TSM 13F holders: the hedge funds that own, bought and sold Taiwan Semiconductor Mfg Ltd in Q2 2026
Funds holding Taiwan Semiconductor Mfg Ltd (TSM) at 5% or more of their reported 13F portfolio, and the largest moves in reported value for 2026-06-30. Straight from SEC EDGAR, with no price data involved.
Funds with a high-conviction position
Only positions worth 5% or more of the fund's reported 13F portfolio, largest first
| Fund | % of fund | Filed |
|---|---|---|
| Appaloosa | 10.55% | 2026-08-14 |
| Wedgewood Partners | 10.40% | 2026-08-14 |
| Tiger Global | 9.72% | 2026-08-14 |
| Coatue Management | 8.76% | 2026-08-14 |
| Ruane Cunniff & Goldfarb | 8.71% | 2026-08-14 |
| Sands Capital | 6.96% | 2026-08-13 |
| Altimeter Capital | 6.94% | 2026-08-14 |
| Duquesne Family Office | 6.47% | 2026-08-14 |
Biggest adds and trims
By reported position value, largest first. Capped upstream at 10 on each side, so 10 means “10 or more”
| Adding | Value | % of fund | Trimming | Value | % of fund |
|---|---|---|---|---|---|
| Appaloosa | $788 m | 10.55% | Coatue Management | $4.26 bn | 8.76% |
| Altimeter Capital | $683 m | 6.94% | Tiger Global | $2.33 bn | 9.72% |
| Tudor Investment | $654 m | 2.70% | Sands Capital | $1.87 bn | 6.96% |
| Renaissance Technologies | $405 m | 0.56% | First Eagle Investment | $1.79 bn | 2.94% |
| Duquesne Family Office | $282 m | 6.47% | Viking Global | $1.51 bn | 4.31% |
| Polen Capital | $239 m | 2.06% | Point72 | $766 m | 1.17% |
| Third Point | $220 m | 4.72% | Maverick Capital | $340 m | 3.07% |
| Whale Rock Capital | $282 m | 2.26% | |||
| ARK Investment Management | $230 m | 1.50% | |||
| Wedgewood Partners | $50 m | 10.40% |
8 purchases reported on Form 4 by officers and directors in the last 90 days, while 7 funds added to the position in their 13F. The two windows differ, so trades after the quarter (to 2026-06-30) are included. Insiders are counted, never named.
TSM institutional ownership: what the Q2 2026 13F filings show
8 of the 59 funds tracked here hold Taiwan Semiconductor Mfg Ltd (TSM) at 5% or more of their reported 13F portfolio. The largest weighting belongs to Appaloosa (10.55%), followed by Wedgewood Partners (10.40%), Tiger Global (9.72%) and Coatue Management (8.76%). A 5% position is a deliberate one: at that size TSM is among the handful of names that decide how the fund's quarter goes.
On the buying side, 7 tracked funds increased their TSM position in Q2 2026. Ranked by the size of the position they now report, the list is led by Appaloosa ($788 m), Altimeter Capital ($683 m) and Tudor Investment ($654 m). On the selling side, 10 or more funds cut their position, led by Coatue Management ($4.26 bn), Tiger Global ($2.33 bn) and Sands Capital ($1.87 bn). The dollar figures are the positions as reported at quarter end, not the amounts bought or sold — a 13F gives share counts on two dates, not the trades in between. Each list stops at 10 funds, so a count of 10 means 10 or more.
Among the funds with a page of their own on this site, Coatue Management (8.76%), Sands Capital (6.96%), Altimeter Capital (6.94%) and Viking Global (4.31%) report TSM as one of their ten largest positions; the percentage is the share of that fund's reported portfolio. Each fund's page shows what else it holds alongside TSM.
TSM 13F: questions and answers
Which hedge funds own TSM?
Among the 59 funds tracked here, those holding TSM at 5% or more of their portfolio in Q2 2026 are Appaloosa (10.55%), Wedgewood Partners (10.40%), Tiger Global (9.72%), Coatue Management (8.76%), Ruane Cunniff & Goldfarb (8.71%), Sands Capital (6.96%), Altimeter Capital (6.94%) and Duquesne Family Office (6.47%). Funds holding it as a smaller position are not in that list, so this is the high-conviction end of the ownership, not the full shareholder register.
Which funds bought TSM in Q2 2026?
Appaloosa, Altimeter Capital, Tudor Investment, Renaissance Technologies, Duquesne Family Office, Polen Capital and Third Point. “Bought” here means the share count in the Q2 2026 filing is higher than in the one before.
Which funds sold TSM in Q2 2026?
Coatue Management, Tiger Global, Sands Capital, First Eagle Investment, Viking Global, Point72, Maverick Capital, Whale Rock Capital, ARK Investment Management and Wedgewood Partners — capped at 10, so there may be more. All of them still report a TSM position at the end of Q2 2026, with a lower share count than in the filing before.
Are insiders buying TSM?
Yes. Officers and directors reported 8 purchases of TSM on Form 4 in the last 90 days, in the same period that 7 tracked funds added to the stock in their 13F. The two windows are not identical, so some of those purchases fall after the 2026-06-30 quarter end.
How current is this TSM 13F data?
It reflects positions on 2026-06-30, the end of Q2 2026. Managers have 45 days after quarter end to file, so the holdings shown are always between six weeks and four and a half months old; filings for the quarter ending 2026-09-30 are due by 2026-11-14. The page is rebuilt daily, so a late or amended filing is picked up when it reaches the SEC.
Is this every institution that holds TSM?
No. It covers the 59 funds tracked on this site, and within those only positions of 5% or more in the holders table and the 10 largest moves on each side. Index funds, pension plans and thousands of other 13F filers hold TSM too; a fund with a position between 0.5% and 5% of its portfolio appears in the adds and trims only if it changed its share count.
Source: SEC EDGAR, Form 13F-HR and Form 4 — public domain, reproduced as filed. The table above lists only the funds, among the 59 we track, holding this stock at 5% or more of their portfolio. It is neither the total number of institutions holding the stock nor every fund we track that holds it — smaller positions, down to the 0.5% reporting floor, do not appear here. 13F carries up to a 45-day reporting delay and options are excluded. Values are as reported in the filing, not current market value. Insiders are counted, never named. The company name is EDGAR's own spelling.
See the filings for TSM on SEC EDGAR
This page covers one stock in one quarter. Every fund, every quarter-over-quarter change and every insider purchase live in WhaleSignals.