TAIWAN SEMICONDUCTOR MFG LTD (TSM)
TAIWAN SEMICONDUCTOR MFG LTD (TSM) is held by 13 master funds in 2026 Q2, with a combined value of about $5.67B.
The highest portfolio weights for TAIWAN SEMICONDUCTOR MFG LTD (TSM) come from: Qiu GuoLu-Perseverance Asset Management International 24.32%, Robert Karr-Joho Capital 19.72%, Charles Jigarjian-7G Capital Management 15.84%, David Rolfe-Wedgewood Partners 10.40%, Chase Coleman III-Tiger Global Management 9.72%.
Master Holdings
| Qiu GuoLu | Perseverance Asset Management International | 24.32% | 0.50 | $0.24B | 2022 Q2 | 2026 Q2 | 1 | +11.64% |
| Robert Karr | Joho Capital | 19.72% | 0.19 | $0.09B | 2025 Q1 | 2025 Q2 | 1.5 | 0.00% |
| Charles Jigarjian | 7G Capital Management | 15.84% | 0.07 | $0.03B | 2022 Q4 | 2025 Q2 | 3.75 | -34.09% |
| David Rolfe | Wedgewood Partners | 10.40% | 0.11 | $0.05B | 2021 Q2 | 2023 Q1 | 5.25 | -18.44% |
| Chase Coleman III | Tiger Global Management | 9.72% | 4.88 | $2.33B | 2022 Q3 | 2026 Q1 | 3.5 | -12.29% |
| William Von Mueffling | Cantillon Capital Management | 8.24% | 0.11 | $0.05B | 2017 Q3 | 2025 Q4 | 9 | -95.40% |
| Ravenel Boykin Curry IV | Eagle Capital Management | 6.45% | 4.42 | $2.11B | 2023 Q4 | 2024 Q1 | 2.75 | -9.32% |
| Terry Smith | Fundsmith | 4.02% | 1.15 | $0.55B | 2020 Q4 | 2026 Q2 | 0.25 | - |
| Dan Bin | Oriental Harbor Investment Fund | 3.97% | 0.14 | $0.07B | 2024 Q4 | 2026 Q1 | 0.5 | -34.54% |
| Jiang JinZhi | Greenwoods Asset Management Hong Kong Ltd. | 1.81% | 0.08 | $0.04B | 2021 Q1 | 2025 Q1 | 2.75 | 0.00% |
| Prem Watsa | Fairfax Financial Holdings | 1.69% | 0.09 | $0.04B | 2017 Q3 | 2024 Q2 | 9 | 0.00% |
| Zhang Lei | HHLR ADVISORS, LTD. | 0.89% | 0.02 | $0.01B | 2020 Q2 | 2026 Q1 | 0.75 | -0.06% |
| Stephen Mandel | Lone Pine Capital | 0.30% | 0.10 | $0.05B | 2018 Q1 | 2025 Q1 | 4.5 | -92.71% |
Exited Funds
| Master | Fund | Exited Shares (M) | First Owned | Latest Buy | Holding Years |
|---|---|---|---|---|---|
| Duan YongPing | H&H International Investment | 0.15 | 2025 Q1 | 2025 Q4 | 1.25 |
Consensus Trend
Total Shares Held by Masters
Tracks combined shares held by all master funds in each report period.
Master Consensus Changes
Buy includes new positions and increases; sell includes reductions and exits.