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Rockwood Research

TSM

TAIWAN SEMICONDUCTOR MANUFAC

Held by 58 tracked managersEDGAR filings ↗

SHARE:X LINKEDIN EMAIL

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56 of 56 reported changes in each tracked manager’s latest 13F vs its prior quarter (2 reporting periods). Every change is listed — no cap.

ManagerActionShare change% chgEnding % of 13F bookPosition size

Q2 2026Position history →

New+1,148,449—4.0%$0.55B

Eminence Capital

Q1 2026Position history →

New+421,673—3.3%$0.14B

Kensico Capital Management

Q2 2026Position history →

New+179,500—1.5%$0.09B

Palestra Capital Management

Q2 2026Position history →

New+41,307—0.67%$0.02B

Capital World Investors

Q2 2026Position history →

Add+1,485,337+4.5%1.9%$16.41B

Capital Research Global Investors

Q2 2026Position history →

Add+484,526+4.9%0.70%$5.00B

Soroban Capital Partners

Q2 2026Position history →

Add+243,230+12.6%7.3%$1.04B

Appaloosa Management

Q2 2026Position history →

Add+322,500+24.3%10.5%$0.79B

Lansdowne Partners (UK)

Q2 2026Position history →

Add+140,117+10.5%29.0%$0.70B

Q2 2026Position history →

Add+1,332,967+1236.5%0.36%$0.69B

Altimeter Capital Management

Q2 2026Position history →

Add+63,680+4.7%6.9%$0.68B

Renaissance Technologies

Q2 2026Position history →

Add+281,120+49.5%0.56%$0.41B

Duquesne Family Office

Q2 2026Position history →

Add+94,400+19.1%6.5%$0.28B

Causeway Capital Management

Q2 2026Position history →

Add+23,581+4.6%2.8%$0.25B

Polen Capital Management

Q2 2026Position history →

Add+326,524+186.9%2.1%$0.24B

Q2 2026Position history →

Add+185,000+67.3%4.7%$0.22B

Suvretta Capital Management

Q2 2026Position history →

Add+5,920+2.0%3.1%$0.15B

Generation Investment Management

Q2 2026Position history →

Add+2,721+2.0%0.66%$0.07B

Zevenbergen Capital Investments

Q2 2026Position history →

Add+41,115+60.9%1.2%$0.05B

Ariel Investments

Q2 2026Position history →

Add+1,746+10.9%0.08%$0.01B

Q2 2026Position history →

Add+4,470+135.0%0.02%$<0.01B

Coatue Management

Q2 2026Position history →

Trim(368,552)(4.0%)8.8%$4.26B

WCM Investment Management

Q2 2026Position history →

Trim(66,083)(0.7%)7.6%$4.21B

Tiger Global Management

Q2 2026Position history →

Trim(684,066)(12.3%)9.7%$2.33B

Eagle Capital Management

Q2 2026Position history →

Trim(454,725)(9.3%)6.5%$2.11B

Sands Capital Management

Q2 2026Position history →

Trim(1,937,245)(33.0%)7.0%$1.87B

First Eagle Investment Management

Q2 2026Position history →

Trim(156,540)(4.0%)2.9%$1.79B

Viking Global Investors

Q2 2026Position history →

Trim(1,297,030)(29.0%)4.3%$1.51B

Q2 2026Position history →

Trim(35,694)(3.0%)8.7%$0.56B

Select Equity Group

Q2 2026Position history →

Trim(3,737)(0.4%)2.6%$0.49B

Maverick Capital

Q2 2026Position history →

Trim(525,601)(42.5%)3.1%$0.34B

Whale Rock Capital Management

Q2 2026Position history →

Trim(229,534)(28.0%)2.3%$0.28B

Dorsal Capital Management

Q2 2026Position history →

Trim(155,000)(21.4%)9.8%$0.27B

ARK Investment Management

Q2 2026Position history →

Trim(145,418)(23.2%)1.5%$0.23B

Q2 2026Position history →

Trim(10,008)(2.1%)2.1%$0.23B

SRS Investment Management

Q2 2026Position history →

Trim(248,772)(48.8%)1.2%$0.12B

Light Street Capital Management

Q2 2026Position history →

Trim(1,636)(0.7%)12.7%$0.11B

Gladstone Capital Management

Q2 2026Position history →

Trim(45,846)(21.3%)8.0%$0.08B

Cantillon Capital Management

Q2 2026Position history →

Trim(2,378,731)(95.4%)8.2%$0.05B

Wedgewood Partners

Q2 2026Position history →

Trim(23,854)(18.4%)10.4%$0.05B

Lone Pine Capital

Q2 2026Position history →

Trim(1,288,288)(92.7%)0.30%$0.05B

Holocene Advisors

Q2 2026Position history →

Trim(514,551)(86.1%)0.09%$0.04B

Glynn Capital Management

Q2 2026Position history →

Trim(8,449)(13.5%)7.1%$0.03B

Motley Fool Asset Management

Q2 2026Position history →

Trim(1,620)(4.2%)0.68%$0.02B

Bridgewater Associates

Q2 2026Position history →

Trim(1,042,554)(96.8%)0.07%$0.02B

Q2 2026Position history →

Trim(801)(3.0%)1.7%$0.01B

Jensen Investment Management

Q2 2026Position history →

Trim(543)(3.3%)0.18%$0.01B

Hillhouse Capital Advisors

Q2 2026Position history →

Trim(10)(0.1%)0.89%$0.01B

Hillman Capital Management

Q2 2026Position history →

Trim(2,354)(29.6%)1.9%$<0.01B

Pzena Investment Management

Q2 2026Position history →

Trim(14,932)(78.6%)0.01%$<0.01B

Q2 2026Position history →

Trim(3,220)(44.7%)0.01%$<0.01B

Veritas Asset Management

Q2 2026Position history →

Trim(519)(12.0%)0.03%$<0.01B

Giverny Capital

Q2 2026Position history →

Trim(4,470)(55.0%)0.06%$<0.01B

Orbis Investment Management

Q2 2026Position history →

Trim(2,128)(42.2%)<0.01%$<0.01B

Luxor Capital Group

Q2 2026Position history →

Exit(154,565)(100.0%)exited$0.05B

H&H International Investment

Q2 2026Position history →

Exit(151,200)(100.0%)exited$0.05B

Changes compare each manager’s latest 13F with its prior quarter for the same CUSIP. “First observation” rows have no earlier stored filing to compare and are never counted as buys; “Split?” rows moved by a near-whole factor at an unchanged value and are treated as stock splits, not trades. Ending weight is the position after the change, not the size of the change.