Taiwan Semiconductor-SP ADRTSM
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 2,645 institutions reported holding Taiwan Semiconductor-SP ADR (TSM) in their 13F filings, up 203 from Q1 2025. 332 opened new positions and 129 sold out. The largest holders were FMR LLC ($13.9B), Sanders Capital, LLC ($8.7B) and Capital World Investors ($7.2B). 28 famous investors held it, including Lee Ainslie (6.1% of Maverick Capital's portfolio), Stephen Mandel (5.6% of Lone Pine Capital's portfolio) and Philippe Laffont (5.1% of Coatue Management's portfolio).
- Company
- Taiwan Semiconductor-SP ADR
- CUSIP
- 874039100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 332 | $1.8B |
| Exits | 129 | $1.7B |
All 13F filers, Q1 2025 → Q2 2025: 66,269,779 shares bought and 64,814,182 shares sold, net +1,455,597 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,645 holders
| FMR LLC | 0.79% | Add +18.1% | 61,400,476 | $13.9B |
| Sanders Capital, LLC | 11.64% | Reduce -7.8% | 38,279,544 | $8.7B |
| Capital World Investors | 1.05% | Add +3.7% | 31,885,134 | $7.2B |
| JPMorgan Chase & Co. | 0.44% | Add +3.0% | 28,380,015 | $6.4B |
| Capital International Investors | 1.01% | Add +4.8% | 25,624,583 | $5.8B |
| Fisher Asset Management | 1.59% | Reduce -1.9% | 17,664,956 | $4.0B |
| Van Eck Associates Corp. | 4.44% | Reduce -1.4% | 17,187,616 | $3.9B |
| Bank of New York Mellon Corp | 0.73% | Reduce -3.4% | 17,008,610 | $3.9B |
| Massachusetts Financial Services Co. | 1.09% | Reduce -3.7% | 15,218,372 | $3.4B |
| Bank of America Corp. | 0.27% | Add +0.8% | 14,805,720 | $3.4B |
| BlackRock, Inc. | 0.06% | Reduce -0.8% | 14,441,633 | $3.3B |
| Morgan Stanley | 0.20% | Reduce -27.8% | 13,744,097 | $3.1B |
| T. Rowe Price Associates Inc. | 0.34% | Add +7.5% | 13,269,992 | $3.0B |
| Jennison Associates LLC | 1.62% | Add +26.7% | 12,046,792 | $2.7B |
| Goldman Sachs Group Inc. | 0.39% | Reduce -19.5% | 10,767,535 | $2.4B |
| Alliancebernstein L.P. | 0.77% | Add +18.0% | 10,457,800 | $2.4B |
| WCM Investment Management, LLC | 5.25% | Add +3.3% | 10,058,659 | $2.3B |
| Sands Capital Management, LLC | 5.56% | Add +6.5% | 8,552,278 | $1.9B |
| UBS Group AG | 0.39% | Reduce -0.0% | 8,315,134 | $1.9B |
| Coatue Management | 5.09% | Add +1.4% | 8,068,201 | $1.8B |
| Janus Henderson Group PLC | 0.83% | Add +5.4% | 7,450,341 | $1.7B |
| Fiera Capital Corp | 5.65% | Reduce -5.0% | 7,363,696 | $1.7B |
| Franklin Resources Inc. | 0.45% | Reduce -0.4% | 7,359,821 | $1.7B |
| Schroder Investment Management Group | 1.36% | Add +13.5% | 7,083,174 | $1.6B |
| PineStone Asset Management Inc. | 10.30% | Add +3.5% | 7,025,731 | $1.6B |
| First Eagle Investment Management, LLC | 3.04% | Add +18.6% | 6,693,025 | $1.5B |
| Brown Advisory Inc. | 1.98% | Add +43.2% | 6,650,983 | $1.5B |
