Guru Ownership Trend
Guru Analysis for Taiwan Semiconductor Manufacturing Company Limited (TSM)
Taiwan Semiconductor Manufacturing Company Limited (TSM), a key player in the Technology sector, continues to attract institutional attention.
As of Q1 2026, a total of 39 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $21.26 B.
Top institutional holders include Ken Fisher and Frank Sands.
Notably, David Rolfe has expressed high conviction in this stock, allocating 9.03% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $2.41 B net outflow during the quarter.
Recent activity highlights Ray Dalio who opened a new position. Conversely, Steven Cohen reduced exposure by 60.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Taiwan Semiconductor Manufacturing Company Limited (TSM)
Major holders include Ken Fisher ($6.29 B), Frank Sands ($1.98 B), Chase Coleman ($1.88 B). According to the latest reported data, 39 tracked investment managers collectively hold approximately 52.66 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.41 B, with 10 managers increasing positions and 26 managers reducing holdings.
During the most recent reporting period, 26 managers trimmed their positions, while 0 fully exited TSM. The total reported sell value was $3.73 B.
Yes, 2 managers opened new positions in TSM, and 8 increased their existing holdings. The total reported buy value was $1.33 B.
