TSM
Taiwan Semiconductor-sp Adr
26 super-investors hold TSM worth a combined $9.11B. The largest position: David Rolfe at 9.0% of their portfolio. This quarter the cohort logged 3 buys and 5 sells on the name. Cohort Conviction Score: 52 — ranked #34 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own TSM
With 26 holders and $9.1B in combined exposure, TSM is one of the more broadly held names in the cohort, and conviction runs deep: Chase Coleman carries it at 8.2% of his portfolio ($1.9B), David Tepper at 7.6% ($449M), and Stanley Druckenmiller at 5.7% ($167M). Activity in 2026Q1 was mixed — Coleman and Terry Smith added, and Wallace Weitz initiated a new position — but five managers including David Rolfe, Daniel Loeb, and Stephen Mandel trimmed. No one exited. The owner count has grown steadily from 9 to 12 over the past eight quarters, suggesting the broader trend remains one of rising interest even as some high-conviction holders take partial profits.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Should You Buy TSMC Stock (TSM) Ahead of Tomorrow’s Q2 Earnings?TipRanks ·
- Taiwan Semiconductor Manufacturing Q2 Preview: Analysts Expect Record Revenue, Could Stock Hit New All-TiBenzinga ·
- ASML mulls price raise for chipmaking tools despite TSM resistance: reportSeeking Alpha ·
- Taiwan Semiconductor Manufacturing Company Ltd. $TSM Shares Bought by Sigma Planning CorpMarketBeat ·
- 3 Portfolio-Worthy Stocks to Consider as Q2 Earnings Approach: GE, TSM, UNHYahoo Finance ·
- Taiwan Semiconductor Manufacturing Company Limited (TSM) Not at Risk of Losing Competitive Edge, CEO SaysYahoo Finance ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2017Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (26) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chase Coleman | 8.2% | 14q | $1.88B | 5,565,074 |
| 2 | Viking Global Investors | 4.2% | 8q | $1.51B | 4,465,127 |
| 3 | Joel Greenblatt | 1.0% | 38q | $1.36B | 4,035,762 |
| 4 | First Eagle Investment Management | 1.7% | 32q | $1.32B | 3,902,137 |
| 5 | William Von Mueffling | 5.6% | 35q | $843M | 2,493,551 |
| 6 | Stephen Mandel | 3.7% | 18q | $470M | 1,389,530 |
| 7 | David Tepper | 7.6% | 12q | $449M | 1,327,500 |
| 8 | Lee Ainslie | 4.9% | 27q | $418M | 1,237,358 |
| 9 | Sarah Ketterer | 2.1% | 40q | $172M | 508,471 |
| 10 | Stanley Druckenmiller | 5.7% | 11q | $167M | 495,280 |
| 11 | Mairs & Power Funds | 1.7% | 5q | $164M | 486,253 |
| 12 | Daniel Loeb | 4.5% | 12q | $93M | 275,000 |
| 13 | Polen Capital Management | 0.4% | 5q | $59M | 174,686 |
| 14 | Duan Yongping | 0.3% | 5q | $51M | 151,200 |
| 15 | David Rolfe | 9.0% | 20q | $44M | 129,353 |
| 16 | Dodge & Cox Funds | <0.1% | 10q | $36M | 107,800 |
| 17 | Prem Watsa | 1.6% | 35q | $32M | 93,700 |
| 18 | Torray Funds | 1.3% | 4q | $9M | 27,110 |
| 19 | Wallace Weitz | 0.5% | — 1q | $7M | 20,000 |
