26 hedge funds and family offices disclose a TSM position in their latest SEC 13F filing — combined $6.96B in market value. Of those, 3 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 4,465,127 | $1.51B | 4.22% | 2026-03-31 |
| 2 | Chase Coleman | Tiger Global Management LLC | 3,725,474 | $1.13B | 3.81% | 2025-12-31 |
| 3 | Stephen Mandel | Lone Pine Capital LLC | 3,052,400 | $927.6M | 6.82% | 2025-12-31 |
| 4 | Warren Buffett | Berkshire Hathaway Inc | 8,292,724 | $617.7M | 0.21% | 2022-12-31 |
| 5 | Leopold Aschenbrenner | Situational Awareness LP | 1,583,400 | $535.1M | 3.91% | 2026-03-31 |
| 6 | Lee Ainslie | Maverick Capital Ltd | 1,658,650 | $504.0M | 5.41% | 2025-12-31 |
| 7 | Ray Dalio | Bridgewater Associates LP | 1,077,079 | $364.0M | 1.62% | 2026-03-31 |
| 8 | Leopold Aschenbrenner | Situational Awareness LP | 1,050,000 | $354.8M | 2.59% | 2026-03-31 |
| 9 | Cathie Wood | ARK Investment Management LLC | 627,704 | $212.1M | 1.65% | 2026-03-31 |
| 10 | George Soros | Soros Fund Management LLC | 522,318 | $176.5M | 2.42% | 2026-03-31 |
| 11 | Stanley Druckenmiller | Duquesne Family Office LLC | 495,280 | $167.4M | 5.70% | 2026-03-31 |
| 12 | Mairs & Power | Mairs & Power Inc | 486,547 | $147.9M | 1.42% | 2025-12-31 |
| 13 | Daniel Loeb | Third Point LLC | 275,000 | $92.9M | 4.46% | 2026-03-31 |
| 14 | Polen Capital | Polen Capital Management LLC | 200,593 | $61.0M | 0.26% | 2025-12-31 |
| 15 | David Rolfe | Wedgewood Partners Inc | 184,661 | $56.1M | 10.48% | 2025-12-31 |
| 16 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 127,911 | $38.9M | 5.86% | 2025-12-31 |
| 17 | Prem Watsa | Fairfax Financial Holdings Ltd | 93,700 | $31.7M | 1.63% | 2026-03-31 |
| 18 | Torray Funds | Torray Investment Partners LLC | 26,974 | $8.2M | 1.17% | 2025-12-31 |
| 19 | Leopold Aschenbrenner | Situational Awareness LP | 22,423 | $7.6M | 0.06% | 2026-03-31 |
| 20 | Francois Rochon | Giverny Capital Inc. | 16,069 | $4.8M | 0.16% | 2025-12-31 |
| 21 | Mark Hillman | Hillman Capital Management Inc | 9,444 | $2.9M | 1.81% | 2025-12-31 |
| 22 | Christopher Davis | Davis Selected Advisers, LP | 7,200 | $2.4M | 0.01% | 2026-03-31 |
| 23 | Egerton Capital | Egerton Capital (UK) LLP | 3,460,517 | $237K | 1.84% | 2022-09-30 |
| 24 | Terry Smith | Fundsmith LLP | 155,558 | $11K | 0.05% | 2022-09-30 |
| 25 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 1,023,065 | $11K | 0.98% | 2008-03-31 |
| 26 | Steven Romick | First Pacific Advisors LP | 56,566 | $5K | 0.07% | 2020-09-30 |
As of the latest 13F window, 26 tracked superinvestors hold TSM. The largest disclosed position is Viking Global at $1.51B (4.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying TSM, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
26 hedge funds and family offices disclose a TSM position in their latest SEC 13F filing — combined $6.96B in market value. Of those, 3 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 4,465,127 | $1.51B | 4.22% | 2026-03-31 |
| 2 | Chase Coleman | Tiger Global Management LLC | 3,725,474 | $1.13B | 3.81% | 2025-12-31 |
| 3 | Stephen Mandel | Lone Pine Capital LLC | 3,052,400 | $927.6M | 6.82% | 2025-12-31 |
| 4 | Warren Buffett | Berkshire Hathaway Inc | 8,292,724 | $617.7M | 0.21% | 2022-12-31 |
| 5 | Leopold Aschenbrenner | Situational Awareness LP | 1,583,400 | $535.1M | 3.91% | 2026-03-31 |
| 6 | Lee Ainslie | Maverick Capital Ltd | 1,658,650 | $504.0M | 5.41% | 2025-12-31 |
| 7 | Ray Dalio | Bridgewater Associates LP | 1,077,079 | $364.0M | 1.62% | 2026-03-31 |
| 8 | Leopold Aschenbrenner | Situational Awareness LP | 1,050,000 | $354.8M | 2.59% | 2026-03-31 |
| 9 | Cathie Wood | ARK Investment Management LLC | 627,704 | $212.1M | 1.65% | 2026-03-31 |
| 10 | George Soros | Soros Fund Management LLC | 522,318 | $176.5M | 2.42% | 2026-03-31 |
| 11 | Stanley Druckenmiller | Duquesne Family Office LLC | 495,280 | $167.4M | 5.70% | 2026-03-31 |
| 12 | Mairs & Power | Mairs & Power Inc | 486,547 | $147.9M | 1.42% | 2025-12-31 |
| 13 | Daniel Loeb | Third Point LLC | 275,000 | $92.9M | 4.46% | 2026-03-31 |
| 14 | Polen Capital | Polen Capital Management LLC | 200,593 | $61.0M | 0.26% | 2025-12-31 |
| 15 | David Rolfe | Wedgewood Partners Inc | 184,661 | $56.1M | 10.48% | 2025-12-31 |
| 16 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 127,911 | $38.9M | 5.86% | 2025-12-31 |
| 17 | Prem Watsa | Fairfax Financial Holdings Ltd | 93,700 | $31.7M | 1.63% | 2026-03-31 |
| 18 | Torray Funds | Torray Investment Partners LLC | 26,974 | $8.2M | 1.17% | 2025-12-31 |
| 19 | Leopold Aschenbrenner | Situational Awareness LP | 22,423 | $7.6M | 0.06% | 2026-03-31 |
| 20 | Francois Rochon | Giverny Capital Inc. | 16,069 | $4.8M | 0.16% | 2025-12-31 |
| 21 | Mark Hillman | Hillman Capital Management Inc | 9,444 | $2.9M | 1.81% | 2025-12-31 |
| 22 | Christopher Davis | Davis Selected Advisers, LP | 7,200 | $2.4M | 0.01% | 2026-03-31 |
| 23 | Egerton Capital | Egerton Capital (UK) LLP | 3,460,517 | $237K | 1.84% | 2022-09-30 |
| 24 | Terry Smith | Fundsmith LLP | 155,558 | $11K | 0.05% | 2022-09-30 |
| 25 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 1,023,065 | $11K | 0.98% | 2008-03-31 |
| 26 | Steven Romick | First Pacific Advisors LP | 56,566 | $5K | 0.07% | 2020-09-30 |
As of the latest 13F window, 26 tracked superinvestors hold TSM. The largest disclosed position is Viking Global at $1.51B (4.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying TSM, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
