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 Situational Awareness Partners, Cantillon Capital Management, Dodge & Cox Stock Fund, Viking Global Investors, and Lone Pine Capital.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q2 2026Situational Awareness PartnersBuy2,626,6122,649,035$1,265,099,645
Q2 2026Cantillon Capital ManagementSell-2,378,731114,820$54,834,587
Q2 2026Dodge & Cox Stock FundBuy1,332,9671,440,767$688,067,096
Q2 2026Viking Global InvestorsSell-1,297,0303,168,097$1,512,988,084
Q2 2026Lone Pine CapitalSell-1,288,288101,242$48,350,142
Q2 2026FundsmithBuy992,8911,148,449$548,464,789
Q2 2026Tiger Global ManagementSell-684,0664,881,008$2,331,022,991
Q2 2026Eagle Capital ManagementSell-454,7254,423,550$2,112,554,949
Q2 2026Fundsmith Investment ServicesBuy408,623411,476$196,508,593
Q2 2026Polen Capital ManagementBuy326,524501,210$239,363,015
Q2 2026Appaloosa ManagementBuy322,5001,650,000$787,990,500
Q2 2026Renaissance Technologies LLCBuy281,120849,080$405,495,136
Q2 2026Third PointBuy185,000460,000$219,682,200
Q2 2026First Eagle U.S. ValueSell-156,5403,745,597$1,788,784,535
Q2 2026ARK InvestSell-145,418482,286$230,325,325
Q2 20267G Capital ManagementSell-37,50072,500$34,623,825
Q2 2026Sequoia FundSell-35,6941,172,725$560,058,278
Q2 2026Parnassus Endeavor FundSell-27,199359,694$171,779,063
Q2 2026Wedgewood PartnersSell-23,854105,499$50,383,055
Q2 2026Causeway Capital ManagementBuy23,581532,052$254,092,074
Q2 2026Hancock Classic ValueSell-14,9324,054$1,936,069
Q2 2026Mairs & Power Growth FundSell-10,008476,245$227,440,325
Q2 2026Giverny CapitalSell-4,4703,655$1,745,518
Q2 2026Lountzis Asset ManagementSell-3,524496$237,247
Q2 2026Hillman Value FundSell-2,3545,608$2,678,213
Q2 2026Ariel Appreciation FundBuy1,74617,838$8,518,894
Q2 2026Torray FundSell-80126,309$12,564,389
Q2 2026Sequoia Financial AdvisorsSell-56265,597$31,326,972
Q2 2026Jensen Investment ManagementSell-54315,884$7,585,722
Q2 2026Cullen Value FundBuy503503$240,250

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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