Taiwan Semiconductor-SP ADRTSM
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 2,801 institutions reported holding Taiwan Semiconductor-SP ADR (TSM) in their 13F filings, up 156 from Q2 2025. 285 opened new positions and 111 sold out. The largest holders were FMR LLC ($20.4B), Sanders Capital, LLC ($9.0B) and Capital World Investors ($7.7B). 29 famous investors held it, including Stephen Mandel (6.2% of Lone Pine Capital's portfolio), Philippe Laffont (5.5% of Coatue Management's portfolio) and Stanley Druckenmiller (5.4% of Duquesne Family Office's portfolio).
- Company
- Taiwan Semiconductor-SP ADR
- CUSIP
- 874039100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 285 | $1.9B |
| Exits | 111 | $1.8B |
All 13F filers, Q2 2025 → Q3 2025: 56,846,292 shares bought and 64,501,477 shares sold, net −7,655,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2,801 holders
| FMR LLC | 1.06% | Add +19.2% | 73,186,514 | $20.4B |
| Sanders Capital, LLC | 11.09% | Reduce -15.7% | 32,280,404 | $9.0B |
| Capital World Investors | 1.06% | Reduce -13.0% | 27,740,880 | $7.7B |
| Capital International Investors | 1.16% | Add +0.1% | 25,643,671 | $7.2B |
| JPMorgan Chase & Co. | 0.44% | Reduce -13.7% | 24,492,362 | $6.8B |
| Fisher Asset Management | 1.80% | Add +0.9% | 17,833,127 | $5.0B |
| BlackRock, Inc. | 0.08% | Add +19.0% | 17,180,892 | $4.8B |
| Massachusetts Financial Services Co. | 1.36% | Add +3.6% | 15,759,419 | $4.4B |
| Van Eck Associates Corp. | 4.10% | Reduce -8.6% | 15,714,138 | $4.4B |
| Morgan Stanley | 0.26% | Add +9.8% | 15,091,532 | $4.2B |
| Bank of America Corp. | 0.31% | Add +0.9% | 14,935,893 | $4.2B |
| Bank of New York Mellon Corp | 0.69% | Reduce -18.5% | 13,856,970 | $3.9B |
| Jennison Associates LLC | 2.05% | Add +4.5% | 12,591,542 | $3.5B |
| Goldman Sachs Group Inc. | 0.49% | Add +12.7% | 12,134,878 | $3.4B |
| T. Rowe Price Associates Inc. | 0.34% | Reduce -13.5% | 11,475,397 | $3.2B |
| Alliancebernstein L.P. | 0.94% | Add +2.2% | 10,687,037 | $3.0B |
| WCM Investment Management, LLC | 5.74% | Add +0.3% | 10,090,519 | $2.8B |
| Sands Capital Management, LLC | 7.13% | Add +8.2% | 9,251,889 | $2.6B |
| UBS Group AG | 0.47% | Add +3.8% | 8,630,890 | $2.4B |
| Coatue Management | 5.53% | Add +0.1% | 8,072,536 | $2.3B |
| Janus Henderson Group PLC | 0.98% | Add +3.3% | 7,697,104 | $2.1B |
| Schroder Investment Management Group | 1.54% | Add +1.9% | 7,214,475 | $2.0B |
| Franklin Resources Inc. | 0.49% | Reduce -6.1% | 6,908,197 | $1.9B |
| Fiera Capital Corp | 6.17% | Reduce -7.2% | 6,831,118 | $1.9B |
| First Eagle Investment Management, LLC | 3.41% | Add +0.1% | 6,700,008 | $1.9B |
| Brown Advisory Inc. | 2.39% | Reduce -1.0% | 6,581,814 | $1.8B |
