TAIWAN SEMICONDUCTOR MFG LTD (TSM)

13F ownership of TAIWAN SEMICONDUCTOR MFG LTD among the superinvestors tracked on fructus.finance, based on their latest quarterly SEC filings.

Price history

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Tracked holders
22
Combined value
$14.1B
New buyers this quarter
14

Superinvestors holding TSM

P
Philippe Laffont
Coatue Management LLC 路 Q2 2026
$4.3B
8.76% of portfolio
New buy
C
Chase Coleman
Tiger Global Management LLC 路 Q2 2026
$2.3B
9.72% of portfolio (-12.3%)
Trimmed
F
First Eagle
First Eagle Investment Management, LLC 路 Q2 2026
$1.8B
2.99% of portfolio
New buy
A
Andreas Halvorsen
Viking Global Investors LP 路 Q2 2026
$1.5B
4.31% of portfolio
New buy
D
David Tepper
Appaloosa LP 路 Q2 2026
$788M
10.20% of portfolio (+24.3%)
Added to
S
Steven Cohen
Point72 Asset Management, L.P. 路 Q2 2026
$766M
0.84% of portfolio
New buy
R
Ruane, Cunniff & Goldfarb
Ruane, Cunniff & Goldfarb Inc 路 Q2 2026
$560M
8.71% of portfolio (-3%)
Trimmed
T
Terry Smith
Fundsmith LLP 路 Q2 2026
$548M
4.02% of portfolio
New buy
J
Jim Simons
Renaissance Technologies LLC 路 Q2 2026
$405M
0.56% of portfolio
New buy
K
Ken Griffin
Citadel Advisors LLC 路 Q2 2026
$251M
0.03% of portfolio
New buy
G
George Soros
Soros Fund Management LLC 路 Q2 2026
$249M
3.06% of portfolio
New buy
P
Polen Capital
Polen Capital Management LLC 路 Q2 2026
$239M
2.06% of portfolio
New buy
D
Daniel Loeb
Third Point LLC 路 Q2 2026
$220M
4.69% of portfolio (+67.3%)
Added to
D
David Rolfe
Wedgewood Partners Inc 路 Q2 2026
$50M
10.40% of portfolio (-18.4%)
Trimmed
S
Stephen Mandel
Lone Pine Capital LLC 路 Q2 2026
$48M
0.30% of portfolio (-92.7%)
Trimmed
R
Ray Dalio
Bridgewater Associates, LP 路 Q2 2026
$16M
0.07% of portfolio
New buy
W
Wallace Weitz
Weitz Investment Management, Inc. 路 Q2 2026
$10M
0.66% of portfolio
Held
J
John Rogers
Ariel Investments, LLC 路 Q2 2026
$9M
0.08% of portfolio
New buy
J
Joel Greenblatt
Gotham Asset Management, LLC 路 Q2 2026
$4M
0.01% of portfolio
New buy
C
Christopher Davis
Davis Selected Advisers 路 Q2 2026
$2M
0.01% of portfolio
New buy
F
Fran莽ois Rochon
Giverny Capital Inc. 路 Q2 2026
$2M
0.06% of portfolio (-55%)
Trimmed
S
Stanley Druckenmiller
Duquesne Family Office LLC 路 Q2 2026
$282K
5.40% of portfolio
New buy

Based on 13F filings submitted to the SEC, published with roughly 45 days of lag. Only long equity positions are captured. See our guide on how to read a 13F filing for more context, or browse the full superinvestor consensus.