TSM
TAIWAN SEMICONDUCTOR MANUFAC · Information Technology
Consensus score 14/100 · #31 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 Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Wedgewood Partners Quality growth | 9.0% | $44M | TRIM |
| Tiger Global Management Concentrated | 8.2% | $1.88B | ADD |
| Ruane Cunniff / Sequoia Quality compounder | 6.8% | $408M | TRIM |
| Cantillon Capital Concentrated | 5.6% | $843M | TRIM |
| Eagle Capital Quality value | 5.5% | $1.65B | TRIM |
| Third Point Activist | 4.5% | $93M | TRIM |
| Viking Global Investors Concentrated | 4.2% | $1.51B | TRIM |
| Lone Pine Capital Concentrated | 3.7% | $470M | TRIM |
| Fairfax Financial Concentrated | 1.6% | $32M | HOLD |
| Polen Capital Quality growth | 0.4% | $59M | TRIM |
| Giverny Capital Quality compounder | 0.1% | $3M | TRIM |
| Davis Advisors Concentrated | 0.0% | $2M | HOLD |
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.