Latticework
← All portfoliosLatticework shows what 76 well-known investors report to the SEC each quarter.

TSM · Taiwan Semiconductor ADR · Form 13F filings for Q2 2026

Taiwan Semiconductor (TSMC)

25 of 76 investors hold it

Together they reported $9.1 billion of it. In Q2 2026, 5 added and 9 reduced.

20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.

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Who added and who reduced

Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.

5added or opened

Terry Smith+14323%Dodge & Cox Funds+1237%Polen Capital Management+187%Daniel Loeb+67.3%David Tepper+24.3%

9reduced or sold out

Duan YongpingSold outWilliam Von Mueffling−95.4%Stephen Mandel−92.7%Richard Pzena−78.6%Francois Rochon−55.0%Christopher Davis−44.7%Lee Ainslie−42.5%Hillman Capital Management−29.6%Viking Global Investors−29.1%

Who holds it

InvestorShare of their portfolioReported valueThis quarter
David Tepper10.55%$788M+24.3%
David Rolfe10.40%$50MNo change of 20%
Chase Coleman9.72%$2.33BNo change of 20%
William Von Mueffling8.24%$55M−95.4%
Stanley Druckenmiller6.47%$282MNo change of 20%
Daniel Loeb4.72%$220M+67.3%
Terry Smith4.35%$197M+14323%
Viking Global Investors4.31%$1.51B−29.1%
Lee Ainslie3.07%$340M−42.5%
First Eagle Investment Management2.95%$1.79BNo change of 20%
Sarah Ketterer2.75%$254MNo change of 20%
Mairs & Power Funds2.09%$227MNo change of 20%

Holders over time

How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.

18Q3 ’24
19Q4 ’24
21Q1 ’25
23Q2 ’25
25Q3 ’25
25Q4 ’25
26Q1 ’26
25Q2 ’26

Where to next

Chase ColemanLargest holder by dollars: $2.33B →David TepperHighest conviction: 10.55% of the portfolio →All portfoliosThe biggest bets reported for Q2 2026, on one sheet →

Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP 874039100 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.

Each investor’s filing