https://holdlens.com/ticker/TSM Every 13F move on TSM (Taiwan Semi) by the 30 tracked portfolio managers — buys, adds, trims, exits — as filed with the SEC. Updated after each quarterly filing wave. Not investment advice. en-us Thu, 16 Apr 2026 17:06:33 GMT https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q4-bill-nygren-exit-0 Bill Nygren (Oakmark Funds) exited TSM in Q4 2025 · 0.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT exit noreply@holdlens.com (Bill Nygren) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q4-francois-rochon-trim-1 François Rochon (Giverny Capital) trimmed TSM in Q4 2025 · 0.2% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim noreply@holdlens.com (François Rochon) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q4-lee-ainslie-trim-2 Lee Ainslie (Maverick Capital) trimmed TSM in Q4 2025 · 1.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim noreply@holdlens.com (Lee Ainslie) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q4-stanley-druckenmiller-trim-3 Stanley Druckenmiller (Duquesne Family Office) trimmed TSM in Q4 2025 · 3.7% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim noreply@holdlens.com (Stanley Druckenmiller) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q4-andreas-halvorsen-add-4 Andreas Halvorsen (Viking Global Investors) added TSM in Q4 2025 · 4.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q4-chase-coleman-trim-5 Chase Coleman (Tiger Global Management) trimmed TSM in Q4 2025 · 3.8% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim noreply@holdlens.com (Chase Coleman) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q4-david-rolfe-add-6 David Rolfe (Wedgewood Partners) added TSM in Q4 2025 · 9.1% of portfolio. Building Taiwan Semi — AI picks and shovels. Sat, 14 Feb 2026 00:00:00 GMT add noreply@holdlens.com (David Rolfe) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q4-tom-slater-trim-7 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed TSM in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT trim noreply@holdlens.com (Tom Slater) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q4-polen-capital-add-8 Polen Capital (Polen Capital Management) added TSM in Q4 2025 · 0.3% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add noreply@holdlens.com (Polen Capital) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q4-david-tepper-add-9 David Tepper (Appaloosa Management) added TSM in Q4 2025 · 5.0% of portfolio. Sat, 14 Feb 2026 00:00:00 GMT add noreply@holdlens.com (David Tepper) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q3-francois-rochon-add-10 François Rochon (Giverny Capital) added TSM in Q3 2025 · 3.9% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (François Rochon) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q3-bill-nygren-new-11 Bill Nygren (Oakmark Funds) new position TSM in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT new noreply@holdlens.com (Bill Nygren) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q3-polen-capital-new-12 Polen Capital (Polen Capital Management) new position TSM in Q3 2025 · 0.2% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT new noreply@holdlens.com (Polen Capital) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q3-tom-slater-trim-13 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed TSM in Q3 2025 · 0.3% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim noreply@holdlens.com (Tom Slater) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q3-lee-ainslie-trim-14 Lee Ainslie (Maverick Capital) trimmed TSM in Q3 2025 · 3.4% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim noreply@holdlens.com (Lee Ainslie) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q3-david-rolfe-add-15 David Rolfe (Wedgewood Partners) added TSM in Q3 2025 · 7.7% of portfolio. Building TSM position. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (David Rolfe) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q3-stanley-druckenmiller-add-16 Stanley Druckenmiller (Duquesne Family Office) added TSM in Q3 2025 · 5.2% of portfolio. More Taiwan Semi — AI picks and shovels. Fri, 14 Nov 2025 00:00:00 GMT add noreply@holdlens.com (Stanley Druckenmiller) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q3-joel-greenblatt-trim-17 Joel Greenblatt (Gotham Asset Management) trimmed TSM in Q3 2025 · 0.0% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim noreply@holdlens.com (Joel Greenblatt) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q3-stephen-mandel-trim-18 Stephen Mandel (Lone Pine Capital) trimmed TSM in Q3 2025 · 6.2% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim noreply@holdlens.com (Stephen Mandel) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q3-andreas-halvorsen-trim-19 Andreas Halvorsen (Viking Global Investors) trimmed TSM in Q3 2025 · 2.9% of portfolio. Fri, 14 Nov 2025 00:00:00 GMT trim noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q2-david-tepper-add-20 David Tepper (Appaloosa Management) added TSM in Q2 2025 · 3.6% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add noreply@holdlens.com (David Tepper) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q2-joel-greenblatt-trim-21 Joel Greenblatt (Gotham Asset Management) trimmed TSM in Q2 2025 · 0.