证券记录 · 已归档季度
TSM
Taiwan Semiconductor Manufacturing Company Limited · Technology · Semiconductors
26被追踪持有人
+2Δ持有人
113.72M持有股份
$18.44B报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +8.3% ·
股份流向 -6.5% ·
净新建仓位 +7.7%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q3 2024
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 193 | +2 | 546.88M | $259.07B | +5 | −3 |
| 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 | — | — |
持有人 · Q3 2024
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 4 | Coatue Management ✦ | 9.37M | -17.8% | $1.63B | 6.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Coatue Management ✦ | 9.37M | -17.8% | $1.63B | 6.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Coatue Management ✦ | 9.37M | -17.8% | $1.63B | 6.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Coatue Management ✦ | 9.37M | -17.8% | $1.63B | 6.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Coatue Management ✦ | 9.37M | -17.8% | $1.63B | 6.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Coatue Management ✦ | 9.37M | -17.8% | $1.63B | 6.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Coatue Management ✦ | 9.37M | -17.8% | $1.63B | 6.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | T. Rowe Price ✦ | 6.21M | -20.8% | $1.08B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | T. Rowe Price ✦ | 6.21M | -20.8% | $1.08B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 6.21M | -20.8% | $1.08B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 4.42M | -15.9% | $767.98M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wellington Management ✦ | 4.42M | -15.9% | $767.98M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wellington Management ✦ | 4.42M | -15.9% | $767.98M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wellington Management ✦ | 4.42M | -15.9% | $767.98M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wellington Management ✦ | 4.42M | -15.9% | $767.98M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wellington Management ✦ | 4.42M | -15.9% | $767.98M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wellington Management ✦ | 4.42M | -15.9% | $767.98M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wellington Management ✦ | 4.42M | -15.9% | $767.98M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wellington Management ✦ | 4.42M | -15.9% | $767.98M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | Lone Pine Capital ✦ | 4.21M | -29.8% | $731.65M | 5.5% | ▼ Trim | 2 | SEC ↗ |
| 24 | Tiger Global Management ✦ | 3.63M | +18.4% | $631.29M | 2.7% | ▲ Add | 2 | SEC ↗ |
| 25 | Baillie Gifford ✦ | 2.13M | -59.4% | $369.88M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 26 | Baillie Gifford ✦ | 2.13M | -59.4% | $369.88M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 27 | Baillie Gifford ✦ | 2.13M | -59.4% | $369.88M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 28 | Baillie Gifford ✦ | 2.13M | -59.4% | $369.88M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 29 | Millennium Management ✦ | 1.98M | -17.3% | $343.01M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 1.83M | -6.9% | $317.63M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 1.83M | -6.9% | $317.63M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 32 | Third Point ✦ | 1.78M | -12.1% | $309.13M | 4.2% | ▼ Trim | 2 | SEC ↗ |
| 33 | Point72 Asset Management ✦ | 1.21M | +95.3% | $209.60M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 34 | Two Sigma Investments ✦ | 1.12M | 新增 | $194.38M | 0.5% | New | 1 | SEC ↗ |
| 35 | Renaissance Technologies ✦ | 848.42K | +2336.0% | $147.35M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 36 | Geode Capital Management ✦ (被动) | 642.78K | -0.3% | $111.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | D. E. Shaw & Co. ✦ | 576.12K | +485.6% | $100.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | D. E. Shaw & Co. ✦ | 576.12K | +485.6% | $100.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 39 | Altimeter Capital ✦ | 519.29K | 新增 | $90.19M | 1.3% | New | 1 | SEC ↗ |
| 40 | Appaloosa ✦ | 400.00K | -13.0% | $69.47M | 1.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Adage Capital Partners ✦ | 325.05K | +59.8% | $56.45M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 42 | Arrowstreet Capital ✦ | 7.78M | +52.2% | $42.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | ARK Investment Management ✦ | 222.25K | -13.3% | $38.60M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 44 | Fairfax Financial ✦ | 141.70K | 0.0% | $24.61M | 2.2% | Held | 2 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 138.68K | +27.1% | $24.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 138.68K | +27.1% | $24.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Dodge & Cox ✦ | 107.50K | +24.3% | $18.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Duquesne Family Office ✦ | 57.35K | 新增 | $9.96M | 0.3% | New | 1 | SEC ↗ |
| 49 | GAMCO Investors ✦ | 2.87K | -12.6% | $498,433 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Two Sigma Investments | $194.38M | 0.5% |
| Altimeter Capital | $90.19M | 1.3% |
| Duquesne Family Office | $9.96M | 0.3% |
已清仓
| Soros Fund Management | $25.52M | 曾为 0.8% |
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。
常见共同持仓
该证券的被追踪持有人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)
Aug 19
Yuan Lipen
Officer · VP · 1.00K 股 @ 73.77 · $73,770
Aug 18
Yuan Lipen
Officer · VP · 350 股 @ 73.58 · $25,753
Aug 18
Yuan Lipen
Officer · VP · 1.00K 股 @ 74.50 · $74,500
Aug 07
Chen Chih-Ho
Officer · Controller · 33 股 @ 73.31 · $2,419
Aug 07
Chen Pei-Hung
Officer · VP · 46 股 @ 73.31 · $3,372
Aug 07
Chin Yung-Pei
Officer · EVP and Co-COO · 72 股 @ 73.31 · $5,278
Aug 07
Chuang Juiping
Officer · VP · 49 股 @ 73.31 · $3,592
Aug 07
Chuang Tzu-Sou
Officer · VP · 47 股 @ 73.31 · $3,446
Aug 07
Fang Shu-Hua
Officer · SVP and GC · 57 股 @ 73.31 · $4,179
Aug 07
He Jun
Officer · VP · 46 股 @ 73.31 · $3,372
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
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q3 2024 ·
方法论 ·
通过API获取此数据