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 Q2 2025 it was held by 23 managers with an aggregate reported value of $6.92B, which is 0.62% of the combined portfolio.
As of Q2 2025, 23 tracked institutional managers held TSM (TAIWAN SEMICONDUCTOR MFG LTD) with an aggregate reported value of $6.92B — 0.62% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2025
- Ticker
- TSM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | First Eagle - First Eagle Investment Management | 3.03% | Add +18.6% | 6,693,025 | $1.52B |
| 2 | Chase Coleman - Tiger Global Management | 3.04% | Add +7.9% | 4,578,374 | $1.04B |
| 3 | Viking Global Investors - Viking Global Investors | 2.83% | Reduce -11.4% | 4,329,295 | $980.54M |
| 4 | Stephen Mandel - Lone Pine Capital | 5.63% | Reduce -11.1% | 3,435,920 | $778.2M |
| 5 | William Von Mueffling - Cantillon Capital Management | 3.72% | Reduce -2.8% | 2,838,923 | $642.99M |
| 6 | Ruane Cunniff LP - Ruane Cunniff LP | 7.45% | Add +2.8% | 1,917,681 | $434.34M |
| 7 | Lee Ainslie - Maverick Capital | 6.12% | Add +20.7% | 1,760,017 | $398.63M |
| 8 | Daniel Loeb - Third Point | 4.25% | Reduce -19.7% | 1,430,000 | $323.88M |
| 9 | David Tepper - Appaloosa Management | 3.60% | Add +279.6% | 1,025,000 | $232.15M |
| 10 | Stanley Druckenmiller - Duquesne Family Office LLC | 4.43% | Add +27.8% | 765,085 | $173.28M |
| 11 | Sarah Ketterer - Causeway Capital Management | 1.86% | Reduce -0.3% | 517,815 | $117.28M |
| 12 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 1.00% | Add +12.4% | 446,826 | $101.2M |
| 13 | Duan Yongping - H&H International Investment | 0.51% | Reduce -4.3% | 259,984 | $58.88M |
| 14 | David Rolfe - Wedgewood Partners | 9.16% | Reduce -16.6% | 197,500 | $47.2M |
| 15 | Dodge & Cox - Dodge & Cox | 0.01% | Add +0.3% | 107,800 | $24.42M |
| 16 | Prem Watsa - Fairfax Financial Holdings | 1.13% | Reduce -33.9% | 93,700 | $21.21M |
| 17 | Richard Pzena - Pzena Investment Management | 0.03% | Add +2.5% | 42,551 | $9.64M |
| 18 | Ariel Investments - Ariel Investments | 0.08% | Reduce -0.3% | 30,031 | $6.8M |
| 19 | Torray Funds - Torray Funds | 0.95% | New | 28,812 | $6.53M |
| 20 | Jensen Investment Management - Jensen Investment Management | 0.05% | Reduce -15.6% | 17,338 | $3.93M |
| 21 | Hillman Value Fund - Hillman Value Fund | 1.99% | Add +792.4% | 16,099 | $3.65M |
| 22 | Francois Rochon - Giverny Capital | 0.09% | - | 11,550 | $2.62M |
| 23 | Christopher Davis - Davis Advisors | 0.01% | New | 7,200 | $1.63M |
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