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 Q2 2026, a total of 39 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $20.87 B.
Top institutional holders include Ken Fisher and Chase Coleman.
Notably, David Rolfe has expressed high conviction in this stock, allocating 10.40% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $2.12 B net outflow during the quarter.
Recent activity highlights Paul Tudor Jones who increased their stake by 340.4%. Conversely, Lee Ainslie reduced exposure by 42.5%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Taiwan Semiconductor Manufacturing Company Limited (TSM)
Major holders include Ken Fisher ($9.01 B), Chase Coleman ($2.33 B), Frank Sands ($1.87 B). According to the latest reported data, 39 tracked investment managers collectively hold approximately 48.18 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.12 B, with 11 managers increasing positions and 25 managers reducing holdings.
During the most recent reporting period, 24 managers trimmed their positions, while 1 fully exited TSM. The total reported sell value was $3.74 B.
Yes, 1 managers opened new positions in TSM, and 10 increased their existing holdings. The total reported buy value was $1.62 B.
