TSM
Taiwan Semiconductor Manufacturing Company Limited · Technology · Semiconductors
Données momentum (gérants comparables) :
étendue des détenteurs -0.5% ·
flux d'actions -6.3% ·
nouvelles positions nettes -0.5%
· formule
Distribution large : baisse des positions et réduction du nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 61.13M | -16.5% | $18.58B | 0.9% | ▼ Trim | 3 | SEC ↗ ×7 |
| 2 | Sanders Capital, LLC | 31.96M | n/a | $9.71B | 11.2% | n/c | 1 | SEC ↗ |
| 3 | Capital World Investors ✦ | 27.40M | -1.2% | $8.33B | 1.1% | ▼ Trim | 7 | SEC ↗ |
| 4 | Capital International Investors | 25.66M | n/a | $7.79B | 1.2% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 25.18M | -48.6% | $7.65B | 0.5% | ▼ Trim | 2 | SEC ↗ ×21 |
| 6 | Fisher Asset Management ✦ | 18.15M | +1.8% | $5.51B | 1.9% | ▲ Add | 7 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 16.48M | -4.1% | $5.01B | 0.1% | ▼ Trim | 3 | SEC ↗ ×18 |
| 8 | Bank Of America Corp /De/ | 15.90M | n/a | $4.83B | 0.4% | n/c | 1 | SEC ↗ ×8 |
| 9 | Morgan Stanley ✦ | 13.51M | -10.5% | $4.11B | 0.2% | ▼ Trim | 2 | SEC ↗ ×21 |
| 10 | Jennison Associates Llc | 13.39M | n/a | $4.07B | 2.4% | n/c | 1 | SEC ↗ ×2 |
| 11 | Bank of New York Mellon Corp | 11.59M | n/a | $3.52B | 0.6% | n/c | 1 | SEC ↗ ×23 |
| 12 | Alliancebernstein L.P. | 10.22M | n/a | $3.10B | 1.0% | n/c | 1 | SEC ↗ |
| 13 | Massachusetts Financial Services Co… | 10.15M | n/a | $3.08B | 1.0% | n/c | 1 | SEC ↗ ×8 |
| 14 | Wcm Investment Management, Llc | 9.82M | n/a | $2.94B | 6.1% | n/c | 1 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 8.89M | -22.5% | $2.70B | 0.3% | ▼ Trim | 7 | SEC ↗ ×3 |
| 16 | Coatue Management ✦ | 8.63M | +6.9% | $2.62B | 6.6% | ▲ Add | 7 | SEC ↗ ×9 |
| 17 | Goldman Sachs Group ✦ | 8.47M | -30.2% | $2.57B | 0.4% | ▼ Trim | 2 | SEC ↗ ×5 |
| 18 | Janus Henderson Group Plc | 8.29M | n/a | $2.50B | 1.1% | n/c | 1 | SEC ↗ ×4 |
| 19 | Franklin Resources Inc | 7.51M | n/a | $2.28B | 0.6% | n/c | 1 | SEC ↗ ×14 |
| 20 | UBS Group AG | 7.29M | n/a | $2.21B | 0.4% | n/c | 1 | SEC ↗ ×11 |
| 21 | American Century Companies Inc | 6.74M | n/a | $2.05B | 1.0% | n/c | 1 | SEC ↗ |
| 22 | Northern Trust Corp | 6.62M | n/a | $2.01B | 0.3% | n/c | 1 | SEC ↗ ×4 |
| 23 | Royal Bank Of Canada | 6.52M | n/a | $1.98B | 0.3% | n/c | 1 | SEC ↗ ×16 |
| 24 | Brown Advisory Inc | 6.47M | n/a | $1.97B | 2.7% | n/c | 1 | SEC ↗ ×4 |
| 25 | First Eagle Investment Management… | 5.94M | n/a | $1.80B | 3.2% | n/c | 1 | SEC ↗ ×2 |
