TSM
Taiwan Semiconductor Manufacturing Company Limited · Technology · Semiconductors
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2024
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 191 | +2 | 544.31M | $258.00B | +5 | −5 |
| Q1 2026 | 193 | +2 | 558.25M | $187.56B | +5 | −3 |
| Q4 2025 | 189 | -1 | 558.26M | $169.14B | n/a | −1 |
| Q3 2025 | 38 | +1 | 267.84M | $74.80B | +1 | n/a |
| Q2 2025 | 34 | +5 | 182.63M | $41.37B | +5 | n/a |
| 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 | n/a | 121.56M | $21.13B | n/a | n/a |
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 40.05M | n/a | $6.96B | 1.1% | n/c | 1 | SEC ↗ |
| 2 | Fisher Asset Management ✦ | 28.41M | n/a | $4.94B | 2.1% | n/c | 1 | SEC ↗ |
| 3 | Coatue Management ✦ | 11.39M | n/a | $1.98B | 7.7% | n/c | 1 | SEC ↗ ×7 |
| 4 | T. Rowe Price ✦ | 7.84M | n/a | $1.36B | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 5 | Lone Pine Capital ✦ | 6.00M | n/a | $1.04B | 8.5% | n/c | 1 | SEC ↗ |
| 6 | Wellington Management ✦ | 5.26M | n/a | $914.17M | 0.2% | n/c | 1 | SEC ↗ ×9 |
| 7 | Baillie Gifford ✦ | 5.25M | n/a | $912.10M | 0.7% | n/c | 1 | SEC ↗ ×3 |
| 8 | Arrowstreet Capital ✦ | 5.11M | n/a | $888.40M | 0.8% | n/c | 1 | SEC ↗ |
| 9 | Tiger Global Management ✦ | 3.07M | n/a | $533.75M | 2.5% | n/c | 1 | SEC ↗ |
| 10 | Millennium Management ✦ | 2.39M | n/a | $415.04M | 0.4% | n/c | 1 | SEC ↗ |
| 11 | Third Point ✦ | 2.02M | n/a | $351.97M | 4.0% | n/c | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 1.96M | n/a | $341.45M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 13 | Geode Capital Management ✦ (被动) | 644.64K | n/a | $112.05M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Point72 Asset Management ✦ | 618.10K | n/a | $107.43M | 0.4% | n/c | 1 | SEC ↗ |
| 15 | Appaloosa ✦ | 460.00K | n/a | $79.95M | 1.3% | n/c | 1 | SEC ↗ |
| 16 | ARK Investment Management ✦ | 256.43K | n/a | $44.57M | 0.4% | n/c | 1 | SEC ↗ |
| 17 | Adage Capital Partners ✦ | 203.45K | n/a | $35.36M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Soros Fund Management ✦ | 146.85K | n/a | $25.52M | 0.8% | n/c | 1 | SEC ↗ |
| 19 | Fairfax Financial ✦ | 141.70K | n/a | $24.63M | 2.1% | n/c | 1 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 109.12K | n/a | $18.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | D. E. Shaw & Co. ✦ | 98.39K | n/a | $17.10M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Dodge & Cox ✦ | 86.50K | n/a | $15.03M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Renaissance Technologies ✦ | 34.83K | n/a | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | GAMCO Investors ✦ | 3.29K | n/a | $570,966 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 1 持有人, 373.02K 股份, $46.18M 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
持有该证券的受追踪机构最常同时持有的其他证券:基于共同持有计数,而非基本面关联。
公开市场买入 (P)
Officer · SVP · 52 股 @ 79.39 · $4,128
Officer · SVP and GC · 53 股 @ 79.39 · $4,208
Officer · SVP · 51 股 @ 79.39 · $4,049
Officer · VP · 7 股 @ 79.39 · $556
Officer · VP · 40 股 @ 79.39 · $3,176
Officer · SVP and Deputy Co-COO · 60 股 @ 79.39 · $4,763
Officer · VP · 39 股 @ 79.39 · $3,096
Officer · VP · 46 股 @ 79.39 · $3,652
Officer · VP · 36 股 @ 79.39 · $2,858
Officer · VP · 40 股 @ 79.39 · $3,176
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论