Taiwan Semiconductor-SP ADRTSM
13F holders, Q4 2025 (December 31)3,126holders +325
236new positions
98sold out
28famous investors
$303.44avg. 13F price*
At the end of Q4 2025, 3,126 institutions reported holding Taiwan Semiconductor-SP ADR (TSM) in their 13F filings, up 325 from Q3 2025. 236 opened new positions and 98 sold out. The largest holders were FMR LLC ($18.6B), Sanders Capital, LLC ($9.7B) and Capital World Investors ($8.3B). 28 famous investors held it, including Stephen Mandel (6.8% of Lone Pine Capital's portfolio), Philippe Laffont (6.6% of Coatue Management's portfolio) and Brad Gerstner (5.6% of Altimeter Capital Management's portfolio).
- Company
- Taiwan Semiconductor-SP ADR
- CUSIP
- 874039100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 236 | $1.7B |
| Exits | 98 | $1.4B |
All 13F filers, Q3 2025 → Q4 2025: 49,783,789 shares bought and 77,729,944 shares sold, net −27,946,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,126 holders
| FMR LLC | 0.95% | Reduce -16.5% | 61,131,828 | $18.6B |
| Sanders Capital, LLC | 11.19% | Reduce -1.0% | 31,958,360 | $9.7B |
| Capital World Investors | 1.14% | Reduce -1.2% | 27,404,289 | $8.3B |
| Capital International Investors | 1.23% | Add +0.1% | 25,658,661 | $7.8B |
| JPMorgan Chase & Co. | 0.52% | Add +2.8% | 25,182,540 | $7.7B |
| Fisher Asset Management | 1.88% | Add +1.8% | 18,146,900 | $5.5B |
| Van Eck Associates Corp. | 4.41% | Add +11.1% | 17,464,962 | $5.3B |
| BlackRock, Inc. | 0.09% | Reduce -4.1% | 16,481,878 | $5.0B |
| Bank of America Corp. | 0.35% | Add +6.5% | 15,902,819 | $4.8B |
| Morgan Stanley | 0.25% | Reduce -10.5% | 13,513,371 | $4.1B |
| Jennison Associates LLC | 2.44% | Add +6.4% | 13,394,299 | $4.1B |
| Bank of New York Mellon Corp | 0.62% | Reduce -16.4% | 11,591,375 | $3.5B |
| Alliancebernstein L.P. | 0.98% | Reduce -4.4% | 10,215,542 | $3.1B |
| Massachusetts Financial Services Co. | 1.00% | Reduce -35.6% | 10,147,238 | $3.1B |
| WCM Investment Management, LLC | 6.06% | Reduce -2.7% | 9,819,196 | $2.9B |
| T. Rowe Price Associates Inc. | 0.29% | Reduce -22.5% | 8,890,155 | $2.7B |
| Coatue Management | 6.56% | Add +6.9% | 8,629,524 | $2.6B |
| Goldman Sachs Group Inc. | 0.37% | Reduce -30.2% | 8,472,273 | $2.6B |
| Janus Henderson Group PLC | 1.12% | Add +7.7% | 8,291,884 | $2.5B |
| Franklin Resources Inc. | 0.57% | Add +8.8% | 7,513,453 | $2.3B |
| UBS Group AG | 0.44% | Reduce -15.6% | 7,288,087 | $2.2B |
| Schroder Investment Management Group | 1.67% | Add +0.5% | 7,251,510 | $2.2B |
| Sands Capital Management, LLC | 6.31% | Reduce -26.2% | 6,826,175 | $2.1B |
| American Century Companies Inc. | 1.03% | Add +3.9% | 6,735,211 | $2.0B |
| Northern Trust Corp. | 0.26% | Add +3.0% | 6,620,155 | $2.0B |
