Guru Ownership Trend
Guru Analysis for Taiwan Semiconductor Manufacturing Company Limited (TSM)
Taiwan Semiconductor Manufacturing Company Limited (TSM), a key player in the Technology sector, continues to attract institutional attention.
As of Q4 2025, a total of 37 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $20.23 B.
Top institutional holders include Ken Fisher and Frank Sands.
Notably, David Rolfe has expressed high conviction in this stock, allocating 10.48% of their equity portfolio to it.
Institutional sentiment is currently Bullish. This is evidenced by a $2.17 M net inflow during the quarter.
Recent activity highlights Duan Yongping who increased their stake by 371.0%. Conversely, Daniel Loeb reduced exposure by 61.4%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Taiwan Semiconductor Manufacturing Company Limited (TSM)
Major holders include Ken Fisher ($5.51 B), Frank Sands ($2.07 B), First Eagle Investment ($1.8 B). According to the latest reported data, 37 tracked investment managers collectively hold approximately 59.78 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $2.17 M, with 13 managers increasing positions and 19 managers reducing holdings.
During the most recent reporting period, 19 managers trimmed their positions, while 0 fully exited TSM. The total reported sell value was $1.92 B.
Yes, 0 managers opened new positions in TSM, and 13 increased their existing holdings. The total reported buy value was $1.92 B.
