TSM - TAIWAN SEMICONDUCTOR MANUFAC
This page shows which of the focused investors we track hold TSM and how their positions changed, so you can see how much conviction the group has in the stock.
In Q2 2026 it was held by 25 managers with an aggregate reported value of $10.02B, which is 0.87% of the combined portfolio.
As of Q2 2026, 25 tracked institutional managers held TSM (TAIWAN SEMICONDUCTOR MANUFAC) with an aggregate reported value of $10.02B — 0.87% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2026
- Ticker
- TSM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Chase Coleman - Tiger Global Management | 9.72% | Reduce -12.3% | 4,881,008 | $2.33B |
| 2 | First Eagle - First Eagle Investment Management | 2.94% | Reduce -4.0% | 3,745,597 | $1.79B |
| 3 | Viking Global Investors - Viking Global Investors | 4.31% | Reduce -29.1% | 3,168,097 | $1.51B |
| 4 | David Tepper - Appaloosa Management | 10.55% | Add +24.3% | 1,650,000 | $787.99M |
| 5 | Dodge & Cox - Dodge & Cox | 0.36% | Add +1236.5% | 1,440,767 | $688.07M |
| 6 | Ruane Cunniff LP - Ruane Cunniff LP | 8.71% | Reduce -3.0% | 1,172,725 | $560.06M |
| 7 | Terry Smith - Fundsmith | 4.02% | New | 1,148,449 | $548.46M |
| 8 | Lee Ainslie - Maverick Capital | 3.07% | Reduce -42.5% | 711,757 | $339.91M |
| 9 | Stanley Druckenmiller - Duquesne Family Office LLC | 6.47% | Add +19.1% | 589,680 | $281.61M |
| 10 | Sarah Ketterer - Causeway Capital Management | 2.75% | Add +4.6% | 532,052 | $254.09M |
| 11 | Polen Capital Management - Polen Capital Management | 2.06% | Add +186.9% | 501,210 | $239.36M |
| 12 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 2.09% | Reduce -2.1% | 476,245 | $227.44M |
| 13 | Daniel Loeb - Third Point | 4.72% | Add +67.3% | 460,000 | $219.68M |
| 14 | William Von Mueffling - Cantillon Capital Management | 8.24% | Reduce -95.4% | 114,820 | $54.83M |
| 15 | David Rolfe - Wedgewood Partners | 10.40% | Reduce -18.4% | 105,499 | $50.38M |
| 16 | Stephen Mandel - Lone Pine Capital | 0.30% | Reduce -92.7% | 101,242 | $48.35M |
| 17 | Prem Watsa - Fairfax Financial Holdings | 1.69% | - | 93,700 | $44.68M |
| 18 | Torray Funds - Torray Funds | 1.69% | Reduce -3.0% | 26,309 | $12.56M |
| 19 | Wallace Weitz - Weitz Investment Management | 0.66% | - | 20,000 | $9.55M |
| 20 | Ariel Investments - Ariel Investments | 0.08% | Add +10.8% | 17,838 | $8.52M |
| 21 | Jensen Investment Management - Jensen Investment Management | 0.18% | Reduce -3.3% | 15,884 | $7.59M |
| 22 | Hillman Value Fund - Hillman Value Fund | 1.94% | Reduce -29.6% | 5,608 | $2.68M |
| 23 | Richard Pzena - Pzena Investment Management | 0.01% | Reduce -78.7% | 4,054 | $1.94M |
| 24 | Christopher Davis - Davis Advisors | 0.01% | Reduce -44.7% | 3,980 | $1.9M |
| 25 | Francois Rochon - Giverny Capital | 0.06% | Reduce -55.0% | 3,655 | $1.75M |
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