TSM Stock Ownership Activity

TAIWAN SEMICONDUCTOR-SP ADR 13F holders

18 value investing gurus have made changes to the TAIWAN SEMICONDUCTOR-SP ADR (TSM) position according to the gurus' latest SEC quarterly report(s). TSM has been bought (as a new position) by 1 guru(s), the number of TSM shares has been increased by 3, decreased by 14 super investor(s).

Which gurus or hedge funds are buying TSM now?

According to the latest SEC filing(s) TAIWAN SEMICONDUCTOR-SP ADR (TSM) has been bought by 4 gurus: Chase Coleman III - Tiger Global Management (added shares +49.38%), David Tepper - Appaloosa Management (added shares +17.48%), Wallace Weitz - Weitz Value Fund (new buy) and Parnassus Investments - Parnassus Endeavor Fund (added shares +2%).

To see more about who is investing in TAIWAN SEMICONDUCTOR-SP ADR (TSM), please go to the TSM ownership page.

History
Name
Company
%
Activity
Share
Change
% change to
Portfolio
% of
Portfolio
2026 Q1 (18 results)
Wallace Weitz
Weitz Value Fund
buy
+20,000
+1.09%
1.09%
Chase Coleman III
Tiger Global Management
+49.38%
+1,839,600
+2.72%
8.23%
David Tepper
Appaloosa Management
+17.48%
+197,500
+1.12%
7.56%
Parnassus Investments
Parnassus Endeavor Fund
+2.00%
+7,266
+0.05%
2.71%
Sarah Ketterer
Causeway Capital Management
-0.63%
-3,249
-0.01%
2.11%
Ravenel Boykin Curry IV
Eagle Capital Management
-1.65%
-82,031
-0.09%
5.53%
Andrew R. Adams
Mairs & Power Growth Fund
-2.94%
-11,246
-0.08%
2.50%
Eric H. Schoenstein
Jensen Investment Management
-4.05%
-693
-0.00%
0.11%
Ole Andreas Halvorsen
Viking Global Investors
-9.15%
-449,769
-0.43%
4.22%
William Von Mueffling
Cantillon Capital Management
-11.87%
-335,727
-0.75%
5.60%
David M. Polen
Polen Capital Management
-12.92%
-25,907
-0.06%
0.41%
Mark A. Hillman
Hillman Value Fund
-16.05%
-1,300
-0.53%
2.77%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-18.38%
-91,400
-0.95%
4.23%
David Rolfe
Wedgewood Partners
-29.95%
-55,308
-3.86%
9.03%
Daniel Loeb
Third Point
-35.29%
-150,000
-2.43%
4.46%
Francois Rochon
Giverny Capital
-49.44%
-7,944
-0.10%
0.10%
Stephen Mandel
Lone Pine Capital
-54.48%
-1,662,870
-4.48%
3.74%
Duan Yongping
H&H International Investment
-87.65%
-1,073,184
-1.81%
0.26%
AVG reported price*: $337.95
2025 Q4 (16 results)
Duan Yongping
H&H International Investment
+370.95%
+964,400
+1.68%
2.13%
Francois Rochon
Giverny Capital
+96.85%
+7,906
+0.08%
0.16%
Ole Andreas Halvorsen
Viking Global Investors
+24.61%
+970,530
+0.78%
3.96%
David M. Polen
Polen Capital Management
+13.29%
+23,534
+0.03%
0.26%
David Tepper
Appaloosa Management
+6.60%
+70,000
+0.31%
5.01%
Sarah Ketterer
Causeway Capital Management
+0.78%
+3,969
+0.02%
2.14%
William Von Mueffling
Cantillon Capital Management
+0.76%
+21,307
+0.04%
4.65%
Ravenel Boykin Curry IV
Eagle Capital Management
-1.54%
-77,602
-0.07%
4.69%
David Rolfe
Wedgewood Partners
-2.44%
-4,621
-0.26%
10.48%
Parnassus Investments
Parnassus Endeavor Fund
-4.41%
-16,806
-0.11%
2.32%
Eric H. Schoenstein
Jensen Investment Management
-10.46%
-2,000
-0.01%
0.08%
Mark A. Hillman
Hillman Value Fund
-16.54%
-1,605
-0.52%
2.63%
Chase Coleman III
Tiger Global Management
-18.63%
-852,900
-0.87%
3.81%
Robert Karr
Joho Capital
-23.69%
-59,000
-3.83%
12.33%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-26.75%
-181,606
-1.52%
4.15%
Daniel Loeb
Third Point
-61.36%
-675,000
-2.82%
1.78%
AVG reported price*: $303.71
2025 Q3 (15 results)
David M. Polen
Polen Capital Management
buy
+177,059
+0.16%
0.16%
Andrew R. Adams
Mairs & Power Growth Fund
+11.70%
+40,000
+0.20%
1.88%
Eric H. Schoenstein
Jensen Investment Management
+10.28%
+1,782
+0.01%
0.07%
David Tepper
Appaloosa Management
+3.41%
+35,000
+0.13%
4.01%
Ravenel Boykin Curry IV
Eagle Capital Management
-0.05%
-2,535
-0.00%
4.48%
William Von Mueffling
Cantillon Capital Management
-1.09%
-30,952
-0.05%
4.32%
Sarah Ketterer
Causeway Capital Management
-1.94%
-10,064
-0.04%
1.87%
Ruane, Cunniff & Goldfarb
Sequoia Fund
-2.58%
-18,000
-0.14%
5.14%
David Rolfe
Wedgewood Partners
-4.16%
-8,218
-0.42%
9.65%
Ole Andreas Halvorsen
Viking Global Investors
-8.89%
-384,929
-0.28%
2.86%
Stephen Mandel
Lone Pine Capital
-11.16%
-383,520
-0.78%
6.20%
Parnassus Investments
Parnassus Endeavor Fund
-14.57%
-64,952
-0.39%
2.26%
Daniel Loeb
Third Point
-23.08%
-330,000
-1.10%
3.67%
Francois Rochon
Giverny Capital
-29.32%
-3,387
-0.03%
0.08%
Mark A. Hillman
Hillman Value Fund
-31.65%
-4,495
-1.19%
2.58%
AVG reported price*: $279.29
49 of 319

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.