STOCK

TSM TAIWAN SEMICONDUCTOR MANUFAC

Held by 38 of 74 curated managers · 3,379 total holders in our 13F universe.

SMART MONEY HOLDERS · from our curated set

Top managers holding TSM

  1. Level Financial Advisors Semiconductor bet. Thirty percent alpha.
    Top performer
    17.5% of portfolio
  2. Coatue Management LLC Growth crossover.
    Thematic Mega
    10.8% of portfolio
  3. Knightsbridge Asset Management, LLC Semiconductor concentration. Twenty-four percent alpha.
    Top performer
    9.0% of portfolio
  4. Tiger Global Management LLC Growth tech.
    Thematic Mega
    8.2% of portfolio
  5. Appaloosa LP Tepper distressed-value.
    Thematic Mega
    7.6% of portfolio
  6. Ativo Capital Management LLC Semiconductor and emerging market conviction play.
    Top performer
    5.7% of portfolio
  7. BIT Capital GmbH Tech-heavy positioning with outsized Amazon bet.
    Editorial pick
    5.6% of portfolio
  8. Duquesne Family Office LLC Druckenmiller — macro generalist.
    Name to know
    5.0% of portfolio
  9. Third Point LLC Value contrarian. Broad portfolio. Activist leverage.
    Thematic
    4.5% of portfolio
  10. Viking Global Investors LP Global compounder with flat recent alpha.
    Name to know Mega
    4.4% of portfolio
EDITORIAL BRIEF · refreshed Jun 11, 2026

Why is TSM in 38 of 74 curated portfolios?

Why is TSM in 38 of our 74 curated portfolios?

Curated Manager Conviction

The breadth here is unusual. TSM appears across growth, macro, value, and emerging-market mandates simultaneously — a sign that the thesis is not style-specific. Level Financial Advisors holds TSM at 17.5% of their portfolio, the highest concentration among tracked managers, and has logged thirty percent alpha against benchmark. Knightsbridge Asset Management sits at 9.0% with a declared semiconductor concentration and twenty-four percent alpha on record. Coatue Management (10.8%) and Tiger Global (8.2%) approach TSM as a growth crossover — exposure to AI infrastructure without paying direct AI-company multiples. Stanley Druckenmiller's Duquesne Family Office holds 5.0%, consistent with a macro read on semiconductor cycle positioning. Dan…

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INSIDER TRADES · recent
  • Tien Bor-Zen May 21, 2026 BUY $3K
  • Tien Bor-Zen May 21, 2026 BUY $4K
  • Yoo Chue-San Apr 13, 2026 BUY $4K
  • Yuan Lipen Apr 13, 2026 BUY $3K
  • Zhang Kevin Xiaoqiang Apr 13, 2026 BUY $5K
CONGRESS TRADES · recent