The Insider Ledger

Weekly intelligence from public SEC filings

Nothing on this site is investment advice. It is an automated research digest of public SEC filings.

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD (TSM)

Sector: semiconductors · Tracking since 2026-05-15

What am I looking at?

Everything on this page comes from public SEC filings that name this company. The cards show the automated signal score, net insider activity (open-market buys minus sells over the last 90 days), distinct insider buyers, and watchlist institutions currently holding the stock. The timeline lists each transaction row with a link to the original filing.

insider_buy / insider_sell
An officer or director traded on the open market (Form 4). Scheduled 10b5-1 plan trades are noted and treated as low-signal.
13f_new / 13f_add / 13f_trim / 13f_exit
A watchlist fund opened, increased, reduced, or closed a position between quarterly 13F reports — these become public up to 45 days after the quarter ends.
13d_filed
An investor crossed 5% ownership with activist intent (Schedule 13D).
55
Signal score
$0
Net insider value 90d
0
Insider buyers 90d
4
Watchlist holders

Watchlist holders

Analysis

TSMC draws net accumulation from three of four holders strong (2026-W34)

Taiwan Semiconductor drew net accumulation from three of four holders this quarter: Coatue added 42% (5.83M to 8.31M shares), Appaloosa added 24% (1.33M to 1.65M shares), and Fundsmith opened a new $548.5M stake. Tiger Global was the outlier, trimming its TSM position 12% (5.57M to 4.88M shares). With the world's dominant advanced-node foundry drawing fresh or larger commitments from three separate managers in the same quarter, this reads as continued conviction in the chip-manufacturing chokepoint of the AI buildout.

Filing timeline

FiledActorEventSharesValue ($)Source
2026-08-14coatue13f_new3,453,0591,649,077,387filing
2026-08-14coatue13f_new208,07199,368,467filing
2026-08-14coatue13f_new2,591,4291,237,588,748filing
2026-08-14coatue13f_new74,33235,498,733filing
2026-08-14coatue13f_new645,938308,480,611filing
2026-08-14coatue13f_new208,32899,491,203filing
2026-08-14coatue13f_new870,155415,559,923filing
2026-08-14coatue13f_new59,82728,571,580filing
2026-08-14coatue13f_new197,92594,523,042filing
2026-08-14appaloosa13f_add1,650,000787,990,500filing
2026-08-14fundsmith13f_new1,148,449548,464,789filing
2026-08-14tiger-global13f_trim4,881,0082,331,022,991filing
2026-05-15coatue13f_new965,882326,419,822filing
2026-05-15coatue13f_new422,978142,945,415filing
2026-05-15coatue13f_new2,570,244868,613,960filing
2026-05-15coatue13f_new90,17030,472,952filing
2026-05-15coatue13f_new584,814197,637,891filing
2026-05-15coatue13f_new168,17756,835,417filing
2026-05-15coatue13f_new930,207314,363,456filing
2026-05-15coatue13f_new98,01633,124,507filing
2026-05-15appaloosa13f_add1,327,500448,628,625filing
2026-05-15tiger-global13f_add5,565,0741,880,716,758filing