Who holds ticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

TAIWAN SEMICONDUCTOR MANUF ADR · COM · quarter ended 2026-03-31 · 31 members disclosed TSM ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,462 holders are listed, largest first: 2,462
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $213B
holders whose share count rose or who opened the position (new + add), by shares: 1,237
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 167

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of TSM ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	FMR LLC	$20.4B	60,393,190	−738,638	TRIM
2	Capital World Investors	$11.1B	32,886,937	+5,482,648	ADD
3	Sanders Capital, LLC	$9.5B	28,060,092	−3,898,268	TRIM
4	JPMORGAN CHASE & CO	$7.6B	23,984,642	+23,984,642	NEW
5	Fisher Asset Management, LLC	$6.3B	18,617,691	+18,617,691	NEW
6	BlackRock, Inc.	$6.2B	18,224,186	+1,742,308	ADD
7	MORGAN STANLEY	$5.0B	14,767,680	+1,254,309	ADD
8	BANK OF AMERICA CORP /DE/	$4.8B	14,107,771	−1,795,048	TRIM
9	JENNISON ASSOCIATES LLC	$4.1B	12,021,825	−1,372,474	TRIM
10	Capital International Investors	$3.8B	11,306,653	−14,352,008	TRIM
11	UBS Group AG	$3.7B	11,007,197	+3,719,110	ADD
12	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$3.4B	9,677,855	−469,383	TRIM
13	Capital Research Global Investors	$3.4B	9,989,672	+6,774,319	ADD
14	COATUE MANAGEMENT LLC	$3.1B	9,283,547	+654,023	ADD
15	WCM INVESTMENT MANAGEMENT, LLC	$3.0B	9,327,592	−491,604	TRIM
16	Janus Henderson Group Ltd.	$2.7B	7,917,824	−374,060	TRIM
17	ALLIANCEBERNSTEIN L.P.	$2.6B	8,482,882	−1,732,660	TRIM
18	WELLINGTON MANAGEMENT GROUP LLP	$2.6B	7,597,163	+2,163,794	ADD
19	FRANKLIN RESOURCES INC	$2.5B	7,327,193	−186,260	TRIM
20	NORTHERN TRUST CORP	$2.2B	6,509,047	−111,108	TRIM
21	AMERICAN CENTURY COMPANIES INC	$2.1B	6,348,986	−386,225	TRIM
22	ROYAL BANK OF CANADA	$2.1B	6,293,285	+6,293,285	NEW
23	BROWN ADVISORY INC	$2.1B	6,140,795	−328,484	TRIM
24	SCHRODER INVESTMENT MANAGEMENT GROUP	$2.0B	5,964,169	−1,287,341	TRIM
25	SANDS CAPITAL MANAGEMENT, LLC	$2.0B	5,862,685	−963,490	TRIM
26	TIGER GLOBAL MANAGEMENT LLC	$1.9B	5,565,074	+1,839,600	ADD
27	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$1.9B	5,518,260	−467,070	TRIM
28	ALKEON CAPITAL MANAGEMENT LLC	$1.8B	5,421,668	−17,000	TRIM
29	PineStone Asset Management Inc.	$1.8B	5,288,479	−958,066	TRIM
30	Fiera Capital Corp	$1.8B	5,210,034	−813,364	TRIM
31	EAGLE CAPITAL MANAGEMENT LLC	$1.6B	4,878,275	−82,031	TRIM
32	WELLS FARGO & COMPANY/MN	$1.6B	4,648,958	+381,736	ADD
33	VIKING GLOBAL INVESTORS LP	$1.5B	4,465,127	−449,769	TRIM
34	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.4B	4,100,390	+3,689,825	ADD
35	HSBC HOLDINGS PLC	$1.4B	—	—	n/c
36	CITADEL ADVISORS LLC	$1.4B	4,035,762	+1,043,137	ADD
