Wallsti
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TSM

Taiwan Semiconductor Manufactur · Technology · Semiconductors
TECHSellMABuy · 9ZACKSStrong Buy R500#422 today TARGET+47%
$398.63 -1.85% today · -6.07% 1W
Nov 2 close or latest
Pre-market $400.70 +0.55% ·
Why it movedGave up an early 1.6% gain as Semiconductors sold offReadout ›

Holders' trades in the past 90 days

Mixed: ≈$791.4M bought and ≈$1.1B sold. Net of both sides: <0.01% of the float.

WhoDoing≈ ValueOf the floatOf market capTheir stakePublicPrice sincePrice vs theirs
ARK Invest · ARK daily Sold · 3 sessions, Oct 26 – Oct 28 $24.6M <0.01% <0.01% <0.01% of shares Oct 28 -9.3% -7.8%
Insiders · Form 4 Bought · 91 trades, 30 people, Aug 7 – Oct 7 $536.2K <0.01% <0.01% Oct 8 -13.0% +427.9%
Congress · PTR Bought · 3 trades, 3 people, Aug 12 – Oct 9 $24K <0.01% Oct 22 -3.3%
Viking Global · 13F Sold · Q2 2026 $619.4M <0.01% 0.03% 0.06% of shares
4.3% of its portfolio
Aug 14 -6.3% -16.5%
Fundsmith · 13F Bought · Q2 2026 · new position $548.5M <0.01% 0.03% 0.02% of shares
4.0% of its portfolio
Aug 14 -6.3% -16.5%
Bridgewater · 13F Sold · Q2 2026 $497.9M <0.01% 0.02% <0.01% of shares
0.07% of its portfolio
Aug 14 -6.3% -16.5%
Appaloosa · 13F Bought · Q2 2026 $154M <0.01% <0.01% 0.03% of shares
10.5% of its portfolio
Aug 14 -6.3% -16.5%
Third Point · 13F Bought · Q2 2026 $88.4M <0.01% <0.01% <0.01% of shares
4.7% of its portfolio
Aug 14 -6.3% -16.5%

After TSM's past insider buys (157 times), its median move a month later was +3.4%. Aftermath

In Wallsti's check of 2020–2026, stocks trailed QQQ by about 3% over the 60 sessions after ARK's buys and did about as well as QQQ after its sales.

The chart beside it

Technical rating: Sell (1 buy, 10 neutral, 15 sell of 26 indicators). RSI 36. Price -8.2% vs its 50-day average, -0.1% vs its 200-day, -17.9% from its 52-week high. Next 5 sessions: bargain $377.78 (-5.2%), stretch $420.63 (+5.5%). Technical · Pricing

Everyone we follow who traded the stock in the past 90 days, the runs still going first. Public: the day the trade became known (ARK's the evening of each session, a Form 4 or 13F on its filing day, Congress's on its report); price since: from that day's close to the latest. Price vs theirs: the latest price against the average they paid or got (a 13F's is the quarter-end price). Of the float: the shares traded over the shares the public can trade; their stake: shares held over all shares outstanding (a manager's: its last 13F plus its Form 4 runs since, ≈). Insiders: unplanned trades only (open-market buys, sales outside a 10b5-1 plan). 13F values are at the quarter's end and the trades happened some time in the quarter. The technical rating and bargain / stretch prices are the Technical and Pricing tabs' own. These describe the flow, not a forecast.

Insiders · 1 month
+$121.5K
unplanned net · 30 buys · 0 sells · 30 insiders
Insiders · 3 months
+$536.2K
unplanned net · 91 buys · 0 sells · 30 insiders
Congress · 3 months
≈+$24K
3 buys · 0 sells · 3 members
Congress · 1 year
≈+$263K
13 buys · 1 sell · 4 members
Fund moves · 3 months
≈−$351M
3 buys · 5 sells · 6 investors
Held by funds · now
≈$10.4B
10 investors · largest: Coatue

