Stock thesis
Start with the strongest observed signals, the evidence that could challenge them, and the next source-backed checks.
Taiwan Semiconductor Manufacturing is a leading dedicated semiconductor foundry serving chip designers worldwide.
Neutral synthesis
Why this name is here
20 tracked funds report TSM in their latest available 13F, representing $10.2B of combined reported value on this page.
Counter-evidence
9 tracked funds report a decreased or absent position in the latest comparable filing. Check the size and timing before interpreting the change.
Continue the work
Rows are narrowed by movement, fund type, and position size.
| Fund | Move | Read | Value | Weight |
|---|---|---|---|---|
| Coatue Management largest tracked holder Q1 2026 · filed May 15, 2026 · SEC filing | +8% | reported share count increased | $3,137,374,709 | 10.8% |
| Tiger Global Management position history Q1 2026 · filed May 15, 2026 · SEC filing | +49% | reported share count increased | $1,880,716,758 | 8.23% |
| Viking Global Investors position history Q1 2026 · filed May 15, 2026 · SEC filing | −9% | reported share count decreased | $1,508,989,670 | 4.22% |
|
SoftBank
position history
Q1 2026
· filed May 18, 2026
· SEC filing 1 SEC filing 2 |
— | latest reported holder | $670,830,750 | 3.51% |
| Lone Pine Capital position history Q1 2026 · filed May 15, 2026 · SEC filing | −55% | reported share count decreased | $469,591,664 | 3.74% |
| Altimeter Capital Management position history Q1 2026 · filed May 15, 2026 · SEC filing | +12% | reported share count increased | $461,529,866 | 8.1% |
| Appaloosa position history Q1 2026 · filed May 15, 2026 · SEC filing | +18% | reported share count increased | $448,628,625 | 7.56% |
| Ruane Cunniff position history Q1 2026 · filed May 15, 2026 · SEC filing | −15% | reported share count decreased | $408,385,201 | 6.77% |
| Whale Rock Capital Management position history Q1 2026 · filed May 15, 2026 · SEC filing | +38% | reported share count increased | $276,931,438 | 3.58% |
| Polen Capital Management position history Q2 2026 · filed Aug 4, 2026 · SEC filing | +187% | reported share count increased | $239,363,015 | 2.06% |
| ARK Investment Management position history Q1 2026 · filed May 12, 2026 · SEC filing | −16% | reported share count decreased | $212,132,567 | 1.65% |
| Duquesne Family Office position history Q1 2026 · filed May 15, 2026 · SEC filing | −9% | reported share count decreased | $167,380,000 | 5.7% |
| Tudor Investment Corp position history Q1 2026 · filed May 15, 2026 · SEC filing | +76% | reported share count increased | $105,084,539 | 0.57% |
| Third Point position history Q1 2026 · filed May 15, 2026 · SEC filing | −35% | reported share count decreased | $92,936,250 | 4.46% |
| Light Street Capital Management position history Q1 2026 · filed May 15, 2026 · SEC filing | −15% | reported share count decreased | $76,912,351 | 15.47% |
| Central Securities position history Q2 2026 · filed Aug 10, 2026 · SEC filing | — | latest reported holder | $38,205,600 | 2.85% |
| Fairfax Financial Holdings position history Q1 2026 · filed May 15, 2026 · SEC filing | — | latest reported holder | $31,679,970 | 1.63% |
| Situational Awareness position history Q1 2026 · filed May 18, 2026 · SEC filing | NEW | new reported position | $7,577,853 | 0.2% |
| Deepwater Asset Management position history Q2 2026 · filed Aug 6, 2026 · SEC filing | −7% | reported share count decreased | $1,922,219 | 0.87% |
|
Thrive Capital
position history
Q1 2026
· filed May 14, 2026
· SEC filing 1 SEC filing 2 |
−38% | reported share count decreased | $234,537 | 0.03% |
SEC fundamentals
SEC Forms 4/5
Official-source analysis
We publish a cited report after an eligible official earnings filing is accepted and passes validation.
Options market
