TSM
Taiwan Semiconductor Manufacturing Company Limited · Technology · Semiconductors
Input di momentum (manager comparabili):
ampiezza dei detentori -10.3% ·
flusso azionario -13.8% ·
nuove posizioni nette -11.5%
— formula
Distribuzione diffusa — azioni in calo e minor numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2025
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 30.76M | -13.6% | $5.11B | 0.8% | ▼ Trim | 4 | SEC ↗ |
| 2 | Fisher Asset Management ✦ | 18.01M | -36.5% | $2.99B | 1.3% | ▼ Trim | 4 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 12.35M | +19.1% | $2.05B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 12.35M | +19.1% | $2.05B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 12.35M | +19.1% | $2.05B | 0.3% | ▲ Add | 4 | SEC ↗ |
| 6 | Coatue Management ✦ | 7.96M | -20.1% | $1.32B | 5.8% | ▼ Trim | 4 | SEC ↗ |
| 7 | Coatue Management ✦ | 7.96M | -20.1% | $1.32B | 5.8% | ▼ Trim | 4 | SEC ↗ |
| 8 | Coatue Management ✦ | 7.96M | -20.1% | $1.32B | 5.8% | ▼ Trim | 4 | SEC ↗ |
| 9 | Coatue Management ✦ | 7.96M | -20.1% | $1.32B | 5.8% | ▼ Trim | 4 | SEC ↗ |
| 10 | Coatue Management ✦ | 7.96M | -20.1% | $1.32B | 5.8% | ▼ Trim | 4 | SEC ↗ |
| 11 | Coatue Management ✦ | 7.96M | -20.1% | $1.32B | 5.8% | ▼ Trim | 4 | SEC ↗ |
| 12 | Coatue Management ✦ | 7.96M | -20.1% | $1.32B | 5.8% | ▼ Trim | 4 | SEC ↗ |
| 13 | Coatue Management ✦ | 7.96M | -20.1% | $1.32B | 5.8% | ▼ Trim | 4 | SEC ↗ |
| 14 | Coatue Management ✦ | 7.96M | -20.1% | $1.32B | 5.8% | ▼ Trim | 4 | SEC ↗ |
| 15 | Viking Global Investors ✦ | 4.89M | +19.6% | $811.62M | 2.6% | ▲ Add | 2 | SEC ↗ |
| 16 | Wellington Management ✦ | 4.74M | +12.3% | $786.72M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 17 | Wellington Management ✦ | 4.74M | +12.3% | $786.72M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 18 | Wellington Management ✦ | 4.74M | +12.3% | $786.72M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 19 | Wellington Management ✦ | 4.74M | +12.3% | $786.72M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 20 | Wellington Management ✦ | 4.74M | +12.3% | $786.72M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 21 | Wellington Management ✦ | 4.74M | +12.3% | $786.72M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 22 | Wellington Management ✦ | 4.74M | +12.3% | $786.72M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 23 | Wellington Management ✦ | 4.74M | +12.3% | $786.72M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 24 | Wellington Management ✦ | 4.74M | +12.3% | $786.72M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 25 | Tiger Global Management ✦ | 4.24M | +16.7% | $704.08M | 2.6% | ▲ Add | 4 | SEC ↗ |
| 26 | Lone Pine Capital ✦ | 3.87M | +2.8% | $641.65M | 5.6% | ▲ Add | 4 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 3.03M | +373.6% | $502.60M | 0.6% | ▲ Add | 4 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 3.03M | +373.6% | $502.60M | 0.6% | ▲ Add | 4 | SEC ↗ |
| 29 | Baillie Gifford ✦ | 2.50M | +28.2% | $414.18M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 30 | Baillie Gifford ✦ | 2.50M | +28.2% | $414.18M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 31 | Baillie Gifford ✦ | 2.50M | +28.2% | $414.18M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 32 | Baillie Gifford ✦ | 2.50M | +28.2% | $414.18M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 33 | Point72 Asset Management ✦ | 1.88M | -24.6% | $312.39M | 0.9% | ▼ Trim | 4 | SEC ↗ |
| 34 | Third Point ✦ | 1.78M | 0.0% | $295.48M | 4.6% | Held | 4 | SEC ↗ |
| 35 | Arrowstreet Capital ✦ | 1.68M | -64.5% | $279.41M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 36 | State Street Global Advisors ✦ (passivo) | 1.21M | -4.8% | $201.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Millennium Management ✦ | 810.15K | -56.8% | $134.48M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 38 | Geode Capital Management ✦ (passivo) | 633.04K | +0.7% | $105.08M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 39 | Duquesne Family Office ✦ | 598.78K | +456.9% | $99.40M | 3.3% | ▲ Add | 3 | SEC ↗ |
| 40 | Renaissance Technologies ✦ | 542.82K | -66.7% | $90.11M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 41 | Citadel Advisors ✦ | 534.79K | -56.2% | $88.78M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 42 | Two Sigma Investments ✦ | 503.15K | +64.8% | $83.52M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 43 | Appaloosa ✦ | 270.00K | +8.0% | $44.82M | 0.8% | ▲ Add | 4 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 253.79K | +97.5% | $40.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 253.79K | +97.5% | $40.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 253.79K | +97.5% | $40.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 253.79K | +97.5% | $40.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 48 | ARK Investment Management ✦ | 226.05K | +4.0% | $37.52M | 0.4% | ▲ Add | 4 | SEC ↗ |
| 49 | Fairfax Financial ✦ | 141.70K | 0.0% | $23.51M | 1.3% | Held | 4 | SEC ↗ |
| 50 | Dodge & Cox ✦ | 107.50K | 0.0% | $17.84M | 0.0% | Held | 4 | SEC ↗ |
| 51 | Gotham Asset Management ✦ | 1.75K | Nuovo | $291,164 | 0.0% | New | 1 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Gotham Asset Management | $291,164 | 0.0% |
Uscito
| Altimeter Capital | $99.61M | era 1.8% |
| Soros Fund Management | $7.93M | era 0.2% |
| Marshall Wace | $6.58M | era 0.0% |
| GAMCO Investors | $961,776 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 1 detentori, 373.02K azioni, $46.18M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Acquisti sul mercato aperto (P)
Officer · VP · 1.00K az. @ 73.77 · $73,770
Officer · VP · 350 az. @ 73.58 · $25,753
Officer · VP · 1.00K az. @ 74.50 · $74,500
Officer · Controller · 33 az. @ 73.31 · $2,419
Officer · VP · 46 az. @ 73.31 · $3,372
Officer · EVP and Co-COO · 72 az. @ 73.31 · $5,278
Officer · VP · 49 az. @ 73.31 · $3,592
Officer · VP · 47 az. @ 73.31 · $3,446
Officer · SVP and GC · 57 az. @ 73.31 · $4,179
Officer · VP · 46 az. @ 73.31 · $3,372
Vendite sul mercato aperto (S)
Nessuna vendita insider sul mercato aperto nella nostra finestra di copertura.
Assegnazioni, esercizi e ritenute fiscali non vengono mai conteggiati come acquisti o vendite in questa sede. Metodologia
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