Taiwan Semiconductor-SP ADRTSM
13F holders, Q1 2026 (March 31)At the end of Q1 2026, 3,283 institutions reported holding Taiwan Semiconductor-SP ADR (TSM) in their 13F filings, up 157 from Q4 2025. 274 opened new positions and 118 sold out. The largest holders were FMR LLC ($20.4B), Capital World Investors ($11.1B) and Sanders Capital, LLC ($9.5B). 31 famous investors held it, including Philippe Laffont (10.8% of Coatue Management's portfolio), Chase Coleman (8.2% of Tiger Global Management's portfolio) and Brad Gerstner (8.1% 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 274 | $2.4B |
| Exits | 118 | $1.8B |
All 13F filers, Q4 2025 → Q1 2026: 70,125,572 shares bought and 87,975,984 shares sold, net −17,850,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3,283 holders
| FMR LLC | 1.08% | Reduce -1.2% | 60,393,190 | $20.4B |
| Capital World Investors | 1.52% | Add +20.0% | 32,886,937 | $11.1B |
| Sanders Capital, LLC | 11.30% | Reduce -12.2% | 28,060,092 | $9.5B |
| JPMorgan Chase & Co. | 0.52% | Reduce -4.8% | 23,984,642 | $7.6B |
| Van Eck Associates Corp. | 4.91% | Add +10.3% | 19,262,004 | $6.5B |
| Fisher Asset Management | 2.13% | Add +2.6% | 18,617,691 | $6.3B |
| BlackRock, Inc. | 0.11% | Add +10.6% | 18,224,186 | $6.2B |
| Morgan Stanley | 0.30% | Add +9.3% | 14,767,680 | $5.0B |
| Bank of America Corp. | 0.35% | Reduce -11.3% | 14,107,771 | $4.8B |
| Jennison Associates LLC | 2.79% | Reduce -10.3% | 12,021,825 | $4.1B |
| Capital International Investors | 0.89% | Reduce -55.9% | 11,306,653 | $3.8B |
| UBS Group AG | 0.66% | Add +51.0% | 11,007,197 | $3.7B |
| Massachusetts Financial Services Co. | 1.15% | Reduce -4.6% | 9,677,855 | $3.4B |
| Capital Research Global Investors | 0.52% | Add +210.7% | 9,989,672 | $3.4B |
| Goldman Sachs Group Inc. | 0.42% | Add +11.0% | 9,401,594 | $3.2B |
| Coatue Management | 10.80% | Add +7.6% | 9,283,547 | $3.1B |
| Bank of New York Mellon Corp | 0.57% | Reduce -20.7% | 9,196,454 | $3.1B |
| WCM Investment Management, LLC | 6.74% | Reduce -5.0% | 9,327,592 | $3.0B |
| T. Rowe Price Associates Inc. | 0.32% | Reduce -8.2% | 8,160,104 | $2.8B |
| Janus Henderson Group PLC | 1.27% | Reduce -4.5% | 7,917,824 | $2.7B |
| Alliancebernstein L.P. | 0.83% | Reduce -17.0% | 8,482,882 | $2.6B |
| Wellington Management Group LLP | 0.48% | Add +39.8% | 7,597,163 | $2.6B |
| Franklin Resources Inc. | 0.62% | Reduce -2.5% | 7,327,193 | $2.5B |
| Northern Trust Corp. | 0.29% | Reduce -1.7% | 6,509,047 | $2.2B |
| American Century Companies Inc. | 1.11% | Reduce -5.7% | 6,348,986 | $2.1B |
| Royal Bank of Canada | 0.40% | Reduce -3.5% | 6,293,285 | $2.1B |
| Brown Advisory Inc. | 3.41% | Reduce -5.1% | 6,140,795 | $2.1B |
