证券记录 · 已归档季度
TSM
Taiwan Semiconductor Manufacturing Company Limited · Technology · Semiconductors
38被追踪持有人
+1Δ持有人
267.84M持有股份
$74.80B报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +2.7% ·
股份流向 +3.5% ·
净新建仓位 +2.6%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q3 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 3.33M | $1.43B | n/a | n/a |
| 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 | n/a | −1 |
| Q3 2025 | 38 | +1 | 267.84M | $74.80B | +1 | n/a |
| Q2 2025 | 34 | +5 | 182.63M | $41.37B | +5 | n/a |
| 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 | n/a | 121.56M | $21.13B | n/a | n/a |
持有人 · Q3 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 73.19M | +19.2% | $20.44B | 1.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 2 | JPMorgan Chase ✦ | 48.98M | n/a | $13.68B | 0.4% | n/c | 1 | SEC ↗ ×42 |
| 3 | Capital World Investors ✦ | 27.74M | -13.0% | $7.75B | 1.1% | ▼ Trim | 6 | SEC ↗ |
| 4 | Fisher Asset Management ✦ | 17.83M | +0.9% | $4.98B | 1.8% | ▲ Add | 6 | SEC ↗ |
| 5 | BlackRock ✦ (被动) | 17.18M | +19.0% | $4.80B | 0.1% | ▲ Add | 2 | SEC ↗ ×16 |
| 6 | Morgan Stanley ✦ | 15.09M | n/a | $4.21B | 0.3% | n/c | 1 | SEC ↗ ×21 |
| 7 | Goldman Sachs Group ✦ | 12.13M | n/a | $3.39B | 0.5% | n/c | 1 | SEC ↗ ×5 |
| 8 | T. Rowe Price ✦ | 11.48M | -13.5% | $3.20B | 0.3% | ▼ Trim | 6 | SEC ↗ ×3 |
| 9 | Coatue Management ✦ | 8.07M | +0.1% | $2.25B | 5.5% | ▲ Add | 6 | SEC ↗ ×9 |
| 10 | Wellington Management ✦ | 5.86M | -8.4% | $1.64B | 0.3% | ▼ Trim | 6 | SEC ↗ ×9 |
| 11 | Tiger Global Management ✦ | 4.58M | 0.0% | $1.28B | 4.0% | Held | 6 | SEC ↗ |
| 12 | Viking Global Investors ✦ | 3.94M | -8.9% | $1.10B | 2.9% | ▼ Trim | 4 | SEC ↗ |
| 13 | Lone Pine Capital ✦ | 3.05M | -11.2% | $852.50M | 6.2% | ▼ Trim | 6 | SEC ↗ |
| 14 | Arrowstreet Capital ✦ | 2.80M | -20.6% | $782.33M | 0.5% | ▼ Trim | 6 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 1.81M | +28.2% | $506.70M | 1.2% | ▲ Add | 6 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 1.68M | +234.8% | $469.11M | 0.4% | ▲ Add | 6 | SEC ↗ ×2 |
| 17 | Baillie Gifford ✦ | 1.56M | -30.9% | $436.83M | 0.3% | ▼ Trim | 6 | SEC ↗ ×4 |
| 18 | Renaissance Technologies ✦ | 1.34M | +65.1% | $375.06M | 0.5% | ▲ Add | 6 | SEC ↗ |
| 19 | Third Point ✦ | 1.10M | -23.1% | $307.22M | 3.7% | ▼ Trim | 6 | SEC ↗ |
| 20 | Altimeter Capital ✦ | 1.07M | +23.2% | $298.47M | 3.9% | ▲ Add | 2 | SEC ↗ |
| 21 | Appaloosa ✦ | 1.06M | +3.4% | $296.05M | 4.0% | ▲ Add | 6 | SEC ↗ |
| 22 | State Street Global Advisors ✦ (被动) | 929.20K | +2.2% | $260.13M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 864.43K | +2005.5% | $241.43M | 0.4% | ▲ Add | 5 | SEC ↗ |
| 24 | Duquesne Family Office ✦ | 765.09K | 0.0% | $213.68M | 5.4% | Held | 5 | SEC ↗ |
| 25 | ARK Investment Management ✦ | 742.03K | +6.2% | $207.24M | 1.2% | ▲ Add | 6 | SEC ↗ |
| 26 | Geode Capital Management ✦ (被动) | 715.18K | +5.8% | $199.74M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 27 | Millennium Management ✦ | 693.62K | -35.0% | $193.72M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 511.59K | +270.7% | $142.88M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 29 | Marshall Wace ✦ | 343.05K | -5.9% | $95.81M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Adage Capital Partners ✦ | 150.00K | +50.0% | $41.89M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 31 | Soros Fund Management ✦ | 136.09K | +8.5% | $38.01M | 0.9% | ▲ Add | 2 | SEC ↗ |
| 32 | The Vanguard Group ✦ (被动) | 118.47K | -0.5% | $33.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 33 | Dodge & Cox ✦ | 107.80K | 0.0% | $30.11M | 0.0% | Held | 6 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 95.09K | -12.9% | $26.28M | 0.0% | ▼ Trim | 6 | SEC ↗ ×4 |
| 35 | Fairfax Financial ✦ | 93.70K | 0.0% | $26.16M | 1.3% | Held | 6 | SEC ↗ |
| 36 | Gotham Asset Management ✦ | 4.00K | +101.3% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | GAMCO Investors ✦ | 2.91K | -6.0% | $812,734 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Harris Associates (Oakmark) ✦ | 1.19K | 新增 | $330,959 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Harris Associates (Oakmark) | $330,959 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 1 持有人, 373.02K 股份, $46.18M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
公开市场买入 (P)
Oct 07
Wang Ying-Lang
Officer · SVP · 52 股 @ 79.39 · $4,128
Oct 07
Fang Shu-Hua
Officer · SVP and GC · 53 股 @ 79.39 · $4,208
Oct 07
Lee Chun-Hsien
Officer · SVP · 51 股 @ 79.39 · $4,049
Oct 07
Tien Bor-Zen
Officer · VP · 7 股 @ 79.39 · $556
Oct 07
Yuan Lipen
Officer · VP · 40 股 @ 79.39 · $3,176
Oct 07
Hou Yung-Chin
Officer · SVP and Deputy Co-COO · 60 股 @ 79.39 · $4,763
Oct 07
Hwang Yuan-Ko
Officer · VP · 39 股 @ 79.39 · $3,096
Oct 07
Ku Yao-Ching
Officer · VP · 46 股 @ 79.39 · $3,652
Oct 07
Lu Chin-Sheng
Officer · VP · 36 股 @ 79.39 · $2,858
Oct 07
Tien Bor-Zen
Officer · VP · 40 股 @ 79.39 · $3,176
公开市场卖出 (S)
在我们的覆盖窗口内无内部人士公开市场卖出记录。
授予、行权及税务代扣代缴在本平台均不计入买入或卖出。 方法论
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q3 2025 ·
方法论 ·
通过API获取此数据