2330.TW

Which hedge funds are long 2330.TW?

4 published ideas on Taiwan Semiconductor Manufacturing Company Limited across 4 funds — 4 long and 0 short.

Taiwan Semiconductor Manufacturing Company Limited hedge fund investment theses

Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Taiwan Semiconductor Manufacturing Company Limited: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.

Funds with a position view

Long theses

Long2330.TWJun 2026

Taiwan Semiconductor Manufacturing Company Limited

TSMC is the world's largest manufacturer of leading-edge chips by market share and is a central beneficiary of AI compute demand. Sands interprets recent gross-margin upside as…

Sands Capital Management, LLC - Emerging Markets Growth Composite All 2330.TW ideas

Long2330.TWJun 2026

Taiwan Semiconductor Manufacturing Company

Taiwan Semiconductor Manufacturing Company is the world's largest dedicated chip foundry, with approximately 70% market share and advanced manufacturing capabilities. Demand for…

Diamond Hill Capital Management, LLC - International Strategy All 2330.TW ideas

Long2330.TWJun 2026

Taiwan Semiconductor Manufacturing Company Limited

TSMC sits at the center of the AI supply chain as the world's largest contract chipmaker and leading advanced logic manufacturer. AI demand is consuming leading-edge capacity and…

BAMCO, Inc. - Baron Emerging Markets Fund All 2330.TW ideas

Long2330.TWJun 2026

Taiwan Semiconductor Manufacturing Co. Ltd.

Taiwan Semiconductor Manufacturing was a notable outperformer and contributor during the quarter. The fund attributes the strength to upward earnings revisions as AI spending and…

Nomura Global Growth Fund All 2330.TW ideas