TSM · CUSIP 874039100

TAIWAN SEMICONDUCTOR MANUFAC

Name: TSM superinvestor ownership, Q2 2026
Creator: Shameless Cloning

Reported by 24 of 79 curated managers in Q2 2026, in the holdings snapshot last exported 2026-10-26.

Managers holding: 24
Average portfolio weight: 3.4%
Combined reported value: $11.5B
Research group: 79

24 of the 79 superinvestors Shameless Cloning tracks reported TAIWAN SEMICONDUCTOR MANUFAC (TSM) in their Q2 2026 13F filings, worth $11.5B combined, at an average 3.4% of their portfolios. The largest positions by portfolio weight belong to David Tepper (10.5%), David Rolfe (10.4%), Chase Coleman (9.7%).

Reporting managers

This is a historical 13F snapshot, not a live shareholder register. The count covers all matched managers; dashboard rankings use only those with at least 95% coverage. Reported value is measured at filing quarter-end, not at today's price.

Managers reporting TAIWAN SEMICONDUCTOR MANUFAC
Manager / SEC filer	% of portfolio	Prior weight	Reported shares	Reported value
David TepperAPPALOOSA LP	10.5%	7.6%	1,650,000	$788.0M
David RolfeWEDGEWOOD PARTNERS INC	10.4%	9.0%	105,499	$50.4M
Chase ColemanTIGER GLOBAL MANAGEMENT LLC	9.7%	8.2%	4,881,008	$2.3B
Ruane Cunniff LPRuane, Cunniff & Goldfarb L.P.	8.7%	6.8%	1,172,725	$560.1M
William Von MuefflingCantillon Capital Management LLC	8.2%	5.6%	114,820	$54.8M
Daniel LoebThird Point LLC	4.7%	4.5%	460,000	$219.7M
Viking Global InvestorsVIKING GLOBAL INVESTORS LP	4.3%	4.2%	3,168,097	$1.5B
Terry SmithFundsmith LLP	4.0%	New	1,148,449	$548.5M
Lee AinslieMAVERICK CAPITAL LTD	3.1%	4.9%	711,757	$339.9M
First Eagle Investment ManagementFirst Eagle Investment Management, LLC	3.0%	2.2%	7,491,194	$3.6B
Sarah KettererCAUSEWAY CAPITAL MANAGEMENT LLC	2.8%	2.1%	532,052	$254.1M
Mairs & Power FundsMAIRS & POWER INC	2.1%	1.7%	476,245	$227.4M
Polen Capital ManagementPOLEN CAPITAL MANAGEMENT LLC	2.1%	0.4%	501,210	$239.4M
Hillman Capital ManagementHillman Capital Management, Inc.	1.9%	1.9%	5,608	$2.7M
Torray FundsTorray Investment Partners LLC	1.7%	1.3%	26,309	$12.6M
Prem WatsaFAIRFAX FINANCIAL HOLDINGS LTD/ CAN	1.7%	1.6%	93,700	$44.7M
Wallace WeitzWEITZ INVESTMENT MANAGEMENT, INC.	0.7%	0.5%	20,000	$9.6M
Dodge & Cox FundsDodge & Cox	0.4%	0.0%	1,440,767	$688.1M
Stephen MandelLONE PINE CAPITAL LLC	0.3%	3.7%	101,242	$48.4M
Jensen Investment ManagementJENSEN INVESTMENT MANAGEMENT INC	0.2%	0.1%	15,884	$7.6M
John RogersARIEL INVESTMENTS, LLC	0.1%	0.1%	17,838	$8.5M
Francois RochonGiverny Capital Inc.	0.1%	0.1%	3,655	$1.7M
Christopher DavisDavis Selected Advisers	0.0%	0.0%	3,980	$1.9M
Richard PzenaPZENA INVESTMENT MANAGEMENT LLC	0.0%	0.0%	4,054	$1.9M