| William Blair Investment Management, LLC | 3.98% | Reduce -10.0% | 6,622,255 | $1.5B |
| Wellington Management Group LLP | 0.26% | Add +35.0% | 6,396,051 | $1.4B |
| Northern Trust Corp. | 0.20% | Reduce -0.1% | 6,293,564 | $1.4B |
| American Century Companies Inc. | 0.72% | Add +22.1% | 5,830,203 | $1.3B |
| GQG Partners LLC | 1.83% | Reduce -18.2% | 5,666,917 | $1.3B |
| Harding Loevner LP | 8.56% | Reduce -2.4% | 5,614,431 | $1.3B |
| Alkeon Capital Management LLC | 6.12% | Reduce -9.6% | 5,563,668 | $1.3B |
| Royal Bank of Canada | 0.24% | Add +7.0% | 5,487,453 | $1.2B |
| Jane Street Group, LLC | 1.89% | Add +4.7% | 5,090,471 | $1.2B |
| Eagle Capital Management LLC | 3.76% | Reduce -2.1% | 5,040,443 | $1.1B |
| Russell Investments Group, Ltd. | 1.41% | Add +3.4% | 4,850,155 | $1.1B |
| Barclays PLC | 0.44% | Reduce -0.0% | 4,838,967 | $1.1B |
| Tiger Global Management | 3.04% | Add +7.9% | 4,578,374 | $1.0B |
| Lazard Asset Management LLC | 1.56% | Add +1.5% | 4,518,466 | $1.0B |
| Viking Global Investors | 2.83% | Reduce -11.4% | 4,329,295 | $980.5M |
| Ameriprise Financial Inc. | 0.24% | Add +6.2% | 4,202,242 | $952.3M |
| HSBC Holdings PLC | 0.61% | Add +23.3% | 4,173,170 | $947.2M |
| Wells Fargo & Company | 0.20% | Reduce -26.1% | 3,925,933 | $889.2M |
| Envestnet Asset Management Inc. | 0.26% | Add +3.6% | 3,860,621 | $874.4M |
| Dimensional Fund Advisors LP | 0.19% | Add +0.1% | 3,573,069 | $809.3M |
| Arrowstreet Capital, Limited Partnership | 0.56% | Add +109.5% | 3,526,160 | $798.6M |
| Lone Pine Capital | 5.63% | Reduce -11.1% | 3,435,920 | $778.2M |
| Macquarie Group Ltd. | 0.89% | Reduce -0.5% | 3,212,445 | $727.6M |
| Voya Investment Management LLC | 0.83% | Add +18.0% | 3,184,459 | $721.1M |
| Invesco Ltd. | 0.12% | Reduce -2.1% | 3,160,380 | $715.8M |
| Citigroup Inc. | 0.48% | Reduce -8.7% | 3,011,127 | $682.0M |
| Windacre Partnership LLC | 9.13% | Add +10.5% | 2,941,100 | $666.1M |
| Cantillon Capital Management LLC | 3.72% | Reduce -2.8% | 2,838,923 | $643.0M |
| Nuveen, LLC | 0.17% | Reduce -5.4% | 2,750,832 | $623.0M |
| Principal Financial Group Inc. | 0.31% | Add +0.5% | 2,616,219 | $592.5M |
| Driehaus Capital Management LLC | 4.64% | Reduce -5.2% | 2,559,401 | $579.7M |
| Alphinity Investment Management Pty Ltd | 4.92% | Reduce -14.0% | 2,538,343 | $574.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.59% | Add +268.2% | 2,499,677 | $566.2M |
| 1832 Asset Management L.P. | 0.98% | Add +105.0% | 2,484,359 | $562.7M |
| Natixis Advisors, LLC | 0.88% | Add +7.3% | 2,451,387 | $555.2M |
| Raymond James Financial Inc. | 0.19% | Add +9.8% | 2,447,227 | $554.3M |
| Artisan Partners Limited Partnership | 0.82% | Reduce -26.4% | 2,422,863 | $548.8M |