37	Invesco Ltd.	$1.3B	3,986,815	+264,992	ADD
38	First Eagle Investment Management, LLC	$1.3B	3,902,137	−2,036,189	TRIM
39	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.3B	3,890,060	+3,620,153	ADD
40	ENVESTNET ASSET MANAGEMENT INC	$1.3B	3,819,048	+280,503	ADD
41	BARCLAYS PLC	$1.3B	3,794,287	+3,794,287	NEW
42	HARDING LOEVNER LP	$1.2B	3,501,069	−835,730	TRIM
43	DIMENSIONAL FUND ADVISORS LP	$1.1B	3,112,246	−493,105	TRIM
44	D. E. Shaw & Co., Inc.	$1.0B	3,058,798	+107,378	ADD
45	LAZARD ASSET MANAGEMENT LLC	$997M	2,949,128	−300,751	TRIM
46	CITIGROUP INC	$945M	2,796,496	+600,667	ADD
47	VOYA INVESTMENT MANAGEMENT LLC	$921M	2,726,745	−280,791	TRIM
48	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$910M	2,692,843	+2,692,843	NEW
49	RAYMOND JAMES FINANCIAL INC	$905M	2,677,982	+820	ADD
50	1832 Asset Management L.P.	$884M	2,616,954	−200,934	TRIM
51	SEI INVESTMENTS CO	$876M	2,591,510	+274,389	ADD
52	CANTILLON CAPITAL MANAGEMENT LLC	$843M	2,493,551	−335,727	TRIM
53	Nuveen, LLC	$817M	2,417,415	−110,879	TRIM
54	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$810M	2,396,944	−50,738	TRIM
55	MILLENNIUM MANAGEMENT LLC	$755M	2,232,887	+952,718	ADD
56	WINDACRE PARTNERSHIP LLC	$751M	2,221,100	−262,000	TRIM
57	Stockbridge Partners LLC	$727M	2,151,675	+30,755	ADD
58	LPL Financial LLC	$708M	2,094,792	+65,478	ADD
59	SOFTBANK GROUP CORP.	$671M	1,985,000	0	NO CHANGE
60	PRINCIPAL FINANCIAL GROUP INC	$665M	1,966,598	−112,656	TRIM
61	Soroban Capital Partners LP	$653M	1,931,530	−711,534	TRIM
62	Point72 Asset Management, L.P.	$628M	1,857,807	−2,806,825	TRIM
63	NATIONAL BANK OF CANADA /FI/	$591M	1,749,057	+1,012,599	ADD
64	Legal & General Group Plc	$575M	1,701,611	+1,701,611	NEW
65	DEUTSCHE BANK AG\	$567M	1,677,770	−586,597	TRIM
66	BNP Paribas Asset Management Holding S.A.	$557M	1,649,097	−243,580	TRIM
67	AMF Tjanstepension AB	$552M	1,632,738	+98,123	ADD
68	ROYAL LONDON ASSET MANAGEMENT LTD	$538M	1,592,638	−308,949	TRIM
69	Amundi	$532M	1,573,448	+33,766	ADD
70	FIL Ltd	$508M	1,502,781	+42,956	ADD
71	Altshuler Shaham Ltd	$488M	1,443,412	−142,518	TRIM
72	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$481M	1,424,221	+115,144	ADD
73	Swedbank AB	$479M	1,418,146	−63,877	TRIM
74	LONE PINE CAPITAL LLC	$470M	1,389,530	−1,662,870	TRIM
75	Altimeter Capital Management, LP	$462M	1,365,675	+146,448	ADD
76	LANSDOWNE PARTNERS (UK) LLP	$451M	1,335,686	+10,402	ADD
77	Appaloosa LP	$449M	1,327,500	+197,500	ADD
78	Optiver Holding B.V.	$435M	1,286,261	+121,545	ADD
79	Mirova US LLC	$433M	1,281,550	−398,518	TRIM
80	COMGEST GLOBAL INVESTORS S.A.S.	$433M	1,280,572	−438,551	TRIM
81	MAVERICK CAPITAL LTD	$418M	1,237,358	−421,292	TRIM
82	Ruane, Cunniff & Goldfarb L.P.	$408M	1,208,419	−213,302	TRIM
83	Artisan Partners Limited Partnership	$403M	1,192,157	+429,068	ADD
