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…
TSM
Which hedge funds are long TSM?
18 published ideas on Taiwan Semiconductor Manufacturing Company Limited across 14 funds — 18 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Taiwan Semiconductor Manufacturing Company Limited: the full 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
- Polen Capital Management, LLC - Focus Growth Composite
- Artisan Partners Limited Partnership - Antero Peak Strategy
- Baron Fifth Avenue Growth Fund
- Eagle Capital Management, LLC
- Sands Capital Management, LLC - Technology Innovators
- Fidelity Dividend Growth Fund
- Sands Capital Management, LLC - Select Growth
- Sustainable Growth Advisers, LP - Global Growth Composite
- Sands Capital Management, LLC - International Growth
- Sustainable Growth Advisers, LP
- Sands Capital Management, LLC - Global Growth
- Ariel International Fund
- Artisan Focus Fund
- ACR Alpine Capital Research LLC
Long theses
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 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
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
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
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 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 Limited
TSMC was a top contributor and SGA maintained an above-average weight during the quarter. Demand for advanced logic and compute remains strong across AI accelerators and CPUs…
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
SGA continues to own TSMC as the leading-edge foundry positioned to benefit from sustained demand for advanced logic and compute. AI accelerators and CPUs are driving additional…
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 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
SGA continues to own TSMC as the leading-edge foundry positioned to benefit from sustained demand for advanced logic and compute. AI accelerators and CPUs are driving additional…
LongTSMJun 2026
Taiwan Semiconductor Manufacturing Company Limited
Taiwan Semiconductor is a named Compute Infrastructure holding and contributed meaningfully during Q2. Artisan's thesis is that the AI capital cycle has expanded the opportunity…
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…