TSM
Taiwan Semiconductor Manufactur · Technology · Semiconductors
$412.83
-3.99% today · -9.86% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Falling despite an earnings beat
- TSM −3.99% on the last session vs SPY −0.26%: −3.7 pts of stock-specific move.
- Reported 3Q2026 today before the open: EPS $4.60 vs $4.52 expected (beat, +$0.08, +1.7%); revenue $1.49T (+2.3% beat).
- News: CoreWeave debt concerns sparked AI selloff affecting chip stocks, per finance.yahoo.com. (finance.yahoo.com)
- More than its group: its semiconductors peers -2.4% (-2.1 pts vs SPY).
- Aftermath, earnings beat (3Q2026 beat +2%; today is the reaction session): After its 19 earnings beats in the past 5 years, TSM closed higher on the reaction session 13 times out of 19; half the outcomes fell between -2.0% and +4.2%. History, not a forecast.
- 85 Reddit mentions in the past 24 hours, 83% positive over the week · today's pace is 5.3× its recent daily average.
- 1 analyst action in the past 10 days (1 positive, 0 negative); latest: Barclays maintained Overweight, raised target $650 → $665.
- 31 insider or congressional trades in the past 30 days, including 30 insider open-market buys.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
- Activity: volume on pace for 7.2× its 20-day average.
Assembled from Wallsti's own signals and the session's headlines and filings read by AI (Claude); it can misread, so the sources are linked.
Insiders · 1 month
+$121.5K
unplanned net · 30 buys · 0 sells · 30 insiders
Insiders · 3 months
+$1.3M
unplanned net · 96 buys · 0 sells · 30 insiders
Congress · 3 months
≈+$16K
2 buys · 0 sells · 2 members
Congress · 1 year
≈+$422K
14 buys · 3 sells · 5 members
Fund moves · 3 months
≈−$326.5M
3 buys · 2 sells · 5 investors
Held by funds · now
≈$10.4B
10 investors · largest: Coatue
Insiders
| Trade date | Insider | Role | Side | Type | Shares | Avg price | Value | Filed |
|---|---|---|---|---|---|---|---|---|
| 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 |
| Oct 7, 2026 | Chun-Hsien Lee | SVP | Buy | open-market buy | 51 | $79.39 | $4K | Oct 8 |
| Oct 7, 2026 | Chris Horng-Dar Lin | VP and CIO | Buy | open-market buy | 44 | $79.39 | $3.5K | Oct 8 |
| Oct 7, 2026 | Shyue-Shyh Lin | VP | Buy | open-market buy | 44 | $79.39 | $3.5K | Oct 8 |
| Oct 7, 2026 | Lee-Chung Lu | VP | Buy | open-market buy | 49 | $79.39 | $3.9K | Oct 8 |
| Oct 7, 2026 | Chin-Sheng Lu | VP | Buy | open-market buy | 36 | $79.39 | $2.9K | Oct 8 |
| Oct 7, 2026 | Bor-Zen Tien | VP | Buy | open-market buy | 47 | $79.39 | $3.7K | Oct 8 |
| Oct 7, 2026 | Yuh-Jier Mii | COO | Buy | open-market buy | 68 | $79.39 | $5.4K | Oct 8 |
| Oct 7, 2026 | Ying-Lang Wang | SVP | Buy | open-market buy | 52 | $79.39 | $4.1K | Oct 8 |
| Oct 7, 2026 | Yi-Huang Wu | VP | Buy | open-market buy | 39 | $79.39 | $3.1K | Oct 8 |
| Oct 7, 2026 | Che-Chia Wei | CEO | Buy | open-market buy | 144 | $79.39 | $11.4K | Oct 8 |
