23 hedge funds and family offices disclose a TSM position in their latest SEC 13F filing — combined $5.66B 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 | 4,914,896 | $1.49B | 3.96% | 2025-12-31 |
| 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 | Lee Ainslie | Maverick Capital Ltd | 1,658,650 | $504.0M | 5.41% | 2025-12-31 |
| 6 | Cathie Wood | ARK Investment Management LLC | 748,580 | $227.5M | 1.51% | 2025-12-31 |
| 7 | Stanley Druckenmiller | Duquesne Family Office LLC | 543,085 | $165.0M | 3.91% | 2025-12-31 |
| 8 | Mairs & Power | Mairs & Power Inc | 486,547 | $147.9M | 1.42% | 2025-12-31 |
| 9 | Daniel Loeb | Third Point LLC | 425,000 | $129.2M | 1.78% | 2025-12-31 |
| 10 | George Soros | Soros Fund Management LLC | 349,858 | $106.3M | 1.43% | 2025-12-31 |
| 11 | Polen Capital | Polen Capital Management LLC | 200,593 | $61.0M | 0.26% | 2025-12-31 |
| 12 | David Rolfe | Wedgewood Partners Inc | 184,661 | $56.1M | 10.48% | 2025-12-31 |
| 13 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 127,911 | $38.9M | 5.86% | 2025-12-31 |
| 14 | Prem Watsa | Fairfax Financial Holdings Ltd | 93,700 | $28.5M | 1.37% | 2025-12-31 |
| 15 | Torray Funds | Torray Investment Partners LLC | 26,974 | $8.2M | 1.17% | 2025-12-31 |
| 16 | Ray Dalio | Bridgewater Associates LP | 58,684 | $5.9M | 0.04% | 2023-06-30 |
| 17 | Francois Rochon | Giverny Capital Inc. | 16,069 | $4.8M | 0.16% | 2025-12-31 |
| 18 | Mark Hillman | Hillman Capital Management Inc | 9,444 | $2.9M | 1.81% | 2025-12-31 |
| 19 | Christopher Davis | Davis Selected Advisers, LP | 7,200 | $2.4M | 0.01% | 2026-03-31 |
| 20 | Egerton Capital | Egerton Capital (UK) LLP | 3,460,517 | $237K | 1.84% | 2022-09-30 |
| 21 | Terry Smith | Fundsmith LLP | 155,558 | $11K | 0.05% | 2022-09-30 |
| 22 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 1,023,065 | $11K | 0.98% | 2008-03-31 |
| 23 | Steven Romick | First Pacific Advisors LP | 56,566 | $5K | 0.07% | 2020-09-30 |
As of the latest 13F window, 23 tracked superinvestors hold TSM. The largest disclosed position is Viking Global at $1.49B (4.0% 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