| Schroder Investment Management Group | 1.65% | Reduce -17.8% | 5,964,169 | $2.0B |
| Sands Capital Management, LLC | 7.77% | Reduce -14.1% | 5,862,685 | $2.0B |
| Tiger Global Management | 8.23% | Add +49.4% | 5,565,074 | $1.9B |
| William Blair Investment Management, LLC | 6.16% | Reduce -7.8% | 5,518,260 | $1.9B |
| Alkeon Capital Management LLC | 8.30% | Reduce -0.3% | 5,421,668 | $1.8B |
| PineStone Asset Management Inc. | 12.56% | Reduce -15.3% | 5,288,479 | $1.8B |
| Fiera Capital Corp | 6.02% | Reduce -13.5% | 5,210,034 | $1.8B |
| Eagle Capital Management LLC | 5.53% | Reduce -1.6% | 4,878,275 | $1.6B |
| Clearbridge Investments, LLC | 1.40% | Add +7.5% | 4,746,961 | $1.6B |
| Wells Fargo & Company | 0.31% | Add +8.9% | 4,648,958 | $1.6B |
| Ameriprise Financial Inc. | 0.36% | Add +6.5% | 4,564,341 | $1.5B |
| Viking Global Investors | 4.22% | Reduce -9.2% | 4,465,127 | $1.5B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.29% | Add +898.7% | 4,100,390 | $1.4B |
| Citadel Advisors | 0.98% | Add +34.9% | 4,035,762 | $1.4B |
| HSBC Holdings PLC | 0.81% | Add +125.7% | 4,078,075 | $1.4B |
| Invesco Ltd. | 0.13% | Add +7.1% | 3,986,815 | $1.3B |
| First Eagle Investment Management, LLC | 2.24% | Reduce -34.3% | 3,902,137 | $1.3B |
| Susquehanna International Group, LLP | 1.70% | Add +1341.3% | 3,890,060 | $1.3B |
| Envestnet Asset Management Inc. | 0.35% | Add +7.9% | 3,819,048 | $1.3B |
| Barclays PLC | 0.46% | Add +21.5% | 3,794,287 | $1.3B |
| Russell Investments Group, Ltd. | 1.37% | Reduce -9.5% | 3,776,008 | $1.3B |
| Harding Loevner LP | 12.18% | Reduce -19.3% | 3,501,069 | $1.2B |
| Dimensional Fund Advisors LP | 0.22% | Reduce -13.7% | 3,112,246 | $1.1B |
| D. E. Shaw & Co. | 0.88% | Add +3.6% | 3,058,798 | $1.0B |
| Lazard Asset Management LLC | 1.64% | Reduce -9.3% | 2,949,128 | $996.7M |
| Citigroup Inc. | 0.60% | Add +27.4% | 2,796,496 | $945.1M |
| Voya Investment Management LLC | 1.10% | Reduce -9.3% | 2,726,745 | $920.9M |
| Nomura Asset Management International Inc. | 1.56% | Add +0.3% | 2,692,843 | $910.0M |
| Raymond James Financial Inc. | 0.28% | Add +0.0% | 2,677,982 | $905.0M |
| 1832 Asset Management L.P. | 1.17% | Reduce -7.1% | 2,616,954 | $884.4M |
| Sei Investments Co. | 0.81% | Add +11.8% | 2,591,510 | $875.8M |
| Fayez Sarofim & Co | 2.20% | Add +3.1% | 2,547,763 | $861.0M |
| Cantillon Capital Management LLC | 5.60% | Reduce -11.9% | 2,493,551 | $842.7M |
| Nuveen, LLC | 0.22% | Reduce -4.4% | 2,417,415 | $817.0M |
| Manufacturers Life Insurance Company, The | 0.70% | Reduce -2.1% | 2,396,944 | $810.0M |
| Natixis Advisors, LLC | 1.10% | Reduce -1.4% | 2,330,099 | $787.5M |
| Marshall Wace, LLP | 0.82% | Add +31.2% | 2,240,157 | $757.1M |
