Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.
TSM
TAIWAN SEMICONDUCTOR-SP ADRData as of 2026 Q1 (03-31) · 13F snapshot
Summary
TAIWAN SEMICONDUCTOR-SP ADR (TSM) is held by 23 tracked hedge-fund managers, a combined reported value of ~$17.50B; the largest are Philippe Laffont, Ken Griffin, Chase Coleman. This quarter: 2 new, 10 added, 9 trimmed. 20 members of Congress have disclosed STOCK Act trades. Data as of 2026 Q1, from public SEC 13F filings, delayed up to ~45 days.
Attention · HighThis quarter · Heating up
Gurus holding23
Congress trades20
Price$423.93vs quarter-end+25.44%
Sectors6
This quarter's moves
Top holderPhilippe LaffontNew2
Added10
Trimmed / sold9
Value $2.95B— of portfolio8,715,6002026 Q1
Value $1.88B8.2% of portfolio5,565,0742026 Q1
Ken GriffinAdd
Value $1.36B1.0% of portfolio4,035,7622026 Q1
Value $1.07B— of portfolio3,176,3002026 Q1
Value $754.60M0.6% of portfolio2,232,8872026 Q1
Steven CohenBig trim
Value $627.85M1.1% of portfolio1,857,8072026 Q1
Value $564.85M— of portfolio1,671,4002026 Q1
Stephen MandelBig trim
Value $469.59M3.7% of portfolio1,389,5302026 Q1
David TepperAdd
Value $448.63M7.6% of portfolio1,327,5002026 Q1
Ray DalioNew large stake
Value $364.00M1.6% of portfolio1,077,0792026 Q1
Cathie WoodTrim
Value $212.13M1.6% of portfolio627,7042026 Q1
Value $191.94M0.3% of portfolio567,9602026 Q1
George SorosAdd
Value $176.52M3.2% of portfolio522,3182026 Q1
Value $126.73M— of portfolio375,0002026 Q1
Dan LoebTrim
Value $92.94M4.5% of portfolio275,0002026 Q1
Dan BinNew large stake
Value $70.87M6.3% of portfolio209,7192026 Q1
Value $63.00M— of portfolio725,0002023 Q3
Value $57.35M— of portfolio169,7002026 Q1
Value $22.74M— of portfolio67,3002026 Q1
Value $14.97M— of portfolio44,3002026 Q1
Zhang LeiAdd
Value $5.24M0.3% of portfolio15,5202026 Q1
| Investor | Value | % of portfolio | Action |
|---|---|---|---|
| Ken GriffinPUT | $2.95B | — | — |
| Chase Coleman | $1.88B | 8.2% | Add |
| Ken Griffin | $1.36B | 1.0% | Add |
| Ken GriffinCALL | $1.07B | — | — |
| Izzy Englander | $754.60M | 0.6% | Add |
| Steven Cohen | $627.85M | 1.1% | Big trim |
| Izzy EnglanderPUT | $564.85M | — | — |
| Stephen Mandel | $469.59M | 3.7% | Big trim |
| David Tepper | $448.63M | 7.6% | Add |
| Ray Dalio | $364.00M | 1.6% | New large stake |
| Cathie Wood | $212.13M | 1.6% | Trim |
| Renaissance Technologies | $191.94M | 0.3% | Trim |
| George Soros | $176.52M | 3.2% | Add |
| George SorosPUT | $126.73M | — | — |
| Dan Loeb | $92.94M | 4.5% | Trim |
| Dan Bin | $70.87M | 6.3% | New large stake |
| Paul SingerPUT | $63.00M | — | — |
| Izzy EnglanderCALL | $57.35M | — | — |
| Steven CohenCALL | $22.74M | — | — |
| Steven CohenPUT | $14.97M | — | — |
| Zhang Lei | $5.24M | 0.3% | Add |