Fiche du titre · trimestre archivé
TSM
Taiwan Semiconductor Manufacturing Company Limited · Technology · Semiconductors
34Détenteurs suivis
+5Δ détenteurs
182.63MActions détenues
$41.37BValeur déclarée
+5Nouvelles positions
−0Sorties
Données momentum (gérants comparables) :
étendue des détenteurs +17.2% ·
flux d'actions +1.8% ·
nouvelles positions nettes +14.7%
— 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 Q2 2025
Évolution de la détention dans le temps
| 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 | — | — |
Qui le détient · Q2 2025
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 61.40M | — | $13.91B | 0.8% | n/c | 1 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 61.40M | — | $13.91B | 0.8% | n/c | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 61.40M | — | $13.91B | 0.8% | n/c | 1 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 61.40M | — | $13.91B | 0.8% | n/c | 1 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 61.40M | — | $13.91B | 0.8% | n/c | 1 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 61.40M | — | $13.91B | 0.8% | n/c | 1 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 61.40M | — | $13.91B | 0.8% | n/c | 1 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 61.40M | — | $13.91B | 0.8% | n/c | 1 | SEC ↗ |
| 9 | Capital World Investors ✦ | 31.89M | +3.7% | $7.22B | 1.1% | ▲ Add | 5 | SEC ↗ |
| 10 | Fisher Asset Management ✦ | 17.66M | -1.9% | $4.00B | 1.6% | ▼ Trim | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 14.44M | — | $3.27B | 0.1% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 14.44M | — | $3.27B | 0.1% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 14.44M | — | $3.27B | 0.1% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 14.44M | — | $3.27B | 0.1% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 14.44M | — | $3.27B | 0.1% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 14.44M | — | $3.27B | 0.1% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 14.44M | — | $3.27B | 0.1% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 14.44M | — | $3.27B | 0.1% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 14.44M | — | $3.27B | 0.1% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 14.44M | — | $3.27B | 0.1% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (passif) | 14.44M | — | $3.27B | 0.1% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (passif) | 14.44M | — | $3.27B | 0.1% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (passif) | 14.44M | — | $3.27B | 0.1% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (passif) | 14.44M | — | $3.27B | 0.1% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (passif) | 14.44M | — | $3.27B | 0.1% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passif) | 14.44M | — | $3.27B | 0.1% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (passif) | 14.44M | — | $3.27B | 0.1% | n/c | 1 | SEC ↗ |
| 28 | T. Rowe Price ✦ | 13.27M | +7.5% | $3.01B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 13.27M | +7.5% | $3.01B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 30 | T. Rowe Price ✦ | 13.27M | +7.5% | $3.01B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 31 | Coatue Management ✦ | 8.07M | +1.4% | $1.83B | 5.1% | ▲ Add | 5 | SEC ↗ |
| 32 | Coatue Management ✦ | 8.07M | +1.4% | $1.83B | 5.1% | ▲ Add | 5 | SEC ↗ |
| 33 | Coatue Management ✦ | 8.07M | +1.4% | $1.83B | 5.1% | ▲ Add | 5 | SEC ↗ |
| 34 | Coatue Management ✦ | 8.07M | +1.4% | $1.83B | 5.1% | ▲ Add | 5 | SEC ↗ |
| 35 | Coatue Management ✦ | 8.07M | +1.4% | $1.83B | 5.1% | ▲ Add | 5 | SEC ↗ |
| 36 | Coatue Management ✦ | 8.07M | +1.4% | $1.83B | 5.1% | ▲ Add | 5 | SEC ↗ |
| 37 | Coatue Management ✦ | 8.07M | +1.4% | $1.83B | 5.1% | ▲ Add | 5 | SEC ↗ |
| 38 | Coatue Management ✦ | 8.07M | +1.4% | $1.83B | 5.1% | ▲ Add | 5 | SEC ↗ |
| 39 | Wellington Management ✦ | 6.40M | +35.0% | $1.45B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 40 | Wellington Management ✦ | 6.40M | +35.0% | $1.45B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 41 | Wellington Management ✦ | 6.40M | +35.0% | $1.45B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 42 | Wellington Management ✦ | 6.40M | +35.0% | $1.45B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 43 | Wellington Management ✦ | 6.40M | +35.0% | $1.45B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 44 | Wellington Management ✦ | 6.40M | +35.0% | $1.45B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 45 | Wellington Management ✦ | 6.40M | +35.0% | $1.45B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 46 | Wellington Management ✦ | 6.40M | +35.0% | $1.45B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 47 | Wellington Management ✦ | 6.40M | +35.0% | $1.45B | 0.3% | ▲ Add | 5 | SEC ↗ |
| 48 | Tiger Global Management ✦ | 4.58M | +7.9% | $1.04B | 3.0% | ▲ Add | 5 | SEC ↗ |
