TSM
TAIWAN SEMICONDUCTOR MANUFAC · Information Technology
Consensus score 29/100 · #18 this quarter · tier-weighted across tracked managers
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Wedgewood Partners Quality growth | 10.4% | $50M | TRIM |
| Tiger Global Management Concentrated | 9.7% | $2.33B | TRIM |
| Ruane Cunniff / Sequoia Quality compounder | 8.7% | $560M | TRIM |
| Cantillon Capital Concentrated | 8.2% | $55M | TRIM |
| Eagle Capital Quality value | 6.5% | $2.11B | TRIM |
| Third Point Activist | 4.7% | $220M | ADD |
| Viking Global Investors Concentrated | 4.3% | $1.51B | TRIM |
| Fundsmith Concentrated | 4.0% | $548M | NEW |
| Polen Capital Quality growth | 2.1% | $239M | ADD |
| Fairfax Financial Concentrated | 1.7% | $45M | HOLD |
| Lone Pine Capital Concentrated | 0.3% | $48M | TRIM |
| Giverny Capital Quality compounder | 0.1% | $2M | TRIM |
| Davis Advisors Concentrated | 0.0% | $2M | TRIM |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.