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TSM

TAIWAN SEMICONDUCTOR MANUFAC

Holdings as of 2026-06-30Filed 2026-08-14Updated 2026-10-22

View original evidence ↗

Consensus40.9/100↑ 1Current quarter score · 2026 Q2

Investors holding9

New positions1

Increased3

Decreased4

Exited0

Holdings by investor

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Investor	Portfolio weight	Shares	Shares Δ	Change	Filed	Evidence
David TepperAppaloosa	10.55%+3.0 pp	1,650,000	+24.3%	Increased	2026-08-14	SEC filing
Chase ColemanTiger Global	9.72%+1.5 pp	4,881,008	-12.3%	Decreased	2026-08-14	SEC filing
Philippe LaffontCoatue Management	8.76%-2.0 pp	8,914,995	-4.0%	Decreased	2026-08-14	SEC filing
Stanley DruckenmillerDuquesne Family Office	6.47%+0.8 pp	589,680	+19.1%	Increased	2026-08-14	SEC filing
Daniel LoebThird Point	4.73%+0.3 pp	460,000	+67.3%	Increased	2026-08-14	SEC filing
Viking GlobalViking Global	4.31%+0.1 pp	3,168,097	-29.0%	Decreased	2026-08-14	SEC filing
Soros Fund ManagementSoros Fund Management	4.11%+0.9 pp	522,158	-0.0%	Unchanged	2026-08-14	SEC filing
Terry Smith / FundsmithFundsmith	4.02%+4.0 pp	1,148,449	—	New	2026-08-14	SEC filing
Lone Pine CapitalLone Pine Capital	0.30%-3.4 pp	101,242	-92.7%	Decreased	2026-08-14	SEC filing

Ownership over time

62024 Q3

82024 Q4

72025 Q1

82025 Q2

82025 Q3

82025 Q4

82026 Q1

92026 Q2

All 20 quarters

Quarter	Investors holding
2026 Q2	9
2026 Q1	8
2025 Q4	8
2025 Q3	8
2025 Q2	8
2025 Q1	7
2024 Q4	8
2024 Q3	6
2024 Q2	6
2024 Q1	6
2023 Q4	6
2023 Q3	6
2023 Q2	6
2023 Q1	4
2022 Q4	2
2022 Q3	5
2022 Q2	3
2022 Q1	3
2021 Q4	3
2021 Q3	2

Inside the Consensus Score

breadth16.9 / 30

conviction6.6 / 20

activity6.1 / 20

trend4.6 / 15

persistence6.7 / 15

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Original sources

Public commentary is shown only when a dated, verified original is available.

2026-08-14Duquesne Family OfficeOfficial SEC filing

2026-08-14AppaloosaOfficial SEC filing

2026-08-14Third PointOfficial SEC filing

2026-08-14Soros Fund ManagementOfficial SEC filing

2026-08-14Coatue ManagementOfficial SEC filing

2026-08-14Tiger GlobalOfficial SEC filing

2026-08-14Lone Pine CapitalOfficial SEC filing

2026-08-14Viking GlobalOfficial SEC filing

2026-08-14FundsmithOfficial SEC filing

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Original information table · XML/data

Original information table · XML/data

Original information table · XML/data

Original information table · XML/data

Original information table · XML/data

Original information table · XML/data

Original information table · XML/data

Original information table · XML/data

Original information table · XML/data

Security identifier mapping

Appaloosa · 13F-HR · SEC filing · TXT

Tiger Global · 13F-HR · SEC filing · TXT

Coatue Management · 13F-HR · SEC filing · TXT

Duquesne Family Office · 13F-HR · SEC filing · TXT

Third Point · 13F-HR · SEC filing · TXT

Viking Global · 13F-HR · SEC filing · TXT

Soros Fund Management · 13F-HR · SEC filing · TXT

Fundsmith · 13F-HR · SEC filing · TXT

Lone Pine Capital · 13F-HR · SEC filing · TXT

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