TSM
Taiwan Semiconductor Manufacturing Company Limited · Technology · Semiconductors
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 194 | +2 | 550.52M | $260.97B | +5 | −2 |
| Q1 2026 | 193 | +2 | 558.25M | $187.56B | +5 | −3 |
| Q4 2025 | 189 | -1 | 558.26M | $169.14B | — | −1 |
| Q3 2025 | 38 | +1 | 267.84M | $74.80B | +1 | — |
| Q2 2025 | 34 | +5 | 182.63M | $41.37B | +5 | — |
| Q1 2025 | 26 | -3 | 103.51M | $17.18B | +1 | −4 |
| Q4 2024 | 29 | +2 | 120.06M | $23.71B | +3 | −1 |
| Q3 2024 | 26 | +2 | 113.72M | $18.44B | +3 | −1 |
| Q2 2024 | 24 | — | 121.56M | $21.13B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 40.05M | — | $6.96B | 1.1% | n/c | 1 | SEC ↗ |
| 2 | Fisher Asset Management ✦ | 28.41M | — | $4.94B | 2.1% | n/c | 1 | SEC ↗ |
| 3 | Coatue Management ✦ | 11.39M | — | $1.98B | 7.7% | n/c | 1 | SEC ↗ ×7 |
| 4 | T. Rowe Price ✦ | 7.84M | — | $1.36B | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 5 | Lone Pine Capital ✦ | 6.00M | — | $1.04B | 8.5% | n/c | 1 | SEC ↗ |
| 6 | Wellington Management ✦ | 5.26M | — | $914.17M | 0.2% | n/c | 1 | SEC ↗ ×9 |
| 7 | Baillie Gifford ✦ | 5.25M | — | $912.10M | 0.7% | n/c | 1 | SEC ↗ ×3 |
| 8 | Arrowstreet Capital ✦ | 5.11M | — | $888.40M | 0.8% | n/c | 1 | SEC ↗ |
| 9 | Tiger Global Management ✦ | 3.07M | — | $533.75M | 2.5% | n/c | 1 | SEC ↗ |
| 10 | Millennium Management ✦ | 2.39M | — | $415.04M | 0.4% | n/c | 1 | SEC ↗ |
| 11 | Third Point ✦ | 2.02M | — | $351.97M | 4.0% | n/c | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 1.96M | — | $341.45M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 13 | Geode Capital Management ✦ (pasivo) | 644.64K | — | $112.05M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Point72 Asset Management ✦ | 618.10K | — | $107.43M | 0.4% | n/c | 1 | SEC ↗ |
| 15 | Appaloosa ✦ | 460.00K | — | $79.95M | 1.3% | n/c | 1 | SEC ↗ |
| 16 | ARK Investment Management ✦ | 256.43K | — | $44.57M | 0.4% | n/c | 1 | SEC ↗ |
| 17 | Adage Capital Partners ✦ | 203.45K | — | $35.36M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Soros Fund Management ✦ | 146.85K | — | $25.52M | 0.8% | n/c | 1 | SEC ↗ |
| 19 | Fairfax Financial ✦ | 141.70K | — | $24.63M | 2.1% | n/c | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 109.12K | — | $18.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | D. E. Shaw & Co. ✦ | 98.39K | — | $17.10M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Dodge & Cox ✦ | 86.50K | — | $15.03M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 34.83K | — | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | GAMCO Investors ✦ | 3.29K | — | $570,966 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 373.02K acciones, $46.18M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Officer · SVP · 52 acc. @ 79.39 · $4,128
Officer · SVP and GC · 53 acc. @ 79.39 · $4,208
Officer · SVP · 51 acc. @ 79.39 · $4,049
Officer · VP · 7 acc. @ 79.39 · $556
Officer · VP · 40 acc. @ 79.39 · $3,176
Officer · SVP and Deputy Co-COO · 60 acc. @ 79.39 · $4,763
Officer · VP · 39 acc. @ 79.39 · $3,096
Officer · VP · 46 acc. @ 79.39 · $3,652
Officer · VP · 36 acc. @ 79.39 · $2,858
Officer · VP · 40 acc. @ 79.39 · $3,176
Ventas en mercado abierto (S)
Sin ventas en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
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