TSM: who owns it, and who’s predicted to buy next
Taiwan Semiconductor-Sp Adr · Information Technology · on the Prior Moves forward board for 2026-09-30 at rank #13. Research, not investment advice.
Predicted to buy next quarter
16 tracked investors are predicted to hold or add TSM as a position for 2026-09-30, each by that investor’s own walk-forward model. This is a statement about a filing pattern, about six weeks ahead of the public 13F, never a claim that anyone has bought it or that you should.
- David Abrams · Abrams Capital
- Lee Ainslie · Maverick
- Chuck Akre · Akre Capital
- Brad Gerstner · Altimeter
- Ariel
- Ray Dalio · Bridgewater
- Michael Burry · Scion
- Philippe Laffont · Coatue
- Corvex
- Stanley Druckenmiller · Duquesne
- Egerton
- David Einhorn · Greenlight
- Engaged
- Bruce Berkowitz · Fairholme
- Joel Greenblatt · Gotham
- Li Lu · Himalaya Capital
Highest model probability: Dan Sundheim at 33%.
Currently disclosed holders
From the most recent 13F books we track, 12 investors disclose a position in TSM (weight = share of that investor’s US equity book). A 13F can be up to 45 days stale.
| 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% |
Fresh disclosures
Public filings from the fast disclosure rules on TSM, dated, descriptive only.
- Insider cluster: 30 buyers ($366k) · latest 2026-08-20
The predicted next buys, fresh disclosures, and the week’s catalysts. One email a week. Honest numbers, never advice.
See the full ranked board on top picks, how the PriorScore is built on how it works, the honest edge numbers on methodology, and the running accuracy on the prediction leaderboard. Forward quarter 2026-09-30, data as of 2026-09-01. Research, not investment advice, see the disclaimer.