| Sei Investments Co. | 0.62% | Reduce -5.0% | 2,364,560 | $535.5M |
| Clearbridge Investments, LLC | 0.42% | Reduce -43.6% | 2,271,139 | $514.4M |
| Baillie Gifford & Co. | 0.38% | Reduce -9.2% | 2,265,239 | $513.1M |
| Select Equity Group, L.P. | 2.18% | Add +21.9% | 2,259,985 | $511.9M |
| Comgest Global Investors S.A.S. | 8.60% | Add +1.2% | 2,224,852 | $503.9M |
| Stockbridge Partners LLC | 9.82% | Add +135.5% | 2,218,034 | $502.4M |
| Royal London Asset Management Ltd. | 1.14% | Reduce -13.4% | 2,208,171 | $500.1M |
| Saturna Capital Corp. | 6.54% | Add +0.2% | 2,137,279 | $484.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.10% | Add +10.8% | 2,128,041 | $482.0M |
| BlueSpruce Investments, LP | 11.03% | Reduce -12.7% | 2,092,803 | $474.0M |
| Vontobel Holding Ltd. | 1.54% | Add +26.3% | 2,070,519 | $469.0M |
| Fayez Sarofim & Co | 1.10% | Reduce -0.5% | 2,000,955 | $459.4M |
| Ninety One UK Ltd | 1.07% | Add +1.3% | 2,005,767 | $454.3M |
| Softbank Group Corp. | 1.80% | No change | 1,985,000 | $449.6M |
| Magellan Asset Management Ltd | 4.99% | Add +6.8% | 1,925,700 | $436.2M |
| Ruane, Cunniff & Goldfarb L.P. | 7.45% | Add +2.8% | 1,917,681 | $434.3M |
| Amundi | 0.15% | Add +7.7% | 1,817,654 | $424.6M |
| Capital Research Global Investors | 0.09% | Reduce -5.2% | 1,873,715 | $424.5M |
| Soroban Capital Partners LP | 4.07% | Add +22.9% | 1,844,234 | $417.7M |
| AMF Tjanstepension AB | 2.74% | Add +14.2% | 1,815,014 | $411.2M |
| Mirova US LLC | 4.21% | Add +1.6% | 1,797,084 | $407.0M |
| Allspring Global Investments Holdings, LLC | 0.68% | Reduce -42.6% | 1,806,933 | $406.0M |
| Maverick Capital | 6.12% | Add +20.7% | 1,760,017 | $398.6M |
| Aspex Management (HK) Ltd | 8.61% | Reduce -26.7% | 1,746,681 | $395.6M |
| LPL Financial LLC | 0.12% | Add +12.2% | 1,645,542 | $372.7M |
| DNB Asset Management AS | 1.53% | Add +83.9% | 1,629,486 | $369.0M |
| Swedbank AB | 0.41% | Add +10.0% | 1,614,728 | $365.7M |
| Balyasny Asset Management L.P. | 0.83% | Add +29.4% | 1,598,601 | $362.1M |
| Rafferty Asset Management, LLC | 1.19% | Add +27.8% | 1,591,632 | $360.5M |
| Neuberger Berman Group LLC | 0.27% | Add +27.8% | 1,569,924 | $356.3M |
| Legal & General Group Plc | 0.09% | Add +6.0% | 1,542,287 | $349.2M |
| Canoe Financial LP | 4.88% | Reduce -7.3% | 1,511,573 | $342.4M |
| Altshuler Shaham Ltd | 10.80% | Add +184.1% | 1,493,900 | $338.4M |
| Mirae Asset Global Investments Co., Ltd. | 1.17% | Reduce -46.0% | 1,481,644 | $335.6M |
| LGT Group Foundation | 4.20% | Reduce -3.0% | 1,479,988 | $335.2M |
| Voyager Global Management LP | 11.79% | Reduce -28.4% | 1,450,000 | $328.4M |
"% of holder's portfolio" is TSM's weight in each manager's 13F, not the share of Taiwan Semiconductor-SP ADR the manager owns.