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 $21.69 B.
Top institutional holders include Ken Fisher and Frank Sands.
Notably, David Rolfe has expressed high conviction in this stock, allocating 9.65% of their equity portfolio to it.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $304.05 M net inflow during the quarter.
Recent activity highlights Francois Rochon who dramatically increased their stake. Conversely, Lee Ainslie reduced exposure by 42.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Taiwan Semiconductor Manufacturing Company Limited (TSM)
Major holders include Ken Fisher ($5.51 B), Frank Sands ($2.58 B), First Eagle Investment ($1.8 B). According to the latest reported data, 37 tracked investment managers collectively hold approximately 58.93 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $304.05 M, with 15 managers increasing positions and 15 managers reducing holdings.
During the most recent reporting period, 15 managers trimmed their positions, while 0 fully exited TSM. The total reported sell value was $555.38 M.
Yes, 0 managers opened new positions in TSM, and 15 increased their existing holdings. The total reported buy value was $859.43 M.
