TSM
Taiwan Semiconductor Manufacturing Company Limited · Technology · Semiconductors
Momentum-inputs (vergelijkbare managers):
breedte van houders +17.2% ·
aandelenstroom +1.8% ·
netto nieuwe posities +14.7%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 61.40M | — | $13.91B | 0.8% | n/c | 1 | SEC ↗ ×8 |
| 2 | Capital World Investors ✦ | 31.89M | +3.7% | $7.22B | 1.1% | ▲ Add | 5 | SEC ↗ |
| 3 | Fisher Asset Management ✦ | 17.66M | -1.9% | $4.00B | 1.6% | ▼ Trim | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 14.44M | — | $3.27B | 0.1% | n/c | 1 | SEC ↗ ×17 |
| 5 | T. Rowe Price ✦ | 13.27M | +7.5% | $3.01B | 0.3% | ▲ Add | 5 | SEC ↗ ×3 |
| 6 | Coatue Management ✦ | 8.07M | +1.4% | $1.83B | 5.1% | ▲ Add | 5 | SEC ↗ ×8 |
| 7 | Wellington Management ✦ | 6.40M | +35.0% | $1.45B | 0.3% | ▲ Add | 5 | SEC ↗ ×9 |
| 8 | Tiger Global Management ✦ | 4.58M | +7.9% | $1.04B | 3.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Viking Global Investors ✦ | 4.33M | -11.4% | $980.54M | 2.8% | ▼ Trim | 3 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 3.53M | +109.5% | $798.64M | 0.6% | ▲ Add | 5 | SEC ↗ |
| 11 | Lone Pine Capital ✦ | 3.44M | -11.1% | $778.20M | 5.6% | ▼ Trim | 5 | SEC ↗ |
| 12 | Baillie Gifford ✦ | 2.27M | -9.2% | $513.05M | 0.4% | ▼ Trim | 5 | SEC ↗ ×4 |
| 13 | Third Point ✦ | 1.43M | -19.7% | $323.88M | 4.3% | ▼ Trim | 5 | SEC ↗ |
| 14 | Point72 Asset Management ✦ | 1.42M | -24.8% | $320.58M | 0.8% | ▼ Trim | 5 | SEC ↗ |
| 15 | Millennium Management ✦ | 1.07M | +31.7% | $241.69M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 16 | Appaloosa ✦ | 1.02M | +279.6% | $232.15M | 3.6% | ▲ Add | 5 | SEC ↗ |
| 17 | State Street Global Advisors ✦ (passief) | 908.90K | -25.0% | $206.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Altimeter Capital ✦ | 867.21K | Nieuw | $196.41M | 2.8% | New | 1 | SEC ↗ |
| 19 | Renaissance Technologies ✦ | 813.42K | +49.9% | $184.23M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 20 | Duquesne Family Office ✦ | 765.09K | +27.8% | $173.28M | 4.4% | ▲ Add | 4 | SEC ↗ |
| 21 | ARK Investment Management ✦ | 698.93K | +209.2% | $158.30M | 1.2% | ▲ Add | 5 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passief) | 676.18K | +6.8% | $153.15M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 501.76K | -83.4% | $113.64M | 0.1% | ▼ Trim | 5 | SEC ↗ ×2 |
| 24 | Marshall Wace ✦ | 364.39K | Nieuw | $82.53M | 0.1% | New | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 137.99K | -74.2% | $31.25M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Soros Fund Management ✦ | 125.48K | Nieuw | $28.42M | 0.8% | New | 1 | SEC ↗ |
| 27 | The Vanguard Group ✦ (passief) | 119.04K | — | $26.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | AQR Capital Management ✦ | 109.18K | -57.0% | $24.62M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 29 | Dodge & Cox ✦ | 107.80K | +0.3% | $24.42M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Adage Capital Partners ✦ | 100.00K | Nieuw | $22.65M | 0.0% | New | 1 | SEC ↗ |
| 31 | Fairfax Financial ✦ | 93.70K | -33.9% | $21.21M | 1.1% | ▼ Trim | 5 | SEC ↗ |
| 32 | Two Sigma Investments ✦ | 41.06K | -91.8% | $9.30M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 33 | GAMCO Investors ✦ | 3.10K | Nieuw | $700,987 | 0.0% | New | 1 | SEC ↗ |
| 34 | Gotham Asset Management ✦ | 1.99K | +13.4% | $450,489 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| 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% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1 houders, 373.02K aandelen, $46.18M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Officer · SVP · 52 aand @ 79.39 · $4,128
Officer · SVP and GC · 53 aand @ 79.39 · $4,208
Officer · SVP · 51 aand @ 79.39 · $4,049
Officer · VP · 7 aand @ 79.39 · $556
Officer · VP · 40 aand @ 79.39 · $3,176
Officer · SVP and Deputy Co-COO · 60 aand @ 79.39 · $4,763
Officer · VP · 39 aand @ 79.39 · $3,096
Officer · VP · 46 aand @ 79.39 · $3,652
Officer · VP · 36 aand @ 79.39 · $2,858
Officer · VP · 40 aand @ 79.39 · $3,176
Open-market verkopen (S)
Geen open-market insider-verkopen in ons dekkingsvenster.
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie