19 hedge funds and family offices disclose a TSM position in their latest SEC 13F filing — combined $6.71B in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 3,168,097 | $1.51B | 4.31% | 2026-06-30 |
| 2 | Leopold Aschenbrenner | Situational Awareness LP | 2,649,035 | $1.27B | 6.25% | 2026-06-30 |
| 3 | Chase Coleman | Tiger Global Management LLC | 3,725,474 | $1.13B | 3.81% | 2025-12-31 |
| 4 | Stephen Mandel | Lone Pine Capital LLC | 3,052,400 | $927.6M | 6.82% | 2025-12-31 |
| 5 | Lee Ainslie | Maverick Capital Ltd | 1,658,650 | $504.0M | 5.41% | 2025-12-31 |
| 6 | Stanley Druckenmiller | Duquesne Family Office LLC | 589,680 | $281.6M | 5.40% | 2026-06-30 |
| 7 | George Soros | Soros Fund Management LLC | 522,158 | $249.4M | 3.06% | 2026-06-30 |
| 8 | Cathie Wood | ARK Investment Management LLC | 482,286 | $230.3M | 1.50% | 2026-06-30 |
| 9 | Daniel Loeb | Third Point LLC | 460,000 | $219.7M | 4.69% | 2026-06-30 |
| 10 | Mairs & Power | Mairs & Power Inc | 486,547 | $147.9M | 1.42% | 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 | Prem Watsa | Fairfax Financial Holdings Ltd | 93,700 | $44.7M | 1.69% | 2026-06-30 |
| 14 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 127,911 | $38.9M | 5.86% | 2025-12-31 |
| 15 | Ray Dalio | Bridgewater Associates LP | 34,525 | $16.5M | 0.07% | 2026-06-30 |
| 16 | Torray Funds | Torray Investment Partners LLC | 26,974 | $8.2M | 1.17% | 2025-12-31 |
| 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 | 3,980 | $1.9M | 0.01% | 2026-06-30 |
As of the latest 13F window, 19 tracked superinvestors hold TSM. The largest disclosed position is Viking Global at $1.51B (4.3% 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
19 hedge funds and family offices disclose a TSM position in their latest SEC 13F filing — combined $6.71B in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 3,168,097 | $1.51B | 4.31% | 2026-06-30 |
| 2 | Leopold Aschenbrenner | Situational Awareness LP | 2,649,035 | $1.27B | 6.25% | 2026-06-30 |
| 3 | Chase Coleman | Tiger Global Management LLC | 3,725,474 | $1.13B | 3.81% | 2025-12-31 |
| 4 | Stephen Mandel | Lone Pine Capital LLC | 3,052,400 | $927.6M | 6.82% | 2025-12-31 |
| 5 | Lee Ainslie | Maverick Capital Ltd | 1,658,650 | $504.0M | 5.41% | 2025-12-31 |
| 6 | Stanley Druckenmiller | Duquesne Family Office LLC | 589,680 | $281.6M | 5.40% | 2026-06-30 |
| 7 | George Soros | Soros Fund Management LLC | 522,158 | $249.4M | 3.06% | 2026-06-30 |
| 8 | Cathie Wood | ARK Investment Management LLC | 482,286 | $230.3M | 1.50% | 2026-06-30 |
| 9 | Daniel Loeb | Third Point LLC | 460,000 | $219.7M | 4.69% | 2026-06-30 |
| 10 | Mairs & Power | Mairs & Power Inc | 486,547 | $147.9M | 1.42% | 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 | Prem Watsa | Fairfax Financial Holdings Ltd | 93,700 | $44.7M | 1.69% | 2026-06-30 |
| 14 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 127,911 | $38.9M | 5.86% | 2025-12-31 |
| 15 | Ray Dalio | Bridgewater Associates LP | 34,525 | $16.5M | 0.07% | 2026-06-30 |
| 16 | Torray Funds | Torray Investment Partners LLC | 26,974 | $8.2M | 1.17% | 2025-12-31 |
| 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 | 3,980 | $1.9M | 0.01% | 2026-06-30 |
As of the latest 13F window, 19 tracked superinvestors hold TSM. The largest disclosed position is Viking Global at $1.51B (4.3% 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
