Stocklore

Taiwan Semiconductor Manufacturing (TSM)

Semiconductors · US stock

What changed in recent filings

  • Institutions — 1 new · 4 added · 6 reduced13F · 2026 Q1 · 45-day lag

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Taiwan Semiconductor Manufacturing

How many of the institutions we track reported this stock among their largest positions, quarter by quarter.

2019 Q1 · 12019 Q2 · 12019 Q3 · 12019 Q4 · 12020 Q1 · 12020 Q2 · 12020 Q3 · 12020 Q4 · 02022 Q1 · 12022 Q2 · 12022 Q3 · 22022 Q4 · 12023 Q1 · 32023 Q2 · 52023 Q3 · 12023 Q4 · 22024 Q1 · 42024 Q2 · 42024 Q3 · 52024 Q4 · 72025 Q1 · 92025 Q2 · 92025 Q3 · 102025 Q4 · 92026 Q1 · 1319 Q123 Q126 Q1max 13

2019 Q1: 1 → 2026 Q1: 13 institutions

Counts the 35 institutions we track that reported this stock among their largest positions (top 15 per filing). Not the total number of institutional holders. Quarter-end basis; 13F filings become public about 45 days later. Descriptive only — not investment advice.

Company overview

The world's largest semiconductor foundry. It is the exclusive production base for major fabless firms like NVDA, AAPL, and AMD, and leads sub-2nm processes.

What is the Semiconductors sector?

Fabless, foundry, and equipment. A core beneficiary of AI demand.

Taiwan Semiconductor Manufacturing is classified under the Semiconductors sector. See peers below.

ETFs holding Taiwan Semiconductor Manufacturing

Per SEC N-PORT · 2026-03-31 · by weight · factual

SMHVanEck Semiconductor ETF
11.84%
SOXXiShares Semiconductor ETF
3.53%
ARKKARK Innovation ETF
1.45%

TSM on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — valuation and growth vs the Semiconductors average
See full TSM analysis →

Peers · Semiconductors

TSM FAQ

What is Taiwan Semiconductor Manufacturing (TSM)?

The world's largest semiconductor foundry. It is the exclusive production base for major fabless firms like NVDA, AAPL, and AMD, and leads sub-2nm processes.

What sector is Taiwan Semiconductor Manufacturing in?

Taiwan Semiconductor Manufacturing is classified under Semiconductors. Fabless, foundry, and equipment. A core beneficiary of AI demand.

Where can I analyze Taiwan Semiconductor Manufacturing (TSM) stock?

On Stocklore you can see TSM's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, 45-day delay), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

Stocklore · CEO Lee Seung-jae · Business reg. no. 764-36-01607 · E-commerce permit 2026-Jeonju Wansan-0476 · Tel +82-70-7954-4939 · S120, Rm 302, 3F, 21 Jungsanjungang-ro, Wansan-gu, Jeonju, Jeonbuk, Korea