← Super investors
TSM
Taiwan Semiconductor-sp Adr
26 super-investor ownerscombined $9.11Blargest position 9.0%
1 NEW2 ADD5 TRIM
Cohort owners over time
2017Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 12
Peak: 12
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 |
Sort↑
- 1Chase Coleman8.2%$1.88B5,565,074 sh·14q held
- 2Viking Global Investors4.2%$1.51B4,465,127 sh·8q held
- 3Joel Greenblatt1.0%$1.36B4,035,762 sh·38q held
- 4First Eagle Investment Management1.7%$1.32B3,902,137 sh·32q held
- 5William Von Mueffling5.6%$843M2,493,551 sh·35q held
- 6Stephen Mandel3.7%$470M1,389,530 sh·18q held
- 7David Tepper7.6%$449M1,327,500 sh·12q held
- 8Lee Ainslie4.9%$418M1,237,358 sh·27q held
- 9Sarah Ketterer2.1%$172M508,471 sh·40q held
- 10Stanley Druckenmiller5.7%$167M495,280 sh·11q held
- 11Mairs & Power Funds1.7%$164M486,253 sh·5q held
- 12Daniel Loeb4.5%$93M275,000 sh·12q held
- 13Polen Capital Management0.4%$59M174,686 sh·5q held
- 14Duan Yongping0.3%$51M151,200 sh·5q held
- 15David Rolfe9.0%$44M129,353 sh·20q held
- 16Dodge & Cox Funds<0.1%$36M107,800 sh·10q held
- 17Prem Watsa1.6%$32M93,700 sh·35q held
- 18Torray Funds1.3%$9M27,110 sh·4q held
- 19Wallace Weitz0.5%$7M20,000 sh·—1q held
- 20Richard Pzena<0.1%$6M18,986 sh·40q held
- 21Jensen Investment Management0.1%$6M16,427 sh·24q held
- 22John Rogers0.1%$5M16,092 sh·10q held
- 23Francois Rochon0.1%$3M8,125 sh·24q held
- 24Hillman Capital Management1.9%$3M7,962 sh·14q held
- 25Christopher Davis<0.1%$2M7,200 sh·4q held
- 26Terry Smith<0.1%$964K2,853 sh·6q held
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.