Microsoft (MSFT) to Launch New AI Microchip in September
The tech giant is looking to lessen its reliance on Nvidia.
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. | Fisher Asset Management Ken Fisher | 18,866,198 | $9,009,930,721 | +2% | 2.68% |
| 2. | First Eagle Investment Management Jean-Marie Eveillard | 3,745,597 | $1,788,784,535 | -5% | 2.99% |
| 3. | North Of South Capital Matt Linsey | 330,957 | $158,055,134 | -19% | 11.63% |
| 4. | Diamond Hill Capital Ric Dillon | 268,857 | $128,398,037 | -10% | 1.03% |
| 5. | Blue Grotto Capital Ben Gordon | 184,668 | $88,191,897 | +6% | 7.36% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $73.31 | 57 | $4,178.67 | 6,493 | 2026-08-07 | Filing | |
| $73.31 | 63 | $4,618.53 | 7,286 | 2026-08-07 | Filing | |
| $73.31 | 42 | $3,079.02 | 1,260 | 2026-08-07 | Filing | |
| $73.31 | 41 | $3,005.71 | 120 | 2026-08-07 | Filing | |
| $73.31 | 51 | $3,738.81 | 6,641 | 2026-08-07 | 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. | 20,112,852 | $9,605,294,780 | 0.14% | |
| 2. | 10,687,770 | $5,104,158,405 | 3.06% | |
| 3. | 9,510,209 | $4,728,671,524 | 1.5% | |
| 4. | 7,812,021 | $3,730,787,281 | 0.61% | |
| 5. | 5,686,300 | $2,715,606,291 | 0.65% |
News See All
Microsoft Stock (MSFT) Rises on a Next-Gen AI Chip Production Report
Microsoft stock gained on Monday alongside news that the company has reached out to TSMC for new AI chips.
Sony and TSMC Plan $6.4 Billion Sensor Factory to Supply Chips for Self-Driving Cars and AI Robots
Sony Group ($SONY) and Taiwan Semiconductor Manufacturing Co. ($TSM) are in talks to invest 1 trillion yen ($6.4 billion) in a new chip factory in ...
TSMC Revenue Soars 45% as AI Chip Boom Shows No Signs of Slowing
According to the company’s press release, Taiwan Semiconductor Manufacturing ($TSM) reported a nearly 45% year-over-year jump in its July sales, pr...
Why Taiwan Semiconductor (TSM) Could Be a Top AI Infrastructure Winner
Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here.
Sony (SONY), TSMC (TSM) Bet $6.3B On Next-Gen Sensors
On August 10, Reuters reported that Sony Group (NYSE:SONY) and Taiwan Semiconductor Manufacturing (NYSE:TSM) plan to spend around $6.3 billion on a joint venture to build next-generation microchips for...
Could Taiwan Semiconductor Manufacturing (TSM) Be the Most Critical Bottleneck in the AI Chip Boom?
Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
Taiwan Semiconductor Manufacturing Company (TSM) Raised Its 2026 Outlook as AI Demand Accelerated
Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook.
3 “Strong Buy” Technology ETFs with More Than 15% Upside
Investors continue to look for attractive investment opportunities in the technology sector despite ongoing volatility from the June-quarter earnin...
Intel Offers Overtime Bonuses in Ohio, Intel Stock (NASDAQ:INTC) Gains
We know that chip stock Intel ($INTC) has been working to bring its fabrication operations in Ohio online for quite some time now. There have even ...
Hedge Fund Resource Center