TS

TSM TAIWAN SEMICONDUCTOR-SP ADR

2026Q2 · CUSIP 874039100 · Foundry & OSAT · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
3,594
Institutions that reported holding it to the SEC
Net increase in holders
+310
Last quarter 3,284 → now 3,594
How unusual is that
Top 1% in the market
Stronger buying than 99.6% of US stocks
What the filings say, in one paragraph

3,594 funds held TSM at the end of 2026Q2, up 310 from the quarter before. That is stronger buying than 99.6% of US stocks — among the most piled-into names this quarter. TSM has had 33 buying rushes in its history, and the price moved +5.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Semiconductors sector, tagged Foundry & OSAT.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=431 2013Q4: holders=449 2014Q1: holders=462 2014Q2: holders=479 2014Q3: holders=480 2014Q4: holders=500 2015Q1: holders=516 2015Q2: holders=514 2015Q3: holders=524 2015Q4: holders=523 2016Q1: holders=526 2016Q2: holders=533 2016Q3: holders=544 2016Q4: holders=591 2017Q1: holders=615 2017Q2: holders=603 2017Q3: holders=603 2017Q4: holders=661 2018Q1: holders=706 2018Q2: holders=699 2018Q3: holders=752 2018Q4: holders=752 2019Q1: holders=763 2019Q2: holders=761 2019Q3: holders=798 2019Q4: holders=908 2020Q1: holders=897 2020Q2: holders=938 2020Q3: holders=1075 2020Q4: holders=1254 2021Q1: holders=1350 2021Q2: holders=1358 2021Q3: holders=1374 2021Q4: holders=1498 2022Q1: holders=1480 2022Q2: holders=1379 2022Q3: holders=1304 2022Q4: holders=1395 2023Q1: holders=1497 2023Q2: holders=1562 2023Q3: holders=1523 2023Q4: holders=1678 2024Q1: holders=1910 2024Q2: holders=2105 2024Q3: holders=2193 2024Q4: holders=2468 2025Q1: holders=2443 2025Q2: holders=2646 2025Q3: holders=2800 2025Q4: holders=3134 2026Q1: holders=3284 2026Q2: holders=3594 -334 -167 +0 +167 +334 38720813774 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 33 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 1% in the market — —
2026Q1 Top 1% in the market +14.4% +8.6%
2025Q4 Top 1% in the market -3.9% +11.8%
2025Q3 Top 1% in the market +14.6% +28.1%
2025Q2 Top 1% in the market +19.7% +18.4%
2024Q4 Top 1% in the market -17.0% -4.4%
2024Q3 Top 5% +11.6% +6.1%
2024Q2 Top 1% in the market -1.1% +8.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
389
Change in large funds
+47
Total value they hold
$365.8B
Funds buying for the first time
463
Funds that sold out entirely
153
Price change that quarter
+9.1%
Funds holding puts (bearish)
86
Funds holding calls (bullish)
88

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.