84	Magellan Asset Management Ltd	$398M	1,178,008	−223,150	TRIM
85	Allianz Asset Management GmbH	$394M	1,167,294	+30,936	ADD
86	Voyager Global Management LP	$389M	1,150,000	−75,000	TRIM
87	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$388M	1,146,708	−1,012,854	TRIM
88	HIMENSION CAPITAL (SINGAPORE) PTE. LTD.	$385M	1,139,251	+82,251	ADD
89	Allspring Global Investments Holdings, LLC	$380M	1,112,695	−152,529	TRIM
90	Vontobel Holding Ltd.	$379M	1,122,179	−299,848	TRIM
91	SurgoCap Partners LP	$374M	1,108,073	−1,510	TRIM
92	Man Group plc	$374M	1,106,953	+9,376	ADD
93	STIFEL FINANCIAL CORP	$373M	1,103,264	+163,168	ADD
94	Bridgewater Associates, LP	$364M	1,077,079	+1,077,079	NEW
95	London & Capital Asset Management Ltd	$361M	1,068,039	+7,028	ADD
96	Select Equity Group, L.P.	$347M	1,027,926	+14,187	ADD
97	VICTORY CAPITAL MANAGEMENT INC	$342M	1,012,395	+1,012,395	NEW
98	Tidal Investments LLC	$330M	1,013,268	+1,013,268	NEW
99	Rafferty Asset Management, LLC	$321M	950,073	−262,748	TRIM
100	Rockefeller Capital Management L.P.	$320M	946,307	+74,208	ADD
101	STATE STREET CORP	$317M	934,498	+35,718	ADD
102	Alphinity Investment Management Pty Ltd	$316M	935,498	−355,822	TRIM
103	Baird Financial Group, Inc.	$315M	933,556	+933,556	NEW
104	Robeco Institutional Asset Management B.V.	$308M	909,998	−319,342	TRIM
105	Migdal Insurance & Financial Holdings Ltd.	$304M	898,092	+898,092	NEW
106	BANK OF MONTREAL /CAN/	$304M	900,057	+53,867	ADD
107	Trinity Street Asset Management LLP	$304M	900,011	−66,813	TRIM
108	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$298M	882,951	−62,380	TRIM
109	Longview Partners (Guernsey) LTD	$287M	849,740	+849,740	NEW
110	Connor, Clark & Lunn Investment Management Ltd.	$287M	849,639	−51,622	TRIM
111	Whale Rock Capital Management LLC	$277M	819,445	+226,504	ADD
112	HighTower Advisors, LLC	$272M	803,761	+23,150	ADD
113	Anther Capital Ltd	$256M	757,925	—	NO PRIOR
114	LOCUST WOOD CAPITAL ADVISERS, LLC	$254M	751,911	+10,066	ADD
115	MENORA MIVTACHIM HOLDINGS LTD.	$254M	750,939	−6,405	TRIM
116	CIBC Bancorp USA Inc.	$252M	744,449	—	NO PRIOR
117	Cetera Investment Advisers	$248M	732,609	+3,908	ADD
118	Dorsal Capital Management, LP	$245M	725,000	−200,000	TRIM
119	JANE STREET GROUP, LLC	$245M	723,527	−2,479,083	TRIM
120	Navera Investment Management Ltd.	$245M	723,299	+440,103	ADD
121	Hudson Bay Capital Management LP	$242M	716,699	+503,226	ADD
122	FEDERATED HERMES, INC.	$239M	707,181	+79,654	ADD
123	THORNBURG INVESTMENT MANAGEMENT INC	$237M	701,352	+57,093	ADD
124	HARVARD MANAGEMENT CO INC	$232M	686,796	+380,000	ADD
125	CREDIT AGRICOLE S A	$231M	684,545	−305,449	TRIM
126	Prime Capital Management Co Ltd	$224M	663,808	0	NO CHANGE
127	Candriam S.C.A.	$222M	655,660	−113,383	TRIM