| Oct 7, 2026 | Shien-Yang Wu | SVP | Buy | open-market buy | 53 | $79.39 | $4.2K | Oct 8 |
| Oct 7, 2026 | Chue-San Yoo | VP | Buy | open-market buy | 50 | $79.39 | $4K | Oct 8 |
| Oct 7, 2026 | Kevin Xiaoqiang Zhang | COO | Buy | open-market buy | 59 | $79.39 | $4.7K | Oct 8 |
| Oct 7, 2026 | Choh Fei Yeap | SVP | Buy | open-market buy | 52 | $79.39 | $4.1K | Oct 8 |
| Oct 7, 2026 | Lipen Yuan | VP | Buy | open-market buy | 40 | $79.39 | $3.2K | Oct 8 |
| Sep 7, 2026 | Tzonz-Sheng Chang | SVP | Buy | open-market buy | 53 | $76.20 | $4K | Sep 9 |
| Sep 7, 2026 | Pei-Hung Chen | VP | Buy | open-market buy | 46 | $76.20 | $3.5K | Sep 9 |
| Sep 7, 2026 | Yung-Pei Chin | COO | Buy | open-market buy | 71 | $76.20 | $5.4K | Sep 9 |
| Sep 7, 2026 | Min Cao | VP | Buy | open-market buy | 56 | $76.20 | $4.3K | Sep 9 |
| Sep 7, 2026 | Chih-Ho Chen | Controller | Buy | open-market buy | 32 | $76.20 | $2.4K | Sep 9 |
| Sep 7, 2026 | Tzu-Sou Chuang | VP | Buy | open-market buy | 47 | $76.20 | $3.6K | Sep 9 |
| Sep 7, 2026 | Jun He | VP | Buy | open-market buy | 46 | $76.20 | $3.5K | Sep 9 |
| Sep 7, 2026 | Shu-Hua Fang | SVP | Buy | open-market buy | 56 | $76.20 | $4.3K | Sep 9 |
| Sep 7, 2026 | Juiping Chuang | VP | Buy | open-market buy | 50 | $76.20 | $3.8K | Sep 9 |
| Sep 7, 2026 | Yung-Chin Hou | COO | Buy | open-market buy | 61 | $76.20 | $4.6K | Sep 9 |
| Sep 7, 2026 | Yao-Ching Ku | VP | Buy | open-market buy | 47 | $76.20 | $3.6K | Sep 9 |
| Sep 7, 2026 | Jen-Chau Huang | CFO | Buy | open-market buy | 30 | $76.20 | $2.3K | Sep 9 |
| Sep 7, 2026 | Kuo-Chin Hsu | VP | Buy | open-market buy | 55 | $76.20 | $4.2K | Sep 9 |
| Sep 7, 2026 | Yuan-Ko Hwang | VP | Buy | open-market buy | 40 | $76.20 | $3K | Sep 9 |
| Sep 7, 2026 | Syun-Ming Jang | VP | Buy | open-market buy | 49 | $76.20 | $3.7K | Sep 9 |
| Sep 7, 2026 | Lee-Chung Lu | VP | Buy | open-market buy | 51 | $76.20 | $3.9K | Sep 9 |
| Sep 7, 2026 | Chun-Hsien Lee | SVP | Buy | open-market buy | 52 | $76.20 | $4K | Sep 9 |
| Sep 7, 2026 | Shyue-Shyh Lin | VP | Buy | open-market buy | 44 | $76.20 | $3.4K | Sep 9 |
| Sep 7, 2026 | Chris Horng-Dar Lin | VP and CIO | Buy | open-market buy | 47 | $76.20 | $3.6K | Sep 9 |
| Sep 7, 2026 | Chin-Sheng Lu | VP | Buy | open-market buy | 38 | $76.20 | $2.9K | Sep 9 |
| Sep 7, 2026 | Ying-Lang Wang | SVP | Buy | open-market buy | 54 | $76.20 | $4.1K | Sep 9 |
| Sep 7, 2026 | Bor-Zen Tien | VP | Buy | open-market buy | 48 | $76.20 | $3.7K | Sep 9 |
| Sep 7, 2026 | Che-Chia Wei | CEO | Buy | open-market buy | 149 | $76.20 | $11.4K | Sep 9 |
| Sep 7, 2026 | Shien-Yang Wu | SVP | Buy | open-market buy | 57 | $76.20 | $4.3K | Sep 9 |
| Sep 7, 2026 | Yuh-Jier Mii | COO | Buy | open-market buy | 71 | $76.20 | $5.4K | Sep 9 |
| Sep 7, 2026 | Lipen Yuan | VP | Buy | open-market buy | 41 | $76.20 | $3.1K | Sep 9 |
| Sep 7, 2026 | Kevin Xiaoqiang Zhang | COO | Buy | open-market buy | 61 | $76.20 | $4.6K | Sep 9 |
| Sep 7, 2026 | Choh Fei Yeap | SVP | Buy | open-market buy | 54 | $76.20 | $4.1K | Sep 9 |
