
Insider and congress filings
Taiwan Semiconductor Manufacturing Company Limited (TSM)
NYSE · Technology · 273 insider transactions · 106 congress trades · last filed 3 days ago
About Taiwan Semiconductor Manufacturing Company Limited
from the company's filings and listing, as of Oct 21, 2026- Exchange
- NYSE
- Sector
- Technology
- Industry
- Semiconductors
- Chief executive
- Che Chia Wei
- Employees
- 65,152
- Listed since
- Oct 9, 1997
- Market value
- $2.2T
- Price to earnings (12 mo)
- 24.6
- Net income per share (12 mo)
- $17.26in US dollars, from price and P/E
- Dividend yield
- 0.99%
Earnings
6 reported quarters · next on Jan 21, 2027| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Oct 15, 2026 | $4.60 | $4.45 | $46.1B | $45.7B | EPS beatRevenue in line |
| Q2 FY2026reported Jul 16, 2026 | $4.22 | $3.81 | $40.2B | $39.8B | EPS beatRevenue in line |
| Q1 FY2026reported Apr 15, 2026 | $3.49 | $3.31 | $36.0B | $35.4B | EPS beatRevenue beat |
| Q4 FY2025reported Jan 15, 2026 | $3.09 | $2.90 | $33.1B | $33.0B | EPS beatRevenue in line |
| Q3 FY2025reported Oct 16, 2025 | $2.92 | $2.63 | $32.4B | $32.1B | EPS beatRevenue in line |
| Q2 FY2025reported Jul 17, 2025 | $2.50 | $2.38 | $31.8B | $30.2B | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| FMR LLC | $28.1B | 58,937,551 | -2.4% | 1.14% |
| Capital World Investors | $16.4B | 34,372,274 | +4.5% | 0.66% |
| Sanders Capital, LLC | $12.5B | 26,149,064 | -6.8% | 0.50% |
| JPMorgan Chase & Co. | $10.8B | 23,829,286 | -0.6% | 0.46% |
| BlackRock, Inc. | $9.6B | 20,112,852 | +10.4% | 0.39% |
| Fisher Asset Management, LLC | $9.0B | 18,866,198 | +1.3% | 0.36% |
| VanEck Associates Corp | $8.2B | 17,210,604 | -10.7% | 0.33% |
| Goldman Sachs Group Inc | $7.7B | 16,125,333 | +71.5% | 0.31% |
| Morgan Stanley | $7.6B | 15,847,816 | +7.3% | 0.31% |
| Bank of America Corp | $7.3B | 15,282,620 | +8.3% | 0.29% |
| Capital International Investors | $5.5B | 11,676,869 | +3.3% | 0.23% |
| T. Rowe Price Associates, Inc. | $5.4B | 11,320,845 | +38.7% | 0.22% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding TSM
12 of 28 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Coatue ManagementPhilippe Laffont | $4.3B | 8,914,995 | 8.8% |
| Tiger Global ManagementChase Coleman | $2.3B | 4,881,008 | 9.7% |
| Alkeon Capital Management | $1.7B | 3,536,218 | 2.3% |
| Viking Global InvestorsAndreas Halvorsen | $1.5B | 3,168,097 | 4.3% |
| Situational AwarenessLeopold Aschenbrenner | $1.3B | 2,649,035 | 6.2% |
| Soroban Capital Partners | $1.0B | 2,174,760 | 2.2% |
| Hudson Bay Capital | $923.2M | 1,933,095 | 2.5% |
| David TepperAppaloosa | $788.0M | 1,650,000 | 10.2% |
| Steve CohenPoint72 Asset Management | $766.0M | 1,603,897 | 0.8% |
| Millennium ManagementIsrael Englander | $760.5M | 1,592,445 | 0.3% |
| Altimeter CapitalBrad Gerstner | $682.6M | 1,429,355 | 6.9% |
| Tudor Investment CorporationPaul Tudor Jones | $653.9M | 1,369,304 | 0.9% |
Also holding TSM: Sculptor Capital, Fundsmith, Renaissance Technologies, Maverick Capital, Whale Rock Capital Management, Stanley Druckenmiller, George Soros, Cathie Wood, Third Point, Samlyn Capital, Montanova Capital, SRS Investment Management, Verition Fund Management, Lone Pine Capital, Moore Capital, Steadfast Capital Management.