| 26 | Alkeon Capital Management Llc | 5.44M | n/a | $1.65B | 7.2% | n/c | 1 | SEC ↗ ×2 |
| 27 | Wellington Management ✦ | 5.43M | -7.3% | $1.65B | 0.3% | ▼ Trim | 7 | SEC ↗ ×9 |
| 28 | Viking Global Investors ✦ | 4.91M | +24.6% | $1.49B | 4.0% | ▲ Add | 5 | SEC ↗ |
| 29 | Point72 Asset Management ✦ | 4.66M | +157.1% | $1.42B | 2.3% | ▲ Add | 7 | SEC ↗ |
| 30 | Clearbridge Investments, LLC | 4.41M | n/a | $1.34B | 1.1% | n/c | 1 | SEC ↗ ×2 |
| 31 | Ameriprise Financial Inc | 4.28M | n/a | $1.30B | 0.3% | n/c | 1 | SEC ↗ ×9 |
| 32 | Wells Fargo & Company/Mn | 4.27M | n/a | $1.30B | 0.3% | n/c | 1 | SEC ↗ ×5 |
| 33 | Russell Investments Group, Ltd. | 4.17M | n/a | $1.27B | 1.4% | n/c | 1 | SEC ↗ ×28 |
| 34 | Tiger Global Management ✦ | 3.73M | -18.6% | $1.13B | 3.8% | ▼ Trim | 7 | SEC ↗ |
| 35 | Invesco Ltd. | 3.72M | n/a | $1.13B | 0.1% | n/c | 1 | SEC ↗ ×12 |
| 36 | Hsbc Holdings Plc | 3.61M | n/a | $1.10B | 0.3% | n/c | 1 | SEC ↗ ×42 |
| 37 | Dimensional Fund Advisors Lp | 3.61M | n/a | $1.10B | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 38 | Envestnet Asset Management Inc | 3.54M | n/a | $1.08B | 0.3% | n/c | 1 | SEC ↗ |
| 39 | Lazard Asset Management Llc | 3.25M | n/a | $987.61M | 1.7% | n/c | 1 | SEC ↗ ×2 |
| 40 | Capital Research Global Investors | 3.22M | n/a | $976.82M | 0.2% | n/c | 1 | SEC ↗ |
| 41 | Jane Street Group, Llc | 3.20M | n/a | $973.24M | 1.2% | n/c | 1 | SEC ↗ ×3 |
| 42 | Barclays Plc | 3.12M | n/a | $949.28M | 0.4% | n/c | 1 | SEC ↗ ×7 |
| 43 | Lone Pine Capital ✦ | 3.05M | 0.0% | $927.59M | 6.8% | Held | 7 | SEC ↗ |
| 44 | Voya Investment Management Llc | 3.01M | n/a | $913.27M | 1.0% | n/c | 1 | SEC ↗ ×3 |
| 45 | Citadel Advisors ✦ | 2.99M | +485.0% | $909.43M | 0.6% | ▲ Add | 7 | SEC ↗ ×2 |
| 46 | D. E. Shaw & Co. ✦ | 2.95M | +75.7% | $896.91M | 0.7% | ▲ Add | 7 | SEC ↗ ×2 |
| 47 | 1832 Asset Management L.P. | 2.82M | n/a | $856.33M | 1.1% | n/c | 1 | SEC ↗ |
| 48 | Nomura Asset Management… | 2.68M | n/a | $815.51M | 1.2% | n/c | 1 | SEC ↗ |
| 49 | Raymond James Financial Inc | 2.68M | n/a | $813.55M | 0.3% | n/c | 1 | SEC ↗ ×6 |
| 50 | Nuveen, LLC | 2.53M | n/a | $768.32M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 51 | Fayez Sarofim & Co | 2.47M | n/a | $750.89M | 1.8% | n/c | 1 | SEC ↗ ×4 |
| 52 | Manufacturers Life Insurance… | 2.45M | n/a | $743.51M | 0.6% | n/c | 1 | SEC ↗ |
| 53 | Soroban Capital Partners LP | 2.64M | n/a | $738.18M | 5.4% | n/c | 1 | SEC ↗ |