| Sep 7, 2026 | Chue-San Yoo | VP | Buy | open-market buy | 53 | $76.20 | $4K | Sep 9 |
| Sep 7, 2026 | Yi-Huang Wu | VP | Buy | open-market buy | 40 | $76.20 | $3K | Sep 9 |
| Aug 19, 2026 | Lipen Yuan | VP | Buy | open-market buy | 2,350 | $74.05 | $174K | Aug 20 |
| Aug 7, 2026 | Yung-Pei Chin | COO | Buy | open-market buy | 72 | $73.31 | $5.3K | Aug 10 |
| Aug 7, 2026 | Min Cao | VP | Buy | open-market buy | 55 | $73.31 | $4K | Aug 10 |
| Aug 7, 2026 | Pei-Hung Chen | VP | Buy | open-market buy | 46 | $73.31 | $3.4K | Aug 10 |
| Aug 7, 2026 | Chih-Ho Chen | Controller | Buy | open-market buy | 33 | $73.31 | $2.4K | Aug 10 |
| Aug 7, 2026 | Tzonz-Sheng Chang | SVP | Buy | open-market buy | 54 | $73.31 | $4K | Aug 10 |
| Aug 7, 2026 | Shu-Hua Fang | SVP | Buy | open-market buy | 57 | $73.31 | $4.2K | Aug 10 |
| Aug 7, 2026 | Juiping Chuang | VP | Buy | open-market buy | 49 | $73.31 | $3.6K | Aug 10 |
| Aug 7, 2026 | Yung-Chin Hou | COO | Buy | open-market buy | 63 | $73.31 | $4.6K | Aug 10 |
| Aug 7, 2026 | Tzu-Sou Chuang | VP | Buy | open-market buy | 47 | $73.31 | $3.4K | Aug 10 |
| Aug 7, 2026 | Jun He | VP | Buy | open-market buy | 46 | $73.31 | $3.4K | Aug 10 |
| Aug 7, 2026 | Yao-Ching Ku | VP | Buy | open-market buy | 47 | $73.31 | $3.4K | Aug 10 |
| Aug 7, 2026 | Yuan-Ko Hwang | VP | Buy | open-market buy | 40 | $73.31 | $2.9K | Aug 10 |
| Aug 7, 2026 | Jen-Chau Huang | CFO | Buy | open-market buy | 29 | $73.31 | $2.1K | Aug 10 |
| Aug 7, 2026 | Kuo-Chin Hsu | VP | Buy | open-market buy | 54 | $73.31 | $4K | Aug 10 |
| Aug 7, 2026 | Syun-Ming Jang | VP | Buy | open-market buy | 50 | $73.31 | $3.7K | Aug 10 |
| Aug 7, 2026 | Chin-Sheng Lu | VP | Buy | open-market buy | 39 | $73.31 | $2.9K | Aug 10 |
| Aug 7, 2026 | Chun-Hsien Lee | SVP | Buy | open-market buy | 54 | $73.31 | $4K | Aug 10 |
| Aug 7, 2026 | Shyue-Shyh Lin | VP | Buy | open-market buy | 47 | $73.31 | $3.4K | Aug 10 |
| Aug 7, 2026 | Lee-Chung Lu | VP | Buy | open-market buy | 52 | $73.31 | $3.8K | Aug 10 |
| Aug 7, 2026 | Chris Horng-Dar Lin | VP and CIO | Buy | open-market buy | 49 | $73.31 | $3.6K | Aug 10 |
| Aug 7, 2026 | Bor-Zen Tien | VP | Buy | open-market buy | 49 | $73.31 | $3.6K | Aug 10 |
| Aug 7, 2026 | Shien-Yang Wu | SVP | Buy | open-market buy | 57 | $73.31 | $4.2K | Aug 10 |
| Aug 7, 2026 | Che-Chia Wei | CEO | Buy | open-market buy | 152 | $73.31 | $11.1K | Aug 10 |
| Aug 7, 2026 | Ying-Lang Wang | SVP | Buy | open-market buy | 55 | $73.31 | $4K | Aug 10 |
| Aug 7, 2026 | Yuh-Jier Mii | COO | Buy | open-market buy | 72 | $73.31 | $5.3K | Aug 10 |
| Aug 7, 2026 | Chue-San Yoo | VP | Buy | open-market buy | 51 | $73.31 | $3.7K | Aug 10 |
| Aug 7, 2026 | Yi-Huang Wu | VP | Buy | open-market buy | 41 | $73.31 | $3K | Aug 10 |
| Aug 7, 2026 | Lipen Yuan | VP | Buy | open-market buy | 42 | $73.31 | $3.1K | Aug 10 |
| Aug 7, 2026 | Kevin Xiaoqiang Zhang | COO | Buy | open-market buy | 63 | $73.31 | $4.6K | Aug 10 |