| 20 | Richard Pzena | <0.1% | 40q | $6M | 18,986 |
| 21 | Jensen Investment Management | 0.1% | 24q | $6M | 16,427 |
| 22 | John Rogers | 0.1% | 10q | $5M | 16,092 |
| 23 | Francois Rochon | 0.1% | 24q | $3M | 8,125 |
| 24 | Hillman Capital Management | 1.9% | 14q | $3M | 7,962 |
| 25 | Christopher Davis | <0.1% | 4q | $2M | 7,200 |
| 26 | Terry Smith | <0.1% | 6q | $964K | 2,853 |
- 1Chase Colemanport8.2%val$1.88B5,565,074 sh·14q held
- 2Viking Global Investorsport4.2%val$1.51B4,465,127 sh·8q held
- 3Joel Greenblattport1.0%val$1.36B4,035,762 sh·38q held
- 4First Eagle Investment Managementport1.7%val$1.32B3,902,137 sh·32q held
- 5William Von Muefflingport5.6%val$843M2,493,551 sh·35q held
- 6Stephen Mandelport3.7%val$470M1,389,530 sh·18q held
- 7David Tepperport7.6%val$449M1,327,500 sh·12q held
- 8Lee Ainslieport4.9%val$418M1,237,358 sh·27q held
- 9Sarah Kettererport2.1%val$172M508,471 sh·40q held
- 10Stanley Druckenmillerport5.7%val$167M495,280 sh·11q held
- 11Mairs & Power Fundsport1.7%val$164M486,253 sh·5q held
- 12Daniel Loebport4.5%val$93M275,000 sh·12q held
- 13Polen Capital Managementport0.4%val$59M174,686 sh·5q held
- 14Duan Yongpingport0.3%val$51M151,200 sh·5q held
- 15David Rolfeport9.0%val$44M129,353 sh·20q held
- 16Dodge & Cox Fundsport<0.1%val$36M107,800 sh·10q held
- 17Prem Watsaport1.6%val$32M93,700 sh·35q held
- 18Torray Fundsport1.3%val$9M27,110 sh·4q held
- 19Wallace Weitzport0.5%val$7M20,000 sh·—1q held
- 20Richard Pzenaport<0.1%val$6M18,986 sh·40q held
- 21Jensen Investment Managementport0.1%val$6M16,427 sh·24q held
- 22John Rogersport0.1%val$5M16,092 sh·10q held
- 23Francois Rochonport0.1%val$3M8,125 sh·24q held
- 24Hillman Capital Managementport1.9%val$3M7,962 sh·14q held
- 25Christopher Davisport<0.1%val$2M7,200 sh·4q held
- 26Terry Smithport<0.1%val$964K2,853 sh·6q held
Owners of TSM also hold
Recent activity (8)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Duan Yongping | TRIM | 0.3% | -88% | $51M | May 19, 2026 |
| Chase Coleman | ADD | 8.2% | +49% | $1.88B | May 15, 2026 |
| Daniel Loeb | TRIM | 4.5% | -35% | $93M | May 15, 2026 |
| David Rolfe | TRIM | 9.0% | -30% | $44M | May 15, 2026 |
| Francois Rochon | TRIM | 0.1% | -49% | $3M | May 15, 2026 |
| Stephen Mandel | TRIM | 3.7% | -54% | $470M | May 15, 2026 |
| Terry Smith | ADD | <0.1% | +372% | $964K | May 15, 2026 |
| Wallace Weitz | NEW | 0.5% | +100% | $7M | May 14, 2026 |
- TRIMDuan Yongping0.3%Δ -88%·$51M·filed May 19, 2026
- ADDChase Coleman8.2%Δ +49%·$1.88B·filed May 15, 2026
- TRIMDaniel Loeb4.5%Δ -35%·$93M·filed May 15, 2026
- TRIMDavid Rolfe9.0%Δ -30%·$44M·filed May 15, 2026
- TRIMFrancois Rochon0.1%Δ -49%·$3M·filed May 15, 2026
- TRIMStephen Mandel3.7%Δ -54%·$470M·filed May 15, 2026
- ADDTerry Smith<0.1%Δ +372%·$964K·filed May 15, 2026
- NEWWallace Weitz0.5%Δ +100%·$7M·filed May 14, 2026
Long US equity 13F-HR filings only. CUSIP 874039100. Not investment advice.