128	Qube Research & Technologies Ltd	$220M	651,778	+464,363	ADD
129	Creative Planning	$216M	638,516	+32,863	ADD
130	BAMCO INC /NY/	$215M	636,267	+1,615	ADD
131	KEYWISE CAPITAL MANAGEMENT (HK) Ltd	$213M	631,430	+624,570	ADD
132	Cerity Partners LLC	$211M	624,170	+71,604	ADD
133	IMC-Chicago, LLC	$210M	620,444	+331,500	ADD
134	MARSICO CAPITAL MANAGEMENT LLC	$206M	608,654	−39,527	TRIM
135	TWO SIGMA INVESTMENTS, LP	$206M	608,329	−260,120	TRIM
136	Holocene Advisors, LP	$202M	597,836	−575,865	TRIM
137	TD ASSET MANAGEMENT INC	$197M	584,276	−23,922	TRIM
138	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$194M	573,088	+65,114	ADD
139	XN LP	$193M	571,078	−242,788	TRIM
140	RENAISSANCE TECHNOLOGIES LLC	$192M	567,960	−599,320	TRIM
141	TRUIST FINANCIAL CORP	$190M	563,660	+128,471	ADD
142	Mariner, LLC	$190M	563,809	+1,177	ADD
143	Union Bancaire Privee, UBP SA	$189M	623,842	+13,016	ADD
144	Carrhae Capital LLP	$189M	558,880	−29,579	TRIM
145	ASSETMARK, INC	$188M	556,577	+3,812	ADD
146	SUMMITRY LLC	$179M	530,884	−34,697	TRIM
147	SOROS FUND MANAGEMENT LLC	$177M	522,318	+172,460	ADD
148	E Fund Management Co., Ltd.	$176M	521,073	—	NO PRIOR
149	FIRST TRUST ADVISORS LP	$175M	518,364	−117,029	TRIM
150	SRS Investment Management, LLC	$172M	510,073	+1,347	ADD
151	LBP AM SA	$170M	503,027	−38,494	TRIM
152	Clark Capital Management Group, Inc.	$168M	498,238	+39,584	ADD
153	B. Metzler seel. Sohn & Co. AG	$168M	496,202	+496,202	NEW
154	Epoch Investment Partners, Inc.	$167M	494,355	+1,121	ADD
155	WESTFIELD CAPITAL MANAGEMENT CO LP	$167M	493,504	+47,309	ADD
156	Walleye Trading LLC	$166M	489,849	+489,849	NEW
157	MAIRS & POWER INC	$164M	486,253	−294	TRIM
158	MONTRUSCO BOLTON INVESTMENTS INC.	$162M	510,242	−188,725	TRIM
159	Vident Advisory, LLC	$159M	469,049	−22,753	TRIM
160	Bank Julius Baer & Co. Ltd, Zurich	$156M	468,817	−38,144	TRIM
161	COOKSON PEIRCE & CO INC	$153M	451,991	−6,902	TRIM
162	SAMLYN CAPITAL, LLC	$152M	449,561	−132,862	TRIM
163	OSAIC HOLDINGS, INC.	$151M	446,743	+104,384	ADD
164	Perseverance Asset Management International	$151M	446,505	+417,771	ADD
165	Evelyn Partners Investment Management LLP	$148M	438,201	−12,048	TRIM
166	AustralianSuper Pty Ltd	$146M	432,236	−154,232	TRIM
167	Pictet Asset Management Holding SA	$143M	422,581	+94,801	ADD
168	CTC LLC	$142M	421,602	+316,922	ADD
169	Avala Global LP	$141M	416,360	+20,961	ADD
170	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$138M	409,370	+27,809	ADD
171	ABN AMRO INVESTMENT SOLUTIONS	$137M	406,645	+124,214	ADD
172	PEAK6 LLC	$133M	392,473	+392,473	NEW
173	Chicago Capital, LLC	$132M	391,673	−5,234	TRIM
174	PARNASSUS INVESTMENTS, LLC	$131M	386,893	+9,894	ADD
175	MML INVESTORS SERVICES, LLC	$127M	376,221	−78,592	TRIM
176	Grantham, Mayo, Van Otterloo & Co. LLC	$127M	374,511	−32,804	TRIM
