Taiwan Semiconductor (NYSE: TSM) is one of the most widely held AI chip stocks among elite hedge funds and billionaire investors, the latest 13F filings for the second quarter show.
Insider Monkey data shows TSM appeared in 250 hedge fund portfolios by the end of the second quarter, sharply up from 236 in the first quarter. Fisher ***** et Management, run by Ken Fisher, is the largest holder with 18,866,198 shares worth $9,009,930,721, making up 2.68% of the fund's portfolio. Fisher added 2% to the position last quarter. Coatue Management, run by Philippe Laffont, holds 8,914,995 shares worth $4,257,534,162, or 8.76% of the fund's portfolio. Coatue trimmed the position by 4%. Tiger Global Management holds 4,881,008 shares of the company.
ARK Investment Management of Cathie Wood holds 482,286 shares worth $230,325,325, or 1.5% of the fund's portfolio. ARK cut the position sharply, down 24%.
Third Point, run by Dan Loeb, holds 460,000 shares worth $219,682,200, making up 4.69% of the fund's portfolio, after adding 68%.
Stanley Druckenmiller's Duquesne Capital holds TSM as its second-largest position, with 589,680 shares worth $281,613,000, or 5.4% of the fund's portfolio. Druckenmiller increased the position by 20% last quarter. Duquesne's total portfolio value stood at $5,210,860,000, up 1.54% for the quarter.
#quarter #holds
Insider Monkey data shows TSM appeared in 250 hedge fund portfolios by the end of the second quarter, sharply up from 236 in the first quarter. Fisher ***** et Management, run by Ken Fisher, is the largest holder with 18,866,198 shares worth $9,009,930,721, making up 2.68% of the fund's portfolio. Fisher added 2% to the position last quarter. Coatue Management, run by Philippe Laffont, holds 8,914,995 shares worth $4,257,534,162, or 8.76% of the fund's portfolio. Coatue trimmed the position by 4%. Tiger Global Management holds 4,881,008 shares of the company.
ARK Investment Management of Cathie Wood holds 482,286 shares worth $230,325,325, or 1.5% of the fund's portfolio. ARK cut the position sharply, down 24%.
Third Point, run by Dan Loeb, holds 460,000 shares worth $219,682,200, making up 4.69% of the fund's portfolio, after adding 68%.
Stanley Druckenmiller's Duquesne Capital holds TSM as its second-largest position, with 589,680 shares worth $281,613,000, or 5.4% of the fund's portfolio. Druckenmiller increased the position by 20% last quarter. Duquesne's total portfolio value stood at $5,210,860,000, up 1.54% for the quarter.
#quarter #holds
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