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim noreply@holdlens.com (Joel Greenblatt) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q2-prem-watsa-trim-22 Prem Watsa (Fairfax Financial) trimmed TSM in Q2 2025 · 1.2% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim noreply@holdlens.com (Prem Watsa) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q2-lee-ainslie-trim-23 Lee Ainslie (Maverick Capital) trimmed TSM in Q2 2025 · 4.3% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim noreply@holdlens.com (Lee Ainslie) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q2-david-rolfe-trim-24 David Rolfe (Wedgewood Partners) trimmed TSM in Q2 2025 · 9.5% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim noreply@holdlens.com (David Rolfe) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q2-andreas-halvorsen-trim-25 Andreas Halvorsen (Viking Global Investors) trimmed TSM in Q2 2025 · 2.8% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q2-stephen-mandel-trim-26 Stephen Mandel (Lone Pine Capital) trimmed TSM in Q2 2025 · 5.5% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim noreply@holdlens.com (Stephen Mandel) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q2-stanley-druckenmiller-add-27 Stanley Druckenmiller (Duquesne Family Office) added TSM in Q2 2025 · 4.5% of portfolio. Building Taiwan Semi. Thu, 14 Aug 2025 00:00:00 GMT add noreply@holdlens.com (Stanley Druckenmiller) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q2-tom-slater-trim-28 Tom Slater (Baillie Gifford (Long Term Global Growth)) trimmed TSM in Q2 2025 · 0.4% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT trim noreply@holdlens.com (Tom Slater) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q2-chase-coleman-add-29 Chase Coleman (Tiger Global Management) added TSM in Q2 2025 · 3.0% of portfolio. Thu, 14 Aug 2025 00:00:00 GMT add noreply@holdlens.com (Chase Coleman) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q1-joel-greenblatt-add-30 Joel Greenblatt (Gotham Asset Management) added TSM in Q1 2025 · 0.0% of portfolio. Thu, 15 May 2025 00:00:00 GMT add noreply@holdlens.com (Joel Greenblatt) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q1-tom-slater-add-31 Tom Slater (Baillie Gifford (Long Term Global Growth)) added TSM in Q1 2025 · 0.4% of portfolio. Thu, 15 May 2025 00:00:00 GMT add noreply@holdlens.com (Tom Slater) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q1-francois-rochon-trim-32 François Rochon (Giverny Capital) trimmed TSM in Q1 2025 · 0.1% of portfolio. Thu, 15 May 2025 00:00:00 GMT trim noreply@holdlens.com (François Rochon) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q1-andreas-halvorsen-add-33 Andreas Halvorsen (Viking Global Investors) added TSM in Q1 2025 · 2.6% of portfolio. Thu, 15 May 2025 00:00:00 GMT add noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q1-chase-coleman-add-34 Chase Coleman (Tiger Global Management) added TSM in Q1 2025 · 2.6% of portfolio. Thu, 15 May 2025 00:00:00 GMT add noreply@holdlens.com (Chase Coleman) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q1-david-tepper-add-35 David Tepper (Appaloosa Management) added TSM in Q1 2025 · 0.5% of portfolio. Thu, 15 May 2025 00:00:00 GMT add noreply@holdlens.com (David Tepper) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2025-Q1-stanley-druckenmiller-new-36 Stanley Druckenmiller (Duquesne Family Office) new position TSM in Q1 2025 · 4.1% of portfolio. New TSM position. Thu, 15 May 2025 00:00:00 GMT new noreply@holdlens.com (Stanley Druckenmiller) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2024-Q4-andreas-halvorsen-new-37 Andreas Halvorsen (Viking Global Investors) new position TSM in Q4 2024 · 2.6% of portfolio. Fri, 14 Feb 2025 00:00:00 GMT new noreply@holdlens.com (Andreas Halvorsen) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2024-Q4-stanley-druckenmiller-add-38 Stanley Druckenmiller (Duquesne Family Office) added TSM in Q4 2024 · 0.6% of portfolio. Fri, 14 Feb 2025 00:00:00 GMT add noreply@holdlens.com (Stanley Druckenmiller) https://holdlens.com/signal/TSM https://holdlens.com/ticker/TSM#2024-Q4-david-tepper-trim-39 David Tepper (Appaloosa Management) trimmed TSM in Q4 2024 · 0.8% of portfolio. Fri, 14 Feb 2025 00:00:00 GMT trim noreply@holdlens.com (David Tepper)