TSM
Taiwan Semiconductor Manufacturing Company Limited · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares +7.4% ·
flujo de acciones +4.4% ·
nuevas posiciones netas +6.9%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | −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 ✦ | 35.60M | +0.8% | $7.03B | 1.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Fisher Asset Management ✦ | 28.35M | -1.4% | $5.60B | 2.2% | ▼ Trim | 3 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 10.37M | +67.0% | $2.05B | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Coatue Management ✦ | 9.96M | +6.4% | $1.97B | 6.6% | ▲ Add | 3 | SEC ↗ ×6 |
| 5 | Arrowstreet Capital ✦ | 4.74M | -39.0% | $936.90M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wellington Management ✦ | 4.22M | -4.5% | $833.56M | 0.2% | ▼ Trim | 3 | SEC ↗ ×9 |
| 7 | Viking Global Investors ✦ | 4.09M | Nuevo | $807.66M | 2.6% | New | 1 | SEC ↗ |
| 8 | Lone Pine Capital ✦ | 3.76M | -10.7% | $742.65M | 5.5% | ▼ Trim | 3 | SEC ↗ |
| 9 | Tiger Global Management ✦ | 3.63M | 0.0% | $717.87M | 2.7% | Held | 3 | SEC ↗ |
| 10 | Point72 Asset Management ✦ | 2.49M | +106.7% | $492.72M | 1.4% | ▲ Add | 3 | SEC ↗ |
| 11 | Baillie Gifford ✦ | 1.95M | -8.7% | $384.20M | 0.3% | ▼ Trim | 3 | SEC ↗ ×4 |
| 12 | Millennium Management ✦ | 1.88M | -5.0% | $370.36M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 13 | Third Point ✦ | 1.78M | 0.0% | $351.53M | 4.7% | Held | 3 | SEC ↗ |
| 14 | Renaissance Technologies ✦ | 1.63M | +92.0% | $321.76M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 15 | State Street Global Advisors ✦ (pasivo) | 1.27M | — | $252.20M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 1.22M | -33.2% | $241.33M | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | D. E. Shaw & Co. ✦ | 639.24K | +11.0% | $126.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Geode Capital Management ✦ (pasivo) | 628.49K | -2.2% | $124.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Altimeter Capital ✦ | 504.38K | -2.9% | $99.61M | 1.8% | ▼ Trim | 2 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 305.29K | -72.7% | $60.29M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Appaloosa ✦ | 250.00K | -37.5% | $49.37M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 22 | ARK Investment Management ✦ | 217.33K | -2.2% | $42.92M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 23 | Fairfax Financial ✦ | 141.70K | 0.0% | $28.00M | 1.8% | Held | 3 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 128.51K | -7.3% | $25.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 25 | Duquesne Family Office ✦ | 107.52K | +87.5% | $21.23M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 26 | Dodge & Cox ✦ | 107.50K | 0.0% | $21.23M | 0.0% | Held | 3 | SEC ↗ |
| 27 | Soros Fund Management ✦ | 40.17K | Nuevo | $7.93M | 0.2% | New | 1 | SEC ↗ |
| 28 | Marshall Wace ✦ | 33.31K | Nuevo | $6.58M | 0.0% | New | 1 | SEC ↗ ×2 |
| 29 | GAMCO Investors ✦ | 4.87K | +69.7% | $961,776 | 0.0% | ▲ Add | 3 | 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
| Viking Global Investors | $807.66M | 2.6% |
| Soros Fund Management | $7.93M | 0.2% |
| Marshall Wace | $6.58M | 0.0% |
Posición cerrada
| Adage Capital Partners | $56.45M | era 0.1% |
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
TSMC had a record quarter, but it can't make chips for everyone as Nvidia, Apple, Broadcom and AMD fight for capacity.
CNBCGlobal tech stocks fell as a selloff in the artificial-intelligence trade gathered speed and pushed investors toward…
Bloomberg Markets and FinanceAI stocks tumble as a hot inflation reading and Anthropic's slowing revenue growth extend the tech selloff.
BarronsBloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, we set the agenda for…
Bloomberg Markets and FinanceBefore Nvidia became an AI giant, Jensen Huang struggled to get TSMC to return his calls. He found TSMC in the Yellow…
Business InsiderThe world's largest contract chip maker's net profit surged 69% as demand for AI infrastructure remained robust…
WSJ