Insiders

Trade dateInsiderRoleSideTypeSharesAvg priceValueFiled
Oct 7, 2026 Chih-Ho Chen Controller Buy open-market buy 31 $79.39 $2.5K Oct 8
Oct 7, 2026 Pei-Hung Chen VP Buy open-market buy 43 $79.39 $3.4K Oct 8
Oct 7, 2026 Juiping Chuang VP Buy open-market buy 46 $79.39 $3.7K Oct 8
Oct 7, 2026 Shu-Hua Fang SVP Buy open-market buy 53 $79.39 $4.2K Oct 8
Oct 7, 2026 Tzonz-Sheng Chang SVP Buy open-market buy 51 $79.39 $4K Oct 8
Oct 7, 2026 Yung-Pei Chin COO Buy open-market buy 67 $79.39 $5.3K Oct 8
Oct 7, 2026 Min Cao VP Buy open-market buy 51 $79.39 $4K Oct 8
Oct 7, 2026 Tzu-Sou Chuang VP Buy open-market buy 46 $79.39 $3.7K Oct 8
Oct 7, 2026 Jun He VP Buy open-market buy 43 $79.39 $3.4K Oct 8
Oct 7, 2026 Kuo-Chin Hsu VP Buy open-market buy 52 $79.39 $4.1K Oct 8
Oct 7, 2026 Yung-Chin Hou COO Buy open-market buy 60 $79.39 $4.8K Oct 8
Oct 7, 2026 Syun-Ming Jang VP Buy open-market buy 46 $79.39 $3.7K Oct 8
Oct 7, 2026 Jen-Chau Huang CFO Buy open-market buy 28 $79.39 $2.2K Oct 8
Oct 7, 2026 Yuan-Ko Hwang VP Buy open-market buy 39 $79.39 $3.1K Oct 8
Oct 7, 2026 Yao-Ching Ku VP Buy open-market buy 46 $79.39 $3.7K Oct 8

Officers, directors and 10% owners file SEC Form 4 within two business days. Unplanned: the insider chose to trade now, the trades worth attention; their dollars make the net above. 10b5-1 plan: scheduled in advance, kept for the record. Tax: shares withheld on vesting stock, not a market trade. Awards, option exercises and gifts are left out. Source: SEC EDGAR, collected daily for the stocks discussed on Reddit.

Congress

Trade dateMemberChamberSideAmountDisclosed
Oct 9, 2026 Cleo Fields House Buy $1K–$15K Oct 22
Sep 22, 2026 Gilbert Cisneros House Buy $1K–$15K Oct 12
Aug 12, 2026 Richard W. Allen House Buy $1K–$15K Sep 22
Jul 10, 2026 Cleo Fields House Buy $1K–$15K Jul 30
May 8, 2026 Richard W. Allen House Buy $1K–$15K Jun 16
Apr 9, 2026 Cleo Fields House Buy $1K–$15K Apr 20
Feb 26, 2026 Gilbert Cisneros House Buy $1K–$15K Mar 9
Feb 19, 2026 Richard W. Allen House Buy $1K–$15K Mar 11
Feb 9, 2026 Gilbert Cisneros House Buy $100K–$250K Mar 9
Feb 2, 2026 Julia Letlow House Buy $1K–$15K Mar 12
Jan 30, 2026 Gilbert Cisneros House Buy $1K–$15K Feb 13
Jan 8, 2026 Cleo Fields House Buy $1K–$15K Feb 3
Dec 24, 2025 Gilbert Cisneros House Sell $1K–$15K Jan 12
Nov 18, 2025 Gilbert Cisneros House Buy $1K–$15K Dec 15
Oct 31, 2025 Lisa McClain House Sell $1K–$15K Nov 21

Members of Congress report trades within 45 days of the trade date, so these are never real-time. Amounts are disclosed as ranges; the net uses each range's midpoint (≈). Source: House and Senate periodic transaction reports via CongressInvests, refreshed daily.

Funds

Who holds it
InvestorSharesValueOf its portfolioVs quarter beforeAs of
Coatue (Philippe Laffont) 8,914,995 $4.3B 8.8% -4% Q2 2026
Tiger Global (Chase Coleman) 4,881,008 $2.3B 9.7% -12% Q2 2026
Viking Global (Andreas Halvorsen) 3,168,097 $1.5B 4.3% -29% Q2 2026
Appaloosa (David Tepper) 1,650,000 $788M 10.5% +24% Q2 2026
Fundsmith (Terry Smith) 1,148,449 $548.5M 4.0% new Q2 2026
Duquesne Family Office (Stanley Druckenmiller) 589,680 $281.6M 6.5% +19% Q2 2026
Soros Fund Management (George Soros) 522,158 $249.4M 4.1% — Q2 2026
Third Point (Dan Loeb) 460,000 $219.7M 4.7% +67% Q2 2026
ARK Invest (Cathie Wood) 376,909 $153.1M ARKQ 2.9% · ARKW 2.2% · ARKK 1.0% · ARKX 0.8% — Nov 2
Bridgewater (Ray Dalio's firm) 34,525 $16.5M 0.07% -97% Q2 2026
ARK's position

ARK is cutting TSM: 1.4% → 1.2% of its portfolio in a month, −0.17 points from selling (≈$24.6M).

