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 2025 it was held by 24 managers with an aggregate reported value of $8.68B, which is 0.75% of the combined portfolio.
As of Q4 2025, 24 tracked institutional managers held TSM (TAIWAN SEMICONDUCTOR MFG LTD) with an aggregate reported value of $8.68B — 0.75% 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 2025
- Ticker
- TSM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | First Eagle - First Eagle Investment Management | 3.18% | Reduce -11.4% | 5,938,326 | $1.8B |
| 2 | Viking Global Investors - Viking Global Investors | 3.96% | Add +24.6% | 4,914,896 | $1.49B |
| 3 | Chase Coleman - Tiger Global Management | 3.81% | Reduce -18.6% | 3,725,474 | $1.13B |
| 4 | Stephen Mandel - Lone Pine Capital | 6.82% | - | 3,052,400 | $927.59M |
| 5 | William Von Mueffling - Cantillon Capital Management | 4.65% | Add +0.8% | 2,829,278 | $859.79M |
| 6 | Lee Ainslie - Maverick Capital | 5.41% | Add +62.7% | 1,658,650 | $504.05M |
| 7 | Ruane Cunniff LP - Ruane Cunniff LP | 6.75% | Reduce -24.4% | 1,421,721 | $432.05M |
| 8 | Duan Yongping - H&H International Investment | 2.13% | Add +370.9% | 1,224,384 | $372.08M |
| 9 | David Tepper - Appaloosa Management | 5.01% | Add +6.6% | 1,130,000 | $343.4M |
| 10 | Stanley Druckenmiller - Duquesne Family Office LLC | 3.91% | Reduce -29.0% | 543,085 | $165.04M |
| 11 | Sarah Ketterer - Causeway Capital Management | 2.14% | Add +0.8% | 511,720 | $155.51M |
| 12 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 1.42% | Reduce -1.8% | 486,547 | $147.86M |
| 13 | Daniel Loeb - Third Point | 1.78% | Reduce -61.4% | 425,000 | $129.15M |
| 14 | Polen Capital Management - Polen Capital Management | 0.26% | Add +13.3% | 200,593 | $60.96M |
| 15 | David Rolfe - Wedgewood Partners | 10.48% | Reduce -2.4% | 184,661 | $56.12M |
| 16 | Dodge & Cox - Dodge & Cox | 0.02% | - | 107,800 | $32.76M |
| 17 | Prem Watsa - Fairfax Financial Holdings | 1.37% | - | 93,700 | $28.47M |
| 18 | Torray Funds - Torray Funds | 1.17% | Reduce -2.5% | 26,974 | $8.2M |
| 19 | Richard Pzena - Pzena Investment Management | 0.02% | Reduce -38.0% | 26,342 | $8.01M |
| 20 | Jensen Investment Management - Jensen Investment Management | 0.08% | Reduce -10.5% | 17,120 | $5.2M |
| 21 | Francois Rochon - Giverny Capital | 0.16% | Add +96.8% | 16,069 | $4.84M |
| 22 | Ariel Investments - Ariel Investments | 0.03% | Reduce -9.7% | 10,162 | $3.09M |
| 23 | Hillman Value Fund - Hillman Value Fund | 1.81% | Reduce -15.5% | 9,444 | $2.87M |
| 24 | Christopher Davis - Davis Advisors | 0.01% | - | 7,200 | $2.19M |
Loading holder history for TSM…