| 54 | Sei Investments Co | 2.32M | n/a | $704.15M | 0.7% | n/c | 1 | SEC ↗ ×2 |
| 55 | Deutsche Bank Ag\ | 2.26M | n/a | $688.12M | 0.2% | n/c | 1 | SEC ↗ ×12 |
| 56 | Citigroup Inc | 2.20M | n/a | $667.29M | 0.5% | n/c | 1 | SEC ↗ ×7 |
| 57 | Arrowstreet Capital ✦ | 2.16M | -22.9% | $656.27M | 0.4% | ▼ Trim | 7 | SEC ↗ |
| 58 | Principal Financial Group Inc | 2.08M | n/a | $631.86M | 0.3% | n/c | 1 | SEC ↗ ×3 |
| 59 | LPL Financial LLC | 2.03M | n/a | $616.69M | 0.2% | n/c | 1 | SEC ↗ |
| 60 | Ninety One UK Ltd | 2.01M | n/a | $611.70M | 1.3% | n/c | 1 | SEC ↗ |
| 61 | Royal London Asset Management Ltd | 1.90M | n/a | $577.87M | 1.2% | n/c | 1 | SEC ↗ |
| 62 | BNP Paribas Asset Management… | 1.89M | n/a | $575.14M | 0.7% | n/c | 1 | SEC ↗ ×5 |
| 63 | GQG Partners LLC | 1.83M | n/a | $556.73M | 0.9% | n/c | 1 | SEC ↗ |
| 64 | Marshall Wace ✦ | 1.71M | +397.7% | $518.83M | 0.5% | ▲ Add | 3 | SEC ↗ ×2 |
| 65 | Legal & General Group Plc | 1.65M | n/a | $501.81M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 66 | Amundi | 1.54M | n/a | $467.89M | 0.1% | n/c | 1 | SEC ↗ ×10 |
| 67 | Swedbank AB | 1.48M | n/a | $450.37M | 0.4% | n/c | 1 | SEC ↗ |
| 68 | FIL Ltd | 1.46M | n/a | $443.63M | 0.3% | n/c | 1 | SEC ↗ ×5 |
| 69 | Baillie Gifford ✦ | 1.34M | -14.6% | $406.15M | 0.3% | ▼ Trim | 7 | SEC ↗ ×4 |
| 70 | Allspring Global Investments… | 1.27M | n/a | $404.38M | 0.7% | n/c | 1 | SEC ↗ ×3 |
| 71 | Victory Capital Management Inc | 1.33M | n/a | $403.54M | 0.2% | n/c | 1 | SEC ↗ |
| 72 | DZ BANK AG Deutsche Zentral… | 1.31M | n/a | $397.81M | 0.4% | n/c | 1 | SEC ↗ ×6 |
| 73 | Neuberger Berman Group LLC | 1.29M | n/a | $390.27M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 74 | Millennium Management ✦ | 1.28M | +84.6% | $389.03M | 0.3% | ▲ Add | 7 | SEC ↗ |
| 75 | Balyasny Asset Management L.P. | 1.28M | n/a | $387.83M | 0.8% | n/c | 1 | SEC ↗ |
| 76 | Mirae Asset Global Investments Co.… | 1.23M | n/a | $375.16M | 1.0% | n/c | 1 | SEC ↗ ×3 |
| 77 | Robeco Institutional Asset… | 1.23M | n/a | $373.58M | 0.5% | n/c | 1 | SEC ↗ |
| 78 | Altimeter Capital ✦ | 1.22M | +14.1% | $370.51M | 5.6% | ▲ Add | 3 | SEC ↗ |
| 79 | Cibc World Market Inc. | 1.19M | n/a | $362.24M | 0.6% | n/c | 1 | SEC ↗ |
| 80 | Holocene Advisors, LP | 1.17M | n/a | $356.68M | 0.8% | n/c | 1 | SEC ↗ |
| 81 | Renaissance Technologies ✦ | 1.17M | -13.1% | $354.72M | 0.6% | ▼ Trim | 7 | SEC ↗ |
| 82 | Optiver Holding B.V. | 1.16M | n/a | $353.95M | 6.4% | n/c | 1 | SEC ↗ |