| Royal Bank of Canada | 0.35% | Add +7.1% | 6,523,794 | $2.0B |
| Brown Advisory Inc. | 2.74% | Reduce -1.7% | 6,469,279 | $2.0B |
| PineStone Asset Management Inc. | 11.80% | Reduce -4.6% | 6,246,545 | $1.9B |
| Fiera Capital Corp | 5.80% | Reduce -11.8% | 6,023,398 | $1.8B |
| William Blair Investment Management, LLC | 5.07% | Reduce -6.8% | 5,985,330 | $1.8B |
| First Eagle Investment Management, LLC | 3.18% | Reduce -11.4% | 5,938,326 | $1.8B |
| Alkeon Capital Management LLC | 7.23% | Add +3.3% | 5,438,668 | $1.7B |
| Wellington Management Group LLP | 0.29% | Reduce -7.3% | 5,433,369 | $1.7B |
| Eagle Capital Management LLC | 4.69% | Reduce -1.5% | 4,960,306 | $1.5B |
| Viking Global Investors | 3.96% | Add +24.6% | 4,914,896 | $1.5B |
| Point72 Asset Management | 2.32% | Add +157.1% | 4,664,632 | $1.4B |
| Clearbridge Investments, LLC | 1.08% | Add +3.3% | 4,414,472 | $1.3B |
| Harding Loevner LP | 11.60% | Reduce -16.0% | 4,336,799 | $1.3B |
| Ameriprise Financial Inc. | 0.29% | Reduce -0.2% | 4,284,103 | $1.3B |
| Wells Fargo & Company | 0.25% | Add +5.7% | 4,267,222 | $1.3B |
| Russell Investments Group, Ltd. | 1.38% | Reduce -8.2% | 4,170,751 | $1.3B |
| Tiger Global Management | 3.81% | Reduce -18.6% | 3,725,474 | $1.1B |
| Invesco Ltd. | 0.11% | Add +1.1% | 3,721,823 | $1.1B |
| Dimensional Fund Advisors LP | 0.23% | Add +0.4% | 3,605,351 | $1.1B |
| Envestnet Asset Management Inc. | 0.32% | Reduce -7.9% | 3,538,545 | $1.1B |
| Lazard Asset Management LLC | 1.68% | Reduce -28.7% | 3,249,879 | $987.6M |
| Capital Research Global Investors | 0.18% | Add +66.3% | 3,215,353 | $976.8M |
| Jane Street Group, LLC | 1.17% | Reduce -26.0% | 3,202,610 | $973.2M |
| Barclays PLC | 0.38% | Reduce -40.5% | 3,123,756 | $949.3M |
| Lone Pine Capital | 6.82% | No change | 3,052,400 | $927.6M |
| Voya Investment Management LLC | 1.03% | Add +4.4% | 3,007,536 | $913.3M |
| Citadel Advisors | 0.63% | Add +485.0% | 2,992,625 | $909.4M |
| D. E. Shaw & Co. | 0.73% | Add +75.7% | 2,951,420 | $896.9M |
| Cantillon Capital Management LLC | 4.65% | Add +0.8% | 2,829,278 | $859.8M |
| 1832 Asset Management L.P. | 1.09% | Add +7.1% | 2,817,888 | $856.3M |
| Nomura Asset Management International Inc. | 1.23% | — | 2,683,573 | $815.5M |
| Raymond James Financial Inc. | 0.25% | Add +3.8% | 2,677,162 | $813.6M |
| Nuveen, LLC | 0.20% | Reduce -5.8% | 2,528,294 | $768.3M |
| Windacre Partnership LLC | 8.09% | Reduce -12.2% | 2,483,100 | $754.6M |
| Fayez Sarofim & Co | 1.80% | Add +21.5% | 2,470,929 | $750.9M |
| Manufacturers Life Insurance Company, The | 0.62% | Add +0.3% | 2,447,682 | $743.5M |
| Soroban Capital Partners LP | 5.40% | Add +43.3% | 2,643,064 | $738.2M |
| Natixis Advisors, LLC | 1.02% | Reduce -3.9% | 2,361,947 | $717.8M |
| Sei Investments Co. | 0.70% | Add +19.0% | 2,317,121 | $704.2M |
