LongTSMSep 2026
Taiwan Semiconductor Manufacturing Company
White Brook owns Taiwan Semiconductor Manufacturing Company as a leading manufacturing enabler for large-scale AI computation. Continued spending on training and inference…
TSM
Which hedge funds are long TSM?
21 published ideas on Taiwan Semiconductor Manufacturing Company across 20 funds — 21 long and 0 short.
Taiwan Semiconductor Manufacturing Company 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: 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
- White Brook Capital, LLC
- Diamond Hill Capital Management, LLC
- Third Point LLC
- Artisan Global Opportunities Fund
- Artisan Focus Fund
- Sustainable Growth Advisers, LP - Global Growth Composite
- Artisan Partners Limited Partnership - Antero Peak Strategy
- Baron Fifth Avenue Growth Fund
- Gabelli International Growth Fund Inc.
- Sands Capital Management, LLC - Technology Innovators
- Fidelity Dividend Growth Fund
- Ariel International Fund
- Sands Capital Management, LLC - Select Growth
- Eagle Capital Management, LLC
- Sands Capital Management, LLC - International Growth
- Sands Capital Management, LLC - Global Growth
- Polen Capital Management, LLC - Focus Growth Composite
- Nomura Large Cap Growth Fund
- ACR Alpine Capital Research LLC
- BAMCO, Inc.
Long theses
LongTSMSep 2026
Taiwan Semiconductor Manufacturing Company Limited
Diamond Hill initiated Taiwan Semiconductor Manufacturing to gain direct exposure to growing AI compute demand. As the largest contract semiconductor producer, it manufactures…
LongTSMSep 2026
Taiwan Semiconductor Manufacturing Company Limited
Third Point identifies TSMC as a major beneficiary of continued AI infrastructure spending because it fabricates advanced chips for customers such as Nvidia. Large technology…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Company Limited
TSMC is the leading foundry for advanced semiconductor manufacturing and occupies a bottleneck position in the AI supply chain. Revenue rose 41% and gross margin reached 66% as…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Company Limited
TSMC is part of Artisan's Compute Infrastructure theme, which targets the physical infrastructure required for the next generation of computing. The fund believes AI has become a…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Company Limited
SGA continues to hold an above-average weight in TSMC and views it as a primary beneficiary of sustained demand for advanced logic and compute. Customers across AI accelerators…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor is owned within the strategy's Compute Infrastructure theme. The fund believes AI has evolved into a multi-trillion-dollar capital formation cycle, with the…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Company Limited
The Fund views TSMC as the dominant manufacturer of advanced logic semiconductors required for modern AI accelerators. AI demand is driving exceptionally strong results…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Co. Ltd.
TSM is the world's largest semiconductor contract manufacturer and has dominant share in leading-edge production. The company is a major beneficiary of AI data-center…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Company
Taiwan Semiconductor remains a bottleneck in leading-edge semiconductor manufacturing and a scaled production partner for advanced AI chips. First-quarter gross margin exceeded…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Company Limited
Taiwan Semiconductor is Fidelity's largest active position and a central expression of its AI investment theme. The fund believes breakthroughs in large-language, transformer and…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Company Limited
Ariel repurchased TSMC after viewing the foundry downturn as an attractive entry point into a structurally advantaged business. The fund believes rapid AI adoption will drive the…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Company
Taiwan Semiconductor occupies a bottleneck position in leading-edge semiconductor manufacturing and is the scaled manufacturing partner for many advanced AI chips. Demand remains…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Company Limited
TSMC is one of Eagle's preferred ways to retain exposure to secular semiconductor growth while reducing dependence on more speculative AI-capex beneficiaries. Its leading-edge…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Company
TSMC is viewed as the world's largest scaled manufacturer of leading-edge chips and a central beneficiary of AI demand. First-quarter gross margin exceeded expectations, which…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Company
TSMC is positioned at a critical bottleneck in advanced AI-chip manufacturing. First-quarter gross margin exceeded expectations, and Sands believes the improvement reflects…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Company Limited
TSMC is the dominant global pure-play semiconductor foundry and the default manufacturing partner for many leading chip designers. Polen believes decades of investment…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Company Limited
TSMC is the leading foundry for advanced semiconductor manufacturing and occupies a bottleneck position in the AI supply chain. Revenue rose 41% and gross margin reached 66% as…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Co. Ltd.
Taiwan Semiconductor was a major positive contributor and is viewed as the dominant manufacturer of leading-edge semiconductors. The fund sees TSMC as a critical bottleneck in…
LongTSMSep 2026
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor is held within the Compute Infrastructure theme. The fund believes AI has developed into a multi-trillion-dollar capital formation cycle in which the primary…
LongTSMOct 2026
Taiwan Semiconductor Manufacturing Company Limited
Baron views TSMC as the world's leading semiconductor foundry with a near monopoly in manufacturing the most advanced chips. Robust AI demand is supporting demand for advanced…