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Which hedge funds own TSM? TAIWAN SEMICONDUCTOR MANUFAC, Q2 2026 13F holders

TechnologySemiconductors

268 tracked hedge funds disclosed a position in TSM (TAIWAN SEMICONDUCTOR MANUFAC) in their Q2 2026 13F filings, worth $44.9bn in total. The largest holder by portfolio weight is HCEP Management Ltd at 63.7% of its book. 39 opened a new position this quarter: Long Walk Management LP, Caption Management, LLC, Bluegrass Capital Partners LP, Emmett Investment Management, LP. 20 exited: Luxor Capital Group, LP, TOMS Capital Investment Management LP, Science & Technology Partners, L.P..

268
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
39
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
20
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$1.7bn
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$473m
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$44.9bn
Combined value
Sum of the holders' reported positions in the security.
21.6%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

268 rows
HCEP Management Ltd Hedge fund63.7%$39.1m81,800+3.0%added
Marcho Partners LLP Hedge fund34.9%$61.4m128,571+17%added
BlueSpruce Investments, LP Hedge fund31.9%$208m434,582+35%added
Lansdowne Partners (UK) LLP Hedge fund29.0%$705m1.48m+10%added
Coalescence Partners Investment Management, LP Hedge fund26.9%$91.6m191,834−45%reduced
Crow's Nest Holdings LP Hedge fund26.7%$88.4m185,000−18%reduced
Monolith Management Ltd Hedge fund25.5%$42.2m88,450−40%reduced
Prime Capital Management Co Ltd Hedge fund25.3%$317m663,8080.0%held
Trinity Street Asset Management LLP Hedge fund22.9%$445m930,851+3.4%added
Stockbridge Partners LLC Hedge fund20.8%$990m2.07m−3.7%reduced
Charles-Lim Capital Ltd Hedge fund20.2%$64.5m135,000−23%reduced
Tairen Capital Ltd Hedge fund19.1%$216m452,800+178%added
Nipun Capital, L.P. Hedge fund19.0%$40.7m85,280+16%added
Grafton Street Partners Management Company, LLC Hedge fund18.2%$32.9m68,899−8.3%reduced
H Squared Management LP Hedge fund17.7%$27.6m57,8190.0%held
Explore Capital Management, LLC Hedge fund17.4%$19.8m41,5320.0%held
Axon Capital LP Hedge fund16.8%$9.0m18,900−33%reduced
M37 Management LP Hedge fund16.6%$95.5m200,000+33%added
Lynwood Price Capital Management LP Hedge fund15.8%$32.7m68,500−2.1%reduced
Long Walk Management LP Hedge fund15.3%$67.5m141,250–new
Triavera Capital LLC Hedge fund15.1%$27.7m57,996+9.6%added
Pelham Capital Ltd. Hedge fund14.7%$25.8m54,0000.0%held
KADENSA CAPITAL Ltd Hedge fund14.5%$68.1m142,610−9.4%reduced
Credit Capital Investments LLC Hedge fund14.5%$25.3m53,000−0.7%reduced
SurgoCap Partners LP Hedge fund14.0%$434m908,064−18%reduced
FACT Capital, LP Hedge fund13.9%$24.8m51,891−5.9%reduced
Untitled Investments LP Hedge fund13.4%$34.4m71,955−21%reduced
Guardian Point Capital, LP Hedge fund13.2%$43.0m90,000+157%added
Carrhae Capital LLP Hedge fund13.0%$198m414,556−26%reduced
Voyager Global Management LP Hedge fund12.8%$466m975,000−15%reduced
Light Street Capital Management, LLC Hedge fund12.7%$108m225,949−0.7%reduced
TT International Asset Management LTD Hedge fund12.5%$97.9m220,407+132%added
Fremen Capital Management LP Hedge fund12.5%$14.2m29,716+7.9%added
Maestria Partners LLC Hedge fund12.3%$35.3m74,000−13%reduced
Varenne Capital Partners Hedge fund12.3%$73.2m153,341−17%reduced
TB Alternative Assets Ltd. Hedge fund12.1%$75.6m158,390+487%added
Point Break Capital Management, LLC Hedge fund11.7%$10.8m22,513+5.8%added
North of South Capital LLP Hedge fund11.6%$158m330,957−19%reduced
Newbrook Capital Advisors LP Hedge fund11.3%$83.9m175,717−14%reduced
Appaloosa Family office10.5%$788m1.65m+24%added
Elwood Capital Partners LP Hedge fund10.5%$14.3m30,010−14%reduced
Horiko Capital Management LLC Hedge fund10.3%$58.4m123,753+9.5%added
Albar Capital Partners LLP Hedge fund10.1%$77.2m161,576−27%reduced
Dorsal Capital Management, LP Hedge fund9.8%$272m570,000−21%reduced
Strategy Capital LLC Hedge fund9.8%$158m331,597−2.9%reduced
Tiger Global Management LLC Hedge fund9.7%$2.3bn4.88m−12%reduced
Mark Asset Management LP Hedge fund9.7%$95.3m199,480+21%added
Totem Point Management, LLC Hedge fund9.5%$15.6m32,684+51%added
Caption Management, LLC Hedge fund9.5%$270m565,700–new
LRZ Capital LLC Hedge fund9.2%$18.1m37,978−12%reduced