177	SCOTIA CAPITAL INC.	$124M	367,994	−36,529	TRIM
178	BANQUE PICTET & CIE SA	$124M	367,909	−7,849	TRIM
179	US BANCORP \DE\	$124M	365,625	−17,662	TRIM
180	Varma Mutual Pension Insurance Co	$123M	364,600	0	NO CHANGE
181	M&G Plc	$122M	361,809	+20,747	ADD
182	Evergreen Quality Fund GP, Ltd.	$122M	359,940	+123,100	ADD
183	Banque Transatlantique SA	$122M	356,026	+102,732	ADD
184	JOHNSON INVESTMENT COUNSEL INC	$121M	359,003	−22,507	TRIM
185	Coalescence Partners Investment Management, LP	$119M	351,591	+150,707	ADD
186	Kinetic Partners Management, LP	$118M	348,254	−2,680	TRIM
187	Corient Private Wealth LLC	$117M	352,295	−1,591,279	TRIM
188	Metropolis Capital Ltd	$117M	345,102	−184,630	TRIM
189	ADVENT INTERNATIONAL, L.P.	$116M	343,875	−59,125	TRIM
190	COMMONWEALTH EQUITY SERVICES, LLC	$116M	343,464	−23,898	TRIM
191	Strategy Capital LLC	$115M	341,371	+2,928	ADD
192	Headwater Capital Co Ltd	$114M	336,000	−28,000	TRIM
193	BIT Capital GmbH	$113M	335,279	−47,472	TRIM
194	Perpetual Ltd	$112M	332,260	−10,024	TRIM
195	M&T BANK CORP	$111M	328,640	−5,252	TRIM
196	D1 Capital Partners L.P.	$111M	328,600	+328,600	NEW
197	FACTORY MUTUAL INSURANCE CO	$111M	328,475	+10,500	ADD
198	TOMS Capital Investment Management LP	$111M	328,000	+40,300	ADD
199	Federation des caisses Desjardins du Quebec	$111M	327,705	+10,908	ADD
200	EFG International AG	$110M	325,135	−104,262	TRIM
201	Tredje AP-fonden	$110M	324,321	+87,148	ADD
202	SUSQUEHANNA ADVISORS GROUP, INC.	$109M	323,500	+321,500	ADD
203	BlueSpruce Investments, LP	$109M	321,496	−1,691,842	TRIM
204	TUDOR INVESTMENT CORP ET AL	$105M	310,947	+134,390	ADD
205	Analog Century Management LP	$102M	302,885	−91,153	TRIM
206	SUVRETTA CAPITAL MANAGEMENT, LLC	$101M	298,707	+27,306	ADD
207	LGT CAPITAL PARTNERS LTD.	$98.3M	291,009	−68,820	TRIM
208	Bank Pictet & Cie (Europe) AG	$97.2M	287,645	−10,326	TRIM
209	Stony Point Capital LLC	$96.9M	286,727	−1,253	TRIM
210	NOMURA ASSET MANAGEMENT CO LTD	$96.3M	284,872	+4,769	ADD
211	NOMURA HOLDINGS INC	$94.9M	280,921	−334,230	TRIM
212	Lingotto Investment Management LLP	$93.7M	277,227	+2,349	ADD
213	NLB Skladi, upravljanje premozenja, d.o.o.	$93.7M	277,115	+253	ADD
214	Quantinno Capital Management LP	$93.6M	277,013	+51,791	ADD
215	Third Point LLC	$92.9M	275,000	−150,000	TRIM
216	Capital International, Inc./CA/	$90.8M	268,616	−18,196	TRIM
217	National Philanthropic Trust	$90.4M	267,580	—	NO PRIOR
218	Senator Investment Group LP	$88.7M	262,500	−62,000	TRIM
219	Crossmark Global Holdings, Inc.	$87.0M	257,461	—	NO PRIOR
220	Trajan Wealth LLC	$86.6M	256,385	−52,120	TRIM
221	Groupe la Francaise	$86.3M	255,969	−33,182	TRIM
222	Obermeyer Wealth Partners	$85.7M	253,519	−3,057	TRIM
223	Wilkinson Global Asset Management LLC	$85.1M	251,898	−17,474	TRIM
224	Modera Wealth Management, LLC	$85.1M	251,807	−5,151	TRIM
