STOCK

TSM ADR Taiwan Semiconductor Mfg Ltd-III Sp

Held by 38 of 74 curated managers · 3,379 total holders in our 13F universe.

SMART MONEY HOLDERS · from our curated set

Top managers holding TSM

  1. Level Financial Advisors Semiconductor bet. Thirty percent alpha.
    Top performer
    17.5% of portfolio
  2. Coatue Management LLC Growth crossover.
    Thematic Mega
    10.8% of portfolio
  3. Knightsbridge Asset Management, LLC Semiconductor concentration. Twenty-four percent alpha.
    Top performer
    9.0% of portfolio
  4. Thematic Mega
    8.2% of portfolio
  5. Appaloosa LP Tepper distressed-value.
    Thematic Mega
    7.6% of portfolio
  6. Ativo Capital Management LLC Semiconductor and emerging market conviction play.
    Top performer
    5.7% of portfolio
  7. BIT Capital GmbH Tech-heavy positioning with outsized Amazon bet.
    Editorial pick
    5.6% of portfolio
  8. Duquesne Family Office LLC Druckenmiller — macro generalist.
    Name to know
    5.0% of portfolio
  9. Third Point LLC Value contrarian. Broad portfolio. Activist leverage.
    Thematic
    4.5% of portfolio
  10. Viking Global Investors LP Global compounder with flat recent alpha.
    Name to know Mega
    4.4% of portfolio
EDITORIAL BRIEF

The editorial brief for TSM is being prepared. Stock briefs roll out across Q3 starting with the most-held names.

INSIDER TRADES · recent
  • Tien Bor-Zen May 21, 2026 BUY $3K
  • Tien Bor-Zen May 21, 2026 BUY $4K
  • Yoo Chue-San Apr 13, 2026 BUY $4K
  • Yuan Lipen Apr 13, 2026 BUY $3K
  • Zhang Kevin Xiaoqiang Apr 13, 2026 BUY $5K
CONGRESS TRADES · recent