13F Research

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TSM

LONGINSIDER BUYINSIDER SELL

TAIWAN SEMICONDUCTOR MANUFAC

Funds
8
Score
9.50
vs SPY
+7.5%
Stock return (since Q-end)
+23.8%
SPY return (since Q-end)
+16.3%
Current price
$418.45

News Summary

Positive

TSMC delivered exceptional Q1 2026 results with 58.3% YoY net income growth, 50.5% net margins, and advanced nodes (7nm and below) representing 74% of revenue, demonstrating strong AI/HPC demand. The company raised 2026 capex guidance to $56 billion and secured a landmark US-Taiwan trade framework anchoring $465 billion in Arizona capacity expansions, positioning TSMC as the critical enabler of US semiconductor self-sufficiency while maintaining technology leadership through 2029.

Funds Buying (8)

FundManagerShares Held∆ SharesPosition ValueQoQStatus
Coatue ManagementPhilippe Laffont9.3M+654K$3137.4B+8%Existing
Tiger GlobalChase Coleman5.6M+1.8M$1880.7B+49%Existing
Point72Steve Cohen1.9M+1.9M$627.8B—NEW
Altimeter CapitalBrad Gerstner1.4M+146K$461.5B+12%Existing
Appaloosa LPDavid Tepper1.3M+198K$448.6B+17%Existing
Soros Fund ManagementSoros Family Office522K+172K$176.5B+49%Existing
D1 CapitalDan Sundheim329K+329K$111.1B—NEW
Situational Awareness LPLeopold Aschenbrenner22K+22K$7.6B—NEW

Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter.

Insider Activity

NameTitleTypeSharesPriceValueFiled
Tien Bor-ZenVPBUY7$400.00$0.00M2026-05-20
Chuang Tzu-SouVPSELL200K$69.83$13.97M2026-05-19
Tien Bor-ZenVPBUY1K$69.98$0.07M2026-05-19
Tien Bor-ZenVPBUY10$391.81$0.00M2026-05-19
Tien Bor-ZenVPBUY1K$69.83$0.07M2026-05-19
Yeap Choh FeiSVPBUY59$71.82$0.00M2026-05-08
Tien Bor-ZenVPBUY44$71.82$0.00M2026-05-08
Tien Bor-ZenVPBUY7$71.82$0.00M2026-05-08
Wang Ying-LangSVPBUY57$71.82$0.00M2026-05-08
Liaw Yung-HawVPBUY53$71.82$0.00M2026-05-08
Lin Chris Horng-DarVP and CIOBUY49$71.82$0.00M2026-05-08
Lin Shyue-ShyhVPBUY48$71.82$0.00M2026-05-08
Lu Lee-ChungVPBUY54$71.82$0.00M2026-05-08
Mii Yuh-JierEVP and Co-COOBUY75$71.82$0.01M2026-05-08
Huang Jen-ChauSVP and CFOBUY30$71.82$0.00M2026-05-08
Hsu Kuo-ChinVPBUY56$71.82$0.00M2026-05-08
Lee Chun-HsienVPBUY53$71.82$0.00M2026-05-08
Hwang Yuan-KoVPBUY42$71.82$0.00M2026-05-08
Jang Syun-MingVPBUY52$71.82$0.00M2026-05-08
Hou Yung-ChinSVP and Deputy Co-COOBUY66$71.82$0.00M2026-05-08
Fang Shu-HuaSVP and GCBUY59$71.82$0.00M2026-05-08
Chuang Tzu-SouVPBUY48$71.82$0.00M2026-05-08
Chuang JuipingVPBUY51$71.82$0.00M2026-05-08
He JunVPBUY49$71.82$0.00M2026-05-08
Chang Tzonz-ShengSVPBUY56$71.82$0.00M2026-05-08
Cao MinVPBUY59$71.82$0.00M2026-05-08
Chen Pei-HungVPBUY49$71.82$0.00M2026-05-08
Chin Yung-PeiEVP and Co-COOBUY75$71.82$0.01M2026-05-08
Chen Chih-HoControllerBUY34$71.82$0.00M2026-05-08
Wu Shien-YangSVPBUY60$71.82$0.00M2026-05-08
Zhang Kevin XiaoqiangSVP and Deputy Co-COOBUY66$71.82$0.00M2026-05-08
Yuan LipenVPBUY44$71.82$0.00M2026-05-08
Yoo Chue-SanVPBUY55$71.82$0.00M2026-05-08
Wei Che-ChiaChairman and CEOBUY160$71.82$0.01M2026-05-08
Tien Bor-ZenVPBUY10$386.00$0.00M2026-04-28
Tien Bor-ZenVPBUY5$390.00$0.00M2026-04-28
Tien Bor-ZenVPBUY5$390.00$0.00M2026-04-28
Yoo Chue-SanVPBUY65$57.87$0.00M2026-04-09
Yuan LipenVPBUY52$57.87$0.00M2026-04-09
Zhang Kevin XiaoqiangSVP and Deputy Co-COOBUY79$57.87$0.00M2026-04-09
Tien Bor-ZenVPBUY53$57.87$0.00M2026-04-09
Tien Bor-ZenVPBUY9$57.87$0.00M2026-04-09
Wang Ying-LangSVPBUY69$57.87$0.00M2026-04-09
Yeap Choh FeiSVPBUY68$57.87$0.00M2026-04-09
Wu Shien-YangSVPBUY71$57.87$0.00M2026-04-09
Wei Che-ChiaChairman and CEOBUY186$57.87$0.01M2026-04-09
Liaw Yung-HawVPBUY61$57.87$0.00M2026-04-09
Lu Lee-ChungVPBUY65$57.87$0.00M2026-04-09
Mii Yuh-JierEVP and Co-COOBUY88$57.87$0.01M2026-04-09
Lin Shyue-ShyhVPBUY58$57.87$0.00M2026-04-09
Lin Chris Horng-DarVP and CIOBUY60$57.87$0.00M2026-04-09
Hsu Kuo-ChinVPBUY66$57.87$0.00M2026-04-09
Huang Jen-ChauSVP and CFOBUY37$57.87$0.00M2026-04-09
Hwang Yuan-KoVPBUY51$57.87$0.00M2026-04-09