TSM
Taiwan Semi · Technology
Smart money activity
Every tracked buy, add, trim, and exit on TSM by the best portfolio managers in the world. Ranked by manager quality inside each quarter.
| Portfolio manager | % portfolio |
|---|---|
David RolfeTier 1 Wedgewood Partners | 9.10% |
David TepperTier 1 Appaloosa Management | 5.00% |
Andreas HalvorsenElite Viking Global Investors | 4.00% |
Polen CapitalElite Polen Capital Management | 0.30% |
François RochonTier 1 Giverny Capital | 0.20% |
Stanley DruckenmillerTier 1 Duquesne Family Office | 3.70% |
Chase ColemanElite Tiger Global Management | 3.80% |
Lee AinslieElite Maverick Capital | 1.80% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.30% |
Oakmark Funds | 0.00% |
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 5.20% |
David RolfeTier 1 Wedgewood Partners | 7.70% |
François RochonTier 1 Giverny Capital | 3.90% |
Polen CapitalElite Polen Capital Management | 0.20% |
Oakmark Funds | 0.00% |
Stephen MandelTier 1 Lone Pine Capital | 6.20% |
Andreas HalvorsenElite Viking Global Investors | 2.90% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
Lee AinslieElite Maverick Capital | 3.40% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.30% |
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 4.50% |
David TepperTier 1 Appaloosa Management | 3.60% |
Chase ColemanElite Tiger Global Management | 3.00% |
David RolfeTier 1 Wedgewood Partners | 9.50% |
Stephen MandelTier 1 Lone Pine Capital | 5.50% |
Andreas HalvorsenElite Viking Global Investors | 2.80% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
Lee AinslieElite Maverick Capital | 4.30% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.40% |
Fairfax Financial | 1.20% |
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 4.10% |
David TepperTier 1 Appaloosa Management | 0.50% |
Andreas HalvorsenElite Viking Global Investors | 2.60% |
Chase ColemanElite Tiger Global Management | 2.60% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.40% |
François RochonTier 1 Giverny Capital | 0.10% |
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 0.60% |
Andreas HalvorsenElite Viking Global Investors | 2.60% |
David TepperTier 1 Appaloosa Management | 0.80% |
Stephen MandelTier 1 Lone Pine Capital | 5.50% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.30% |
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 4.00% |
François RochonTier 1 Giverny Capital | 0.10% |
Chase ColemanElite Tiger Global Management | 2.70% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
David TepperTier 1 Appaloosa Management | 1.00% |
Stephen MandelTier 1 Lone Pine Capital | 5.50% |
Lee AinslieElite Maverick Capital | 4.20% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.30% |
Insider activity
SEC Form 4 filings — when CEOs, CFOs, and 10%+ owners buy or sell their own stock.
| Insider | Value |
|---|---|
Zhang Kevin Xiaoqiang SVP and Deputy Co-COO | $5K |
Yuan Lipen VP | $3K |
Yoo Chue-San VP | $4K |
Yeap Choh Fei SVP | $4K |
Wu Shien-Yang SVP | $4K |
Wei Che-Chia Chairman and CEO | $11K |
Wang Ying-Lang SVP | $4K |
Tien Bor-Zen VP | $502.74 |
Tien Bor-Zen VP | $3K |
Zhang Kevin Xiaoqiang SVP and Deputy Co-COO | $5K |
Yuan Lipen VP | $3K |
Yoo Chue-San VP | $4K |
Wei Che-Chia Chairman and CEO | $11K |
Yeap Choh Fei SVP | $4K |
Tien Bor-Zen VP | $502.74 |
Tien Bor-Zen VP | $3K |
Wu Shien-Yang SVP | $4K |
Wang Ying-Lang SVP | $4K |
Liaw Yung-Haw VP | $4K |
Lin Chris Horng-Dar VP and CIO | $4K |
Lin Shyue-Shyh VP | $3K |
Lu Lee-Chung VP | $4K |
Mii Yuh-Jier EVP and Co-COO | $5K |
Huang Jen-Chau SVP and CFO | $2K |
Hsu Kuo-Chin VP | $4K |
Lee Chun-Hsien VP | $4K |
Hwang Yuan-Ko VP | $3K |
Jang Syun-Ming VP | $4K |
Hou Yung-Chin SVP and Deputy Co-COO | $5K |
Fang Shu-Hua SVP and GC | $4K |
Chuang Tzu-Sou VP | $3K |
Chuang Juiping VP | $4K |
He Jun VP | $4K |
Chang Tzonz-Sheng SVP | $4K |
Cao Min VP | $4K |
Chen Pei-Hung VP | $4K |
Chin Yung-Pei EVP and Co-COO | $5K |
Chen Chih-Ho Controller | $2K |
Mii Yuh-Jier EVP and Co-COO | $5K |
Lu Lee-Chung VP | $4K |
Lin Shyue-Shyh VP | $3K |
Lin Chris Horng-Dar VP and CIO | $4K |
Liaw Yung-Haw VP | $4K |
Lee Chun-Hsien VP | $4K |
Jang Syun-Ming VP | $4K |
Hwang Yuan-Ko VP | $3K |
Huang Jen-Chau SVP and CFO | $2K |
Hsu Kuo-Chin VP | $4K |
Hou Yung-Chin SVP and Deputy Co-COO | $5K |
He Jun VP | $4K |
Fang Shu-Hua SVP and GC | $4K |
Chuang Tzu-Sou VP | $3K |
Chuang Juiping VP | $4K |
Chin Yung-Pei EVP and Co-COO | $5K |
Chen Pei-Hung VP | $4K |
Chen Chih-Ho Controller | $2K |
Chang Tzonz-Sheng SVP | $4K |
Cao Min VP | $4K |
Latest news
Recent headlines for TSM.
Hedge funds holding TSM
2 superinvestors hold Taiwan Semi as a top position. Sorted by % of portfolio.
| Manager | % Portfolio |
|---|---|
AI picks and shovels. | 9.1% |
The picks-and-shovels AI play. | 5.2% |
What will you keep of every $100 in TSM dividend?
Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.
Get alerts when they buy or sell TSM
One email per 13F filing — you'll know within hours if any tracked manager moves on TSM.
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Frequently asked questions
Who owns TSM?
2 tracked superinvestors hold Taiwan Semi (TSM) as a top position based on the latest SEC 13F filings. Largest tracked holder: David Rolfe at 9.1% of portfolio. Full ranking by % of portfolio shown in the table below.
How many hedge funds hold TSM?
2 of HoldLens's tracked superinvestors hold TSM according to the latest SEC 13F filings. The sum of conviction across those holders is 14% (sum of each manager's % of portfolio in TSM).
Who is the biggest hedge-fund holder of TSM?
Among HoldLens's tracked superinvestors, David Rolfe holds the largest TSM position at 9.1% of portfolio. AI picks and shovels.
What sector is TSM?
Taiwan Semi (TSM) is classified as Technology. Smart-money activity, insider trades (SEC Form 4), buybacks, short interest, congressional trades, and ETF ownership for TSM are all aggregated on this page.
Data sourced from SEC 13F filings. TSM ownership reflects publicly disclosed long positions only. Not investment advice.