Taiwan Semiconductor Manufacturing Company Limited 13F holders
Of the 44 funds followed here, 26 reported a position in Taiwan Semiconductor Manufacturing Company Limited in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 58.9 million shares worth $28.15 billion, 1.2% of its reported book. New this quarter: Alyeska.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 58,937,551 | $28.15 billion | 1.2% | -1,455,639 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 18,078,939 | $8.63 billion | 1.0% | +2,151,277 | added | 30 June 2026 | 13F |
| Capital Research Global Investors | 10,474,198 | $5.00 billion | 0.7% | +484,526 | added | 30 June 2026 | 13F |
| Coatue Management | 8,914,995 | $4.26 billion | 8.8% | -368,552 | trimmed | 30 June 2026 | 13F |
| Tiger Global Management | 4,881,008 | $2.33 billion | 9.7% | -684,066 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 3,541,145 | $1.69 billion | 0.6% | -532,842 | trimmed | 30 June 2026 | 13F |
| Viking Global Investors | 3,168,097 | $1.51 billion | 4.3% | -1,297,030 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 1,675,897 | $800.4 million | 0.9% | -293,510 | trimmed | 30 June 2026 | 13F |
| Appaloosa (Tepper) | 1,650,000 | $788.0 million | 10.2% | +322,500 | added | 30 June 2026 | 13F |
| Dodge & Cox | 1,440,767 | $688.1 million | 0.4% | +1,332,967 | added | 30 June 2026 | 13F |
| Altimeter Capital Management | 1,429,355 | $682.6 million | 6.9% | +63,680 | added | 30 June 2026 | 13F |
| Baillie Gifford | 960,732 | $458.8 million | 0.4% | -321,518 | trimmed | 30 June 2026 | 13F |
| Renaissance Technologies | 849,080 | $405.5 million | 0.6% | +281,120 | added | 30 June 2026 | 13F |
| Soros Fund Management | 692,158 | $330.6 million | 4.1% | -205,160 | trimmed | 30 June 2026 | 13F |
| Geode Capital Management | 626,103 | $299.0 million | 0.0% | -139,273 | trimmed | 30 June 2026 | 13F |
| Whale Rock Capital Management | 589,911 | $281.7 million | 2.3% | -229,534 | trimmed | 30 June 2026 | 13F |
| Duquesne Family Office | 589,680 | $281.6 million | 5.4% | +94,400 | added | 30 June 2026 | 13F |
| ARK Investment Management | 482,286 | $230.3 million | 1.5% | -145,418 | trimmed | 30 June 2026 | 13F |
| Third Point | 460,000 | $219.7 million | 4.7% | +185,000 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 208,304 | $99.5 million | 0.1% | -466,425 | trimmed | 30 June 2026 | 13F |
| Lone Pine Capital | 101,242 | $48.4 million | 0.3% | -1,288,288 | trimmed | 30 June 2026 | 13F |
| Fairfax Financial Holdings | 93,700 | $44.7 million | 1.7% | no change | held | 30 June 2026 | 13F |
| Bridgewater Associates | 34,525 | $16.5 million | 0.1% | -1,042,554 | trimmed | 30 June 2026 | 13F |
| Norges Bank | 28,610 | $13.7 million | 0.0% | held | 30 June 2026 | 13F | |
| Axon Capital | 18,900 | $9.0 million | 12.3% | -9,400 | trimmed | 30 June 2026 | 13F |
| Alyeska | 8,422 | $4.0 million | 0.0% | +8,422 | new | 30 June 2026 | 13F |
Value is what the fund reported. Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.
Schedule 13D and 13G filed on the name, last twelve months
None in the last twelve months: no holder crossed 5%, changed materially, or filed an annual 13G in the window.
Fails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 31 August 2026 | 100 | $417.52 | SEC |
| 20 August 2026 | 69 | $412.09 | SEC |
| 19 August 2026 | 880 | $413.41 | SEC |
| 14 August 2026 | 10,769 | $430.49 | SEC |
| 13 August 2026 | 195 | $429.15 | SEC |
| 11 August 2026 | 598 | $418.47 | SEC |
| 10 August 2026 | 358 | $420.04 | SEC |
| 6 August 2026 | 2,246 | $414.00 | SEC |
| 5 August 2026 | 15,565 | $417.17 | SEC |
| 31 July 2026 | 744 | $403.31 | SEC |
| 28 July 2026 | 100 | $399.09 | SEC |
| 21 July 2026 | 3,118 | $402.30 | SEC |
| 20 July 2026 | 40,578 | $398.37 | SEC |
| 17 July 2026 | 9,748 | $409.74 | SEC |
| 16 July 2026 | 11,660 | $419.48 | SEC |
| 15 July 2026 | 10,588 | $420.39 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period. Largest in the window: 40,578 on 20 July 2026. A fail is an operational fact about settlement, not a position.
Source
Each fund's 13F-HR on EDGAR, linked per row; positions matched to TSM by CUSIP from the SEC's own fails-to-deliver files; Schedule 13D and 13G from the company's own filing index, each read to confirm the company is the issuer named.
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