Curated managers
24 of 57 hold Taiwan Semiconductor Manufacturing Co Ltd · holdings at Jun 30, 2026
| Manager | % of book | Change | ||
|---|---|---|---|---|
| Appaloosa LP David Tepper · President of the General Partner | 10.55% | #3 | 1.6M | Added+322.5K |
| Tiger Global Management, LLC Chase Coleman · Founder | 9.72% | #1 | 4.9M | Reduced-684.1K |
| Coatue Management, L.L.C. Philippe Laffont · Founder & Portfolio Manager | 8.76% | #1 | 8.9M | Reduced-368.6K |
| Ruane, Cunniff & Goldfarb L.P. (Sequoia Fund) | 8.71% | #2 | 1.2M | Reduced-35.7K |
| Situational Awareness LP Leopold Aschenbrenner · Chief Investment Officer | 6.27% | #4 | 2.6M | Added+2.6M |
| Third Point LLC Daniel Loeb · Chief Executive Officer & Chief Investment Officer | 4.72% | #6 | 460.0K | Added+185.0K |
| Fundsmith LLP Terry Smith · Partner and Chief Executive Officer Files 2 separate books — shown apart, never added together. | 4.02% | #14 | 1.1M | New position+1.1M |
FUNDSMITH INVESTMENT SERVICES LTD.second book | 4.35% | #10 | 411.5K | Added+408.6K |
| Viking Global Investors LP Andreas Halvorsen · Co-Founder & Chief Executive Officer | 4.31% | #2 | 3.2M | Reduced-1.3M |
| Soros Fund Management LLC Dawn Fitzpatrick · Chief Executive Officer & Chief Investment Officer | 3.27% | #2 | 522.2K | Reduced-160 |
| Maverick Capital, Ltd. Lee Ainslie · Managing Partner | 3.07% | #11 | 711.8K | Reduced-525.6K |
| First Eagle Investment Management, LLC | 2.94% | #4 | 3.7M | Reduced-156.5K |
| Polen Capital Management, LLC | 2.06% | #18 | 501.2K | Added+326.5K |
| Fairfax Financial Holdings Limited Prem Watsa · Chairman and Chief Executive Officer | 1.69% | #11 | 93.7K | Unchanged |
| ARK Investment Management LLC Cathie Wood · Chief Executive Officer, Chief Investment Officer | 1.50% | #24 | 482.3K | Reduced-145.4K |
| Weitz Investment Management, Inc. Wallace Weitz · Founder, Co-Chairman of the Board, Portfolio Manager | 0.66% | #34 | 20.0K | Unchanged |
| Renaissance Technologies LLC Jim Simons · Founder (died 2024-05-10) (historical) | 0.56% | #26 | 849.1K | Added+281.1K |
| Baron Capital Group (BAMCO, Inc.) Ron Baron · Founder, Chief Executive Officer and Portfolio Manager | 0.48% | #27 | 667.7K | Added+31.4K |
| Baillie Gifford & Co | 0.42% | #53 | 960.7K | Reduced-321.5K |
| Dodge & Cox | 0.36% | #79 | 1.4M | Added+1.3M |
| Lone Pine Capital LLC Stephen Mandel · Founder | 0.30% | #30 | 101.2K | Reduced-1.3M |
| Bridgewater Associates, LP Ray Dalio · Founder (relinquished control of the firm in 2022) (historical) | 0.07% | #242 | 34.5K | Reduced-1.0M |
| Giverny Capital Inc. Francois Rochon · President and Portfolio Manager | 0.06% | #45 | 3.7K | Reduced-4.5K |
| Davis Selected Advisers (Davis Advisors) Christopher Davis · Chairman and Portfolio Manager | 0.01% | #108 | 4.0K | Reduced-3.2K |
| Duquesne Family Office LLC | — | — | 589.7K | Added+94.4K |
| Blue Whale Capital LLP Stephen Yiu · CEO & CIO | — | — | — | Sold out |
| D1 Capital Partners L.P. Daniel Sundheim · Chief Investment Officer | — | — | — | Sold out |