TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM) research

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
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Semiconductors
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$472.78
As of

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM): 14 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 6-K filed 2026-09-24.

As of . Source: SEC EDGAR filings for TSM. Method and limitations.

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You are seeing 5 of 18 signals recorded on TSM since 2026-05-17.

The five above landed across 2 days. The other 13 were recorded on 2 other days. 12 of the 18 are institutional flow rows, which arrive in batches on filing days.

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Largest reported share positions in TSM (2026Q2)

Manager / securityMarket value% portfolioQoQ
COATUE MANAGEMENT LLCCUSIP 874039100 · 2026Q2$4.26B8.76%,
TIGER GLOBAL MANAGEMENT LLCCUSIP 874039100 · 2026Q2$2.33B9.72%,
VIKING GLOBAL INVESTORS LPCUSIP 874039100 · 2026Q2$1.51B4.31%,
Appaloosa LPCUSIP 874039100 · 2026Q2$788M10.20%,
Point72 Asset Management, L.P.CUSIP 874039100 · 2026Q2$766M0.84%,
MILLENNIUM MANAGEMENT LLCCUSIP 874039100 · 2026Q2$760.5M0.28%,
RENAISSANCE TECHNOLOGIES LLCCUSIP 874039100 · 2026Q2$405.5M0.56%,
D. E. Shaw & Co., Inc.CUSIP 874039100 · 2026Q2$369.2M0.18%,
CITADEL ADVISORS LLCCUSIP 874039100 · 2026Q2$251.2M0.03%,
SOROS FUND MANAGEMENT LLCCUSIP 874039100 · 2026Q2$249.4M3.06%,
Third Point LLCCUSIP 874039100 · 2026Q2$219.7M4.69%,
TWO SIGMA INVESTMENTS, LPCUSIP 874039100 · 2026Q2$57.7M0.04%,
LONE PINE CAPITAL LLCCUSIP 874039100 · 2026Q2$48.4M0.30%,
Bridgewater Associates, LPCUSIP 874039100 · 2026Q2$16.5M0.07%,

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

TSM against its peers

TSM's operating margin of 45.7% ranks in the 94th percentile of 7 Semiconductors sub-industry peers, fiscal periods ending between 2024-12-31 and 2025-03-31.

MetricTSMPeer medianPercentilen
Revenue FY88.3B USD6.8B USD947
Revenue YoY25.0%-3.5%936
Gross margin56.1%32.6%817
Operating margin45.7%12.6%947
Net margin40.0%11.7%947
Return on equity27.0%8.9%947

Peers (7): ARM, ASX, UMC, STM, MCHP, GFS, TSEM. Left out: AVGO (period gap), SKHY (no annual filing), MU (period gap), NVDA (period gap), AMD (period gap), INTC (period gap), KXIAY (no annual filing), TXN (period gap), MRVL (period gap), ADI (period gap), QCOM (period gap), IFNNY (no annual filing), MPWR (period gap), NXPI (period gap), ALAB (period gap), CRDO (period gap), CBRS (no annual filing), ON (period gap). Fiscal periods ending between 2024-12-31 and 2025-03-31. Every figure is one full fiscal year read from one annual filing (TSM: 20-F), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.

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