| 49 | Viking Global Investors ✦ | 4.33M | -11.4% | $980.54M | 2.8% | ▼ Trim | 3 | SEC ↗ |
| 50 | Arrowstreet Capital ✦ | 3.53M | +109.5% | $798.64M | 0.6% | ▲ Add | 5 | SEC ↗ |
| 51 | Lone Pine Capital ✦ | 3.44M | -11.1% | $778.20M | 5.6% | ▼ Trim | 5 | SEC ↗ |
| 52 | Baillie Gifford ✦ | 2.27M | -9.2% | $513.05M | 0.4% | ▼ Trim | 5 | SEC ↗ |
| 53 | Baillie Gifford ✦ | 2.27M | -9.2% | $513.05M | 0.4% | ▼ Trim | 5 | SEC ↗ |
| 54 | Baillie Gifford ✦ | 2.27M | -9.2% | $513.05M | 0.4% | ▼ Trim | 5 | SEC ↗ |
| 55 | Baillie Gifford ✦ | 2.27M | -9.2% | $513.05M | 0.4% | ▼ Trim | 5 | SEC ↗ |
| 56 | Third Point ✦ | 1.43M | -19.7% | $323.88M | 4.3% | ▼ Trim | 5 | SEC ↗ |
| 57 | Point72 Asset Management ✦ | 1.42M | -24.8% | $320.58M | 0.8% | ▼ Trim | 5 | SEC ↗ |
| 58 | Millennium Management ✦ | 1.07M | +31.7% | $241.69M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 59 | Appaloosa ✦ | 1.02M | +279.6% | $232.15M | 3.6% | ▲ Add | 5 | SEC ↗ |
| 60 | State Street Global Advisors ✦ (passif) | 908.90K | -25.0% | $206.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Altimeter Capital ✦ | 867.21K | Nouveau | $196.41M | 2.8% | New | 1 | SEC ↗ |
| 62 | Renaissance Technologies ✦ | 813.42K | +49.9% | $184.23M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 63 | Duquesne Family Office ✦ | 765.09K | +27.8% | $173.28M | 4.4% | ▲ Add | 4 | SEC ↗ |
| 64 | ARK Investment Management ✦ | 698.93K | +209.2% | $158.30M | 1.2% | ▲ Add | 5 | SEC ↗ |
| 65 | Geode Capital Management ✦ (passif) | 676.18K | +6.8% | $153.15M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | D. E. Shaw & Co. ✦ | 501.76K | -83.4% | $113.64M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 67 | D. E. Shaw & Co. ✦ | 501.76K | -83.4% | $113.64M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 68 | Marshall Wace ✦ | 364.39K | Nouveau | $82.53M | 0.1% | New | 1 | SEC ↗ |
| 69 | Citadel Advisors ✦ | 137.99K | -74.2% | $31.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 70 | Soros Fund Management ✦ | 125.48K | Nouveau | $28.42M | 0.8% | New | 1 | SEC ↗ |
| 71 | The Vanguard Group ✦ (passif) | 119.04K | — | $26.96M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | The Vanguard Group ✦ (passif) | 119.04K | — | $26.96M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | The Vanguard Group ✦ (passif) | 119.04K | — | $26.96M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | AQR Capital Management ✦ | 109.18K | -57.0% | $24.62M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 75 | AQR Capital Management ✦ | 109.18K | -57.0% | $24.62M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 76 | AQR Capital Management ✦ | 109.18K | -57.0% | $24.62M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 77 | AQR Capital Management ✦ | 109.18K | -57.0% | $24.62M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 78 | Dodge & Cox ✦ | 107.80K | +0.3% | $24.42M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 79 | Adage Capital Partners ✦ | 100.00K | Nouveau | $22.65M | 0.0% | New | 1 | SEC ↗ |
| 80 | Fairfax Financial ✦ | 93.70K | -33.9% | $21.21M | 1.1% | ▼ Trim | 5 | SEC ↗ |
| 81 | Two Sigma Investments ✦ | 41.06K | -91.8% | $9.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 82 | GAMCO Investors ✦ | 3.10K | Nouveau | $700,987 | 0.0% | New | 1 | SEC ↗ |
| 83 | Gotham Asset Management ✦ | 1.99K | +13.4% | $450,489 | 0.0% | ▲ Add | 2 | 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
| Altimeter Capital | $196.41M | 2.8% |
| Marshall Wace | $82.53M | 0.1% |
| Soros Fund Management | $28.42M | 0.8% |
| Adage Capital Partners | $22.65M | 0.0% |
| GAMCO Investors | $700,987 | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
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.
Fréquemment codétenus
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)
Aug 19
Yuan Lipen
Officer · VP · 1.00K act. @ 73.77 · $73,770
Aug 18
Yuan Lipen
Officer · VP · 350 act. @ 73.58 · $25,753
Aug 18
Yuan Lipen
Officer · VP · 1.00K act. @ 74.50 · $74,500
Aug 07
Chen Chih-Ho
Officer · Controller · 33 act. @ 73.31 · $2,419
Aug 07
Chen Pei-Hung
Officer · VP · 46 act. @ 73.31 · $3,372
Aug 07
Chin Yung-Pei
Officer · EVP and Co-COO · 72 act. @ 73.31 · $5,278
Aug 07
Chuang Juiping
Officer · VP · 49 act. @ 73.31 · $3,592
Aug 07
Chuang Tzu-Sou
Officer · VP · 47 act. @ 73.31 · $3,446
Aug 07
Fang Shu-Hua
Officer · SVP and GC · 57 act. @ 73.31 · $4,179
Aug 07
He Jun
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
Provenance: Détention issue des positions en actions ordinaires analysées des 13F (univers suivi, ensembles comparables pour les variations) ; lignes initiés issues des formulaires 3/4/5 ; participations issues des annexes 13D/13G ; chaque dépôt renvoie à son original sur SEC EDGAR.
Période de déclaration: Q2 2025 ·
Méthodologie ·
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