| Aug 7, 2026 | Choh Fei Yeap | SVP | Buy | open-market buy | 57 | $73.31 | $4.2K | Aug 10 |
| Aug 3, 2026 | Bor-Zen Tien | VP | Buy | open-market buy | 1,000 | $73.06 | $73.1K | Aug 4 |
| Jul 28, 2026 | Bor-Zen Tien | VP | Buy | open-market buy | 1,015 | $72.73 | $73.8K | Jul 30 |
| Jul 21, 2026 | Shyue-Shyh Lin | VP | Buy | open-market buy | 2,000 | $73.39 | $146.8K | Jul 22 |
| Jul 21, 2026 | Bor-Zen Tien | VP | Buy | open-market buy | 4,010 | $75.15 | $301.4K | Jul 23 |
| Jul 19, 2026 | Shyue-Shyh Lin | VP | Buy | open-market buy | 3,000 | $71.79 | $215.4K | Jul 21 |
| Jul 14, 2026 | Chih-Ho Chen | Controller | Sell | unplanned | 50 | $75.22 | $3.8K | Jul 16 |
| Jul 13, 2026 | Chih-Ho Chen | Controller | Buy | open-market buy | 50 | $74.60 | $3.7K | Jul 16 |
| Jul 7, 2026 | Yuan-Ko Hwang | VP | Buy | open-market buy | 40 | $76.62 | $3.1K | Jul 9 |
| Jul 7, 2026 | Chue-San Yoo | VP | Buy | open-market buy | 51 | $76.62 | $3.9K | Jul 9 |
| Jul 7, 2026 | Shyue-Shyh Lin | VP | Buy | open-market buy | 44 | $76.62 | $3.4K | Jul 9 |
| Jul 7, 2026 | Lee-Chung Lu | VP | Buy | open-market buy | 49 | $76.62 | $3.8K | Jul 9 |
| Jul 7, 2026 | Min Cao | VP | Buy | open-market buy | 54 | $76.62 | $4.1K | Jul 9 |
| Jul 7, 2026 | Tzu-Sou Chuang | VP | Buy | open-market buy | 45 | $76.62 | $3.4K | Jul 9 |
| Jul 7, 2026 | Chin-Sheng Lu | VP | Buy | open-market buy | 37 | $76.62 | $2.8K | Jul 9 |
| Jul 7, 2026 | Jen-Chau Huang | CFO | Buy | open-market buy | 28 | $76.62 | $2.1K | Jul 9 |
| Jul 7, 2026 | Jun He | VP | Buy | open-market buy | 45 | $76.62 | $3.4K | Jul 9 |
| Jul 7, 2026 | Choh Fei Yeap | SVP | Buy | open-market buy | 53 | $76.62 | $4.1K | Jul 9 |
| Jul 7, 2026 | Yuh-Jier Mii | COO | Buy | open-market buy | 68 | $76.62 | $5.2K | Jul 9 |
| Jul 7, 2026 | Shu-Hua Fang | SVP | Buy | open-market buy | 54 | $76.62 | $4.1K | Jul 9 |
| Jul 7, 2026 | Yung-Haw Liaw | VP | Buy | open-market buy | 48 | $76.62 | $3.7K | Jul 9 |
| Jul 7, 2026 | Chih-Ho Chen | Controller | Buy | open-market buy | 31 | $76.62 | $2.4K | Jul 9 |
| Jul 7, 2026 | Kuo-Chin Hsu | VP | Buy | open-market buy | 52 | $76.62 | $4K | Jul 9 |
| Jul 7, 2026 | Kevin Xiaoqiang Zhang | COO | Buy | open-market buy | 61 | $76.62 | $4.7K | Jul 9 |
| Jul 7, 2026 | Yung-Pei Chin | COO | Buy | open-market buy | 69 | $76.62 | $5.3K | Jul 9 |
| Jul 7, 2026 | Lipen Yuan | VP | Buy | open-market buy | 40 | $76.62 | $3.1K | Jul 9 |
| Jul 7, 2026 | Yung-Chin Hou | COO | Buy | open-market buy | 61 | $76.62 | $4.7K | Jul 9 |
| Jul 7, 2026 | Yi-Huang Wu | VP | Buy | open-market buy | 39 | $76.62 | $3K | Jul 9 |
| Jul 7, 2026 | Bor-Zen Tien | VP | Buy | open-market buy | 46 | $76.62 | $3.5K | Jul 9 |
| Jul 7, 2026 | Pei-Hung Chen | VP | Buy | open-market buy | 44 | $76.62 | $3.4K | Jul 9 |
| Jul 7, 2026 | Chun-Hsien Lee | SVP | Buy | open-market buy | 50 | $76.62 | $3.8K | Jul 9 |
| Jul 7, 2026 | Che-Chia Wei | CEO | Buy | open-market buy | 146 | $76.62 | $11.2K | Jul 9 |