| PineStone Asset Management Inc. | 11.38% | Reduce -6.8% | 6,545,779 | $1.8B |
| American Century Companies Inc. | 0.92% | Add +11.2% | 6,482,534 | $1.8B |
| Northern Trust Corp. | 0.23% | Add +2.1% | 6,427,066 | $1.8B |
| William Blair Investment Management, LLC | 4.64% | Reduce -3.0% | 6,422,158 | $1.8B |
| Royal Bank of Canada | 0.30% | Add +11.0% | 6,091,640 | $1.7B |
| Wellington Management Group LLP | 0.29% | Reduce -8.4% | 5,861,474 | $1.6B |
| Alkeon Capital Management LLC | 6.64% | Reduce -5.4% | 5,263,668 | $1.5B |
| Barclays PLC | 0.55% | Add +8.5% | 5,250,179 | $1.5B |
| Harding Loevner LP | 10.57% | Reduce -8.1% | 5,160,855 | $1.4B |
| Eagle Capital Management LLC | 4.48% | Reduce -0.1% | 5,037,908 | $1.4B |
| Tiger Global Management | 3.95% | No change | 4,578,374 | $1.3B |
| Lazard Asset Management LLC | 1.72% | Add +0.9% | 4,558,569 | $1.3B |
| Russell Investments Group, Ltd. | 1.44% | Reduce -6.3% | 4,545,158 | $1.3B |
| Jane Street Group, LLC | 1.43% | Reduce -15.0% | 4,325,823 | $1.2B |
| Ameriprise Financial Inc. | 0.28% | Add +2.2% | 4,292,906 | $1.2B |
| Clearbridge Investments, LLC | 0.90% | Add +88.2% | 4,273,688 | $1.2B |
| Wells Fargo & Company | 0.23% | Add +2.8% | 4,036,323 | $1.1B |
| Viking Global Investors | 2.86% | Reduce -8.9% | 3,944,366 | $1.1B |
| Envestnet Asset Management Inc. | 0.31% | Reduce -0.5% | 3,842,516 | $1.1B |
| Invesco Ltd. | 0.16% | Add +16.5% | 3,680,981 | $1.0B |
| Dimensional Fund Advisors LP | 0.22% | Add +0.5% | 3,592,234 | $1.0B |
| GQG Partners LLC | 1.50% | Reduce -38.3% | 3,495,800 | $976.3M |
| Macquarie Group Ltd. | 1.03% | Reduce -1.4% | 3,167,073 | $884.5M |
| Lone Pine Capital | 6.20% | Reduce -11.2% | 3,052,400 | $852.5M |
| Voya Investment Management LLC | 0.91% | Reduce -9.5% | 2,880,877 | $804.3M |
| Citigroup Inc. | 0.55% | Reduce -5.2% | 2,856,111 | $797.7M |
| Windacre Partnership LLC | 9.88% | Reduce -3.9% | 2,827,100 | $789.6M |
| Cantillon Capital Management LLC | 4.32% | Reduce -1.1% | 2,807,971 | $784.2M |
| Arrowstreet Capital, Limited Partnership | 0.49% | Reduce -20.6% | 2,801,140 | $782.3M |
| Nuveen, LLC | 0.20% | Reduce -2.5% | 2,683,257 | $749.4M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.68% | Add +6.5% | 2,662,891 | $743.7M |
| 1832 Asset Management L.P. | 1.24% | Add +5.9% | 2,630,543 | $734.7M |
| Raymond James Financial Inc. | 0.23% | Add +5.4% | 2,579,781 | $720.5M |
| BlueSpruce Investments, LP | 16.10% | Add +19.9% | 2,510,134 | $701.1M |
| Natixis Advisors, LLC | 1.00% | Add +0.3% | 2,458,691 | $686.7M |
| Manufacturers Life Insurance Company, The | 0.57% | Add +69.7% | 2,439,541 | $681.3M |
| Principal Financial Group Inc. | 0.34% | Reduce -7.9% | 2,408,411 | $672.6M |
| Driehaus Capital Management LLC | 4.49% | Reduce -12.3% | 2,243,388 | $626.6M |
