TSM
Taiwan Semiconductor Manufacturing Company Limited · Technology · Semiconductors
Données momentum (gérants comparables) :
étendue des détenteurs +7.4% ·
flux d'actions +4.4% ·
nouvelles positions nettes +6.9%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2024
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 4 | T. Rowe Price ✦ | 10.37M | +67.0% | $2.05B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 10.37M | +67.0% | $2.05B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | Coatue Management ✦ | 9.96M | +6.4% | $1.97B | 6.6% | ▲ Add | 3 | SEC ↗ |
| 7 | Coatue Management ✦ | 9.96M | +6.4% | $1.97B | 6.6% | ▲ Add | 3 | SEC ↗ |
| 8 | Coatue Management ✦ | 9.96M | +6.4% | $1.97B | 6.6% | ▲ Add | 3 | SEC ↗ |
| 9 | Coatue Management ✦ | 9.96M | +6.4% | $1.97B | 6.6% | ▲ Add | 3 | SEC ↗ |
| 10 | Coatue Management ✦ | 9.96M | +6.4% | $1.97B | 6.6% | ▲ Add | 3 | SEC ↗ |
| 11 | Coatue Management ✦ | 9.96M | +6.4% | $1.97B | 6.6% | ▲ Add | 3 | SEC ↗ |
| 12 | Arrowstreet Capital ✦ | 4.74M | -39.0% | $936.90M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 13 | Wellington Management ✦ | 4.22M | -4.5% | $833.56M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wellington Management ✦ | 4.22M | -4.5% | $833.56M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 15 | Wellington Management ✦ | 4.22M | -4.5% | $833.56M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 16 | Wellington Management ✦ | 4.22M | -4.5% | $833.56M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 17 | Wellington Management ✦ | 4.22M | -4.5% | $833.56M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 18 | Wellington Management ✦ | 4.22M | -4.5% | $833.56M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 19 | Wellington Management ✦ | 4.22M | -4.5% | $833.56M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 20 | Wellington Management ✦ | 4.22M | -4.5% | $833.56M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 21 | Wellington Management ✦ | 4.22M | -4.5% | $833.56M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 22 | Viking Global Investors ✦ | 4.09M | Nouveau | $807.66M | 2.6% | New | 1 | SEC ↗ |
| 23 | Lone Pine Capital ✦ | 3.76M | -10.7% | $742.65M | 5.5% | ▼ Trim | 3 | SEC ↗ |
| 24 | Tiger Global Management ✦ | 3.63M | 0.0% | $717.87M | 2.7% | Held | 3 | SEC ↗ |
| 25 | Point72 Asset Management ✦ | 2.49M | +106.7% | $492.72M | 1.4% | ▲ Add | 3 | SEC ↗ |
| 26 | Baillie Gifford ✦ | 1.95M | -8.7% | $384.20M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 27 | Baillie Gifford ✦ | 1.95M | -8.7% | $384.20M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 28 | Baillie Gifford ✦ | 1.95M | -8.7% | $384.20M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 29 | Baillie Gifford ✦ | 1.95M | -8.7% | $384.20M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 30 | Millennium Management ✦ | 1.88M | -5.0% | $370.36M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 31 | Third Point ✦ | 1.78M | 0.0% | $351.53M | 4.7% | Held | 3 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 1.63M | +92.0% | $321.76M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 33 | State Street Global Advisors ✦ (passif) | 1.27M | — | $252.20M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 1.22M | -33.2% | $241.33M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 1.22M | -33.2% | $241.33M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 36 | D. E. Shaw & Co. ✦ | 639.24K | +11.0% | $126.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | Geode Capital Management ✦ (passif) | 628.49K | -2.2% | $124.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Altimeter Capital ✦ | 504.38K | -2.9% | $99.61M | 1.8% | ▼ Trim | 2 | SEC ↗ |
| 39 | Two Sigma Investments ✦ | 305.29K | -72.7% | $60.29M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 40 | Appaloosa ✦ | 250.00K | -37.5% | $49.37M | 0.8% | ▼ Trim | 3 | SEC ↗ |
| 41 | ARK Investment Management ✦ | 217.33K | -2.2% | $42.92M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 42 | Fairfax Financial ✦ | 141.70K | 0.0% | $28.00M | 1.8% | Held | 3 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 128.51K | -7.3% | $25.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 128.51K | -7.3% | $25.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 128.51K | -7.3% | $25.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 128.51K | -7.3% | $25.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Duquesne Family Office ✦ | 107.52K | +87.5% | $21.23M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 48 | Dodge & Cox ✦ | 107.50K | 0.0% | $21.23M | 0.0% | Held | 3 | SEC ↗ |
| 49 | Soros Fund Management ✦ | 40.17K | Nouveau | $7.93M | 0.2% | New | 1 | SEC ↗ |
| 50 | Marshall Wace ✦ | 33.31K | Nouveau | $6.58M | 0.0% | New | 1 | SEC ↗ |
| 51 | Marshall Wace ✦ | 33.31K | Nouveau | $6.58M | 0.0% | New | 1 | SEC ↗ |
| 52 | GAMCO Investors ✦ | 4.87K | +69.7% | $961,776 | 0.0% | ▲ Add | 3 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Viking Global Investors | $807.66M | 2.6% |
| Soros Fund Management | $7.93M | 0.2% |
| Marshall Wace | $6.58M | 0.0% |
| Marshall Wace | $6.58M | 0.0% |
Sorti(e)
| Adage Capital Partners | $56.45M | était 0.1% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 373.02K actions, $46.18M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Officer · VP · 1.00K act. @ 73.77 · $73,770
Officer · VP · 350 act. @ 73.58 · $25,753
Officer · VP · 1.00K act. @ 74.50 · $74,500
Officer · Controller · 33 act. @ 73.31 · $2,419
Officer · VP · 46 act. @ 73.31 · $3,372
Officer · EVP and Co-COO · 72 act. @ 73.31 · $5,278
Officer · VP · 49 act. @ 73.31 · $3,592
Officer · VP · 47 act. @ 73.31 · $3,446
Officer · SVP and GC · 57 act. @ 73.31 · $4,179
Officer · VP · 46 act. @ 73.31 · $3,372
Ventes sur le marché libre (S)
Aucune vente d'initié sur le marché libre dans notre fenêtre de couverture.
Les attributions, exercices et retenues fiscales ne sont jamais comptabilisés comme des achats ou des ventes ici. Méthodologie