Taiwan Semiconductor-SP ADRTSM
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 2,442 institutions reported holding Taiwan Semiconductor-SP ADR (TSM) in their 13F filings, down 22 from Q4 2024. 204 opened new positions and 216 sold out. The largest holders were FMR LLC ($8.6B), Sanders Capital, LLC ($6.9B) and Capital World Investors ($5.1B). 25 famous investors held it, including Philippe Laffont (5.8% of Coatue Management's portfolio), Stephen Mandel (5.6% of Lone Pine Capital's portfolio) and Dan Loeb (4.7% of Third Point's portfolio).
- Company
- Taiwan Semiconductor-SP ADR
- CUSIP
- 874039100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 204 | $2.3B |
| Exits | 216 | $1.6B |
All 13F filers, Q4 2024 → Q1 2025: 81,062,953 shares bought and 95,599,094 shares sold, net −14,536,141 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,442 holders
| FMR LLC | 0.55% | Reduce -11.2% | 51,984,455 | $8.6B |
| Sanders Capital, LLC | 10.30% | Reduce -0.8% | 41,523,782 | $6.9B |
| Capital World Investors | 0.83% | Reduce -13.6% | 30,759,943 | $5.1B |
| JPMorgan Chase & Co. | 0.35% | Reduce -18.6% | 27,540,843 | $4.6B |
| Capital International Investors | 0.80% | Add +10.1% | 24,456,962 | $4.1B |
| Morgan Stanley | 0.23% | Add +3.7% | 19,033,752 | $3.2B |
| Fisher Asset Management | 1.29% | Reduce -36.5% | 18,005,343 | $3.0B |
| Bank of New York Mellon Corp | 0.58% | Reduce -9.1% | 17,609,752 | $2.9B |
| Van Eck Associates Corp. | 3.77% | Reduce -10.2% | 17,422,887 | $2.9B |
| Massachusetts Financial Services Co. | 0.87% | Reduce -10.9% | 15,804,699 | $2.6B |
| Bank of America Corp. | 0.22% | Add +22.4% | 14,690,562 | $2.4B |
| BlackRock, Inc. | 0.05% | Reduce -15.0% | 14,558,913 | $2.4B |
| Goldman Sachs Group Inc. | 0.42% | Add +21.0% | 13,376,408 | $2.2B |
| T. Rowe Price Associates Inc. | 0.25% | Add +19.1% | 12,350,239 | $2.1B |
| WCM Investment Management, LLC | 4.13% | Add +0.6% | 9,734,044 | $1.6B |
| Jennison Associates LLC | 1.11% | Add +36.8% | 9,509,032 | $1.6B |
| Alliancebernstein L.P. | 0.53% | Add +31.5% | 8,864,014 | $1.5B |
| UBS Group AG | 0.31% | Reduce -4.3% | 8,316,853 | $1.4B |
| Sands Capital Management, LLC | 4.53% | Add +82.4% | 8,027,318 | $1.3B |
| Coatue Management | 5.83% | Reduce -20.1% | 7,960,037 | $1.3B |
| Fiera Capital Corp | 4.65% | Reduce -22.0% | 7,754,541 | $1.3B |
| Franklin Resources Inc. | 0.36% | Reduce -13.1% | 7,388,528 | $1.2B |
| William Blair Investment Management, LLC | 3.43% | Reduce -4.7% | 7,361,683 | $1.2B |
| Janus Henderson Group PLC | 0.64% | Reduce -4.2% | 7,071,525 | $1.2B |
| GQG Partners LLC | 1.83% | Reduce -11.4% | 6,928,284 | $1.2B |
| PineStone Asset Management Inc. | 8.50% | Add +46.2% | 6,785,321 | $1.1B |
| Northern Trust Corp. | 0.16% | Add +0.9% | 6,302,824 | $1.0B |