| Jul 7, 2026 | Tzonz-Sheng Chang | SVP | Buy | open-market buy | 52 | $76.62 | $4K | Jul 9 |
| Jul 7, 2026 | Chris Horng-Dar Lin | VP and CIO | Buy | open-market buy | 46 | $76.62 | $3.5K | Jul 9 |
| Jul 7, 2026 | Juiping Chuang | VP | Buy | open-market buy | 47 | $76.62 | $3.6K | Jul 9 |
| Jul 7, 2026 | Yao-Ching Ku | VP | Buy | open-market buy | 46 | $76.62 | $3.5K | Jul 9 |
| Jul 7, 2026 | Shien-Yang Wu | SVP | Buy | open-market buy | 54 | $76.62 | $4.1K | Jul 9 |
| Jul 7, 2026 | Syun-Ming Jang | VP | Buy | open-market buy | 47 | $76.62 | $3.6K | Jul 9 |
| Jul 7, 2026 | Ying-Lang Wang | SVP | Buy | open-market buy | 53 | $76.62 | $4.1K | Jul 9 |
| Jul 2, 2026 | Shu-Hua Fang | SVP | Buy | open-market buy | 2,000 | $77.09 | $154.2K | Sep 4 |
| Jun 30, 2026 | Bor-Zen Tien | VP | Buy | open-market buy | 2,000 | $76.17 | $152.3K | Jun 30 |
| Jun 22, 2026 | Lipen Yuan | VP | Buy | open-market buy | 1,000 | $79.19 | $79.2K | Jun 23 |
| Jun 15, 2026 | Lipen Yuan | VP | Buy | open-market buy | 1,000 | $75.26 | $75.3K | Jun 16 |
| Jun 5, 2026 | Yung-Pei Chin | COO | Buy | open-market buy | 71 | $76.01 | $5.4K | Jun 9 |
| Jun 5, 2026 | Min Cao | VP | Buy | open-market buy | 54 | $76.01 | $4.1K | Jun 9 |
| Jun 5, 2026 | Tzonz-Sheng Chang | SVP | Buy | open-market buy | 53 | $76.01 | $4K | Jun 9 |
| Jun 5, 2026 | Chih-Ho Chen | Controller | Buy | open-market buy | 32 | $76.01 | $2.4K | Jun 9 |
| Jun 5, 2026 | Pei-Hung Chen | VP | Buy | open-market buy | 46 | $76.01 | $3.5K | Jun 9 |
| Jun 5, 2026 | Jun He | VP | Buy | open-market buy | 46 | $76.01 | $3.5K | Jun 9 |
| Jun 5, 2026 | Tzu-Sou Chuang | VP | Buy | open-market buy | 46 | $76.01 | $3.5K | Jun 9 |
| Jun 5, 2026 | Juiping Chuang | VP | Buy | open-market buy | 50 | $76.01 | $3.8K | Jun 9 |
| Jun 5, 2026 | Yung-Chin Hou | COO | Buy | open-market buy | 62 | $76.01 | $4.7K | Jun 9 |
| Jun 5, 2026 | Shu-Hua Fang | SVP | Buy | open-market buy | 55 | $76.01 | $4.2K | Jun 9 |
| Jun 5, 2026 | Syun-Ming Jang | VP | Buy | open-market buy | 49 | $76.01 | $3.7K | Jun 9 |
| Jun 5, 2026 | Jen-Chau Huang | CFO | Buy | open-market buy | 30 | $76.01 | $2.3K | Jun 9 |
| Jun 5, 2026 | Kuo-Chin Hsu | VP | Buy | open-market buy | 53 | $76.01 | $4K | Jun 9 |
| Jun 5, 2026 | Yao-Ching Ku | VP | Buy | open-market buy | 48 | $76.01 | $3.6K | Jun 9 |
| Jun 5, 2026 | Yuan-Ko Hwang | VP | Buy | open-market buy | 40 | $76.01 | $3K | Jun 9 |
| Jun 5, 2026 | Shyue-Shyh Lin | VP | Buy | open-market buy | 46 | $76.01 | $3.5K | Jun 9 |
| Jun 5, 2026 | Chun-Hsien Lee | SVP | Buy | open-market buy | 51 | $76.01 | $3.9K | Jun 9 |
| Jun 5, 2026 | Yung-Haw Liaw | VP | Buy | open-market buy | 48 | $76.01 | $3.6K | Jun 9 |
| Jun 5, 2026 | Chin-Sheng Lu | VP | Buy | open-market buy | 37 | $76.01 | $2.8K | Jun 9 |
| Jun 5, 2026 | Lee-Chung Lu | VP | Buy | open-market buy | 52 | $76.01 | $4K | Jun 9 |
| Jun 5, 2026 | Chris Horng-Dar Lin | VP and CIO | Buy | open-market buy | 48 | $76.01 | $3.6K | Jun 9 |
