17 tracked superinvestors hold TAIWAN SEMICONDUCTOR MANUFAC (TSM), worth $18.6B combined, led by Philippe Laffont. Smart money is trimming TSM as of the latest 13F filings.
Current price
$428.91
+83.6%
1Y
Taiwan Semiconductor Manufacturing Company Limited (TSMC), along with its affiliated entities, operates globally in the semiconductor industry, specializing in the manufacturing, packaging, meticulous testing, and worldwide distribution of integrated circuits and other crucial semiconductor components. Its expansive international presence covers key markets such as Taiwan, China, Europe, the…
Market cap
$2.1T
P/E
34.13
Div yield
0.9%
Revenue YoY
33.0%
Analyst target
$589
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
17
tracked 13F / N-PORT funds
Combined value
$18.6B
disclosed long exposure
Tier-1 conviction
9
concentrated holders
Net this quarter
-2
6 buying · 8 selling
Smart money is net reducing TSM: 8 funds trimmed versus 6 adding.
TAIWAN SEMICONDUCTOR MANUFAC (TSM) is a genuine cross-fund conviction name: 9 concentrated Tier-1 superinvestors hold it, alongside 8 other tracked funds, for $18.6B of combined disclosed exposure.
The highest-conviction holder is David Tepper, who has committed 10.2% of their portfolio to it, while Philippe Laffont holds the largest dollar position.
No tracked fund opened a new position this quarter; 6 added and 8 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 8.8% | $4.3B | |
| Added | 2.1% | $3.3B | |
| Trimmed | 9.7% | $2.3B | |
| Trimmed | 0.6% | $1.7B | |
| Trimmed | 4.3% | $1.5B | |
| Held | 6.4% | $1.3B | |
| Trimmed | 0.9% | $800M | |
| Added | 10.2% | $788M | |
| Trimmed | 1.1% | $721M | |
| Added | 0.6% | $405M | |
| Trimmed | 5.4% | $331M | |
| Added | 5.4% | $282M | |
| Trimmed | 1.5% | $230M | |
| Added | 4.8% | $220M | |
| Added | 4.3% | $197M | |
| Held | 5.6% | $194M | |
| Trimmed | 0.3% | $48M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Calls (bullish)
None disclosed.
Which superinvestors own TSM?
17 tracked funds hold TAIWAN SEMICONDUCTOR MANUFAC (TSM), the largest being Philippe Laffont (Coatue Management) at 8.8% of its 13F portfolio. 9 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling TSM?
In the most recent 13F quarter, 6 tracked funds added or opened TSM and 8 trimmed it.
How much TSM do tracked funds hold?
Combined disclosed long exposure to TSM across tracked superinvestors is $18.6B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.