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TSM
Quarter 2026Q1 · TAIWAN SEMICONDUCTOR MANUFAC · CUSIP 874039100
Size · Holdings
$30.5B
#17 · 36 Holders
Total market value held across tracked managers.
Force · Net Flow
$2.7B
#7 · estimated
This quarter's net buying (est. Σ share change × current price).
Consensus · Breadth
+1
16▲ 15▼ · 2 New
Net-buying groups minus net-selling groups (related filers count once).

Who's adding

capital_group+$2.3B
millennium+$699M
citadel+$667M
tiger_global+$622M
bridgewater+$364M
marshall_wace+$282M
coatue+$221M
soros+$185M
d1+$111M
whale_rock+$77M
appaloosa+$67M
altimeter+$49M
ariel+$2M
hillhouse+$1M
gotham+$721K
gamco+$338K

Who's trimming

duquesne-$16K
pzena-$2M
giverny-$3M
polen-$9M
diamond_hill-$11M
wedgewood-$19M
third_point-$51M
two_sigma-$72M
cantillon-$113M
maverick-$142M
viking-$152M
rentec-$203M
lone_pine-$562M
first_eagle-$688M
point72-$1.1B

Compiled from public SEC 13F-HR filings for a sample of 64 tracked institutions — NOT the whole market. 13F covers long US-listed equity only (no shorts, derivatives, or non-US holdings) and lags ~45 days. Net flow is estimated from share changes × current-quarter price. Institutional-behavior observation, not investment advice.