| Jun 5, 2026 | Bor-Zen Tien | VP | Buy | open-market buy | 50 | $76.01 | $3.8K | Jun 9 |
| Jun 5, 2026 | Shien-Yang Wu | SVP | Buy | open-market buy | 57 | $76.01 | $4.3K | Jun 9 |
| Jun 5, 2026 | Che-Chia Wei | CEO | Buy | open-market buy | 150 | $76.01 | $11.4K | Jun 9 |
| Jun 5, 2026 | Yuh-Jier Mii | COO | Buy | open-market buy | 72 | $76.01 | $5.5K | Jun 9 |
| Jun 5, 2026 | Ying-Lang Wang | SVP | Buy | open-market buy | 56 | $76.01 | $4.3K | Jun 9 |
| Jun 5, 2026 | Chue-San Yoo | VP | Buy | open-market buy | 53 | $76.01 | $4K | Jun 9 |
| Jun 5, 2026 | Choh Fei Yeap | SVP | Buy | open-market buy | 55 | $76.01 | $4.2K | Jun 9 |
| Jun 5, 2026 | Lipen Yuan | VP | Buy | open-market buy | 42 | $76.01 | $3.2K | Jun 9 |
| Jun 5, 2026 | Yi-Huang Wu | VP | Buy | open-market buy | 40 | $76.01 | $3K | Jun 9 |
| Jun 5, 2026 | Kevin Xiaoqiang Zhang | COO | Buy | open-market buy | 62 | $76.01 | $4.7K | Jun 9 |
| May 20, 2026 | Bor-Zen Tien | VP | Buy | open-market buy | 17 | $395.18 | $6.7K | May 21 |
| May 19, 2026 | Bor-Zen Tien | VP | Buy | open-market buy | 2,000 | $69.91 | $139.8K | May 19 |
| May 19, 2026 | Tzu-Sou Chuang | VP | Sell | unplanned | 200,000 | $69.83 | $14M | May 19 |
| May 8, 2026 | Chih-Ho Chen | Controller | Buy | open-market buy | 34 | $71.82 | $2.4K | May 11 |
| May 8, 2026 | Yung-Pei Chin | COO | Buy | open-market buy | 75 | $71.82 | $5.4K | May 11 |
| May 8, 2026 | Pei-Hung Chen | VP | Buy | open-market buy | 49 | $71.82 | $3.5K | May 11 |
| May 8, 2026 | Min Cao | VP | Buy | open-market buy | 59 | $71.82 | $4.2K | May 11 |
| May 8, 2026 | Tzonz-Sheng Chang | SVP | Buy | open-market buy | 56 | $71.82 | $4K | May 11 |
| May 8, 2026 | Jun He | VP | Buy | open-market buy | 49 | $71.82 | $3.5K | May 11 |
| May 8, 2026 | Juiping Chuang | VP | Buy | open-market buy | 51 | $71.82 | $3.7K | May 11 |
| May 8, 2026 | Tzu-Sou Chuang | VP | Buy | open-market buy | 48 | $71.82 | $3.4K | May 11 |
| May 8, 2026 | Shu-Hua Fang | SVP | Buy | open-market buy | 59 | $71.82 | $4.2K | May 11 |
| May 8, 2026 | Yung-Chin Hou | COO | Buy | open-market buy | 66 | $71.82 | $4.7K | May 11 |
| May 8, 2026 | Syun-Ming Jang | VP | Buy | open-market buy | 52 | $71.82 | $3.7K | May 11 |
| May 8, 2026 | Yuan-Ko Hwang | VP | Buy | open-market buy | 42 | $71.82 | $3K | May 11 |
| May 8, 2026 | Chun-Hsien Lee | VP | Buy | open-market buy | 53 | $71.82 | $3.8K | May 11 |
| May 8, 2026 | Kuo-Chin Hsu | VP | Buy | open-market buy | 56 | $71.82 | $4K | May 11 |
| May 8, 2026 | Jen-Chau Huang | CFO | Buy | open-market buy | 30 | $71.82 | $2.2K | May 11 |
| May 8, 2026 | Yuh-Jier Mii | COO | Buy | open-market buy | 75 | $71.82 | $5.4K | May 11 |
| May 8, 2026 | Lee-Chung Lu | VP | Buy | open-market buy | 54 | $71.82 | $3.9K | May 11 |
| May 8, 2026 | Shyue-Shyh Lin | VP | Buy | open-market buy | 48 | $71.82 | $3.4K | May 11 |
| May 8, 2026 | Chris Horng-Dar Lin | VP and CIO | Buy | open-market buy | 49 | $71.82 | $3.5K | May 11 |
