Taiwan Semiconductor Manufacturing (TSM): A Beneficiary of AI Boom
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Taiwan Semiconductor Manufacturing Co Ltd (TSM)
Market is closed
Sector: Semiconductors & Related Devices
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Zevenbergen Capital Investments Nancy Zevenbergen | 108,665 | $51,895,145 | +61% | 1.19% |
| 2. | Eminence Capital Ricky Sandler | 0 | $0 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $74.60 | 50 | $3,730.00 | 413 | 2026-07-13 | Filing | |
| $76.62 | 53 | $4,060.86 | 6,390 | 2026-07-07 | Filing | |
| $76.62 | 47 | $3,601.14 | 5,843 | 2026-07-07 | Filing | |
| $76.62 | 54 | $4,137.48 | 6,748 | 2026-07-07 | Filing | |
| $76.62 | 46 | $3,524.52 | 94 | 2026-07-07 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $75.22 | 50 | $3,761.00 | 363 | 2026-07-14 | Filing | |
| $69.83 | 200,000 | $13,966,000.00 | 2,495,165 | 2026-05-19 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,959,994 | $2,368,744,335 | 14.63% | |
| 2. | 1,470,148 | $702,098,497 | 1.57% | |
| 3. | 1,438,520 | $686,993,998 | 0.59% | |
| 4. | 1,026,992 | $490,460,569 | 0.61% | |
| 5. | 930,851 | $444,546,512 | 22.89% |
News See All
Taiwan Semiconductor Manufacturing Company Limited (TSM) Continued Its Rally as a Key Foundry for AI Semiconductors
Janus Henderson Investors, an investment management company, released its second-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. A copy of the letter can be downloaded here...
Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Improved Long-Term Gross Margin Guidance Signals Confidence
Magellan Investment Partners, an Australian investment management company, released its second-quarter 2026 investor letter for “Magellan Global Opportunities Fund”.
Ray Dalio Stock Portfolio: 10 Best Stocks to Buy
On June 3, Bloomberg reported that billionaire investor Ray Dalio believes the artificial intelligence market is a bubble that will eventually burst as investors seek to turn their capital into cash.
What Makes Taiwan Semiconductor Manufacturing (TSM) Central to the AI Infrastructure Buildout?
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” second-quarter 2026 investor letter. You can download a copy here.
Glen Kacher's Light Street Portfolio: 10 Best Stocks to Buy
Founded by Glen Kacher in 2010, Light Street Capital is a technology-focused hedge fund.
10 AI Stocks on Wall Street’s Radar: Datadog, Microsoft, and More
Is this the ‘beginning of the end’ of the artificial intelligence trade? That’s the big question as famed “Big Short” trader Michael Burry continues to question whether the massive sums of money...
Exceptional Momentum Powers Taiwan Semiconductor Manufacturing’s (TSM) Rally
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter.
BlackRock's 30 Most Important AI Stocks Right Now
During the first week of June, BlackRock shared a report highlighting how AI and expanding resource constraints are redefining investment opportunities.
Top 10 AI Stocks to Buy According to Billionaire Philippe Laffont
First-quarter earnings reports eased concerns about a potential artificial intelligence bubble, particularly as tech companies continued to commit heavily toward AI infrastructure.
Hedge Fund Resource Center