TSM
Taiwan Semiconductor-sp Adr
25 of the 83 super-investors we track hold TSM, worth a combined $9.36B per their latest 13F filings. The largest position: David Tepper at 10.5% of their portfolio. This quarter the cohort logged 3 buys and 4 sells on the name. Conviction score: 55 of 100 (how strongly the cohort backs it) — ranked #25 of 742 stocks. The stock is up 27.7x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Held through it: Sarah Ketterer (49q straight), David Rolfe (20q straight), William Von Mueffling (35q straight) and 18 more. All multibaggers the cohort held →
Why super-investors own TSM
TSM is held by 25 super-investors in our cohort, with a combined position value of $9.4B. The highest-conviction owner is David Tepper at 10.5% of their portfolio. This quarter the cohort registered 3 added, 3 trimmed, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- TSMC Stock Price Prediction: As AI Chip Demand Heats Up, Can TSM Hit New Highs in 2026?TradingKey ·
- TSMC vs. ASML: Which Semiconductor Giant Is the Better Stock Buy?The Globe and Mail ·
- Taiwan Semiconductor Manufacturing (TSM) Stock Looks Stretched As Its 363% Run ContinuesYahoo Finance ·
- What Is Taiwan Semiconductor Manufacturing (TSM) Getting From Its 3nm Chip Partnership?simplywall.st ·
- TSM 260828 375.00P (TSM260828P375000) Stock Options Chain | Quotes & NewsMoomoo ·
- How TSMC is Advancing its A14 Technology Roadmap for AI TransformationTradingView ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (25) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chase Coleman | 9.7% | 15q | $2.33B | 4,881,008 |
| 2 | First Eagle Investment Management | 2.9% | 32q | $1.79B | 3,745,597 |
| 3 | Viking Global Investors | 4.3% | 9q | $1.51B | 3,168,097 |
| 4 | David Tepper | 10.5% | 13q | $788M | 1,650,000 |
| 5 | Dodge & Cox Funds | 0.4% | 11q | $688M | 1,440,767 |
| 6 | Lee Ainslie | 3.1% | 27q | $340M | 711,757 |
| 7 | Stanley Druckenmiller | 6.5% | 12q | $282M | 589,680 |
| 8 | Sarah Ketterer | 2.8% | 40q | $254M | 532,052 |
| 9 | Joel Greenblatt | 0.1% | 38q | $251M | 525,939 |
| 10 | Polen Capital Management | 2.1% | 6q | $239M | 501,210 |
| 11 | Mairs & Power Funds | 2.1% | 6q | $227M | 476,245 |
| 12 | Daniel Loeb | 4.7% | 13q | $220M | 460,000 |
| 13 | Terry Smith | 4.3% | 7q | $197M | 411,476 |
| 14 | William Von Mueffling | 8.2% | 36q | $55M | 114,820 |
| 15 | David Rolfe | 10.4% | 21q | $50M | 105,499 |
| 16 | Stephen Mandel | 0.3% | 19q | $48M | 101,242 |
| 17 | Prem Watsa | 1.7% | 36q | $45M | 93,700 |
| 18 | Torray Funds | 1.7% | 5q | $13M | 26,309 |
| 19 | Wallace Weitz | 0.7% | 2q | $10M | 20,000 |
| 20 | John Rogers | 0.1% | 11q | $9M | 17,838 |
| 21 | Jensen Investment Management | 0.2% | 25q | $8M | 15,884 |
| 22 | Hillman Capital Management | 1.9% | 15q | $3M | 5,608 |
| 23 | Richard Pzena | <0.1% | 40q | $2M | 4,054 |
