-5,9749,059,112$1,232,492,125
Q1 2024Wedgewood PartnersSell-4,792253,667$39,465,467
Q1 2024ARK InvestSell-4,769245,052$33,339,325
Q1 2024Jensen Investment ManagementBuy1,87020,040$2,726,442
Q1 2024Hillman Value FundSell-1,02479,991$10,882,709
Q1 2024Parnassus Endeavor FundBuy750480,981$65,437,465
Q1 2024Giverny CapitalSell-478,193$1,114,658
Q4 2023Eagle Capital ManagementBuy5,760,2205,760,220$599,062,880
Q4 2023Tiger Global ManagementBuy983,2003,044,990$316,678,960
Q4 2023Lone Pine CapitalSell-852,2286,947,924$722,584,096
Q4 2023Third PointSell-600,0001,175,000$122,200,000
Q4 2023Appaloosa ManagementSell-500,000500,000$52,000,000

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.

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