Intel Faces Massive New Threat, Intel Stock (NASDAQ:INTC) Races Up
Under normal circumstances, the news that TSMC ($TSM) has just walked into one of your primary markets would be a cause for some concern. Or, perha...
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. | North Of South Capital Matt Linsey | 330,957 | $158,055,134 | -19% | 11.63% |
| 2. | Bailard Inc Thomas Bailard | 117,803 | $56,259,011 | -3% | 1.15% |
| 3. | Cantillon Capital Management William Von Mueffling | 114,820 | $54,834,587 | -96% | 8.24% |
| 4. | Zevenbergen Capital Investments Nancy Zevenbergen | 108,665 | $51,895,145 | +61% | 1.19% |
| 5. | RWC Asset Management Tord Stallvik (Ceo) | 40,381 | $19,284,754 | +23% | 0.73% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $67.97 | 1,000 | $67,970.00 | 5,000 | 2026-07-28 | Filing | |
| $390.00 | 5 | $1,950.00 | 132 | 2026-07-28 | Filing | |
| $390.00 | 10 | $3,900.00 | 127 | 2026-07-28 | Filing | |
| $74.75 | 1,000 | $74,750.00 | 4,000 | 2026-07-21 | Filing | |
| $74.44 | 1,000 | $74,440.00 | 3,000 | 2026-07-21 | 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. | 1,106,266 | $528,319,453 | 0.65% | |
| 5. | 1,098,992 | $524,845,609 | 1.93% |
News See All
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Beijing Just Aimed at Taiwan Semiconductor Manufacturing Company (NYSE:TSM). Here's Why the Bull Case Still Wins
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Taiwan Semiconductor Manufacturing Company Limited (TSM) Is Raising Prices Up to 10%. Can Customers Push Back?
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to raise chipmaking prices by up to 10% starting in 2027, according to Nikkei Asia, citing multiple people briefed on the talks.
Taiwan Semiconductor (TSM) Stock Is Down Nearly 15% This Month Despite Record AI Demand. Here Is Why
Second quarter net profit rose 77% year-over-year to a record T$706.6 billion ($22 billion), beating the LSEG consensus estimate of T$632.6 billion ($19.65 billion) and marking its ninth straight quarter...
Taiwan Semiconductor Manufacturing Company Limited (TSM) Doubled Since Giverny Capital Asset Management’s Entry
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Is Intel (INTC) Stock a Buy Before Q2 Earnings?
The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures...
Taiwan Semiconductor Manufacturing Company Limited (TSM) Jumped as Market Favored AI Capex Winners
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
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 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...
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