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Stock ownership · Live
TSM
Taiwan Semi · Technology
Tracked owners
2
Sum of conviction
14%
Sector
Technology
HoldLens Signal
Full buy/sell dossier for TSM
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Smart money activity
Every tracked buy, add, trim, and exit on TSM by the best portfolio managers in the world. Ranked by manager quality inside each quarter.
Smart money activity
26 buys · 30 sells across tracked 13F filings
Net signal: STRONG SELL
Q4 2025(10 moves)
| Portfolio manager | % portfolio |
|---|---|
David RolfeTier 1 Wedgewood Partners | 9.10% |
David TepperTier 1 Appaloosa Management | 5.00% |
Andreas HalvorsenElite Viking Global Investors | 4.00% |
Polen CapitalElite Polen Capital Management | 0.30% |
François RochonTier 1 Giverny Capital | 0.20% |
Stanley DruckenmillerTier 1 Duquesne Family Office | 3.70% |
Chase ColemanElite Tiger Global Management | 3.80% |
Lee AinslieElite Maverick Capital | 1.80% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.30% |
Oakmark Funds | 0.00% |
Q3 2025(10 moves)
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 5.20% |
David RolfeTier 1 Wedgewood Partners | 7.70% |
François RochonTier 1 Giverny Capital | 3.90% |
Polen CapitalElite Polen Capital Management | 0.20% |
Oakmark Funds | 0.00% |
Stephen MandelTier 1 Lone Pine Capital | 6.20% |
Andreas HalvorsenElite Viking Global Investors | 2.90% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
Lee AinslieElite Maverick Capital | 3.40% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.30% |
Q2 2025(10 moves)
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 4.50% |
David TepperTier 1 Appaloosa Management | 3.60% |
Chase ColemanElite Tiger Global Management | 3.00% |
David RolfeTier 1 Wedgewood Partners | 9.50% |
Stephen MandelTier 1 Lone Pine Capital | 5.50% |
Andreas HalvorsenElite Viking Global Investors | 2.80% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
Lee AinslieElite Maverick Capital | 4.30% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.40% |
Fairfax Financial | 1.20% |
Q1 2025(7 moves)
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 4.10% |
David TepperTier 1 Appaloosa Management | 0.50% |
Andreas HalvorsenElite Viking Global Investors | 2.60% |
Chase ColemanElite Tiger Global Management | 2.60% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.40% |
François RochonTier 1 Giverny Capital | 0.10% |
Q4 2024(6 moves)
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 0.60% |
Andreas HalvorsenElite Viking Global Investors | 2.60% |
David TepperTier 1 Appaloosa Management | 0.80% |
Stephen MandelTier 1 Lone Pine Capital | 5.50% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.30% |
Q3 2024(8 moves)
| Portfolio manager | % portfolio |
|---|---|
Stanley DruckenmillerTier 1 Duquesne Family Office | 4.00% |
François RochonTier 1 Giverny Capital | 0.10% |
Chase ColemanElite Tiger Global Management | 2.70% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
David TepperTier 1 Appaloosa Management | 1.00% |
Stephen MandelTier 1 Lone Pine Capital | 5.50% |
Lee AinslieElite Maverick Capital | 4.20% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.30% |
Q2 2024(5 moves)
| Portfolio manager | % portfolio |
|---|---|
Lee AinslieElite Maverick Capital | 4.00% |
Fairfax Financial | 2.20% |
David TepperTier 1 Appaloosa Management | 1.30% |
Joel GreenblattElite Gotham Asset Management | 0.00% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 0.70% |
Insider activity
SEC Form 4 filings — when CEOs, CFOs, and 10%+ owners buy or sell their own stock.
Latest news
Recent headlines for TSM.
Hedge funds holding TSM
2 superinvestors hold Taiwan Semi as a top position. Sorted by % of portfolio.
| Manager | % Portfolio |
|---|---|
AI picks and shovels. | 9.1% |
The picks-and-shovels AI play. | 5.2% |
Dividend tax by country
What will you keep of every $100 in TSM dividend?
Withholding rate
0%
Domestic (no cross-border)
Tax withheld
$0.00
You'd receive
$1000.00
Of $1000 gross
Source & treaty reference
Treaty: Domestic — no cross-border withholding
Citation: IRC §§ 1441–1446 (withholding applies to foreign persons; US residents not subject to WHT on US-source dividends)
U.S. residents receiving U.S.-source dividends: no cross-border withholding; taxed on return at qualified (0/15/20%) or ordinary rates.
Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.
Get alerts when they buy or sell TSM
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Related smart-money signals
Derived from the same 13F filings
Data sourced from SEC 13F filings. TSM ownership reflects publicly disclosed long positions only. Not investment advice.