| Deutsche Bank AG | 0.22% | Add +94.3% | 2,264,367 | $688.1M |
| Citigroup Inc. | 0.46% | Reduce -23.1% | 2,195,829 | $667.3M |
| Driehaus Capital Management LLC | 4.47% | Reduce -3.6% | 2,163,564 | $657.5M |
| Arrowstreet Capital, Limited Partnership | 0.38% | Reduce -22.9% | 2,159,562 | $656.3M |
| Stockbridge Partners LLC | 14.19% | Reduce -0.3% | 2,120,920 | $644.5M |
| T. Rowe Price Investment Management, Inc. | 0.40% | Add +168.6% | 2,093,115 | $636.1M |
| Principal Financial Group Inc. | 0.32% | Reduce -13.7% | 2,079,254 | $631.9M |
| Saturna Capital Corp. | 8.23% | Reduce -4.6% | 2,041,106 | $620.3M |
| LPL Financial LLC | 0.17% | Add +9.2% | 2,029,314 | $616.7M |
| BlueSpruce Investments, LP | 15.61% | Reduce -19.8% | 2,013,338 | $611.8M |
| Ninety One UK Ltd | 1.31% | Reduce -3.6% | 2,012,887 | $611.7M |
| Softbank Group Corp. | 3.90% | No change | 1,985,000 | $603.2M |
| Royal London Asset Management Ltd. | 1.22% | Add +0.2% | 1,901,587 | $577.9M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.66% | Add +81.2% | 1,892,677 | $575.1M |
| GQG Partners LLC | 0.92% | Reduce -47.6% | 1,832,009 | $556.7M |
| HSBC Holdings PLC | 0.31% | Add +31.3% | 1,806,757 | $551.5M |
| Comgest Global Investors S.A.S. | 9.31% | Reduce -19.0% | 1,719,123 | $522.4M |
| Marshall Wace, LLP | 0.50% | Add +397.7% | 1,707,306 | $518.8M |
| Mirova US LLC | 5.13% | Reduce -3.0% | 1,680,068 | $510.6M |
| Two Sigma Advisers, LP | 0.98% | Add +319.2% | 1,662,600 | $505.2M |
| Maverick Capital | 5.41% | Add +62.7% | 1,658,650 | $504.0M |
| Legal & General Group Plc | 0.11% | Add +6.5% | 1,651,273 | $501.8M |
| Bessemer Group Inc. | 0.77% | Add +67.8% | 1,651,162 | $501.8M |
| Life Cycle Investment Partners Ltd | 3.46% | — | 1,629,416 | $495.2M |
| Altshuler Shaham Ltd | 7.37% | Reduce -25.6% | 1,585,930 | $481.9M |
| Amundi | 0.14% | Reduce -3.9% | 1,539,682 | $467.9M |
| AMF Tjanstepension AB | 2.89% | Reduce -3.4% | 1,534,615 | $466.4M |
| Swedbank AB | 0.44% | Add +0.2% | 1,482,023 | $450.4M |
| FIL Ltd | 0.33% | Add +5.0% | 1,459,825 | $443.6M |
| Vontobel Holding Ltd. | 1.42% | Reduce -27.4% | 1,422,027 | $432.1M |
| Ruane, Cunniff & Goldfarb L.P. | 6.75% | Reduce -24.4% | 1,421,721 | $432.0M |
| Magellan Asset Management Ltd | 5.18% | Reduce -7.0% | 1,401,158 | $425.8M |
| Baillie Gifford & Co. | 0.34% | Reduce -14.6% | 1,336,491 | $406.1M |
| Allspring Global Investments Holdings, LLC | 0.66% | Reduce -9.5% | 1,265,224 | $404.4M |
| Victory Capital Management Inc. | 0.23% | Add +470.7% | 1,327,921 | $403.5M |
| Lansdowne Partners (uk) LLP | 29.53% | Reduce -6.6% | 1,325,284 | $402.7M |
"% of holder's portfolio" is TSM's weight in each manager's 13F, not the share of Taiwan Semiconductor-SP ADR the manager owns.