Who owns Taiwan Semiconductor-Sp Adr (TSM)?
512 US mutual funds and ETFs from 245 fund families reported a position in TSM for the quarter ending 2026-06-30. Against their own report a quarter earlier, 139 raised shares, 43 opened a new position, 225 cut and 12 sold out.
Largest fund families
| Fund family | Funds | Share of fund-held shares |
|---|---|---|
| American Balanced Fund | 1 | 15.9% |
| Vaneck Etf Trust | 1 | 13.1% |
| Fidelity Contrafund | 4 | 8.8% |
| American Funds Fundamental Investors | 1 | 5.0% |
| Janus Investment Fund | 7 | 4.8% |
| Jpmorgan Trust Ii | 2 | 4.1% |
Tracked managers holding TSM
| Investor | Book weight |
|---|---|
| Light Street | 17.7% |
| David Tepper · Appaloosa | 10.2% |
| Chase Coleman · Tiger Global | 9.7% |
| Philippe Laffont · Coatue | 8.8% |
| Brad Gerstner · Altimeter | 6.9% |
| Stanley Druckenmiller · Duquesne | 5.4% |
| Daniel Loeb · Third Point | 4.7% |
| Andreas Halvorsen · Viking Global | 4.3% |
| George Soros · Soros Fund Mgmt | 4.1% |
| Lee Ainslie · Maverick | 3.0% |
| Prem Watsa · Fairfax | 1.7% |
| Steve Cohen · Point72 | 0.9% |
Source: SEC Form N-PORT, which funds file about 60 days after quarter end, and the latest 13F filings. Share counts, not trades: a change can reflect fund inflows or outflows rather than a decision about TSM. A record of holdings, not a forecast and not investment advice. See all owner pages or the forecast board for the names our model ranks.
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