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Taiwan Semiconductor Manufac

TSM

Holders

10

Combined Value

$8.20B

Combined Shares

24,273,536

Current Price

$423.93

52W High

$450.16

vs 52W High

−5.8%

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$131.61$211.85$292.10$372.34Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $173.81Q3 2024 · implied price $173.67Q4 2024 · implied price $197.49Q1 2025 · implied price $166.00Q2 2025 · implied price $226.49Q3 2025 · implied price $279.29Q4 2025 · implied price $303.89Q1 2026 · implied price $337.95Philippe Laffont - Coatue Management · bought 11,393,702 shares @ ~$173.81 · Q2 2024 (new position)Stephen Mandel - Lone Pine Capital · bought 6,002,198 shares @ ~$173.81 · Q2 2024 (new position)Chase Coleman - Tiger Global Management · bought 3,070,890 shares @ ~$173.81 · Q2 2024 (new position)Daniel Loeb - Third Point · bought 2,025,000 shares @ ~$173.81 · Q2 2024 (new position)David Tepper - Appaloosa Management · bought 460,000 shares @ ~$173.81 · Q2 2024 (new position)George Soros - Soros Fund Management · bought 146,850 shares @ ~$173.81 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 34,829 shares @ ~$173.81 · Q2 2024 (new position)Jim Simons - Renaissance Technologies · bought 813,591 shares @ ~$173.67 · Q3 2024Chase Coleman - Tiger Global Management · bought 564,090 shares @ ~$173.67 · Q3 2024Stanley Druckenmiller - Duquesne Family Office · bought 57,355 shares @ ~$173.67 · Q3 2024 (new position)Philippe Laffont - Coatue Management · sold 2,027,942 shares @ ~$173.67 · Q3 2024Stephen Mandel - Lone Pine Capital · sold 1,789,337 shares @ ~$173.67 · Q3 2024Daniel Loeb - Third Point · sold 245,000 shares @ ~$173.67 · Q3 2024George Soros - Soros Fund Management · sold 146,850 shares @ ~$173.81 · Q3 2024 (sold out)David Tepper - Appaloosa Management · sold 60,000 shares @ ~$173.67 · Q3 2024Andreas Halvorsen - Viking Global Investors · bought 4,089,619 shares @ ~$197.49 · Q4 2024 (new position)Jim Simons - Renaissance Technologies · bought 780,822 shares @ ~$197.49 · Q4 2024Philippe Laffont - Coatue Management · bought 596,342 shares @ ~$197.49 · Q4 2024Stanley Druckenmiller - Duquesne Family Office · bought 50,160 shares @ ~$197.49 · Q4 2024George Soros - Soros Fund Management · bought 40,169 shares @ ~$197.49 · Q4 2024 (new position)Stephen Mandel - Lone Pine Capital · sold 452,417 shares @ ~$197.49 · Q4 2024David Tepper - Appaloosa Management · sold 150,000 shares @ ~$197.49 · Q4 2024Andreas Halvorsen - Viking Global Investors · bought 799,628 shares @ ~$166.00 · Q1 2025Chase Coleman - Tiger Global Management · bought 606,494 shares @ ~$166.00 · Q1 2025Stanley Druckenmiller - Duquesne Family Office · bought 491,265 shares @ ~$166.00 · Q1 2025Stephen Mandel - Lone Pine Capital · bought 104,937 shares @ ~$166.00 · Q1 2025David Tepper - Appaloosa Management · bought 20,000 shares @ ~$166.00 · Q1 2025Philippe Laffont - Coatue Management · sold 2,002,065 shares @ ~$166.00 · Q1 