ASML Is Essential for Advanced AI Chips. That’s Why I’m Bullish
ASML Holding ($ASML) is essential for making advanced artificial intelligence (AI) chips. The Dutch company is the only supplier of the extreme ult...
Taiwan Semiconductor Manufacturing Co Ltd (TSM)
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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. | Locust Wood Capital Advisers Stephen J. Errico | 758,942 | $346,221,970 | +8% | 7.82% |
| 2. | Blue Grotto Capital Ben Gordon | 196,850 | $89,801,001 | +7% | 6.17% |
| 3. | Kapitalo Investimentos Jo„O Carlos Pinho And Carlos Woelz | 193,644 | $88,338,456 | +6% | 10.03% |
| 4. | Zevenbergen Capital Investments Nancy Zevenbergen | 125,498 | $57,250,933 | +16% | 1.31% |
| 5. | Bailard Inc Thomas Bailard | 117,007 | $53,377,720 | -1% | 1.08% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $71.49 | 1,000 | $71,490.00 | 8,000 | 2026-11-01 | Filing | |
| $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 |
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. | 24,455,974 | $11,156,570,779 | 10.81% | |
| 2. | 4,631,892 | $2,113,571,618 | 13.76% | |
| 3. | 3,100,603 | $1,414,464,180 | 0.26% | |
| 4. | 2,078,952 | $948,397,079 | 0.31% | |
| 5. | 1,971,876 | $899,550,228 | 0.46% |
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