TSM - TAIWAN SEMICONDUCTOR MFG LTD
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 Q4 2024 it was held by 19 managers with an aggregate reported value of $5.26B, which is 0.48% of the combined portfolio.
As of Q4 2024, 19 tracked institutional managers held TSM (TAIWAN SEMICONDUCTOR MFG LTD) with an aggregate reported value of $5.26B — 0.48% of the combined AlphaBaseline portfolio.
Get email alerts when a tracked manager trades TSM — sign in or create a free account.
- Source
- Curated SEC 13F filings
- Period
- Q4 2024
- Ticker
- TSM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | First Eagle - First Eagle Investment Management | 2.49% | Reduce -3.6% | 5,639,152 | $1.11B |
| 2 | Viking Global Investors - Viking Global Investors | 2.61% | New | 4,089,619 | $807.66M |
| 3 | Stephen Mandel - Lone Pine Capital | 5.52% | Reduce -10.7% | 3,760,444 | $742.65M |
| 4 | Chase Coleman - Tiger Global Management | 2.71% | - | 3,634,980 | $717.87M |
| 5 | William Von Mueffling - Cantillon Capital Management | 3.59% | Add +0.5% | 3,011,664 | $594.77M |
| 6 | Ruane Cunniff LP - Ruane Cunniff LP | 6.48% | Reduce -33.4% | 1,933,881 | $381.92M |
| 7 | Daniel Loeb - Third Point | 4.72% | - | 1,780,000 | $351.53M |
| 8 | Lee Ainslie - Maverick Capital | 4.41% | Add +100.9% | 1,239,457 | $244.78M |
| 9 | Sarah Ketterer - Causeway Capital Management | 2.38% | Add +0.0% | 529,064 | $104.48M |
| 10 | David Tepper - Appaloosa Management | 0.76% | Reduce -37.5% | 250,000 | $49.37M |
| 11 | David Rolfe - Wedgewood Partners | 9.21% | Reduce -3.8% | 236,828 | $46.77M |
| 12 | Prem Watsa - Fairfax Financial Holdings | 1.80% | - | 141,700 | $28M |
| 13 | Stanley Druckenmiller - Duquesne Family Office LLC | 0.60% | Add +87.5% | 107,515 | $21.23M |
| 14 | Dodge & Cox - Dodge & Cox | 0.01% | - | 107,500 | $21.23M |
| 15 | Ariel Investments - Ariel Investments | 0.17% | Reduce -43.9% | 79,638 | $15.73M |
| 16 | Richard Pzena - Pzena Investment Management | 0.04% | Reduce -4.4% | 55,060 | $10.87M |
| 17 | Jensen Investment Management - Jensen Investment Management | 0.04% | Add +0.8% | 20,538 | $4.06M |
| 18 | Francois Rochon - Giverny Capital | 0.11% | Add +0.6% | 14,638 | $2.89M |
| 19 | Hillman Value Fund - Hillman Value Fund | 0.12% | Reduce -4.2% | 1,658 | $327.44K |
Loading holder history for TSM…