| 83 | Allianz Asset Management GmbH | 1.14M | n/a | $345.33M | 0.4% | n/c | 1 | SEC ↗ ×5 |
| 84 | Appaloosa ✦ | 1.13M | +6.6% | $343.40M | 5.0% | ▲ Add | 7 | SEC ↗ |
| 85 | Man Group plc | 1.10M | n/a | $333.54M | 0.6% | n/c | 1 | SEC ↗ |
| 86 | Bnp Paribas Financial Markets | 1.09M | n/a | $330.89M | 0.2% | n/c | 1 | SEC ↗ |
| 87 | Pnc Financial Services Group, Inc. | 1.09M | n/a | $330.75M | 0.2% | n/c | 1 | SEC ↗ ×8 |
| 88 | Credit Agricole S A | 989.99K | n/a | $300.85M | 0.8% | n/c | 1 | SEC ↗ ×6 |
| 89 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 945.33K | n/a | $287.20M | 0.4% | n/c | 1 | SEC ↗ ×3 |
| 90 | Stifel Financial Corp | 940.10K | n/a | $285.69M | 0.3% | n/c | 1 | SEC ↗ ×7 |
| 91 | Connor, Clark & Lunn Investment… | 901.26K | n/a | $273.88M | 0.7% | n/c | 1 | SEC ↗ |
| 92 | State Street Global Advisors ✦ (passif) | 898.78K | -3.3% | $273.70M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 93 | Rockefeller Capital Management L.P. | 872.10K | n/a | $265.02M | 0.5% | n/c | 1 | SEC ↗ ×4 |
| 94 | Two Sigma Investments ✦ | 868.45K | +0.5% | $263.91M | 0.4% | ▲ Add | 6 | SEC ↗ |
| 95 | Bank Of Montreal /Can/ | 846.19K | n/a | $257.15M | 0.1% | n/c | 1 | SEC ↗ ×9 |
| 96 | Baird Financial Group, Inc. | 827.91K | n/a | $251.60M | 0.4% | n/c | 1 | SEC ↗ ×2 |
| 97 | Loomis Sayles & Co L P | 786.75K | n/a | $239.08M | 0.3% | n/c | 1 | SEC ↗ ×2 |
| 98 | HighTower Advisors, LLC | 780.61K | n/a | $237.22M | 0.3% | n/c | 1 | SEC ↗ |
| 99 | New York State Common Retirement… | 777.75K | n/a | $236.35M | 0.3% | n/c | 1 | SEC ↗ |
| 100 | Artisan Partners Limited Partnership | 763.09K | n/a | $231.90M | 0.4% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur actions 13F déclarée de ce gérant : la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Harris Associates (Oakmark) | $330,959 | était 0.0% |
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 co-détentions, sans relation fondamentale sous-jacente.
Achats sur le marché libre (P)
Officer · SVP · 52 act. @ 79.39 · $4,128
Officer · SVP and GC · 53 act. @ 79.39 · $4,208
Officer · SVP · 51 act. @ 79.39 · $4,049
Officer · VP · 7 act. @ 79.39 · $556
Officer · VP · 40 act. @ 79.39 · $3,176
Officer · SVP and Deputy Co-COO · 60 act. @ 79.39 · $4,763
Officer · VP · 39 act. @ 79.39 · $3,096
Officer · VP · 46 act. @ 79.39 · $3,652
Officer · VP · 36 act. @ 79.39 · $2,858
Officer · VP · 40 act. @ 79.39 · $3,176
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