All companies
AI / Datacenter
Taiwan Semiconductor Mfg. Co..
TSM · CUSIP 874039100
Held by
33 funds
Q1 2026
Total $ held
$57.6B
Q1 2026
Total shares
178.71M
across our funds
Insider net
+$943K
net buying
Last close
$417.72
Yahoo Finance
Institutional holdings over time
Total shares held
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Number of funds holding
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Price (adjusted close, since 2023)
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Insider flow (Form 4 open-market)
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This quarter's moves· Q4 2025 → Q1 2026
| Fund | Bucket | Prev shares | Latest shares | Δ value | Action |
|---|---|---|---|---|---|
| Capital World | Active mutual fund | 27.40M | 32.89M | +$2.8B | Added |
| Capital Research | Active mutual fund | 3.22M | 9.99M | +$2.4B | Added |
| Coatue | Growth hedge fund | 17.26M | 9.28M | −$2.1B | Trimmed |
| Fidelity | Active mutual fund | 61.13M | 60.39M | +$1.8B | Added |
| BlackRock | Passive index | 16.48M | 18.22M | +$1.2B | Added |
| Wellington | Active mutual fund | 5.43M | 7.60M | +$916M | Added |
| Point72 | Multi-manager | 4.66M | 1.86M | −$790M | Trimmed |
| Tiger Global | Growth hedge fund | 3.73M | 5.57M | +$749M | Added |
| Lone Pine | Growth hedge fund | 3.05M | 1.39M | −$458M | Trimmed |
| Citadel | Multi-manager | 2.99M | 4.04M | +$454M | Added |
| Millennium | Multi-manager | 1.28M | 2.23M | +$366M | Added |
| Bridgewater | Macro / activist | — | 1.08M | +$364M | New |
| Balyasny | Multi-manager | 1.28M | 242K | −$306M | Trimmed |
| Renaissance | Multi-manager | 1.17M | 568K | −$163M | Trimmed |
| DE Shaw | Multi-manager | 2.95M | 3.06M | +$137M | Added |
| Whale Rock | Growth hedge fund | 593K | 819K | +$97M | Added |
| Altimeter | Growth hedge fund | 1.22M | 1.37M | +$91M | Added |
| Maverick | Growth hedge fund | 1.66M | 1.24M | −$86M | Trimmed |
| Soros | Macro / activist | 350K | 522K | +$70M | Added |
| Two Sigma | Multi-manager | 868K | 608K | −$58M | Trimmed |
| Vanguard PIM | Passive index | — | 132K | +$45M | New |
| State Street | Passive index | 899K | 934K | +$43M | Added |
| Third Point | Macro / activist | 425K | 275K | −$36M | Trimmed |
| Vanguard | Passive index | 109K | — | −$33M | Exit |
| Geode | Passive index | 748K | 765K | +$31M | Added |
| Vanguard PM | Passive index | — | 86K | +$29M | New |
| Vanguard CM | Passive index | — | 71K | +$24M | New |
| Viking | Growth hedge fund | 4.91M | 4.47M | +$15M | Added |
| ARK | AI / thematic | 749K | 628K | −$15M | Trimmed |
| ExodusPoint | Multi-manager | 31K | 1K | −$9M | Trimmed |
| Light Street | Growth hedge fund | 268K | 228K | −$5M | Trimmed |
| Vanguard NTC | Passive index | — | 4K | +$1M | New |
| Vanguard GA | Passive index | — | 2K | +$728K | New |
| T. Rowe Price | Active mutual fund | 8.89M | 8.16M | +$56K | Added |
Top holders (latest quarter)
| Fund | Bucket | Shares | Value |
|---|---|---|---|
| Fidelity | Active mutual fund | 60.39M | $20.4B |
| Capital World | Active mutual fund | 32.89M | $11.1B |
| BlackRock | Passive index | 18.22M | $6.2B |
| Capital Research | Active mutual fund | 9.99M | $3.4B |
| Coatue | Growth hedge fund | 9.28M | $3.1B |
| Wellington | Active mutual fund | 7.60M | $2.6B |
| Tiger Global | Growth hedge fund | 5.57M | $1.9B |
| Viking | Growth hedge fund | 4.47M | $1.5B |
| Citadel | Multi-manager | 4.04M | $1.4B |
| DE Shaw | Multi-manager | 3.06M | $1.0B |
| Millennium | Multi-manager | 2.23M | $755M |
| Point72 | Multi-manager | 1.86M | $628M |
| Lone Pine | Growth hedge fund | 1.39M | $470M |
| Altimeter | Growth hedge fund | 1.37M | $462M |
| Maverick | Growth hedge fund | 1.24M | $418M |
Options book — funds reporting puts or calls
| Fund · Q1 2026 | Puts | Calls | Net | Direction |
|---|---|---|---|---|
| Citadel | $2.9B | $1.1B | +$1.9B | Short delta |
| Millennium | $565M | $57M | +$507M | Short delta |
| DE Shaw | $387M | $17M | +$370M | Short delta |
| Balyasny | $95M | $72M | +$22M | Short delta |
| Soros | $127M | $0 | +$127M | Short delta |