| Schroder Investment Management Group | 1.04% | Reduce -4.8% | 6,243,149 | $1.0B |
| Alkeon Capital Management LLC | 6.05% | Reduce 0.0% | 6,150,977 | $1.0B |
| Harding Loevner LP | 7.31% | Reduce -5.4% | 5,749,962 | $954.6M |
| First Eagle Investment Management, LLC | 1.98% | Add +0.1% | 5,645,248 | $937.1M |
| Wells Fargo & Company | 0.21% | Add +42.4% | 5,313,629 | $882.1M |
| Eagle Capital Management LLC | 3.12% | Reduce -0.8% | 5,150,417 | $855.0M |
| Royal Bank of Canada | 0.19% | Reduce -27.0% | 5,128,883 | $851.4M |
| Viking Global Investors | 2.58% | Add +19.6% | 4,889,247 | $811.6M |
| Jane Street Group, LLC | 1.46% | Reduce -9.5% | 4,862,521 | $807.2M |
| Barclays PLC | 0.37% | Reduce -2.6% | 4,839,626 | $803.4M |
| American Century Companies Inc. | 0.49% | Reduce -3.4% | 4,774,879 | $792.6M |
| Wellington Management Group LLP | 0.15% | Add +12.3% | 4,739,283 | $786.7M |
| Russell Investments Group, Ltd. | 1.07% | Reduce -1.6% | 4,690,038 | $778.4M |
| Brown Advisory Inc. | 1.10% | Reduce -1.6% | 4,644,238 | $770.9M |
| Lazard Asset Management LLC | 1.24% | Add +4.4% | 4,452,616 | $739.1M |
| Tiger Global Management | 2.65% | Add +16.7% | 4,241,474 | $704.1M |
| Clearbridge Investments, LLC | 0.58% | Reduce -2.7% | 4,026,844 | $668.5M |
| Ameriprise Financial Inc. | 0.18% | Reduce -8.4% | 3,956,339 | $658.3M |
| Lone Pine Capital | 5.62% | Add +2.8% | 3,865,381 | $641.7M |
| Envestnet Asset Management Inc. | 0.20% | Reduce -1.4% | 3,727,316 | $618.7M |
| Dimensional Fund Advisors LP | 0.15% | Reduce -2.2% | 3,570,357 | $592.7M |
| HSBC Holdings PLC | 0.37% | Add +41.2% | 3,384,031 | $556.1M |
| Citigroup Inc. | 0.42% | Add +75.1% | 3,297,220 | $547.3M |
| Artisan Partners Limited Partnership | 0.89% | Reduce -41.3% | 3,292,466 | $546.5M |
| Macquarie Group Ltd. | 0.67% | Add +4.3% | 3,228,974 | $536.0M |
| Invesco Ltd. | 0.10% | Reduce -22.7% | 3,228,253 | $535.9M |
| Allspring Global Investments Holdings, LLC | 0.92% | Reduce -19.4% | 3,145,755 | $530.5M |
| Susquehanna International Group, LLP | 0.87% | Add +3882.6% | 3,188,484 | $529.3M |
| D. E. Shaw & Co. | 0.64% | Add +373.6% | 3,027,740 | $502.6M |
| Alphinity Investment Management Pty Ltd | 3.32% | Add +66.9% | 2,950,780 | $489.8M |
| Cantillon Capital Management LLC | 3.14% | Reduce -3.0% | 2,921,336 | $484.9M |
| Nuveen, LLC | 0.15% | — | 2,907,687 | $482.7M |
| Driehaus Capital Management LLC | 4.32% | Reduce -13.1% | 2,699,805 | $448.2M |
| Voya Investment Management LLC | 0.59% | Add +15.2% | 2,698,437 | $447.9M |
| Windacre Partnership LLC | 6.62% | Add +4.9% | 2,661,200 | $441.8M |
| Principal Financial Group Inc. | 0.24% | Add +74.0% | 2,603,108 | $432.1M |
| Royal London Asset Management Ltd. | 1.00% | Add +0.6% | 2,549,701 | $423.3M |