| May 8, 2026 | Yung-Haw Liaw | VP | Buy | open-market buy | 53 | $71.82 | $3.8K | May 11 |
| May 8, 2026 | Ying-Lang Wang | SVP | Buy | open-market buy | 57 | $71.82 | $4.1K | May 11 |
| May 8, 2026 | Shien-Yang Wu | SVP | Buy | open-market buy | 60 | $71.82 | $4.3K | May 11 |
| May 8, 2026 | Bor-Zen Tien | VP | Buy | open-market buy | 51 | $71.82 | $3.7K | May 11 |
| May 8, 2026 | Choh Fei Yeap | SVP | Buy | open-market buy | 59 | $71.82 | $4.2K | May 11 |
| May 8, 2026 | Che-Chia Wei | CEO | Buy | open-market buy | 160 | $71.82 | $11.5K | May 11 |
| May 8, 2026 | Chue-San Yoo | VP | Buy | open-market buy | 55 | $71.82 | $4K | May 11 |
| May 8, 2026 | Lipen Yuan | VP | Buy | open-market buy | 44 | $71.82 | $3.2K | May 11 |
| May 8, 2026 | Kevin Xiaoqiang Zhang | COO | Buy | open-market buy | 66 | $71.82 | $4.7K | May 11 |
| Apr 28, 2026 | Bor-Zen Tien | VP | Buy | open-market buy | 20 | $388.00 | $7.8K | Apr 29 |
| Apr 9, 2026 | Min Cao | VP | Buy | open-market buy | 66 | $57.87 | $3.8K | Apr 13 |
| Apr 9, 2026 | Tzonz-Sheng Chang | SVP | Buy | open-market buy | 67 | $57.87 | $3.9K | Apr 13 |
| Apr 9, 2026 | Chih-Ho Chen | Controller | Buy | open-market buy | 40 | $57.87 | $2.3K | Apr 13 |
| Apr 9, 2026 | Pei-Hung Chen | VP | Buy | open-market buy | 57 | $57.87 | $3.3K | Apr 13 |
| Apr 9, 2026 | Yung-Pei Chin | COO | Buy | open-market buy | 89 | $57.87 | $5.2K | Apr 13 |
| Apr 9, 2026 | Yung-Chin Hou | COO | Buy | open-market buy | 78 | $57.87 | $4.5K | Apr 13 |
| Apr 9, 2026 | Juiping Chuang | VP | Buy | open-market buy | 62 | $57.87 | $3.6K | Apr 13 |
| Apr 9, 2026 | Jun He | VP | Buy | open-market buy | 58 | $57.87 | $3.4K | Apr 13 |
| Apr 9, 2026 | Tzu-Sou Chuang | VP | Buy | open-market buy | 58 | $57.87 | $3.4K | Apr 13 |
| Apr 9, 2026 | Shu-Hua Fang | SVP | Buy | open-market buy | 70 | $57.87 | $4.1K | Apr 13 |
| Apr 9, 2026 | Syun-Ming Jang | VP | Buy | open-market buy | 62 | $57.87 | $3.6K | Apr 13 |
| Apr 9, 2026 | Chun-Hsien Lee | VP | Buy | open-market buy | 63 | $57.87 | $3.6K | Apr 13 |
| Apr 9, 2026 | Yuan-Ko Hwang | VP | Buy | open-market buy | 51 | $57.87 | $3K | Apr 13 |
| Apr 9, 2026 | Jen-Chau Huang | CFO | Buy | open-market buy | 37 | $57.87 | $2.1K | Apr 13 |
| Apr 9, 2026 | Kuo-Chin Hsu | VP | Buy | open-market buy | 66 | $57.87 | $3.8K | Apr 13 |
| Apr 9, 2026 | Chris Horng-Dar Lin | VP and CIO | Buy | open-market buy | 60 | $57.87 | $3.5K | Apr 13 |
| Apr 9, 2026 | Shyue-Shyh Lin | VP | Buy | open-market buy | 58 | $57.87 | $3.4K | Apr 13 |
| Apr 9, 2026 | Yuh-Jier Mii | COO | Buy | open-market buy | 88 | $57.87 | $5.1K | Apr 13 |
| Apr 9, 2026 | Lee-Chung Lu | VP | Buy | open-market buy | 65 | $57.87 | $3.8K | Apr 13 |
| Apr 9, 2026 | Yung-Haw Liaw | VP | Buy | open-market buy | 61 | $57.87 | $3.5K | Apr 13 |
| Apr 9, 2026 | Che-Chia Wei | CEO | Buy | open-market buy | 186 | $57.87 | $10.8K | Apr 13 |
