TSM
Taiwan Semiconductor Manufacturing Company Limited · Technology · Semiconductors
Données momentum (gérants comparables) :
étendue des détenteurs +1.0% ·
flux d'actions -1.2% ·
nouvelles positions nettes +1.0%
· formule
Fragmentation de l'actionnariat : plus de détenteurs, participation agrégée plus faible
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q1 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 3.33M | $1.43B | n/a | n/a |
| Q2 2026 | 194 | +2 | 550.52M | $260.97B | +5 | −2 |
| 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) ✦ | 60.39M | -1.2% | $20.41B | 1.1% | ▼ Trim | 4 | SEC ↗ ×7 |
| 2 | Capital World Investors ✦ | 32.89M | +20.0% | $11.11B | 1.5% | ▲ Add | 8 | SEC ↗ |
| 3 | Sanders Capital, LLC | 28.06M | -12.2% | $9.48B | 11.3% | ▼ Trim | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 23.98M | -4.8% | $7.59B | 0.5% | ▼ Trim | 3 | SEC ↗ ×22 |
| 5 | Fisher Asset Management ✦ | 18.62M | +2.6% | $6.29B | 2.1% | ▲ Add | 8 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 18.22M | +10.6% | $6.16B | 0.1% | ▲ Add | 4 | SEC ↗ ×18 |
| 7 | Morgan Stanley ✦ | 14.77M | +9.3% | $4.99B | 0.3% | ▲ Add | 3 | SEC ↗ ×23 |
| 8 | Bank Of America Corp /De/ | 14.11M | -11.3% | $4.77B | 0.3% | ▼ Trim | 2 | SEC ↗ ×8 |
| 9 | Jennison Associates Llc | 12.02M | -10.2% | $4.06B | 2.8% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Capital International Investors | 11.31M | -55.9% | $3.79B | 0.9% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 11.01M | +51.0% | $3.72B | 0.7% | ▲ Add | 2 | SEC ↗ ×12 |
| 12 | Massachusetts Financial Services Co… | 9.68M | -4.6% | $3.40B | 1.1% | ▼ Trim | 2 | SEC ↗ ×9 |
| 13 | Capital Research Global Investors | 9.99M | +210.7% | $3.37B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 14 | Goldman Sachs Group ✦ | 9.40M | +11.0% | $3.18B | 0.4% | ▲ Add | 3 | SEC ↗ ×5 |
| 15 | Coatue Management ✦ | 9.28M | +7.6% | $3.14B | 10.8% | ▲ Add | 8 | SEC ↗ ×9 |
| 16 | Bank of New York Mellon Corp | 9.20M | -20.7% | $3.11B | 0.6% | ▼ Trim | 2 | SEC ↗ ×23 |
| 17 | Wcm Investment Management, Llc | 9.33M | -5.0% | $2.95B | 6.7% | ▼ Trim | 2 | SEC ↗ |
| 18 | T. Rowe Price ✦ | 8.16M | -8.2% | $2.76B | 0.3% | ▼ Trim | 8 | SEC ↗ ×3 |
| 19 | Janus Henderson Group Plc | 7.92M | -4.5% | $2.65B | 1.3% | ▼ Trim | 2 | SEC ↗ ×4 |
| 20 | Alliancebernstein L.P. | 8.48M | -17.0% | $2.58B | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 21 | Wellington Management ✦ | 7.60M | +39.8% | $2.57B | 0.5% | ▲ Add | 8 | SEC ↗ ×9 |
| 22 | Franklin Resources Inc | 7.33M | -2.5% | $2.48B | 0.6% | ▼ Trim | 2 | SEC ↗ ×16 |
| 23 | Northern Trust Corp | 6.51M | -1.7% | $2.20B | 0.3% | ▼ Trim | 2 | SEC ↗ ×4 |
| 24 | American Century Companies Inc | 6.35M | -5.7% | $2.15B | 1.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Royal Bank Of Canada | 6.29M | -3.5% | $2.13B | 0.4% | ▼ Trim | 2 | SEC ↗ ×16 |
| 26 | Brown Advisory Inc | 6.14M | -5.1% | $2.08B | 3.4% | ▼ Trim | 2 | SEC ↗ ×4 |
| 27 | Schroder Investment Management Group | 5.96M | n/a | $2.02B | 1.7% | n/c | 1 | SEC ↗ ×9 |
| 28 | Tiger Global Management ✦ | 5.57M | +49.4% | $1.88B | 8.2% | ▲ Add | 8 | SEC ↗ |
| 29 | Alkeon Capital Management Llc | 5.42M | -0.3% | $1.83B | 8.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Clearbridge Investments, LLC | 4.75M | +7.5% | $1.60B | 1.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Wells Fargo & Company/Mn | 4.65M | +8.9% | $1.57B | 0.3% | ▲ Add | 2 | SEC ↗ ×5 |
| 32 | Ameriprise Financial Inc | 4.56M | +6.5% | $1.54B | 0.4% | ▲ Add | 2 | SEC ↗ ×9 |
