TSM
Quarter 2026Q2 · TAIWAN SEMICONDUCTOR MANUFAC · CUSIP 874039100
Size · Holdings
$40.8B
#20 · 36 Holders
Total market value held across tracked managers.
Force · Net Flow
-$2.2B
#9634 · estimated
This quarter's net buying (est. Σ share change × current price).
Consensus · Breadth
-9
12▲ 21▼ · 1 New
Net-buying groups minus net-selling groups (related filers count once).
Who's adding
citadel+$1.0B
dodge_cox+$637M
capital_group+$231M
polen+$156M
appaloosa+$154M
rentec+$134M
third_point+$88M
altimeter+$30M
norges+$14M
aqr+$13M
ariel+$834K
duquesne+$45K
Who's trimming
gamco-$215K
davis-$2M
giverny-$2M
pzena-$7M
wedgewood-$11M
diamond_hill-$13M
first_eagle-$75M
soros-$98M
whale_rock-$110M
d1-$111M
point72-$140M
marshall_wace-$162M
coatue-$176M
two_sigma-$223M
maverick-$251M
millennium-$254M
tiger_global-$327M
bridgewater-$498M
lone_pine-$615M
viking-$619M
cantillon-$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.