| Baillie Gifford & Co. | 0.36% | Add +28.3% | 2,495,073 | $414.2M |
| Sei Investments Co. | 0.53% | Reduce -15.0% | 2,490,409 | $413.4M |
| BlueSpruce Investments, LP | 9.29% | Add +4.4% | 2,397,659 | $398.0M |
| Aspex Management (HK) Ltd | 10.22% | Add +348.4% | 2,382,650 | $395.5M |
| Natixis Advisors, LLC | 0.70% | Reduce -7.6% | 2,283,909 | $379.1M |
| Raymond James Financial Inc. | 0.14% | Reduce -3.8% | 2,228,341 | $369.9M |
| Comgest Global Investors S.A.S. | 6.51% | Add +1.2% | 2,198,577 | $365.0M |
| National Bank of Canada | 0.42% | Add +86.4% | 2,158,518 | $358.3M |
| Saturna Capital Corp. | 5.30% | Reduce 0.0% | 2,132,839 | $354.1M |
| Fayez Sarofim & Co | 0.84% | Add +3.6% | 2,011,742 | $339.3M |
| Consolidated Press International Holdings Ltd. | 61.39% | No change | 2,026,277 | $336.4M |
| Voyager Global Management LP | 14.98% | Add +47.3% | 2,025,000 | $336.1M |
| Softbank Group Corp. | 1.12% | New | 1,985,000 | $329.5M |
| Ninety One UK Ltd | 0.91% | Reduce -26.1% | 1,981,021 | $328.8M |
| Capital Research Global Investors | 0.07% | Add +13.9% | 1,975,964 | $328.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.08% | Add +20.9% | 1,921,428 | $319.0M |
| Point72 Asset Management | 0.91% | Reduce -24.6% | 1,881,880 | $312.4M |
| Ruane, Cunniff & Goldfarb L.P. | 5.63% | Reduce -3.5% | 1,866,293 | $309.8M |
| Select Equity Group, L.P. | 1.37% | Add +53.5% | 1,853,638 | $307.7M |
| Magellan Asset Management Ltd | 3.64% | Add +16.1% | 1,802,407 | $299.2M |
| Third Point | 4.71% | No change | 1,780,000 | $295.5M |
| Mirova US LLC | 3.49% | Add +4.0% | 1,767,831 | $293.5M |
| Arrowstreet Capital, Limited Partnership | 0.23% | Reduce -64.5% | 1,683,209 | $279.4M |
| Mirae Asset Global Investments Co., Ltd. | 1.12% | Add +103.2% | 2,744,657 | $274.6M |
| Vontobel Holding Ltd. | 0.99% | Reduce -24.2% | 1,638,869 | $272.1M |
| Canoe Financial LP | 4.34% | Add +3.3% | 1,630,812 | $270.7M |
| PEAK6 LLC | 10.55% | Add +122.6% | 1,623,722 | $269.5M |
| BNP Paribas Financial Markets | 0.21% | Add +0.5% | 1,607,141 | $266.8M |
| Amundi | 0.10% | Add +4.5% | 1,687,487 | $265.6M |
| Lord, Abbett & Co. LLC | 0.99% | Reduce -13.4% | 1,592,083 | $264.3M |
| AMF Tjanstepension AB | 1.95% | Add +26.0% | 1,589,282 | $263.9M |
| Manufacturers Life Insurance Company, The | 0.25% | Add +0.8% | 1,584,531 | $263.0M |
| Greenwoods Asset Management Hong Kong Ltd. | 8.10% | Add +26.5% | 1,574,557 | $261.4M |
| LGT Group Foundation | 3.49% | Add +70.2% | 1,526,445 | $253.4M |
| Soroban Capital Partners LP | 3.52% | Add +56.0% | 1,500,256 | $249.0M |
| Sarasin & Partners LLP | 2.64% | New | 1,469,127 | $243.9M |
"% of holder's portfolio" is TSM's weight in each manager's 13F, not the share of Taiwan Semiconductor-SP ADR the manager owns.