Taiwan Semiconductor-SP ADRTSM

13F holders, Q1 2025 (March 31)
2,442holders −22
204new positions
216sold out
25famous investors
$165.73avg. 13F price*

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

01,0002,0003,0004,000 Q1 2024: 1,912Q1 2024Q2 2024: 2,103Q2 2024Q3 2024: 2,191Q3 2024Q4 2024: 2,464Q4 2024Q1 2025: 2,442Q1 2025Q2 2025: 2,645Q2 2025Q3 2025: 2,801Q3 2025Q4 2025: 3,126Q4 2025Q1 2026: 3,283Q1 2026Q2 2026: 3,583Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions204$2.3B
Exits216$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.

Show all 2,442 holders