TSM
Taiwan Semiconductor Manufacturing Co Ltd
TSM · Tech
Across the roster this quarter
+1 net buyers3 managers hold it
No crowd here. Whatever you think, it's your call.
New0
Added2
Held0
Trimmed1
Sold out0
Combined position
$1.7B
Across all holders
Average weight in book
6.3%
Largest: Tepper at 10.6%
Average holding period
2.6 yrs
Among current holders
Who owns it
Sorted by how much of their book it is
DT
David Tepper
Appaloosa Management · $788M
10.6%
+24%BG
Brad Gerstner
Altimeter Capital · $683M
6.9%
+5%CW
Cathie Wood
ARK Invest · $230M
1.5%
−23%Managers holding, last five years
Up from 1 to 3 managers. Crowding cuts both ways.
1
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2
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3
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Q3'21Q2'26