2025Jim Simons - Renaissance Technologies · sold 1,086,422 shares @ ~$166.00 · Q1 2025George Soros - Soros Fund Management · sold 40,169 shares @ ~$197.49 · Q1 2025 (sold out)David Tepper - Appaloosa Management · bought 755,000 shares @ ~$226.49 · Q2 2025Chase Coleman - Tiger Global Management · bought 336,900 shares @ ~$226.49 · Q2 2025Jim Simons - Renaissance Technologies · bought 270,600 shares @ ~$226.49 · Q2 2025Stanley Druckenmiller - Duquesne Family Office · bought 166,305 shares @ ~$226.49 · Q2 2025George Soros - Soros Fund Management · bought 125,478 shares @ ~$226.49 · Q2 2025 (new position)Philippe Laffont - Coatue Management · bought 108,164 shares @ ~$226.49 · Q2 2025Davis Selected Advisers · bought 7,200 shares @ ~$226.49 · Q2 2025 (new position)Andreas Halvorsen - Viking Global Investors · sold 559,952 shares @ ~$226.49 · Q2 2025Stephen Mandel - Lone Pine Capital · sold 429,461 shares @ ~$226.49 · Q2 2025Daniel Loeb - Third Point · sold 350,000 shares @ ~$226.49 · Q2 2025Jim Simons - Renaissance Technologies · bought 529,500 shares @ ~$279.29 · Q3 2025David Tepper - Appaloosa Management · bought 35,000 shares @ ~$279.29 · Q3 2025George Soros - Soros Fund Management · bought 10,614 shares @ ~$279.29 · Q3 2025Philippe Laffont - Coatue Management · bought 4,335 shares @ ~$279.29 · Q3 2025Harris Associates (Oakmark Funds) · bought 1,185 shares @ ~$279.29 · Q3 2025 (new position)Andreas Halvorsen - Viking Global Investors · sold 384,929 shares @ ~$279.29 · Q3 2025Stephen Mandel - Lone Pine Capital · sold 383,520 shares @ ~$279.29 · Q3 2025Daniel Loeb - Third Point · sold 330,000 shares @ ~$279.29 · Q3 2025Chase Coleman - Tiger Global Management · bought 1,839,600 shares @ ~$337.95 · Q1 2026Philippe Laffont - Coatue Management · bought 654,023 shares @ ~$337.95 · Q1 2026George Soros - Soros Fund Management · bought 547,460 shares @ ~$337.95 · Q1 2026Daniel Loeb - Third Point · bought 275,000 shares @ ~$337.95 · Q1 2026 (new position)David Tepper - Appaloosa Management · bought 197,500 shares @ ~$337.95 · Q1 2026Stephen Mandel - Lone Pine Capital · sold 1,662,870 shares @ ~$337.95 · Q1 2026Jim Simons - Renaissance Technologies · sold 599,320 shares @ ~$337.95 · Q1 2026Andreas Halvorsen - Viking Global Investors · sold 449,769 shares @ ~$337.95 · Q1 2026Stanley Druckenmiller - Duquesne Family Office · sold 47,805 shares @ ~$337.95 · Q1 2026Andreas Halvorsen - Viking Global Investors · bought 970,530 shares @ ~$303.89 · Q4 2025Philippe Laffont - Coatue Management · bought 556,988 shares @ ~$303.89 · Q4 2025George Soros - Soros Fund Management · bought 213,766 shares @ ~$303.89 · Q4 2025David Tepper - Appaloosa Management · bought 70,000 shares @ ~$303.89 · Q4 2025Daniel Loeb - Third Point · sold 1,100,000 shares @ ~$279.29 · Q4 2025 (sold out)Chase Coleman - Tiger Global Management · sold 852,900 shares @ ~$303.89 · Q4 2025Stanley Druckenmiller - Duquesne Family Office · sold 222,000 shares @ ~$303.89 · Q4 2025Jim Simons - Renaissance Technologies · sold 175,640 shares @ ~$303.89 · Q4 2025Harris Associates (Oakmark Funds) · sold 1,185 shares @ ~$279.29 · Q4 2025 (sold out)BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Philippe Laffont - Coatue Management$3.14B10.80%~$195.06+117.3%BUY Q1 2026Q1 2026