| Select Equity Group, L.P. | 2.65% | Reduce -1.9% | 2,218,165 | $619.5M |
| Saturna Capital Corp. | 7.70% | Add +0.1% | 2,139,440 | $597.5M |
| Altshuler Shaham Ltd | 9.86% | Add +42.6% | 2,130,150 | $594.9M |
| Stockbridge Partners LLC | 11.49% | Reduce -4.0% | 2,128,453 | $594.5M |
| Comgest Global Investors S.A.S. | 10.50% | Reduce -4.6% | 2,121,630 | $592.6M |
| Ninety One UK Ltd | 1.26% | Add +4.2% | 2,089,096 | $583.5M |
| Fayez Sarofim & Co | 1.34% | Add +1.6% | 2,033,464 | $576.2M |
| Softbank Group Corp. | 2.13% | No change | 1,985,000 | $554.4M |
| Nomura Holdings Inc. | 2.84% | Add +37.5% | 1,982,784 | $553.8M |
| Vontobel Holding Ltd. | 1.72% | Reduce -5.5% | 1,957,603 | $546.7M |
| Sei Investments Co. | 0.58% | Reduce -17.7% | 1,946,496 | $543.6M |
| Capital Research Global Investors | 0.10% | Add +3.2% | 1,933,705 | $539.7M |
| Royal London Asset Management Ltd. | 1.14% | Reduce -14.0% | 1,898,609 | $530.3M |
| Ruane, Cunniff & Goldfarb L.P. | 8.71% | Reduce -1.9% | 1,881,721 | $525.5M |
| LPL Financial LLC | 0.15% | Add +12.9% | 1,857,847 | $518.9M |
| Soroban Capital Partners LP | 4.23% | No change | 1,844,234 | $515.1M |
| Point72 Asset Management | 1.17% | Add +28.2% | 1,814,252 | $506.7M |
| Amundi | 0.16% | Reduce -11.9% | 1,601,948 | $484.4M |
| Mirova US LLC | 4.89% | Reduce -3.6% | 1,732,421 | $483.8M |
| D. E. Shaw & Co. | 0.41% | Add +234.8% | 1,679,635 | $469.1M |
| Alphinity Investment Management Pty Ltd | 4.43% | Reduce -36.0% | 1,625,552 | $454.0M |
| AMF Tjanstepension AB | 2.81% | Reduce -12.5% | 1,588,786 | $443.7M |
| Baillie Gifford & Co. | 0.32% | Reduce -30.9% | 1,564,060 | $436.8M |
| Legal & General Group Plc | 0.10% | Add +0.6% | 1,551,183 | $433.1M |
| Magellan Asset Management Ltd | 4.98% | Reduce -21.8% | 1,506,205 | $420.7M |
| Swedbank AB | 0.42% | Reduce -8.4% | 1,479,338 | $413.2M |
| New York State Common Retirement Fund | 0.52% | Add +14.7% | 1,444,614 | $403.5M |
| Allspring Global Investments Holdings, LLC | 0.65% | Reduce -22.7% | 1,397,532 | $403.1M |
| LGT Group Foundation | 4.61% | Reduce -5.8% | 1,394,273 | $402.2M |
| Lansdowne Partners (uk) LLP | 33.44% | Add +92.3% | 1,419,315 | $396.4M |
| Susquehanna International Group, LLP | 0.57% | Add +63.1% | 1,399,275 | $390.8M |
| FIL Ltd | 0.31% | Add +14.5% | 1,390,549 | $388.4M |
| Balyasny Asset Management L.P. | 0.81% | Reduce -13.2% | 1,388,302 | $387.7M |
| HSBC Holdings PLC | 0.23% | Reduce -67.0% | 1,376,081 | $381.7M |
| Canoe Financial LP | 5.36% | Reduce -11.1% | 1,344,173 | $375.4M |
| CANADA LIFE ASSURANCE Co | 0.54% | Reduce -2.9% | 1,372,187 | $375.3M |
"% of holder's portfolio" is TSM's weight in each manager's 13F, not the share of Taiwan Semiconductor-SP ADR the manager owns.