28 of the 97 fund managers we track list TSM shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
1 filing shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Shu-Hua FangSVP and GC | Bought | 1,000 | $77.09 | $77K | Jul 2, 2026filed Sep 4, 2026 | 45d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Yi-Huang WuVP | Other (see filing) | 39 | Oct 7, 2026 |
| Che-Chia WeiChairman and CEO | Other (see filing) | 144 | Oct 7, 2026 |
| Shien-Yang WuSVP | Other (see filing) | 53 | Oct 7, 2026 |
| Chue-San YooVP | Other (see filing) | 50 | Oct 7, 2026 |
| Kevin Xiaoqiang ZhangSVP and Deputy Co-COO | Other (see filing) | 59 | Oct 7, 2026 |
| Choh Fei YeapSVP | Other (see filing) | 52 | Oct 7, 2026 |
| Lipen YuanVP | Other (see filing) | 40 | Oct 7, 2026 |
| Yao-Ching KuVP | Other (see filing) | 46 | Oct 7, 2026 |
| Chun-Hsien LeeSVP | Other (see filing) | 51 | Oct 7, 2026 |
| Chris Horng-Dar LinVP and CIO | Other (see filing) | 44 | Oct 7, 2026 |
| Shyue-Shyh LinVP | Other (see filing) | 44 | Oct 7, 2026 |
| Lee-Chung LuVP | Other (see filing) | 49 | Oct 7, 2026 |
| Chin-Sheng LuVP | Other (see filing) | 36 | Oct 7, 2026 |
| Bor-Zen TienVP | Other (see filing) | 47 | Oct 7, 2026 |
| Yuh-Jier MiiEVP and Co-COO | Other (see filing) | 68 | Oct 7, 2026 |
| Ying-Lang WangSVP | Other (see filing) | 52 | Oct 7, 2026 |
| Syun-Ming JangVP | Other (see filing) | 46 | Oct 7, 2026 |
| Jen-Chau HuangSVP and CFO | Other (see filing) | 28 | Oct 7, 2026 |
| Yuan-Ko HwangVP | Other (see filing) | 39 | Oct 7, 2026 |
| Jun HeVP | Other (see filing) | 43 | Oct 7, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in TSM
20 disclosures of 106 on record · median 27d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Cleo Fields | Stock | Purchase | $1,001 - $15,000 | -7.7%S&P 500 -2.4% · -5.3 pts vs S&P 500 | Oct 9, 2026 | Oct 22, 2026 | 13d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -7.4%S&P 500 -2.0% · -5.4 pts vs S&P 500 | Sep 22, 2026 | Oct 12, 2026 | 20d |
| Rick W. AllenSpouse | Stock | Purchase | $1,001 - $15,000 | -2.5%S&P 500 -1.6% · -0.8 pts vs S&P 500 | Aug 12, 2026 | Sep 22, 2026 | 41d |
| Cleo Fields | Stock | Purchase | $1,001 - $15,000 | -3.6%S&P 500 +0.7% · -4.3 pts vs S&P 500 | Jul 10, 2026 | Jul 30, 2026 | 20d |
| Rick W. AllenSpouse | Stock | Purchase | $1,001 - $15,000 | +1.7%S&P 500 +3.0% · -1.4 pts vs S&P 500 | May 8, 2026 | Jun 16, 2026 | 39d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +1.1%After the saleS&P 500 +3.9% · -2.8 pts vs S&P 500 | May 7, 2026 | Jun 10, 2026 | 34d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +5.7%After the saleS&P 500 +2.9% · +2.8 pts vs S&P 500 | May 18, 2026 | Jun 10, 2026 | 23d |
| Cleo Fields | Stock | Purchase | $1,001 - $15,000 | +14.5%S&P 500 +11.8% · +2.7 pts vs S&P 500 | Apr 9, 2026 | Apr 20, 2026 | 11d |
| Julia Letlow | Stock | Purchase | $1,001 - $15,000 | +22.6%S&P 500 +9.2% · +13.4 pts vs S&P 500 | Feb 2, 2026 | Mar 12, 2026 | 38d |