| Millennium Management | 0.59% | Add +74.4% | 2,232,887 | $754.6M |
| Windacre Partnership LLC | 8.03% | Reduce -10.6% | 2,221,100 | $750.6M |
| Stockbridge Partners LLC | 17.57% | Add +1.4% | 2,151,675 | $727.2M |
| LPL Financial LLC | 0.19% | Add +3.2% | 2,094,792 | $707.9M |
| Saturna Capital Corp. | 9.45% | Reduce -2.4% | 1,992,101 | $673.2M |
| Softbank Group Corp. | 5.88% | No change | 1,985,000 | $670.8M |
| Principal Financial Group Inc. | 0.35% | Reduce -5.4% | 1,966,598 | $664.6M |
| Soroban Capital Partners LP | 4.67% | Reduce -26.9% | 1,931,530 | $652.8M |
| Point72 Asset Management | 1.15% | Reduce -60.2% | 1,857,807 | $627.8M |
| Bessemer Group Inc. | 0.95% | Add +7.9% | 1,781,764 | $602.1M |
| National Bank of Canada | 0.60% | Add +137.5% | 1,749,057 | $591.1M |
| Jones Financial Companies LLLP | 0.28% | Add +654.0% | 1,793,762 | $586.1M |
| Legal & General Group Plc | 0.13% | Add +3.0% | 1,701,611 | $575.3M |
| Deutsche Bank AG | 0.19% | Reduce -25.9% | 1,677,770 | $567.0M |
| Life Cycle Investment Partners Ltd | 3.58% | Add +2.1% | 1,663,279 | $562.1M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.65% | Reduce -12.9% | 1,649,097 | $557.2M |
| AMF Tjanstepension AB | 3.66% | Add +6.4% | 1,632,738 | $551.8M |
| Royal London Asset Management Ltd. | 1.13% | Reduce -16.3% | 1,592,638 | $538.2M |
| Ninety One UK Ltd | 1.24% | Reduce -21.6% | 1,577,168 | $533.0M |
| Amundi | 0.14% | Add +2.2% | 1,573,448 | $531.7M |
| BNP Paribas Financial Markets | 0.35% | Add +42.4% | 1,550,526 | $524.0M |
| FIL Ltd | 0.39% | Add +2.9% | 1,502,781 | $507.9M |
| Altshuler Shaham Ltd | 8.92% | Reduce -9.0% | 1,443,412 | $487.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.44% | Add +8.8% | 1,424,221 | $481.3M |
| Swedbank AB | 0.50% | Reduce -4.3% | 1,418,146 | $479.3M |
| Harel Insurance Investments & Financial Services Ltd. | 3.19% | Add +15.2% | 1,390,459 | $470.9M |
| Lone Pine Capital | 3.74% | Reduce -54.5% | 1,389,530 | $469.6M |
| Altimeter Capital Management | 8.10% | Add +12.0% | 1,365,675 | $461.5M |
| Bahl & Gaynor LLC | 2.31% | Add +5.6% | 1,355,558 | $458.1M |
| Lansdowne Partners (uk) LLP | 24.19% | Add +0.8% | 1,335,686 | $451.4M |
| Appaloosa | 7.56% | Add +17.5% | 1,327,500 | $448.6M |
| Optiver Holding B.V. | 16.41% | Add +10.4% | 1,286,261 | $434.7M |
| Baillie Gifford & Co. | 0.44% | Reduce -4.1% | 1,282,250 | $433.3M |
| Mirova US LLC | 4.91% | Reduce -23.7% | 1,281,550 | $433.1M |
| Comgest Global Investors S.A.S. | 9.44% | Reduce -25.5% | 1,280,572 | $432.8M |
| Lord, Abbett & Co. LLC | 1.47% | Add +7.5% | 1,265,089 | $427.5M |
"% of holder's portfolio" is TSM's weight in each manager's 13F, not the share of Taiwan Semiconductor-SP ADR the manager owns.