| 33 | Viking Global Investors ✦ | 4.47M | -9.2% | $1.51B | 4.2% | ▼ Trim | 6 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 4.10M | +898.7% | $1.39B | 0.3% | ▲ Add | 2 | SEC ↗ ×9 |
| 35 | Citadel Advisors ✦ | 4.04M | +34.9% | $1.36B | 1.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 36 | Hsbc Holdings Plc | 4.08M | +12.9% | $1.36B | 0.8% | ▲ Add | 2 | SEC ↗ ×16 |
| 37 | Invesco Ltd. | 3.99M | +7.1% | $1.35B | 0.1% | ▲ Add | 2 | SEC ↗ ×7 |
| 38 | First Eagle Investment Management… | 3.90M | -34.3% | $1.32B | 2.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Susquehanna International Group, Llp | 3.89M | +1341.3% | $1.31B | 1.7% | ▲ Add | 2 | SEC ↗ ×2 |
| 40 | Envestnet Asset Management Inc | 3.82M | +7.9% | $1.29B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 41 | Barclays Plc | 3.79M | +21.5% | $1.28B | 0.5% | ▲ Add | 2 | SEC ↗ ×6 |
| 42 | Russell Investments Group, Ltd. | 3.78M | -9.5% | $1.27B | 1.4% | ▼ Trim | 2 | SEC ↗ ×28 |
| 43 | Dimensional Fund Advisors Lp | 3.11M | -13.7% | $1.05B | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 44 | D. E. Shaw & Co. ✦ | 3.06M | +3.6% | $1.03B | 0.9% | ▲ Add | 8 | SEC ↗ ×2 |
| 45 | Lazard Asset Management Llc | 2.95M | -9.2% | $996.66M | 1.6% | ▼ Trim | 2 | SEC ↗ ×2 |
| 46 | Citigroup Inc | 2.80M | +27.4% | $945.08M | 0.6% | ▲ Add | 2 | SEC ↗ ×6 |
| 47 | Voya Investment Management Llc | 2.73M | -9.3% | $920.90M | 1.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 48 | Nomura Asset Management… | 2.69M | +0.3% | $910.05M | 1.6% | ▲ Add | 2 | SEC ↗ |
| 49 | Raymond James Financial Inc | 2.68M | 0.0% | $904.97M | 0.3% | ▲ Add | 2 | SEC ↗ ×6 |
| 50 | 1832 Asset Management L.P. | 2.62M | -7.1% | $884.40M | 1.2% | ▼ Trim | 2 | SEC ↗ |
| 51 | Sei Investments Co | 2.59M | +11.8% | $875.80M | 0.8% | ▲ Add | 2 | SEC ↗ ×2 |
| 52 | Fayez Sarofim & Co | 2.55M | +3.1% | $861.02M | 2.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 53 | Nuveen, LLC | 2.42M | -4.4% | $816.97M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 54 | Manufacturers Life Insurance… | 2.40M | -2.1% | $810.01M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 55 | Marshall Wace ✦ | 2.24M | +31.2% | $757.06M | 0.8% | ▲ Add | 4 | SEC ↗ ×4 |
| 56 | Millennium Management ✦ | 2.23M | +74.4% | $754.60M | 0.6% | ▲ Add | 8 | SEC ↗ |
| 57 | LPL Financial LLC | 2.09M | +3.2% | $707.94M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 58 | Principal Financial Group Inc | 1.97M | -5.4% | $664.61M | 0.4% | ▼ Trim | 2 | SEC ↗ ×3 |
| 59 | Soroban Capital Partners LP | 1.93M | -26.9% | $652.76M | 4.7% | ▼ Trim | 2 | SEC ↗ |
| 60 | Point72 Asset Management ✦ | 1.86M | -60.2% | $627.85M | 1.1% | ▼ Trim | 8 | SEC ↗ |
| 61 | National Bank Of Canada /Fi/ | 1.75M | +137.5% | $591.10M | 0.6% | ▲ Add | 2 | SEC ↗ ×4 |
| 62 | Jones Financial Companies Lllp | 1.79M | +654.0% | $586.11M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 63 | Legal & General Group Plc | 1.70M | +3.0% | $575.32M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 64 | Deutsche Bank Ag\ | 1.68M | -25.9% | $567.00M | 0.2% | ▼ Trim | 2 | SEC ↗ ×10 |
| 65 | BNP Paribas Asset Management… | 1.65M | -12.9% | $557.19M | 0.6% | ▼ Trim | 2 | SEC ↗ ×4 |
| 66 | Royal London Asset Management Ltd | 1.59M | -16.2% | $538.23M | 1.1% | ▼ Trim | 2 | SEC ↗ |
| 67 | Ninety One UK Ltd | 1.58M | -21.6% | $533.00M | 1.2% | ▼ Trim | 2 | SEC ↗ |
| 68 | Amundi | 1.57M | +2.2% | $531.75M | 0.1% | ▲ Add | 2 | SEC ↗ ×12 |
