Taiwan Semiconductor Manufacturing TSMKoreans' No. 24 US holding
Taiwan Semiconductor Manufacturing TSM: VP Bor-Zen Tien made 16 open-market buys worth $373.6K in a year
3,560 institutions hold it in their 13F, 283 more than the quarter before. Taiwan Semiconductor Manufacturing is Koreans' 24th largest US holding.
Korean holdings ranking published 09/22 · written 10/04
Koreans
Koreans' 24th largest holding
Koreans hold $1.8B of Taiwan Semiconductor Manufacturing TSM (published 09/22). The estimated net inflow over 09/22~09/29 is $312.4K (held on 09/29). Koreans hold $914.5M more through 3 ETFs, 49.8% of the direct holding (holdings of 06/30). 8 members of the National Assembly hold it (published 03/26).
Wall Street
3,560 13F holders
3,560 institutions held Taiwan Semiconductor Manufacturing in their 13F for 06/30, 283 more than the quarter before, with shares held down 0.1%. Coatue Management LLC reported 8,914,995 shares worth $4.3B (reported 08/14). Viking Global Investors cut its holding 29.0% and Appaloosa raised its holding 24.3% (filed 08/14).
Insiders
VPs bought on the open market
VP Bor-Zen Tien bought $373.6K in 16 open-market purchases in the last year. The latest was 1,000 shares, $75.7K (filed 06/30). VP Shyue-Shyh Lin bought $285.7K in 5 purchases. VP Lipen Yuan bought $163.8K in 5 purchases.
Politics and policy
2 members of Congress traded
2 members of Congress traded Taiwan Semiconductor Manufacturing TSM in the last 90 days. All were 2 purchases (reported 09/22). It was named in 1 Truth Social post in the same 90 days (published 07/17).
The numbers in this report
- Korean holdingsKoreans' rank 24 · $1.8B heldPublished 09/22
- Wall Street · change in 13F holders3,560 13F filers hold it · +283 against the quarter before · shares held −0.1%Holdings of 06/30
- Koreans · held through ETFsKoreans hold $914.5M more through 3 ETFs · 49.8% of the direct holdingHoldings of 06/30
- US Congress · 90-day trades2 members of Congress traded it in 90 days · 2 purchasesReported 09/22
- Trump · direct mentions in 90 daysNamed in 1 Truth Social posts and announcements in 90 daysPublished 07/17
- Koreans · change in shares heldUnits Koreans hold +0.0% over 09/22~09/29 · estimated net inflow $312.4KHeld on 09/29
- Korean lawmakers · holding this stock8 members of the National Assembly hold it · +1 on the year beforePublished 03/26
- Insider · last yearBor-Zen Tien, VP · the last year: 16 open-market buys $373.6K · 0 salesFiled 06/30
- Insider · last yearShyue-Shyh Lin, VP · the last year: 5 open-market buys $285.7K · 0 salesFiled 06/09
- Insider · last yearLipen Yuan, VP · the last year: 5 open-market buys $163.8K · 0 salesFiled 06/23
- Insider · last yearTzu-Sou Chuang, VP · the last year: 3 open-market buys $10.3K · 1 sales $14MFiled 06/09
- Fund · 13FCoatue Management LLC · 8,914,995 sh · $4.3B · 8.8% of the portfolioHoldings of 06/30 · reported 08/14
- Fund · 13FViking Global Investors cut its Taiwan Semiconductor Manufacturing TSM holding 29.0% · 3,168,097 sh · worth $1.5BFiled 08/14
- Fund · 13FAppaloosa raised its Taiwan Semiconductor Manufacturing TSM holding 24.3% · 1,650,000 sh · worth $788MFiled 08/14
- US Congress · 90 days2 members of Congress traded in the last 90 days · 2 buys · 0 sales
- Trump · 90 days1 Trump posts and government announcements named it in the last 90 days