Insider and congress filings

Taiwan Semiconductor Manufacturing Company Limited (TSM)

NYSE · Technology · 273 insider transactions · 106 congress trades · last filed 3 days ago

1
Open-market insider filing shown
45d
Median delay on the insider filings, in business days
Form 4 is due in two business days
1 buy·0 sells
Purchases and sales in the filings shown
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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%

www.tsmc.com

Earnings

6 reported quarters · next on Jan 21, 2027
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q3 FY2026reported Oct 15, 2026$4.60$4.45$46.1B$45.7BEPS beatRevenue in line
Q2 FY2026reported Jul 16, 2026$4.22$3.81$40.2B$39.8BEPS beatRevenue in line
Q1 FY2026reported Apr 15, 2026$3.49$3.31$36.0B$35.4BEPS beatRevenue beat
Q4 FY2025reported Jan 15, 2026$3.09$2.90$33.1B$33.0BEPS beatRevenue in line
Q3 FY2025reported Oct 16, 2025$2.92$2.63$32.4B$32.1BEPS beatRevenue in line
Q2 FY2025reported Jul 17, 2025$2.50$2.38$31.8B$30.2BEPS 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
HolderValueSharesShares vs prior qtr% of shares out
FMR LLC$28.1B58,937,551-2.4%1.14%
Capital World Investors$16.4B34,372,274+4.5%0.66%
Sanders Capital, LLC$12.5B26,149,064-6.8%0.50%
JPMorgan Chase & Co.$10.8B23,829,286-0.6%0.46%
BlackRock, Inc.$9.6B20,112,852+10.4%0.39%
Fisher Asset Management, LLC$9.0B18,866,198+1.3%0.36%
VanEck Associates Corp$8.2B17,210,604-10.7%0.33%
Goldman Sachs Group Inc$7.7B16,125,333+71.5%0.31%
Morgan Stanley$7.6B15,847,816+7.3%0.31%
Bank of America Corp$7.3B15,282,620+8.3%0.29%
Capital International Investors$5.5B11,676,869+3.3%0.23%
T. Rowe Price Associates, Inc.$5.4B11,320,845+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
ManagerValueSharesShare of book
Coatue ManagementPhilippe Laffont$4.3B8,914,9958.8%
Tiger Global ManagementChase Coleman$2.3B4,881,0089.7%
Alkeon Capital Management$1.7B3,536,2182.3%
Viking Global InvestorsAndreas Halvorsen$1.5B3,168,0974.3%
Situational AwarenessLeopold Aschenbrenner$1.3B2,649,0356.2%
Soroban Capital Partners$1.0B2,174,7602.2%
Hudson Bay Capital$923.2M1,933,0952.5%
David TepperAppaloosa$788.0M1,650,00010.2%
Steve CohenPoint72 Asset Management$766.0M1,603,8970.8%
Millennium ManagementIsrael Englander$760.5M1,592,4450.3%
Altimeter CapitalBrad Gerstner$682.6M1,429,3556.9%
Tudor Investment CorporationPaul Tudor Jones$653.9M1,369,3040.9%

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.

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Open-market insider trades

1 filing shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Shu-Hua FangSVP and GCBought1,000$77.09$77KJul 2, 2026filed Sep 4, 202645d

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)
InsiderEventSharesDate
Yi-Huang WuVPOther (see filing)39Oct 7, 2026
Che-Chia WeiChairman and CEOOther (see filing)144Oct 7, 2026
Shien-Yang WuSVPOther (see filing)53Oct 7, 2026
Chue-San YooVPOther (see filing)50Oct 7, 2026
Kevin Xiaoqiang ZhangSVP and Deputy Co-COOOther (see filing)59Oct 7, 2026
Choh Fei YeapSVPOther (see filing)52Oct 7, 2026
Lipen YuanVPOther (see filing)40Oct 7, 2026
Yao-Ching KuVPOther (see filing)46Oct 7, 2026
Chun-Hsien LeeSVPOther (see filing)51Oct 7, 2026
Chris Horng-Dar LinVP and CIOOther (see filing)44Oct 7, 2026
Shyue-Shyh LinVPOther (see filing)44Oct 7, 2026
Lee-Chung LuVPOther (see filing)49Oct 7, 2026
Chin-Sheng LuVPOther (see filing)36Oct 7, 2026
Bor-Zen TienVPOther (see filing)47Oct 7, 2026
Yuh-Jier MiiEVP and Co-COOOther (see filing)68Oct 7, 2026
Ying-Lang WangSVPOther (see filing)52Oct 7, 2026
Syun-Ming JangVPOther (see filing)46Oct 7, 2026
Jen-Chau HuangSVP and CFOOther (see filing)28Oct 7, 2026
Yuan-Ko HwangVPOther (see filing)39Oct 7, 2026
Jun HeVPOther (see filing)43Oct 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 allowed