| 69 | Bnp Paribas Financial Markets | 1.55M | +42.4% | $524.00M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 70 | FIL Ltd | 1.50M | +2.9% | $507.86M | 0.4% | ▲ Add | 2 | SEC ↗ ×6 |
| 71 | DZ BANK AG Deutsche Zentral… | 1.42M | +8.8% | $481.29M | 0.4% | ▲ Add | 2 | SEC ↗ ×6 |
| 72 | Swedbank AB | 1.42M | -4.3% | $479.26M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 73 | Lone Pine Capital ✦ | 1.39M | -54.5% | $469.59M | 3.7% | ▼ Trim | 8 | SEC ↗ |
| 74 | Altimeter Capital ✦ | 1.37M | +12.0% | $461.53M | 8.1% | ▲ Add | 4 | SEC ↗ |
| 75 | Appaloosa ✦ | 1.33M | +17.5% | $448.63M | 7.6% | ▲ Add | 8 | SEC ↗ |
| 76 | Optiver Holding B.V. | 1.29M | +10.4% | $434.69M | 16.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 77 | Baillie Gifford ✦ | 1.28M | -4.1% | $433.34M | 0.4% | ▼ Trim | 8 | SEC ↗ ×4 |
| 78 | Neuberger Berman Group LLC | 1.27M | -1.1% | $424.07M | 0.3% | ▼ Trim | 2 | SEC ↗ ×2 |
| 79 | Artisan Partners Limited Partnership | 1.19M | +56.2% | $402.89M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 80 | Cibc World Market Inc. | 1.19M | -0.2% | $402.21M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 81 | Allianz Asset Management GmbH | 1.17M | +2.7% | $394.49M | 0.5% | ▲ Add | 2 | SEC ↗ ×5 |
| 82 | Arrowstreet Capital ✦ | 1.15M | -46.9% | $387.53M | 0.2% | ▼ Trim | 8 | SEC ↗ |
| 83 | Allspring Global Investments… | 1.11M | -12.1% | $379.97M | 0.6% | ▼ Trim | 2 | SEC ↗ ×3 |
| 84 | Man Group plc | 1.11M | +0.8% | $374.09M | 0.8% | ▲ Add | 2 | SEC ↗ ×2 |
| 85 | Stifel Financial Corp | 1.10M | +17.4% | $372.86M | 0.3% | ▲ Add | 2 | SEC ↗ ×8 |
| 86 | Bridgewater Associates ✦ | 1.08M | Nouveau | $364.00M | 1.6% | New | 1 | SEC ↗ |
| 87 | Pnc Financial Services Group, Inc. | 1.05M | -3.2% | $356.15M | 0.2% | ▼ Trim | 2 | SEC ↗ ×8 |
| 88 | Victory Capital Management Inc | 1.01M | -23.8% | $342.14M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 89 | Tidal Investments LLC | 1.01M | +234.2% | $329.60M | 1.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 90 | Rockefeller Capital Management L.P. | 946.31K | +8.5% | $320.15M | 0.6% | ▲ Add | 2 | SEC ↗ ×7 |
| 91 | State Street Global Advisors ✦ (passif) | 934.50K | +4.0% | $316.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 92 | Baird Financial Group, Inc. | 933.56K | +12.8% | $315.50M | 0.5% | ▲ Add | 2 | SEC ↗ ×2 |
| 93 | Robeco Institutional Asset… | 910.00K | -26.0% | $307.53M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 94 | Bank Of Montreal /Can/ | 900.06K | +6.4% | $304.17M | 0.1% | ▲ Add | 2 | SEC ↗ ×10 |
| 95 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 882.95K | -6.6% | $298.03M | 0.4% | ▼ Trim | 2 | SEC ↗ ×3 |
| 96 | Connor, Clark & Lunn Investment… | 849.64K | -5.7% | $287.14M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 97 | HighTower Advisors, LLC | 803.76K | +3.0% | $271.64M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 98 | Geode Capital Management ✦ (passif) | 765.38K | +2.4% | $258.66M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 99 | New York State Common Retirement… | 754.28K | -3.0% | $254.91M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 100 | CIBC Bancorp USA Inc. | 744.45K | n/a | $251.70M | 0.3% | n/c | 1 | SEC ↗ ×2 |
« Leur pondération » = la part de la position dans la valeur actions 13F déclarée de ce gérant : la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Bridgewater Associates | $364.00M | 1.6% |
Sorti(e)
| Alyeska Investment Group, L.P. | $200.40M | était 0.6% |
| Hrt Financial Lp | $17.00M | était 0.1% |
| Adage Capital Partners | $7.60M | 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