TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) research
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD- Sector
- Semiconductors
- Last price
- $433.24
- As of
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- highCONSENSUS_SELL
4 tracked funds reduced TSM this 2026Q2, institutional consensus
- highINSTITUTIONAL_SURGE
Point72 Asset Management, L.P. added +3521% to TSM (2026Q2)
- highINSTITUTIONAL_EXIT
LONE PINE CAPITAL LLC cut 93% of TSM (2026Q2)
- highINSTITUTIONAL_SURGE
Third Point LLC added +67% to TSM (2026Q2)
- highINSTITUTIONAL_SURGE
MILLENNIUM MANAGEMENT LLC added +838% to TSM (2026Q2)
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Every signal on TSM, as it fires
You are seeing 5 of 58 signals recorded on TSM since 2026-05-17.
The five above all landed on 2026-09-06. The other 53 were recorded on 3 other days. 51 of the 58 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in TSM (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| COATUE MANAGEMENT LLCCUSIP 874039100 · 2026Q2 | $4.26B | 8.76% | , |
| TIGER GLOBAL MANAGEMENT LLCCUSIP 874039100 · 2026Q2 | $2.33B | 9.72% | , |
| VIKING GLOBAL INVESTORS LPCUSIP 874039100 · 2026Q2 | $1.51B | 4.31% | , |
| Appaloosa LPCUSIP 874039100 · 2026Q2 | $788M | 10.20% | , |
| Point72 Asset Management, L.P.CUSIP 874039100 · 2026Q2 | $766M | 0.84% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 874039100 · 2026Q2 | $760.5M | 0.28% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 874039100 · 2026Q2 | $405.5M | 0.56% | , |
| D. E. Shaw & Co., Inc.CUSIP 874039100 · 2026Q2 | $369.2M | 0.18% | , |
| CITADEL ADVISORS LLCCUSIP 874039100 · 2026Q2 | $251.2M | 0.03% | , |
| SOROS FUND MANAGEMENT LLCCUSIP 874039100 · 2026Q2 | $249.4M | 3.06% | , |
| Third Point LLCCUSIP 874039100 · 2026Q2 | $219.7M | 4.69% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 874039100 · 2026Q2 | $57.7M | 0.04% | , |
| LONE PINE CAPITAL LLCCUSIP 874039100 · 2026Q2 | $48.4M | 0.30% | , |
| Bridgewater Associates, LPCUSIP 874039100 · 2026Q2 | $16.5M | 0.07% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, TSM
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
- 6-KSEC EDGAR ↗
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