225	Hardman Johnston Global Advisors LLC	$85.1M	251,742	−57,050	TRIM
226	MAI Capital Management	$84.3M	249,548	−310	TRIM
227	Generate Investment Management Ltd	$84.2M	249,222	+249,222	NEW
228	STEADFAST CAPITAL MANAGEMENT LP	$83.6M	247,517	−62,400	TRIM
229	BALYASNY ASSET MANAGEMENT L.P.	$81.9M	242,320	−1,033,912	TRIM
230	NewEdge Advisors, LLC	$81.8M	242,190	+242,190	NEW
231	TD Waterhouse Canada Inc.	$81.5M	239,074	+127,235	ADD
232	JUPITER ASSET MANAGEMENT LTD	$81.0M	255,646	+135,924	ADD
233	HughesLittle Investment Management Ltd.	$80.2M	237,394	−74,276	TRIM
234	Walleye Capital LLC	$79.5M	235,328	−80,688	TRIM
235	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$79.3M	234,600	+33,700	ADD
236	Danica Pension, Livsforsikringsaktieselskab	$77.8M	230,219	−699,962	TRIM
237	Lido Advisors, LLC	$77.4M	228,581	−31,956	TRIM
238	Insight Holdings Group, LLC	$77.4M	229,115	+3,890	ADD
239	LIGHT STREET CAPITAL MANAGEMENT, LLC	$76.9M	227,585	−40,807	TRIM
240	Crow's Nest Holdings LP	$76.0M	225,000	−5,500	TRIM
241	Main Street Research LLC	$75.4M	223,159	+5,012	ADD
242	Albar Capital Partners LLP	$74.6M	220,716	+74,798	ADD
243	Triodos Investment Management BV	$74.4M	220,253	−21,200	TRIM
244	BLI - Banque de Luxembourg Investments	$74.3M	251,800	+251,800	NEW
245	Kestra Advisory Services, LLC	$73.8M	218,422	+9,144	ADD
246	FIFTHDELTA Ltd	$73.6M	217,731	+217,731	NEW
247	Guinness Asset Management LTD	$73.4M	219,250	−62,986	TRIM
248	STOREBRAND ASSET MANAGEMENT AS	$71.2M	210,536	—	NO PRIOR
249	Zurcher Kantonalbank (Zurich Cantonalbank)	$71.1M	210,274	+7,130	ADD
250	Oriental Harbor Investment Master Fund	$70.9M	209,719	+209,719	NEW
251	SAPIENT CAPITAL LLC	$70.6M	208,373	−50,718	TRIM
252	Bornite Capital Management LP	$69.8M	206,600	0	NO CHANGE
253	EXCHANGE TRADED CONCEPTS, LLC	$69.7M	206,353	+19,971	ADD
254	Sanctuary Advisors, LLC	$69.6M	205,972	+463	ADD
255	TODD ASSET MANAGEMENT LLC	$69.5M	205,692	+903	ADD
256	Focus Partners Wealth	$69.3M	203,977	+13,473	ADD
257	Newbrook Capital Advisors LP	$69.0M	204,114	+33,171	ADD
258	Pathstone Holdings, LLC	$68.8M	203,430	+12,566	ADD
259	NorthCrest Asset Manangement, LLC	$68.4M	201,857	−66,334	TRIM
260	Trybe Capital Management LP	$68.4M	202,276	0	NO CHANGE
261	ICONIQ Capital, LLC	$67.2M	198,846	+30,921	ADD
262	Sarasin & Partners LLP	$66.6M	197,114	+197,114	NEW
263	BRANDES INVESTMENT PARTNERS, LP	$64.3M	190,238	+8,621	ADD
264	JOHO CAPITAL LLC	$64.2M	190,100	0	NO CHANGE
265	Empowered Funds, LLC	$63.0M	186,414	+186,414	NEW
266	Varenne Capital Partners	$62.6M	184,607	+1,862	ADD
267	NORDEA INVESTMENT MANAGEMENT AB	$62.3M	191,672	+110,917	ADD
268	Capital Group Private Client Services, Inc.	$62.2M	183,912	−63,542	TRIM
269	Advisors Capital Management, LLC	$61.8M	182,957	−31,938	TRIM