Chase Coleman - Tiger Global Management$1.88B8.23%~$229.96+84.4%BUY Q1 2026Q1 2026
Andreas Halvorsen - Viking Global Investors$1.51B4.22%~$214.37+97.8%SELL Q1 2026Q1 2026
Stephen Mandel - Lone Pine Capital$469.59M3.74%~$173.60+144.2%SELL Q1 2026Q1 2026
David Tepper - Appaloosa Management$448.63M7.56%~$237.71+78.3%BUY Q1 2026Q1 2026
George Soros - Soros Fund Management$303.25M3.33%~$313.56+35.2%BUY Q1 2026Q1 2026
Jim Simons - Renaissance Technologies$191.94M0.30%~$230.57+83.9%SELL Q1 2026Q1 2026
Stanley Druckenmiller - Duquesne Family Office$167.38M4.96%~$181.79+133.2%SELL Q1 2026Q1 2026
Daniel Loeb - Third Point$92.94M4.46%~$337.95+25.4%BUY Q1 2026Q1 2026
Davis Selected Advisers$2.43M0.01%~$226.49+87.2%BUY Q2 2025Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Chase Coleman - Tiger Global ManagementBUY+$621.69M~$337.95
Q1 2026Stephen Mandel - Lone Pine CapitalSELL−$561.97M~$337.95
Q1 2026Philippe Laffont - Coatue ManagementBUY+$221.03M~$337.95
Q1 2026Jim Simons - Renaissance TechnologiesSELL−$202.54M~$337.95
Q1 2026George Soros - Soros Fund ManagementBUY+$185.01M~$337.95
Q1 2026Andreas Halvorsen - Viking Global InvestorsSELL−$152.00M~$337.95
Q1 2026Daniel Loeb - Third PointNEW BUY+$92.94M~$337.95
Q1 2026David Tepper - Appaloosa ManagementBUY+$66.75M~$337.95
Q1 2026Stanley Druckenmiller - Duquesne Family OfficeSELL−$16.16M~$337.95
Q4 2025Daniel Loeb - Third PointSOLD OUT−$307.22M~$279.29
Q4 2025Andreas Halvorsen - Viking Global InvestorsBUY+$294.93M~$303.89
Q4 2025Chase Coleman - Tiger Global ManagementSELL−$259.19M~$303.89
Q4 2025Philippe Laffont - Coatue ManagementBUY+$169.26M~$303.89
Q4 2025Stanley Druckenmiller - Duquesne Family OfficeSELL−$67.46M~$303.89
Q4 2025George Soros - Soros Fund ManagementBUY+$64.96M~$303.89
Q4 2025Jim Simons - Renaissance TechnologiesSELL−$53.38M~$303.89
Q4 2025David Tepper - Appaloosa ManagementBUY+$21.27M~$303.89
Q4 2025Harris Associates (Oakmark Funds)SOLD OUT−$331.0K~$279.29
Q3 2025Jim Simons - Renaissance TechnologiesBUY+$147.88M~$279.29
Q3 2025Andreas Halvorsen - Viking Global InvestorsSELL−$107.51M~$279.29
Q3 2025Stephen Mandel - Lone Pine CapitalSELL−$107.11M~$279.29
Q3 2025Daniel Loeb - Third PointSELL−$92.17M~$279.29
Q3 2025David Tepper - Appaloosa ManagementBUY+$9.78M~$279.29
Q3 2025George Soros - Soros Fund ManagementBUY+$2.96M~$279.29
Q3 2025Philippe Laffont - Coatue ManagementBUY+$1.21M~$279.29

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 20261024,273,536+3.2%$8.20B$337.95
Q4 2025923,519,717-2.2%$7.15B$303.89
Q3 20251124,060,158-2.1%$6.72B$279.29
Q2 20251024,577,973+1.8%$5.57B$226.49
Q1 2025824,147,739-4.4%$4.01B$166.00
Q4 2024925,254,071+24.4%$4.99B$197.49
Q3 2024720,299,376-12.3%$3.53B$173.67
Q2 2024723,133,469—$4.02B$173.81