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TAIWAN SEMICONDUCTOR MFG LTD

Asia Technology Filing: 2025-12-31
0
Conviction Score
22
Investors
1
New positions
9
Increasing
8
Decreasing
4
Unchanged
Price History
Loading price data...
Return: High: Low:
Who's Holding This Stock
Position sizes and recent activity from tracked institutional investors
Viking Global Investors
Trust weight: 1.5×
New position
% of portfolio
4.0%
Position change
NEW
4.0% of Viking Global Investors's portfolio
Alkeon Capital Management
Trust weight: 1.2×
Increased +3%
% of portfolio
7.2%
Position change
+3%
7.2% of Alkeon Capital Management's portfolio
Coatue Management
Trust weight: 1.4×
Increased +7%
% of portfolio
6.6%
Position change
+7%
6.6% of Coatue Management's portfolio
Appaloosa Management (Tepper)
Trust weight: 1.2×
Increased +7%
% of portfolio
5.0%
Position change
+7%
5.0% of Appaloosa Management's portfolio
Point72 (Steve Cohen)
Trust weight: 1.1×
Increased +157%
% of portfolio
2.3%
Position change
+157%
2.3% of Point72's portfolio
Soros Fund Management (Soros)
Trust weight: 1.5×
Increased +157%
% of portfolio
1.9%
Position change
+157%
1.9% of Soros Fund Management's portfolio
D.E. Shaw & Co
Trust weight: 1.0×
Increased +76%
% of portfolio
0.7%
Position change
+76%
0.7% of D.E. Shaw & Co's portfolio
Citadel Advisors
Trust weight: 1.0×
Increased +485%
% of portfolio
0.6%
Position change
+485%
0.6% of Citadel Advisors's portfolio
Millennium Management (Englander)
Trust weight: 1.0×
Increased +85%
% of portfolio
0.3%
Position change
+85%
0.3% of Millennium Management's portfolio
Gotham Asset Mgmt (Greenblatt)
Trust weight: 1.1×
Increased +35%
% of portfolio
0.0%
Position change
+35%
0.0% of Gotham Asset Mgmt's portfolio
Light Street Capital (Kacher)
Trust weight: 1.2×
Decreased −7%
% of portfolio
12.6%
Position change
−7%
12.6% of Light Street Capital's portfolio
Lone Pine Capital (Mandel)
Trust weight: 1.4×
Unchanged
% of portfolio
6.8%
Position change
—
6.8% of Lone Pine Capital's portfolio
Duquesne Family Office (Druckenmiller)
Trust weight: 1.6×
Decreased −29%
% of portfolio
3.9%
Position change
−29%
3.9% of Duquesne Family Office's portfolio
Tiger Global Management
Trust weight: 1.4×
Decreased −19%
% of portfolio
3.8%
Position change
−19%
3.8% of Tiger Global Management's portfolio
Whale Rock Capital
Trust weight: 1.3×
Decreased −18%
% of portfolio
2.3%
Position change
−18%
2.3% of Whale Rock Capital's portfolio
Third Point (Loeb)
Trust weight: 1.2×
Decreased −61%
% of portfolio
1.8%
Position change
−61%
1.8% of Third Point's portfolio
ARK Invest (Cathie Wood)
Trust weight: 1.3×
Unchanged
% of portfolio
1.5%
Position change
—
1.5% of ARK Invest's portfolio
Polen Capital Management
Trust weight: 1.3×
Unchanged
% of portfolio
0.5%
Position change
—
0.5% of Polen Capital Management's portfolio
Baillie Gifford & Co
Trust weight: 1.4×
Decreased −14%
% of portfolio
0.3%
Position change
−14%
0.3% of Baillie Gifford & Co's portfolio
Tudor Investment (Paul Tudor Jones)
Trust weight: 1.2×
Decreased −25%
% of portfolio
0.3%
Position change
−25%
0.3% of Tudor Investment's portfolio
Davis Selected Advisers
Trust weight: 1.1×
Unchanged
% of portfolio
0.0%
Position change
—
0.0% of Davis Selected Advisers's portfolio
AQR Capital Management
Trust weight: 1.0×
Decreased −3%
% of portfolio
0.0%
Position change
−3%
0.0% of AQR Capital Management's portfolio
Portfolio Allocation
How much of each investor's portfolio is allocated to TAIWAN SEMICONDUCTOR MFG LTD
⚠ Disclaimer: This page is for informational purposes only. Holdings data from SEC EDGAR 13F filings, delayed up to 135 days. Not a recommendation to buy or sell TAIWAN SEMICONDUCTOR MFG LTD or any security.

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