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% |
| 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% |
| 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% |
| Tudor Investment Corp position history Q1 2026 · filed May 15, 2026 · SEC filing | +76% | reported share count increased | $105,084,539 | 0.57% |
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
