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Signal dossier · Q4 2025
TSM
Taiwan Semi · Technology
HoldLens verdict · single −100..+100 scale
BUY
Score: +24 / +100
WEAK BUY
1 tracked manager buying with 2 on a 4+ quarter streak. MODERATE signal.
Unified ConvictionScore · −100..+100
Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding
+24
Buy component
+25
Dissent penalty
−0
Unanimity bonus
+10
Quality differential
+0
Info density
+7
Buyers / Sellers
1 / 0
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Multi-quarter conviction
Managers who have been moving the same direction on TSM for 2+ consecutive quarters. Streaks matter far more than single-quarter moves — they reveal thesis conviction, not reactive trading.
Consecutive-quarter BUYERS
Smart money activity
Every tracked 13F move on TSM — grouped by quarter, ranked by manager quality.
Smart money activity
6 buys · 0 sells across tracked 13F filings
Net signal: STRONG BUY
Q4 2025(1 move)
| Portfolio manager | % portfolio |
|---|---|
David RolfeTier 1 Wedgewood Partners | 9.10% |
Q3 2025(2 moves)
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 5.20% |
David RolfeTier 1 Wedgewood Partners | 7.70% |
Q2 2025(1 move)
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 4.50% |
Q1 2025(1 move)
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 4.10% |
Q3 2024(1 move)
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 4.00% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
Latest news
Recent headlines for TSM — context for the moves above.
Current ownership
2 tracked superinvestors currently hold TSM as a top position.
| Manager | % Portfolio |
|---|---|
| David Rolfe AI picks and shovels. | 9.1% |
| Stanley Druckenmiller The picks-and-shovels AI play. | 5.2% |
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HoldLens Signal combines multi-factor recommendation scoring with live prices, multi-quarter trend detection, and real-time news. Not investment advice. Methodology.