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Taiwan Semiconductor Manufacturing

TSM

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
15
In their latest 13F (Q3 2026)
See who
Value held
$5.0bn
Combined value at quarter end
Last quarter
4 bought
10 sold or trimmed
Fund portfolios
10
Funds holding it
See which
Price at Q2 ’26 end
$477.57
+41.3% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

-0.1%Q3 ’24
+13.7%Q4 ’24
-15.9%Q1 ’25
+36.4%Q2 ’25
+23.3%Q3 ’25
+8.8%Q4 ’25
+11.2%Q1 ’26
+41.3%Q2 ’26
Q3 ’24: -0.1%; Q4 ’24: +13.7%; Q1 ’25: -15.9%; Q2 ’25: +36.4%; Q3 ’25: +23.3%; Q4 ’25: +8.8%; Q1 ’26: +11.2%; Q2 ’26: +41.3%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

11Q4 ’23
10Q1 ’24
10Q2 ’24
10Q3 ’24
10Q4 ’24
13Q1 ’25
14Q2 ’25
16Q3 ’25
15Q4 ’25
16Q1 ’26
15Q2 ’26
0Q3 ’26
Q4 ’23: 11; Q1 ’24: 10; Q2 ’24: 10; Q3 ’24: 10; Q4 ’24: 10; Q1 ’25: 13; Q2 ’25: 14; Q3 ’25: 16; Q4 ’25: 15; Q1 ’26: 16; Q2 ’26: 15; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Taiwan Semiconductor Manufacturing.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Taiwan Semiconductor Manufacturing
Wedgewood Partners10.4%$50.4m$50.4mTrimmed -18%21 qtrs
Appaloosa10.2%$788m$788mAdded +24%13 qtrs
Ruane, Cunniff & Goldfarb (Sequoia)8.7%$560m$560mTrimmed -3.0%27 qtrs
Cantillon Capital Management8.2%$54.8m$54.8mTrimmed -95%36 qtrs
Fundsmith4.0%$548m$548mNew1 qtr
First Eagle Investment Management2.9%$1.8bn$1.8bnTrimmed -4.0%32 qtrs
Mairs & Power2.1%$227m$227mTrimmed -2.1%6 qtrs
Polen Capital Management2.1%$239m$239mAdded +187%4 qtrs
Fairfax Financial Holdings1.7%$44.7m$44.7mUnchanged36 qtrs
Weitz Investment Management0.7%$9.6m$9.6mUnchanged2 qtrs
Dodge & Cox0.4%$688m$688mAdded +1237%11 qtrs
Jensen Investment Management0.2%$7.6m$7.6mTrimmed -3.3%25 qtrs
Giverny Capital0.1%$1.7m$1.7mTrimmed -55%25 qtrs
Davis Selected Advisers0.0%$1.9m$1.9mTrimmed -45%5 qtrs
Biglari Capital0.0%$48k$48kUnchanged19 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Taiwan Semiconductor Manufacturing
Bought or soldFiling
7 Oct 2026Wei Che-ChiaChairman and CEO▲ Bought144$79.39$11kForm 4
7 Oct 2026Mii Yuh-JierEVP and Co-COO▲ Bought68$79.39$5kForm 4
7 Oct 2026Chin Yung-PeiEVP and Co-COO▲ Bought67$79.39$5kForm 4
7 Oct 2026Hou Yung-ChinSVP and Deputy Co-COO▲ Bought60$79.39$5kForm 4
7 Oct 2026Zhang Kevin XiaoqiangSVP and Deputy Co-COO▲ Bought59$79.39$5kForm 4
7 Oct 2026Fang Shu-HuaSVP and GC▲ Bought53$79.39$4kForm 4
7 Oct 2026Hsu Kuo-ChinVP▲ Bought52$79.39$4kForm 4
7 Oct 2026Chang Tzonz-ShengSVP▲ Bought51$79.39$4kForm 4
7 Oct 2026Yoo Chue-SanVP▲ Bought50$79.39$4kForm 4
7 Oct 2026Lu Lee-ChungVP▲ Bought49$79.39$4kForm 4
7 Oct 2026Chuang JuipingVP▲ Bought46$79.39$4kForm 4
7 Oct 2026Lin Chris Horng-DarVP and CIO▲ Bought44$79.39$3kForm 4
7 Oct 2026Chen Pei-HungVP▲ Bought43$79.39$3kForm 4
7 Oct 2026Tien Bor-ZenVP▲ Bought40$79.39$3kForm 4
7 Oct 2026Hwang Yuan-KoVP▲ Bought39$79.39$3kForm 4
7 Oct 2026Lu Chin-ShengVP▲ Bought36$79.39$3kForm 4
7 Oct 2026Chen Chih-HoController▲ Bought31$79.39$2kForm 4
7 Oct 2026Huang Jen-ChauSVP and CFO▲ Bought28$79.39$2kForm 4
7 Oct 2026Tien Bor-ZenVP▲ Bought7$79.39$1kForm 4
7 Sep 2026Wei Che-ChiaChairman and CEO▲ Bought149$76.20$11kForm 4

About the company

Sector
Technology · Semiconductors & Related Devices
Financial year ends
31 December
Shares outstanding
25.93bn at 31 Dec 2025
SEC filings
Annual reports and other filings on EDGAR

Sold out last quarter

In fund portfolios

US-registered funds run by these managers that hold Taiwan Semiconductor Manufacturing, from their latest N-PORT filings.

Funds holding Taiwan Semiconductor Manufacturing
Sequoia FundRuane, Cunniff & Goldfarb (Sequoia)5.4%$194m30 Jun 2026
Polen Global Growth FundPolen Capital Management5.1%$5.7m31 Jul 2026
Dodge & Cox Global Stock FundDodge & Cox5.1%$664m30 Jun 2026
Dodge & Cox International Stock FundDodge & Cox4.7%$3.2bn30 Jun 2026
Fundsmith Equity ETFFundsmith3.3%$252k30 Jun 2026
Mairs & Power Growth FundMairs & Power3.1%$172m30 Jun 2026
Polen International Growth FundPolen Capital Management2.6%$632k31 Jul 2026
Weitz Large Cap Equity FundWeitz Investment Management1.5%$9.6m30 Jun 2026
First Eagle Overseas FundFirst Eagle Investment Management1.4%$249m31 Jul 2026
First Eagle Global FundFirst Eagle Investment Management1.0%$736m31 Jul 2026