| Apr 9, 2026 | Shien-Yang Wu | SVP | Buy | open-market buy | 71 | $57.87 | $4.1K | Apr 13 |
| Apr 9, 2026 | Choh Fei Yeap | SVP | Buy | open-market buy | 68 | $57.87 | $3.9K | Apr 13 |
| Apr 9, 2026 | Ying-Lang Wang | SVP | Buy | open-market buy | 69 | $57.87 | $4K | Apr 13 |
| Apr 9, 2026 | Bor-Zen Tien | VP | Buy | open-market buy | 62 | $57.87 | $3.6K | Apr 13 |
| Apr 9, 2026 | Kevin Xiaoqiang Zhang | COO | Buy | open-market buy | 79 | $57.87 | $4.6K | Apr 13 |
| Apr 9, 2026 | Lipen Yuan | VP | Buy | open-market buy | 52 | $57.87 | $3K | Apr 13 |
| Apr 9, 2026 | Chue-San Yoo | VP | Buy | open-market buy | 65 | $57.87 | $3.8K | Apr 13 |
| Mar 31, 2026 | Ursula M Burns | Director | Buy | open-market buy | 1,000 | $322.05 | $322.1K | Apr 1 |
| Mar 30, 2026 | Shyue-Shyh Lin | VP | Buy | open-market buy | 3,000 | $54.72 | $164.2K | Mar 31 |
| Mar 29, 2026 | Shyue-Shyh Lin | VP | Buy | open-market buy | 2,000 | $55.63 | $111.3K | Mar 30 |
| Mar 22, 2026 | Bor-Zen Tien | VP | Buy | open-market buy | 1,000 | $55.93 | $55.9K | Mar 24 |
| Mar 22, 2026 | Choh Fei Yeap | SVP | Buy | open-market buy | 1,000 | $55.78 | $55.8K | Mar 31 |
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 date | Member | Chamber | Side | Amount | Disclosed |
|---|---|---|---|---|---|
| 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 |
| Oct 30, 2025 | Lisa McClain | House | Buy | $1K–$15K | Nov 21 |
| Oct 30, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 23, 2025 | Cleo Fields | House | Buy | $100K–$250K | Nov 12 |
| Oct 14, 2025 | Lisa McClain | House | Sell | $1K–$15K | Nov 21 |
| Oct 10, 2025 | Jared Moskowitz | House | Buy | $1K–$15K | Nov 22 |
| Oct 10, 2025 | Jared Moskowitz | House | Buy | $1K–$15K | Nov 22 |
| Sep 23, 2025 | Valerie Hoyle | House | Sell | $1K–$15K | Oct 10 |
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
| Investor | Shares | Value | Of its portfolio | Vs quarter before | As 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) | 436,343 | $187.6M | ARKQ 3.8% · ARKW 2.1% · ARKX 1.9% · ARKK 1.0% | — | Oct 15 |
| Bridgewater (Ray Dalio's firm) | 34,525 | $16.5M | 0.07% | -97% | Q2 2026 |
Their moves
| Date | Investor | Move | Source | Shares | ≈ Value | Now held | Filed |
|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| May 15, 2026 | Bridgewater (Ray Dalio's firm) | New stake | 13F, Q1 2026 | 1,077,079 | $364M | 1.6% | May 15 |
| Feb 17, 2026 | Viking Global (Andreas Halvorsen) | Added | 13F, Q4 2025 | 970,530 | $294.9M | 4.0% | Feb 17 |
| Feb 17, 2026 | Third Point (Dan Loeb) | Trimmed | 13F, Q4 2025 | 675,000 | $205.1M | 1.8% | Feb 17 |
| Feb 17, 2026 | Duquesne Family Office (Stanley Druckenmiller) | Trimmed | 13F, Q4 2025 | 222,000 | $67.5M | 3.9% | Feb 17 |
| Feb 13, 2026 | Soros Fund Management (George Soros) | Added | 13F, Q4 2025 | 213,766 | $65M | 1.9% | Feb 13 |
| Nov 14, 2025 | Third Point (Dan Loeb) | Trimmed | 13F, Q3 2025 | 330,000 | $92.2M | 3.7% | Nov 14 |
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