18 tracked superinvestors hold TAIWAN SEMICONDUCTOR MANUFAC (TSM), worth $15.1B combined, led by Philippe Laffont. Smart money is trimming TSM as of the latest 13F filings.
Current price
$436.96
+90.2%
1Y
Taiwan Semiconductor Manufacturing Company Limited, together with its subsidiaries, manufactures, packages, tests, and sells integrated circuits and other semiconductor devices in Taiwan, China, Europe, the Middle East, Africa, Japan, the United States, and internationally. It provides a range of wafer fabrication processes, including processes to manufacture complementary metal-…
Market cap
$2.1T
P/E
34.13
Div yield
0.9%
Revenue YoY
33.0%
Analyst target
$566
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
18
tracked 13F / N-PORT funds
Combined value
$15.1B
disclosed long exposure
Tier-1 conviction
8
concentrated holders
Net this quarter
-3
7 buying · 10 selling
Smart money is net reducing TSM: 10 funds trimmed versus 7 adding. 1 opened a brand-new position.
TAIWAN SEMICONDUCTOR MANUFAC (TSM) is a genuine cross-fund conviction name: 8 concentrated Tier-1 superinvestors hold it, alongside 10 other tracked funds, for $15.1B of combined disclosed exposure.
The highest-conviction holder is Philippe Laffont, who has committed 10.8% of their portfolio to it.
This quarter 1 fund opened a brand-new position (Ray Dalio), with 6 adding and 10 trimming — a net reduction signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 10.8% | $3.1B | |
| Added | 1.5% | $2.0B | |
| Added | 8.2% | $1.9B | |
| Trimmed | 4.2% | $1.5B | |
| Trimmed | 0.9% | $1.4B | |
| Added | 0.6% | $1.4B | |
| Trimmed | 1.1% | $721M | |
| Trimmed | 0.9% | $666M | |
| Trimmed | 3.7% | $470M | |
| Added | 7.6% | $449M | |
| New buy | 1.6% | $364M | |
| Added | 4.2% | $303M | |
| Trimmed | 1.6% | $212M | |
| Held | 0.3% | $206M | |
| Trimmed | 5% | $167M | |
| Trimmed | 4.2% | $137M | |
| Trimmed | 4.5% | $93M | |
| Added | 0% | $964K |
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?
18 tracked funds hold TAIWAN SEMICONDUCTOR MANUFAC (TSM), the largest being Philippe Laffont (Coatue Management) at 10.8% of its 13F portfolio. 8 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling TSM?
In the most recent 13F quarter, 7 tracked funds added or opened TSM and 10 trimmed it, including 1 brand-new position.
How much TSM do tracked funds hold?
Combined disclosed long exposure to TSM across tracked superinvestors is $15.1B as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 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.