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 Q1 2026 it was held by 25 managers with an aggregate reported value of $8.16B, which is 0.75% of the combined portfolio.
As of Q1 2026, 25 tracked institutional managers held TSM (TAIWAN SEMICONDUCTOR MANUFAC) with an aggregate reported value of $8.16B — 0.75% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2026
- Ticker
- TSM
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Chase Coleman - Tiger Global Management | 8.23% | Add +49.4% | 5,565,074 | $1.88B |
| 2 | Viking Global Investors - Viking Global Investors | 4.22% | Reduce -9.2% | 4,465,127 | $1.51B |
| 3 | First Eagle - First Eagle Investment Management | 1.75% | Reduce -34.3% | 3,902,137 | $1.32B |
| 4 | William Von Mueffling - Cantillon Capital Management | 5.60% | Reduce -11.9% | 2,493,551 | $842.7M |
| 5 | Stephen Mandel - Lone Pine Capital | 3.74% | Reduce -54.5% | 1,389,530 | $469.59M |
| 6 | David Tepper - Appaloosa Management | 7.56% | Add +17.5% | 1,327,500 | $448.63M |
| 7 | Lee Ainslie - Maverick Capital | 4.86% | Reduce -25.4% | 1,237,358 | $418.17M |
| 8 | Ruane Cunniff LP - Ruane Cunniff LP | 6.77% | Reduce -15.0% | 1,208,419 | $408.39M |
| 9 | Sarah Ketterer - Causeway Capital Management | 2.11% | Reduce -0.6% | 508,471 | $171.84M |
| 10 | Stanley Druckenmiller - Duquesne Family Office LLC | 5.70% | Reduce -8.8% | 495,280 | $167.38M |
| 11 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 1.68% | Reduce -0.1% | 486,253 | $164.33M |
| 12 | Daniel Loeb - Third Point | 4.46% | Reduce -35.3% | 275,000 | $92.94M |
| 13 | Polen Capital Management - Polen Capital Management | 0.41% | Reduce -12.9% | 174,686 | $59.04M |
| 14 | Duan Yongping - H&H International Investment | 0.26% | Reduce -87.7% | 151,200 | $51.1M |
| 15 | David Rolfe - Wedgewood Partners | 9.03% | Reduce -29.9% | 129,353 | $43.71M |
| 16 | Dodge & Cox - Dodge & Cox | 0.02% | - | 107,800 | $36.43M |
| 17 | Prem Watsa - Fairfax Financial Holdings | 1.63% | - | 93,700 | $31.68M |
| 18 | Torray Funds - Torray Funds | 1.34% | Add +0.5% | 27,110 | $9.16M |
| 19 | Wallace Weitz - Weitz Investment Management | 0.47% | New | 20,000 | $6.76M |
| 20 | Richard Pzena - Pzena Investment Management | 0.02% | Reduce -27.9% | 18,986 | $6.42M |
| 21 | Jensen Investment Management - Jensen Investment Management | 0.11% | Reduce -4.0% | 16,427 | $5.55M |
| 22 | Ariel Investments - Ariel Investments | 0.06% | Add +58.4% | 16,092 | $5.44M |
| 23 | Francois Rochon - Giverny Capital | 0.10% | Reduce -49.4% | 8,125 | $2.75M |
| 24 | Hillman Value Fund - Hillman Value Fund | 1.87% | Reduce -15.7% | 7,962 | $2.69M |
| 25 | Christopher Davis - Davis Advisors | 0.01% | - | 7,200 | $2.43M |
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