Taiwan Semiconductor (TSM) Remains at the Center of the AI Boom
Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 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:
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. | 9,735,500 | $4,649,382,735 | +12% | 0.53% | |
| 3. | Coatue Management Philippe Laffont | 8,914,995 | $4,257,534,162 | -4% | 8.76% |
| 4. | 7,817,500 | $3,733,403,475 | +147% | 0.43% | |
| 5. | Tiger Global Management LLC Chase Coleman And Feroz Dewan | 4,881,008 | $2,331,022,991 | -13% | 9.72% |
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:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 58,937,551 | $28,146,806,368 | 1.22% | |
| 2. | 34,372,274 | $16,410,842,195 | 1.94% | |
| 3. | 26,149,064 | $12,488,008,494 | 12.51% | |
| 4. | 23,829,286 | $10,844,709,209 | 0.6% | |
| 5. | 20,112,852 | $9,605,294,780 | 0.14% |
News See All
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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
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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.
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