Since 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.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Cleo FieldsStockPurchase$1,001 - $15,000-7.7%S&P 500 -2.4% · -5.3 pts vs S&P 500Oct 9, 2026Oct 22, 202613d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000-7.4%S&P 500 -2.0% · -5.4 pts vs S&P 500Sep 22, 2026Oct 12, 202620d
Rick W. AllenSpouseStockPurchase$1,001 - $15,000-2.5%S&P 500 -1.6% · -0.8 pts vs S&P 500Aug 12, 2026Sep 22, 202641d
Cleo FieldsStockPurchase$1,001 - $15,000-3.6%S&P 500 +0.7% · -4.3 pts vs S&P 500Jul 10, 2026Jul 30, 202620d
Rick W. AllenSpouseStockPurchase$1,001 - $15,000+1.7%S&P 500 +3.0% · -1.4 pts vs S&P 500May 8, 2026Jun 16, 202639d
Michael T. McCaulStockSale$1,001 - $15,000+1.1%After the saleS&P 500 +3.9% · -2.8 pts vs S&P 500May 7, 2026Jun 10, 202634d
Michael T. McCaulStockSale$1,001 - $15,000+5.7%After the saleS&P 500 +2.9% · +2.8 pts vs S&P 500May 18, 2026Jun 10, 202623d
Cleo FieldsStockPurchase$1,001 - $15,000+14.5%S&P 500 +11.8% · +2.7 pts vs S&P 500Apr 9, 2026Apr 20, 202611d
Julia LetlowStockPurchase$1,001 - $15,000+22.6%S&P 500 +9.2% · +13.4 pts vs S&P 500Feb 2, 2026Mar 12, 202638d
Rick W. AllenSpouseStockPurchase$1,001 - $15,000+16.1%S&P 500 +11.0% · +5.2 pts vs S&P 500Feb 19, 2026Mar 11, 202620d
Gilbert Ray Cisneros, Jr.StockPurchase$100,001 - $250,000+17.8%S&P 500 +9.5% · +8.3 pts vs S&P 500Feb 9, 2026Mar 9, 202628d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000+11.1%S&P 500 +10.2% · +0.9 pts vs S&P 500Feb 26, 2026Mar 9, 202611d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000+26.6%S&P 500 +9.8% · +16.8 pts vs S&P 500Jan 30, 2026Feb 13, 202614d
Cleo FieldsStockPurchase$1,001 - $15,000+31.6%S&P 500 +10.2% · +21.4 pts vs S&P 500Jan 8, 2026Feb 3, 202626d
Julia LetlowFiled lateStockPurchase$15,001 - $50,000+108.4%S&P 500 +31.5% · +76.9 pts vs S&P 500Oct 23, 2024Jan 13, 2026447d
Julia LetlowFiled lateStockSale$1,001 - $15,000+88.6%After the saleS&P 500 +25.0% · +63.7 pts vs S&P 500Jan 24, 2025Jan 13, 2026354d
Julia LetlowFiled lateStockSale$1,001 - $15,000+73.2%After the saleS&P 500 +19.8% · +53.5 pts vs S&P 500Jul 24, 2025Jan 13, 2026173d
Gilbert Ray Cisneros, Jr.StockSale$1,001 - $15,000+40.1%After the saleS&P 500 +10.1% · +30.0 pts vs S&P 500Dec 24, 2025Jan 12, 202619d
Gilbert Ray Cisneros, Jr.StockPurchase$1,001 - $15,000+50.6%S&P 500 +15.1% · +35.5 pts vs S&P 500Nov 18, 2025Dec 15, 202527d
Jared MoskowitzStockPurchase$1,001 - $15,000+49.1%S&P 500 +16.3% · +32.8 pts vs S&P 500Oct 10, 2025Nov 22, 202543d

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.

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, 2026

7 members report a position (estimated). The largest estimated position is in the $1,000,001 - $5,000,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Cleo FieldsDemocrat · House$1,000,001 - $5,000,0008.6%
Kelly MorrisonDemocrat · House$500,001 - $1,000,0004.7%
Gilbert Ray Cisneros, Jr.Democrat · House$100,001 - $250,0000.6%
Jared MoskowitzDemocrat · House$50,001 - $100,0001.3%
Robert BresnahanRepublican · House$15,001 - $50,0000.3%
Rick W. AllenRepublican · House$15,001 - $50,0000.4%
Julia LetlowRepublican · House$1,001 - $15,0000.9%

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

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

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.

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