Technology · owned by 7 fund managers
Who owns Taiwan Semiconductor Manufacturing (TSM)?
7 of the 22 fund managers we track hold Taiwan Semiconductor Manufacturing, worth $4.3B combined as of Q2 2026. David Tepper has the biggest bet at 10.2% of the portfolio.
Ownership summary
Fund manager owners
7 / 22
1 opened new positions
Combined value
$4.3B
At quarter-end prices
Biggest weight
10.2%
David Tepper
Buyers / sellers
4 / 3
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. Taiwan Semiconductor Manufacturing appears in 7 of our 22 portfolios.
- Largest holder: David Tepper (10.2% of portfolio)
- 4 managers bought or added this quarter
- 3 managers trimmed or sold out
- 5 congressional trades disclosed recently (5 buys, 0 sells)
- Company insiders in Q3 2026: bought $2M, sold $4K
This is not a recommendation. Do your own research.
Fund managers who own TSM
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| David Tepper Appaloosa Management | 10.20% | Added | 1,650,000 | $788M |
| Chase Coleman Tiger Global Management | 9.72% | Trimmed | 4,881,008 | $2.3B |
| Stanley Druckenmiller Duquesne Family Office | 5.40% | Added | 589,680 | $282M |
| Daniel Loeb Third Point | 4.69% | Added | 460,000 | $220M |
| Terry Smith Fundsmith | 4.02% | New | 1,148,449 | $548M |
| Prem Watsa Fairfax Financial Holdings | 1.69% | Hold | 93,700 | $45M |
| Stephen Mandel Lone Pine Capital | 0.30% | Trimmed | 101,242 | $48M |
| Duan Yongping H&H International Investment | 0% | Sold out | 151,200 | $51M prior qtr |
Congressional trades in TSMAll politician trades
| Member | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
| D Gilbert Ray Cisneros, Jr. House · CA | Buy | $1,001 – $15,000 | 22 Sep 2026 | 12 Oct 2026 |
| R Rick W. Allen House · GA | Buy | $15,001 – $50,000 | 12 Aug 2026 | 22 Sep 2026 |
| D Cleo Fields House · LA | Buy | $1,001 – $15,000 | 10 Jul 2026 | 30 Jul 2026 |
| R Rick W. Allen House · GA | Buy | $1,001 – $15,000 | 8 May 2026 | 16 Jun 2026 |
| D Cleo Fields House · LA | Buy | $1,001 – $15,000 | 9 Apr 2026 | 20 Apr 2026 |
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