OverShare of ARK then → nowNet bought or soldFrom tradingFrom price and other
1M since Oct 2 1.4% → 1.2% −$24.6M −0.17−0.03
3M since Aug 3 1.5% → 1.2% −$24.6M −0.17−0.18
1Y since Oct 31 1.3% → 1.2% −$85.1M −0.61+0.48
ARK's buying and selling runs
SideTradedSessions tradedShares≈ ValueOf each session's volumePrice over it
Selling Oct 26 – Oct 28, 2026 3 56,780 $24.6M 0.2% +3.6%
Buying Jul 29, 2026 1 37,916 $14.2M 0.2%
Selling Jun 15, 2026 1 6,904 $3M <0.1%

Share of ARK: the stock's value over all of ARK's ETFs added up, from their daily holdings. From trading: the net dollars ARK bought (+) or sold (−) over the window's average assets, in points; from price and other: the rest of the change, mostly the stock's price against ARK's other holdings. A run: ARK trading the stock the same way with at most two sessions between trades (ARK spreads large orders out). This describes ARK's flow, not the price: in our check of 2020–2026, stocks trailed QQQ by about 3% over the 60 sessions after ARK's buys, and did about as well as QQQ after its sales.

Their moves
DateInvestorMoveSourceShares≈ ValueNow heldFiled
Oct 28, 2026 ARK Invest (Cathie Wood) Sold ARKQ, ARKX 10,715 $4.7M source
Oct 27, 2026 ARK Invest (Cathie Wood) Sold ARKQ, ARKX 24,171 $10.6M source
Oct 26, 2026 ARK Invest (Cathie Wood) Sold ARKQ, ARKX 21,894 $9.3M source
Aug 14, 2026 Fundsmith (Terry Smith) New stake 13F, Q2 2026 1,148,449 $548.5M 4.0% Aug 14
Aug 14, 2026 Viking Global (Andreas Halvorsen) Trimmed 13F, Q2 2026 1,297,030 $619.4M 4.3% Aug 14
Aug 14, 2026 Third Point (Dan Loeb) Added 13F, Q2 2026 185,000 $88.4M 4.7% Aug 14
Aug 14, 2026 Bridgewater (Ray Dalio's firm) Trimmed 13F, Q2 2026 1,042,554 $497.9M 0.1% Aug 14
Aug 14, 2026 Appaloosa (David Tepper) Added 13F, Q2 2026 322,500 $154M 10.5% Aug 14
Jul 29, 2026 ARK Invest (Cathie Wood) Bought ARKK, ARKW, ARKQ, ARKX 37,916 $14.2M source
Jun 15, 2026 ARK Invest (Cathie Wood) Sold ARKK 6,904 $3M source
May 21, 2026 ARK Invest (Cathie Wood) Sold ARKW 2,131 $867.6K source
May 15, 2026 ARK Invest (Cathie Wood) Sold ARKK, ARKW 59,009 $23.9M source
May 15, 2026 Tiger Global (Chase Coleman) Added 13F, Q1 2026 1,839,600 $621.7M 8.2% May 15
May 15, 2026 Soros Fund Management (George Soros) Added 13F, Q1 2026 172,460 $58.3M 3.2% May 15
May 15, 2026 Third Point (Dan Loeb) Trimmed 13F, Q1 2026 150,000 $50.7M 4.5% May 15

Well-known investors we follow (Buffett, Ackman, Icahn, Druckenmiller, Tepper, Soros and others). 13F: managers report their US stock holdings up to 45 days after each quarter; the change from the quarter before is dated by the filing, the trades happened some time in the quarter, and the value is at the quarter-end price (≈). New and closed positions, and adds or cuts of 20% or more, of positions at least 0.2% of the portfolio. ARK: Cathie Wood's ETFs publish their holdings every morning; the change beyond the fund's own inflows and outflows, dated by the session it traded. 5%+ stake: Schedule 13D (with intent to influence) or 13G (passive), filed within days. Source: SEC EDGAR, ark-funds.com, refreshed daily. Who holds it: each investor's latest 13F portfolio (positions at the quarter's end; one sold since would not show until the next filing), and ARK's ETFs as of their latest daily file. The funds we follow and their portfolios · All recent insider, congressional and fund moves