TAIWAN SEMICONDUCTOR MANUFAC

$TSM
Smart money + insiders active

88 top-performer funds hold $TSM — and 46 insider purchases filed in the last 90 days.

13F holders
35
Insider buys · 90d
46code P
Congress · 90d
0

Smart Money · top-200 alpha cohort

88 holders · Q1 2026

$TSM is held by 88 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 17.55%, with an average of 2.14% of portfolio. Largest holder: Level Financial Advisors at 17.55%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 35 · Source: 13F-HR
01
Coatue Management LLC
10.80% of portfolio
9,283,547 sh
02
Tiger Global Management LLC
8.23% of portfolio
5,565,074 sh
03
Viking Global Investors LP
4.22% of portfolio
4,465,127 sh
04
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.29% of portfolio
4,100,390 sh
05
Citadel
0.98% of portfolio
4,035,762 sh
06
First Eagle Investment Management, LLC
2.24% of portfolio
3,902,137 sh
07
Citigroup Inc.
0.60% of portfolio
2,796,496 sh
08
Lone Pine Capital LLC
3.74% of portfolio
1,389,530 sh
09
Appaloosa LP
7.56% of portfolio
1,327,500 sh
10
Bridgewater Associates
1.62% of portfolio
1,077,079 sh
See all 35 13F holders · Pro →

Insider activity · last 90 days

50 transactions · 1 filers
23 Jul 2026
Unknown
▲ BOUGHT
P
23 Jul 2026
Unknown
▲ BOUGHT
P
23 Jul 2026
Unknown
▲ BOUGHT
P
23 Jul 2026
Unknown
▲ BOUGHT
P
23 Jul 2026
Unknown
▲ BOUGHT
P
22 Jul 2026
Unknown
▲ BOUGHT
P
22 Jul 2026
Unknown
▲ BOUGHT
P
21 Jul 2026
Unknown
▲ BOUGHT
P
21 Jul 2026
Unknown
▲ BOUGHT
P
21 Jul 2026
Unknown
▲ BOUGHT
P
16 Jul 2026
Unknown
▼ SOLD
S
16 Jul 2026
Unknown
▲ BOUGHT
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $TSM in the recent window.

Convergence · $TSM

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:34 UTC.