TSM
Taiwan Semiconductor Manufacturing Company Limited · Technology · Semiconductors
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.3% ·
aandelenstroom -6.5% ·
netto nieuwe posities +7.7%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q3 2024
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 35.31M | -11.8% | $6.13B | 1.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Fisher Asset Management ✦ | 28.77M | +1.3% | $5.00B | 2.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Coatue Management ✦ | 9.37M | -17.8% | $1.63B | 6.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 4 | T. Rowe Price ✦ | 6.21M | -20.8% | $1.08B | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Wellington Management ✦ | 4.42M | -15.9% | $767.98M | 0.1% | ▼ Trim | 2 | SEC ↗ ×9 |
| 6 | Lone Pine Capital ✦ | 4.21M | -29.8% | $731.65M | 5.5% | ▼ Trim | 2 | SEC ↗ |
| 7 | Tiger Global Management ✦ | 3.63M | +18.4% | $631.29M | 2.7% | ▲ Add | 2 | SEC ↗ |
| 8 | Baillie Gifford ✦ | 2.13M | -59.4% | $369.88M | 0.3% | ▼ Trim | 2 | SEC ↗ ×4 |
| 9 | Millennium Management ✦ | 1.98M | -17.3% | $343.01M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 1.83M | -6.9% | $317.63M | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Third Point ✦ | 1.78M | -12.1% | $309.13M | 4.2% | ▼ Trim | 2 | SEC ↗ |
| 12 | Point72 Asset Management ✦ | 1.21M | +95.3% | $209.60M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 13 | Two Sigma Investments ✦ | 1.12M | Nieuw | $194.38M | 0.5% | New | 1 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 848.42K | +2336.0% | $147.35M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 15 | Geode Capital Management ✦ (passief) | 642.78K | -0.3% | $111.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 576.12K | +485.6% | $100.05M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Altimeter Capital ✦ | 519.29K | Nieuw | $90.19M | 1.3% | New | 1 | SEC ↗ |
| 18 | Appaloosa ✦ | 400.00K | -13.0% | $69.47M | 1.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Adage Capital Partners ✦ | 325.05K | +59.8% | $56.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Arrowstreet Capital ✦ | 7.78M | +52.2% | $42.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | ARK Investment Management ✦ | 222.25K | -13.3% | $38.60M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 22 | Fairfax Financial ✦ | 141.70K | 0.0% | $24.61M | 2.2% | Held | 2 | SEC ↗ |
| 23 | AQR Capital Management ✦ | 138.68K | +27.1% | $24.08M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Dodge & Cox ✦ | 107.50K | +24.3% | $18.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Duquesne Family Office ✦ | 57.35K | Nieuw | $9.96M | 0.3% | New | 1 | SEC ↗ |
| 26 | GAMCO Investors ✦ | 2.87K | -12.6% | $498,433 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Two Sigma Investments | $194.38M | 0.5% |
| Altimeter Capital | $90.19M | 1.3% |
| Duquesne Family Office | $9.96M | 0.3% |
Verlaten
| Soros Fund Management | $25.52M | was 0.8% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1 houders, 373.02K aandelen, $46.18M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Officer · SVP · 52 aand @ 79.39 · $4,128
Officer · SVP and GC · 53 aand @ 79.39 · $4,208
Officer · SVP · 51 aand @ 79.39 · $4,049
Officer · VP · 7 aand @ 79.39 · $556
Officer · VP · 40 aand @ 79.39 · $3,176
Officer · SVP and Deputy Co-COO · 60 aand @ 79.39 · $4,763
Officer · VP · 39 aand @ 79.39 · $3,096
Officer · VP · 46 aand @ 79.39 · $3,652
Officer · VP · 36 aand @ 79.39 · $2,858
Officer · VP · 40 aand @ 79.39 · $3,176
Open-market verkopen (S)
Geen open-market insider-verkopen in ons dekkingsvenster.
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie