Taiwan Semiconductor-SP ADRTSM

13F holders, Q2 2025 (June 30)
2,645holders +203
332new positions
129sold out
28famous investors
$226.52avg. 13F price*

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

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions332$1.8B
Exits129$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.

Show all 2,645 holders