Taiwan Semiconductor Manufacturing is the leading pure-play semiconductor foundry, manufacturing advanced chips for global fabless customers.
Counts show how tracked institutions changed this company in their latest available filings.
Portfolio weight and share-count changes are shown for every tracked manager with a current or prior-quarter position.
Bridgewater Associates opened a new position at 1.62% of the portfolio, buying 1,077,079 shares.
Tiger Global added 1,839,600 shares; portfolio weight moved from 3.81% to 8.23%.
Coatue Management added 654,023 shares; portfolio weight moved from 6.56% to 10.80%.
Third Point sold 150,000 shares, but portfolio weight rose from 1.78% to 4.46% because the disclosed 13F portfolio contracted more.
Hillhouse / HHLR Advisors added 4,220 shares; portfolio weight moved from 0.11% to 0.31%.
ARK Invest sold 120,876 shares, but portfolio weight rose from 1.51% to 1.65% because the disclosed 13F portfolio contracted more.
Greenwoods / Jinglin sold 6,774 shares, but portfolio weight rose from 0.67% to 0.72% because the disclosed 13F portfolio contracted more.
Signals are derived from SEC EDGAR 13F information tables. Search aliases, tickers, themes, and company mappings help discovery but do not replace the original filing.
Each line is one tracked manager’s portfolio weight. Labels identify the manager directly.
Market values, quarterly totals, and original CUSIP rows are available below without obscuring current actions.
| Quarter | Current managers | Combined holding value | Total shares | Manager details |
|---|---|---|---|---|
| Q2 2025 | 5 | $3,376,234,112 | 14,906,769 | Tiger Global New position - 4,578,374 Shares ARK Invest New position - 698,930 Shares Coatue Management New position - 8,068,201 Shares Third Point New position - 1,430,000 Shares Greenwoods / Jinglin New position - 131,264 Shares |
| Q3 2025 | 5 | $4,084,393,376 | 14,624,202 | Tiger Global Unchanged - 4,578,374 Shares ARK Invest Increased - 742,028 Shares Coatue Management Increased - 8,072,536 Shares Third Point Reduced - 1,100,000 Shares Greenwoods / Jinglin Unchanged - 131,264 Shares |
| Q4 2025 | 6 | $4,141,930,749 | 13,629,704 | Tiger Global Reduced - 3,725,474 Shares ARK Invest Increased - 748,580 Shares Coatue Management Increased - 8,629,524 Shares Third Point Reduced - 425,000 Shares Hillhouse / HHLR Advisors New position - 11,300 Shares Greenwoods / Jinglin Reduced - 89,826 Shares |
| Q1 2026 | 7 | $5,720,471,539 | 16,926,976 | Bridgewater Associates New position - 1,077,079 Shares Tiger Global Increased - 5,565,074 Shares ARK Invest Reduced - 627,704 Shares Coatue Management Increased - 9,283,547 Shares Third Point Reduced - 275,000 Shares Hillhouse / HHLR Advisors Increased - 15,520 Shares Greenwoods / Jinglin Reduced - 83,052 Shares |
| Manager | Issuer | CUSIP | Security class | Holding market value | Shares | Weight | Source |
|---|---|---|---|---|---|---|---|
| Coatue Management | TAIWAN SEMICONDUCTOR MANUFAC | 874039100 | SPONSORED ADS | $3,137,374,709 | 9,283,547 | 10.80% | SEC XML |
| Tiger Global | TAIWAN SEMICONDUCTOR MANUFAC | 874039100 | SPONSORED ADS | $1,880,716,758 | 5,565,074 | 8.23% | SEC XML |
| Bridgewater Associates | TAIWAN SEMICONDUCTOR MANUFAC | 874039100 | SPONSORED ADS | $363,998,848 | 1,077,079 | 1.62% | SEC XML |
| ARK Invest | Taiwan Semiconductor Manufacturing Company Ltd | 874039100 | ADR | $212,132,567 | 627,704 | 1.65% | SEC XML |
| Third Point | TAIWAN SEMICONDUCTOR MANUFAC | 874039100 | SPONSORED ADS | $92,936,250 | 275,000 | 4.46% | SEC XML |
| Greenwoods / Jinglin | TAIWAN SEMICONDUCTOR MANUFAC | 874039100 | SPONSORED ADS | $28,067,423 | 83,052 | 0.72% | SEC XML |
| Hillhouse / HHLR Advisors | TAIWAN SEMICONDUCTOR MANUFAC | 874039100 | SPONSORED ADS | $5,244,984 | 15,520 | 0.31% | SEC XML |