Which hedge funds own TSM? TAIWAN SEMICONDUCTOR MANUFAC, Q2 2026 13F holders
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43 of the hedge funds tracked by WhaleCreep disclosed a position in TSM (TAIWAN SEMICONDUCTOR MANUFAC) in their Q2 2026 13F filings, worth $30.1bn in total. The largest holder by portfolio weight is Lansdowne Partners at 36.3% of its book. 4 managers opened a new position this quarter: Situational Awareness, Fundsmith, Bridger Capital, Palogic Value Management. 3 exited: D1 Capital Partners, Eminence Capital, Junto Capital Management.
43tracked managers holding
4opened this quarter
3exited this quarter
Which hedge funds hold TSM? Current holders by portfolio weight
| Manager | As of | Weight of book | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|
| Lansdowne Partners | Q2 2026 | 36.3% | $1.1bn | 1,475,803 | 10% | added |
| Alkeon Capital Management | Q2 2026 | 14.9% | $2.9bn | 3,536,218 | -35% | reduced |
| Light Street Capital Management | Q2 2026 | 12.7% | $107.9m | 225,949 | -1% | reduced |
| WCM Investment Management | Q2 2026 | 11.4% | $8.4bn | 9,261,509 | -1% | reduced |
| Tiger Global Management | Q2 2026 | 9.7% | $2.3bn | 4,881,008 | -12% | reduced |
| Cantillon Capital Management | Q2 2026 | 8.2% | $54.8m | 114,820 | -95% | reduced |
| Sands Capital Management | Q2 2026 | 7.0% | $1.9bn | 3,925,440 | -33% | reduced |
| Altimeter Capital Management | Q2 2026 | 6.9% | $682.6m | 1,429,355 | 5% | added |
| Duquesne Family Office LLC | Q2 2026 | 6.5% | $281.6m | 589,680 | 19% | added |
| Sculptor Capital Management | Q2 2026 | 6.4% | $616.1m | 1,290,000 | 299% | added |
| Situational Awareness | Q2 2026 | 6.3% | $1.3bn | 2,649,035 | – | new |
| Third Point | Q2 2026 | 4.7% | $219.7m | 460,000 | 67% | added |
| Viking Global Investors | Q2 2026 | 4.3% | $1.5bn | 3,168,097 | -29% | reduced |
| Fundsmith | Q2 2026 | 4.0% | $548.5m | 1,148,449 | – | new |
| Senator Investment Group | Q2 2026 | 3.9% | $100.6m | 210,658 | -20% | reduced |
| Coatue Management | Q2 2026 | 3.7% | $2.4bn | 8,914,995 | -4% | reduced |
| Soros Fund Management | Q2 2026 | 3.3% | $249.4m | 522,158 | -0% | held |
| Maverick Capital | Q2 2026 | 3.1% | $339.9m | 711,757 | -42% | reduced |
| Suvretta Capital Management | Q2 2026 | 3.1% | $145.5m | 304,627 | 2% | added |
| Tudor Investment | Q2 2026 | 2.7% | $653.9m | 1,369,304 | 340% | added |
| Whale Rock Capital Management | Q2 2026 | 2.3% | $281.7m | 589,911 | -28% | reduced |
| Polen Capital Management | Q2 2026 | 2.1% | $239.4m | 501,210 | 187% | added |
| Melqart | Q2 2026 | 1.9% | $20.5m | 42,903 | -63% | reduced |
| Steadfast Capital Management | Q2 2026 | 1.4% | $45.1m | 94,517 | -62% | reduced |
| Point72 Asset Management LP | Q2 2026 | 1.2% | $766.0m | 1,603,897 | -14% | reduced |
| SRS Investment Management | Q2 2026 | 1.2% | $124.8m | 261,301 | -49% | reduced |
| Moore Capital Management | Q2 2026 | 1.1% | $47.6m | 99,587 | -41% | reduced |
| Bridger Capital | Q2 2026 | 0.7% | $1.5m | 3,143 | – | new |
| Marshall Wace | Q2 2026 | 0.7% | $864.6m | 1,810,476 | -19% | reduced |
| Renaissance Technologies LLC | Q2 2026 | 0.6% | $405.5m | 849,080 | 49% | added |
| Millennium Management | Q2 2026 | 0.5% | $760.5m | 1,592,445 | -29% | reduced |
| Lone Pine Capital | Q2 2026 | 0.3% | $48.4m | 101,242 | -93% | reduced |
| D. E. Shaw & Co | Q2 2026 | 0.2% | $369.2m | 773,051 | -75% | reduced |
| Citadel Advisors | Q2 2026 | 0.1% | $251.2m | 525,939 | -87% | reduced |
| Brevan Howard Capital Management | Q2 2026 | 0.1% | $8.3m | 17,350 | -74% | reduced |
| Holocene Advisors | Q2 2026 | 0.1% | $39.8m | 83,285 | -86% | reduced |
| Palogic Value Management | Q2 2026 | 0.1% | $201.1k | 421 | – | new |
| First Manhattan | Q2 2026 | 0.1% | $27.2m | 56,887 | -2% | reduced |
| Ancora Advisors | Q2 2026 | 0.1% | $3.6m | 4,275 | 2% | added |
| Bridgewater Associates | Q2 2026 | 0.1% | $16.5m | 34,525 | -97% | reduced |
| Giverny Capital | Q2 2026 | 0.1% | $1.7m | 3,655 | -55% | reduced |
| Biglari Capital | Q2 2026 | 0.0% | $47.8k | 100 | 0% | held |
| Baillie Gifford | Q2 2026 | 0.0% | $444.1k | 960,732 | -25% | reduced |
Exited since the previous quarter
| Manager | Prior weight | Prior value |
|---|---|---|
| D1 Capital Partners | 6.7% | $111.1m |
| Eminence Capital | 3.3% | $142.5m |
| Junto Capital Management | 1.5% | $31.8m |
Held in a manager's last filing on record
These managers have not filed for the latest quarter; their last disclosure is dated.
| Manager | Last filing | Weight |
|---|---|---|
| Caxton Associates | Q4 2024 | 0.1% |
| Bloom Tree Partners | Q2 2023 | 5.6% |
How has hedge fund ownership of TSM changed?
| Quarter | Managers holding | Combined value |
|---|---|---|
| Q2 2026 | 43 | $30.1bn |
| Q1 2026 | 42 | $32.2bn |
| Q4 2025 | 34 | $17.6bn |
| Q3 2025 | 34 | $24.7bn |
| Q2 2025 | 33 | $19.9bn |
| Q1 2025 | 31 | $10.3bn |
| Q4 2024 | 35 | $15.1bn |
| Q3 2024 | 30 | $7.5bn |
| Q2 2024 | 31 | $6.6bn |
| Q1 2024 | 28 | $7.3bn |
| Q4 2023 | 26 | $3.2bn |
| Q3 2023 | 24 | $4.2bn |
| Q2 2023 | 30 | $17.4bn |
| Q1 2023 | 21 | $6.8bn |
| Q4 2022 | 16 | $5.4bn |
| Q3 2022 | 21 | $8.1bn |
Counts every tracked manager that disclosed TSM in that quarter's filing, including managers that have since stopped filing.