Taiwan Semiconductor Manufacturing Co Ltd

$TSM
Smart money + insiders active

78 top-performer funds hold $TSM — and 7 insider purchases filed in the last 90 days.

13F holders
3,178
Insider buys · 90d
7code P
Congress · 90d
2trades

Smart Money · top-200 alpha cohort

78 holders · Q1 2026
Top-200 Cohort Floods Into $TSM: 40 Initiate as Coatue Adds to 10.8%

78 of the Top-200 alpha managers hold $TSM as of Q1 2026 — 27 new, 8 added, 5 trimmed, 38 held flat.

27 initiations · 8 adds · 5 trims · 38 held flat  ·  Q1 2026

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 3,178 · Source: 13F-HR
01
Banyan Capital Management, Inc.
0.30% of portfolio
130,274,001 sh
02
Brightline Capital Management, LLC
1.41% of portfolio
112,350,600 sh
03
L. Roy Papp & Associates, LLP
1.68% of portfolio
78,756,900 sh
04
Nbc Securities, Inc.
4.89% of portfolio
35,505,156 sh
05
Solus Alternative Asset Management LP
0.87% of portfolio
34,862,400 sh
06
Lombard Odier Asset Management (USA) Corp
11.30% of portfolio
28,060,092 sh
07
Litman Gregory Wealth Management LLC
0.93% of portfolio
22,613,306 sh
08
Citizens Financial Group INC
2.13% of portfolio
18,617,691 sh
09
State Farm Mutual Automobile Insurance Co.
0.30% of portfolio
18,005,505 sh
10
Brown Advisory Inc.
3.98% of portfolio
15,582,108 sh
See all 3,178 13F holders · Pro →

Insider activity · last 90 days

7 transactions · 4 filers
20 May 2026
Tien Bor-Zen
▲ BOUGHT
7
$400.00
P
19 May 2026
Tien Bor-Zen
▲ BOUGHT
10
$391.81
P
09 Apr 2026
Yoo Chue-San
▲ BOUGHT
65
$57.87
P
09 Apr 2026
Yuan Lipen
▲ BOUGHT
52
$57.87
P
09 Apr 2026
Zhang Kevin Xiaoqiang
▲ BOUGHT
79
$57.87
P
09 Apr 2026
Tien Bor-Zen
▲ BOUGHT
9
$57.87
P
09 Apr 2026
Tien Bor-Zen
▲ BOUGHT
53
$57.87
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

43 disclosures · STOCK Act
House · Louisiana · Traded Apr 9
BOUGHT
$1K–$15K
Apr 21STOCK
House · California · Traded Apr 9
BOUGHT
$1K–$15K
Apr 9STOCK
House · Louisiana · Traded Feb 2
BOUGHT
$1K–$15K
Mar 12STOCK
House · Georgia · Traded Feb 19
BOUGHT
$1K–$15K
Mar 11STOCK
House · California · Traded Feb 9
BOUGHT
$100K–$250K
Mar 9STOCK
House · California · Traded Feb 26
BOUGHT
$1K–$15K
Mar 9STOCK
House · Michigan · Traded Feb 9
BOUGHT
Mar 6STOCK
House · Michigan · Traded Feb 26
BOUGHT
$1K–$15K
Mar 6STOCK
BOUGHT
$1K–$15K
Mar 5STOCK
House · South Carolina · Traded Feb 2
BOUGHT
$1K–$15K
Mar 1STOCK
See full $TSM Congress history →

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:25 UTC.