Investigate / reported ownership
TSM
Taiwan Semiconductor-sp Adr
25 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning TSM?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | 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 |
Go beyond ownership.
A reviewed company brief is not available yet. You can inspect reported owners above and their filings below, then save this company for further research.
We have not generated a business case or inferred manager motives from these holdings.
Filing dates and original SEC sources
- Chase Coleman · 2026Q2 · filed 2026-08-14 ↗
- First Eagle Investment Management · 2026Q2 · filed 2026-08-24 ↗
- Viking Global Investors · 2026Q2 · filed 2026-08-14 ↗
- David Tepper · 2026Q2 · filed 2026-08-14 ↗
- Dodge & Cox Funds · 2026Q2 · filed 2026-08-13 ↗
- Lee Ainslie · 2026Q2 · filed 2026-08-14 ↗
- Stanley Druckenmiller · 2026Q2 · filed 2026-08-14 ↗
- Sarah Ketterer · 2026Q2 · filed 2026-08-13 ↗
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- Polen Capital Management · 2026Q2 · filed 2026-08-04 ↗
- Mairs & Power Funds · 2026Q2 · filed 2026-08-14 ↗
- Daniel Loeb · 2026Q2 · filed 2026-08-14 ↗
- Terry Smith · 2026Q2 · filed 2026-08-14 ↗
- William Von Mueffling · 2026Q2 · filed 2026-07-29 ↗
- David Rolfe · 2026Q2 · filed 2026-08-14 ↗
- Stephen Mandel · 2026Q2 · filed 2026-08-14 ↗
- Prem Watsa · 2026Q2 · filed 2026-08-14 ↗
- Torray Funds · 2026Q2 · filed 2026-07-30 ↗
- Wallace Weitz · 2026Q2 · filed 2026-08-12 ↗
- John Rogers · 2026Q2 · filed 2026-08-14 ↗
- Jensen Investment Management · 2026Q2 · filed 2026-08-07 ↗
- Hillman Capital Management · 2026Q2 · filed 2026-08-14 ↗
- Richard Pzena · 2026Q2 · filed 2026-08-07 ↗
- Christopher Davis · 2026Q2 · filed 2026-08-11 ↗
- Francois Rochon · 2026Q2 · filed 2026-08-26 ↗
Your research workspace / TSM
Ask better questions. Keep the evidence.
Explore the available sources for TAIWAN SEMICONDUCTOR-SP ADR, then keep what deserves another look.
01 Investor activity
Reported evidence
Who reports owning it?
25 tracked reported owners in the snapshot generated 2026-10-04. Reports can cover different quarters. These are delayed disclosures, not live positions, total economic exposure, endorsements or reasons for investing.
02 Business evidence
No reviewed company brief is available. Business results, case and risks have not been established here.
03 Questions to investigate
Open saved takeaways →A material reported change · Q2 2026
Joel Greenblatt reduced reported TSM shares by 87.0%.
Holdings as of Jun 30, 2026 · filed Sep 2, 2026. Position at period end: 0.1% of the reported portfolio. The filing does not reveal the trade date, price, or reason.
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| 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
Explore earlier changes and contrasting evidence
Selected historical records. Retrospective outcomes do not establish predictive skill.
Compare the reported increases and reductions →Q2 2026
filed Sep 2, 2026
64d lag
+13.9% vs SPY
21 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 24, 2026
55d lag
+12.8% vs SPY
28 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
+10.1% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
+10.1% vs SPY
34 sessions after disclosure
direction not supported so far
Q2 2026
filed Aug 14, 2026
45d lag
+10.1% vs SPY
34 sessions after disclosure
direction supported so far
Q2 2026
filed Aug 14, 2026
45d lag
+10.1% vs SPY
34 sessions after disclosure
direction supported so far
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Long US 13F disclosures omit shorts and can be amended. CUSIP 874039100. No current price, valuation or manager motive is inferred.