| Rick W. AllenSpouse | Stock | Purchase | $1,001 - $15,000 | +16.1%S&P 500 +11.0% · +5.2 pts vs S&P 500 | Feb 19, 2026 | Mar 11, 2026 | 20d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $100,001 - $250,000 | +17.8%S&P 500 +9.5% · +8.3 pts vs S&P 500 | Feb 9, 2026 | Mar 9, 2026 | 28d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +11.1%S&P 500 +10.2% · +0.9 pts vs S&P 500 | Feb 26, 2026 | Mar 9, 2026 | 11d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +26.6%S&P 500 +9.8% · +16.8 pts vs S&P 500 | Jan 30, 2026 | Feb 13, 2026 | 14d |
| Cleo Fields | Stock | Purchase | $1,001 - $15,000 | +31.6%S&P 500 +10.2% · +21.4 pts vs S&P 500 | Jan 8, 2026 | Feb 3, 2026 | 26d |
| Julia LetlowFiled late | Stock | Purchase | $15,001 - $50,000 | +108.4%S&P 500 +31.5% · +76.9 pts vs S&P 500 | Oct 23, 2024 | Jan 13, 2026 | 447d |
| Julia LetlowFiled late | Stock | Sale | $1,001 - $15,000 | +88.6%After the saleS&P 500 +25.0% · +63.7 pts vs S&P 500 | Jan 24, 2025 | Jan 13, 2026 | 354d |
| Julia LetlowFiled late | Stock | Sale | $1,001 - $15,000 | +73.2%After the saleS&P 500 +19.8% · +53.5 pts vs S&P 500 | Jul 24, 2025 | Jan 13, 2026 | 173d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $1,001 - $15,000 | +40.1%After the saleS&P 500 +10.1% · +30.0 pts vs S&P 500 | Dec 24, 2025 | Jan 12, 2026 | 19d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +50.6%S&P 500 +15.1% · +35.5 pts vs S&P 500 | Nov 18, 2025 | Dec 15, 2025 | 27d |
| Jared Moskowitz | Stock | Purchase | $1,001 - $15,000 | +49.1%S&P 500 +16.3% · +32.8 pts vs S&P 500 | Oct 10, 2025 | Nov 22, 2025 | 43d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in TSM, filterable by party, chamber, type and account.
Members of Congress reporting a position
7 members · estimate, as of Oct 23, 20267 members report a position (estimated). The largest estimated position is in the $1,000,001 - $5,000,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Cleo Fields | Democrat · House | $1,000,001 - $5,000,000 | 8.6% |
| Kelly Morrison | Democrat · House | $500,001 - $1,000,000 | 4.7% |
| Gilbert Ray Cisneros, Jr. | Democrat · House | $100,001 - $250,000 | 0.6% |
| Jared Moskowitz | Democrat · House | $50,001 - $100,000 | 1.3% |
| Robert Bresnahan | Republican · House | $15,001 - $50,000 | 0.3% |
| Rick W. Allen | Republican · House | $15,001 - $50,000 | 0.4% |
| Julia Letlow | Republican · House | $1,001 - $15,000 | 0.9% |
Estimate, as of Oct 23, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling TSM?
Across the one open-market filing shown here, 1 was a purchase and 0 were sales.
Which members of Congress have traded TSM?
Cleo Fields, Gilbert Ray Cisneros, Jr., Rick W. Allen, Michael T. McCaul, Julia Letlow and Jared Moskowitz disclosed TSM transactions in the filings shown here.
Which members of Congress hold TSM?
7 members of Congress report a position in TSM in the estimate we hold as of Oct 23, 2026. The three largest estimated positions belong to Cleo Fields, Kelly Morrison and Gilbert Ray Cisneros, Jr. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are TSM trades disclosed?
Insider filings on this page reached the public a median of 45 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 27 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
