TSMC's (TSM) Record AI Demand Comes With a Growing Cost
Taiwan Semiconductor Manufacturing Company (NYSE:TSM) has surged 13.14% over the last six months, as of October 15.
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 | 125,498 | $57,250,933 | +16% | 1.31% |
| 2. | Bailard Inc Thomas Bailard | 117,007 | $53,377,720 | -1% | 1.08% |
| 3. | Aubrey Capital Management Andrew Dalrymple And Barry Mccorkell | 16,000 | $7,641,120 | 4.79% | |
| 4. | Two Creeks Capital Management Ryan Pedlow | 0 | $0 | 0% | |
| 5. | Miura Global Management Pasco Alfaro / Richard Tumure | 0 | $0 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $79.39 | 40 | $3,175.60 | 1,341 | 2026-10-07 | Filing | |
| $79.39 | 52 | $4,128.28 | 53 | 2026-10-07 | Filing | |
| $79.39 | 59 | $4,684.01 | 7,406 | 2026-10-07 | Filing | |
| $79.39 | 50 | $3,969.50 | 6,744 | 2026-10-07 | Filing | |
| $79.39 | 53 | $4,207.67 | 6,915 | 2026-10-07 | 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. | 4,631,892 | $2,113,571,618 | 13.76% | |
| 2. | 1,717,515 | $783,513,168 | 0.76% | |
| 3. | 962,267 | $438,976,578 | 0.97% | |
| 4. | 855,571 | $390,302,934 | 20.89% | |
| 5. | 810,948 | $369,946,368 | 1.34% |
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