TSM — Taiwan Semiconductor Manufacturing
In 2026 Q2, 42 of the 140 tracked hedge funds reported a position in Taiwan Semiconductor Manufacturing (TSM), worth $13.33B combined. Over the quarter 24 opened or added, 15 trimmed or exited.
Hedge fund holders, 2026 Q2
| Fund | Value | Portfolio % | Change |
|---|---|---|---|
| VanEck | $8.22B | 5.00% | -10.6% |
| Situational Awareness | $1.27B | 6.30% | +11713.9% |
| IMC | $548.82M | 5.00% | +85.2% |
| Value Aligned | $481.14M | 2.90% | +148058.8% |
| Renaissance | $405.50M | 0.56% | +49.5% |
| Whale Rock | $281.72M | 2.30% | -28% |
| Duquesne | $281.61M | 6.50% | +19.1% |
| Keywise | $252.44M | 36.40% | -16.3% |
| WT | $218.20M | 4.30% | NEW |
| Tairen | $216.24M | 19.10% | +178.4% |
| BIT | $163.91M | 5.60% | +2.4% |
| Lingotto | $147.45M | 3.20% | +11.4% |
| Analog | $141.59M | 5.20% | -2.1% |
| Quadrature | $106.33M | 0.91% | NEW |
| Trybe | $96.60M | 10.40% | NO CHANGE |
| Blue Grotto | $88.19M | 7.40% | +5.5% |
| FengHe | $79.31M | 7.50% | +49.8% |
| Greenoaks | $78.80M | 3.30% | NEW |
| Long Walk | $67.46M | 15.30% | NEW |
| CastleKnight | $28.51M | 1.00% | +0.3% |
| Augustine | $26.60M | 5.40% | -17.8% |
| Credit Capital | $25.31M | 14.50% | -0.7% |
| Hiddenite | $21.11M | 5.20% | NO CHANGE |
| Burr | $17.69M | 11.00% | -0.4% |
| Steadview | $15.83M | 4.80% | +18.4% |
| Octahedron | $10.98M | 5.60% | NO CHANGE |
| Schear | $6.55M | 2.20% | +2.2% |
| BOCHK | $6.29M | 0.99% | -51.3% |
| Navellier | $5.43M | 0.43% | +647.6% |
| Sharpepoint | $4.87M | 2.40% | +1.5% |
| Caxton Associates | $3.31M | 0.06% | +63.3% |
| MWA | $3.19M | 1.40% | -8.2% |
| Eschler | $2.53M | 4.50% | +430.5% |
| Galaxy Digital | $2.49M | 1.50% | +4.6% |
| Keystone | $2.35M | 0.13% | -25.8% |
| Stenham | $1.93M | 1.40% | -82% |
| QVT | $1.92M | 0.12% | +10.4% |
| KRS | $1.14M | 0.53% | -0.1% |
| Chapin Davis | $529.62K | 0.09% | -47.9% |
| Barnes Dennig | $250.72K | 0.20% | +1.7% |
| Parvin | $250.72K | 0.20% | -4.5% |
| Pingora | $95.51K | 0.06% | NO CHANGE |
All stocks · Quarterly Trends · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.