| 24 | Christopher Davis | <0.1% | 5q | $2M | 3,980 |
| 25 | Francois Rochon | 0.1% | 25q | $2M | 3,655 |
- 1Chase Colemanport9.7%val$2.33B4,881,008 sh·15q held
- 2First Eagle Investment Managementport2.9%val$1.79B3,745,597 sh·32q held
- 3Viking Global Investorsport4.3%val$1.51B3,168,097 sh·9q held
- 4David Tepperport10.5%val$788M1,650,000 sh·13q held
- 5Dodge & Cox Fundsport0.4%val$688M1,440,767 sh·11q held
- 6Lee Ainslieport3.1%val$340M711,757 sh·27q held
- 7Stanley Druckenmillerport6.5%val$282M589,680 sh·12q held
- 8Sarah Kettererport2.8%val$254M532,052 sh·40q held
- 9Joel Greenblattport0.1%val$251M525,939 sh·38q held
- 10Polen Capital Managementport2.1%val$239M501,210 sh·6q held
- 11Mairs & Power Fundsport2.1%val$227M476,245 sh·6q held
- 12Daniel Loebport4.7%val$220M460,000 sh·13q held
- 13Terry Smithport4.3%val$197M411,476 sh·7q held
- 14William Von Muefflingport8.2%val$55M114,820 sh·36q held
- 15David Rolfeport10.4%val$50M105,499 sh·21q held
- 16Stephen Mandelport0.3%val$48M101,242 sh·19q held
- 17Prem Watsaport1.7%val$45M93,700 sh·36q held
- 18Torray Fundsport1.7%val$13M26,309 sh·5q held
- 19Wallace Weitzport0.7%val$10M20,000 sh·2q held
- 20John Rogersport0.1%val$9M17,838 sh·11q held
- 21Jensen Investment Managementport0.2%val$8M15,884 sh·25q held
- 22Hillman Capital Managementport1.9%val$3M5,608 sh·15q held
- 23Richard Pzenaport<0.1%val$2M4,054 sh·40q held
- 24Christopher Davisport<0.1%val$2M3,980 sh·5q held
- 25Francois Rochonport0.1%val$2M3,655 sh·25q held
Owners of TSM also hold
Congress is trading TSM
Congress tracker →- Cleo Fieldsbought$1,001 - $15,000 · 2026-07-10
- Richard W. Allenbought$1,001 - $15,000 · 2026-05-08
- Cleo Fieldsbought$1,001 - $15,000 · 2026-04-09
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-02-26
- Richard W. Allenbought$1,001 - $15,000 · 2026-02-19
- Gilbert Cisnerosbought$100,001 - $250,000 · 2026-02-09
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (7)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Francois Rochon | TRIM | 0.1% | -55% | $2M | Aug 26, 2026 |
| Daniel Loeb | ADD | 4.7% | +67% | $220M | Aug 14, 2026 |
| David Tepper | ADD | 10.5% | +24% | $788M | Aug 14, 2026 |
| Duan Yongping | EXIT | 0.3% | -100% | $0 | Aug 14, 2026 |
| Stephen Mandel | TRIM | 0.3% | -93% | $48M | Aug 14, 2026 |
| Terry Smith | ADD | 4.3% | +14323% | $197M | Aug 14, 2026 |
| William Von Mueffling | TRIM | 8.2% | -95% | $55M | Jul 29, 2026 |
- TRIMFrancois Rochon0.1%Δ -55%·$2M·filed Aug 26, 2026
- ADDDaniel Loeb4.7%Δ +67%·$220M·filed Aug 14, 2026
- ADDDavid Tepper10.5%Δ +24%·$788M·filed Aug 14, 2026
- EXITDuan Yongping0.3%Δ -100%·$0·filed Aug 14, 2026
- TRIMStephen Mandel0.3%Δ -93%·$48M·filed Aug 14, 2026
- ADDTerry Smith4.3%Δ +14323%·$197M·filed Aug 14, 2026
- TRIMWilliam Von Mueffling8.2%Δ -95%·$55M·filed Jul 29, 2026
Long US equity 13F-HR filings only. CUSIP 874039100. Not investment advice.