270	Two Creeks Capital Management, LP	$61.5M	181,939	+86,829	ADD
271	Waverly Advisors, LLC	$61.1M	180,669	+14,382	ADD
272	Pictet North America Advisors SA	$60.6M	179,331	−2,727	TRIM
273	RDST Capital LLC	$60.0M	177,619	+93,579	ADD
274	GQG Partners LLC	$59.8M	176,817	−1,655,192	TRIM
275	Blue Grotto Capital, LLC	$59.2M	175,113	+5,217	ADD
276	INFINITUM ASSET MANAGEMENT, LLC	$59.1M	175,000	+175,000	NEW
277	POLEN CAPITAL MANAGEMENT LLC	$59.0M	174,686	−25,907	TRIM
278	OLD MISSION CAPITAL LLC	$58.3M	172,475	+99,518	ADD
279	MOORE CAPITAL MANAGEMENT, LP	$57.1M	168,920	−1,501	TRIM
280	MERCER GLOBAL ADVISORS INC /ADV	$57.0M	168,975	−15,847	TRIM
281	MARK ASSET MANAGEMENT LP	$55.8M	165,175	+122,944	ADD
282	TRILLIUM ASSET MANAGEMENT, LLC	$55.2M	201,121	+35,136	ADD
283	Tairen Capital Ltd	$55.0M	162,640	+156,090	ADD
284	Capital International Sarl	$54.9M	162,575	+6,284	ADD
285	Y.D. More Investments Ltd	$54.5M	161,403	+28,890	ADD
286	FULTON BREAKEFIELD BROENNIMAN LLC	$54.3M	160,797	−48,074	TRIM
287	DOCK STREET ASSET MANAGEMENT INC	$53.6M	158,515	−4,683	TRIM
288	KADENSA CAPITAL Ltd	$53.2M	157,331	−40,237	TRIM
289	DEPRINCE RACE & ZOLLO INC	$52.6M	155,671	−9,260	TRIM
290	Luxor Capital Group, LP	$52.2M	154,565	+144,365	ADD
291	AIA Group Ltd	$51.9M	153,618	−26,151	TRIM
292	SOMA EQUITY PARTNERS LP	$51.1M	151,264	−234,868	TRIM
293	H&H International Investment, LLC	$51.1M	151,200	−1,073,184	TRIM
294	OPPENHEIMER ASSET MANAGEMENT INC.	$51.0M	150,878	+13,850	ADD
295	MIRAE ASSET SECURITIES (USA) INC.	$51.0M	150,814	+50,370	ADD
296	JIA INVESTMENT ALLIANCE PTE. LTD.	$50.9M	150,700	0	NO CHANGE
297	Ardmore Road Asset Management LP	$50.7M	150,000	−6,335	TRIM
298	M37 Management LP	$50.7M	150,000	+100,000	ADD
299	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$50.3M	350,225	+113,698	ADD
300	Laird Norton Wetherby Trust Company, LLC	$49.7M	146,733	+788	ADD
301	Squarepoint Ops LLC	$49.6M	146,855	+143,352	ADD
302	Asset Management One Co., Ltd.	$49.3M	146,017	−1,297	TRIM
303	SCOPUS ASSET MANAGEMENT, L.P.	$48.8M	144,465	+144,465	NEW
304	SCHWARTZ INVESTMENT COUNSEL INC	$48.8M	144,350	+144,350	NEW
305	Benchstone Capital Management LP	$48.5M	143,637	−2,607	TRIM
306	Leonteq Securities AG	$48.3M	143,029	+38,855	ADD
307	DIVERSIFY WEALTH MANAGEMENT, LLC	$48.2M	122,414	+111,142	ADD
308	GENERATION INVESTMENT MANAGEMENT LLP	$47.0M	138,944	−53,248	TRIM
309	GROUP ONE TRADING LLC	$46.7M	138,053	+119,560	ADD
310	LMR Partners LLP	$46.6M	138,016	−162,081	TRIM
311	BLAIR WILLIAM & CO/IL	$46.6M	137,755	+16,426	ADD
312	Mawer Investment Management Ltd.	$45.4M	134,289	−52,381	TRIM
313	Petrus Trust Company, LTA	$45.3M	134,044	+26,413	ADD
314	Choate Investment Advisors	$45.1M	133,480	−5,281	TRIM
315	GRIMES & Co WEALTH MANAGEMENT, LLC	$45.1M	133,378	−11,050	TRIM
316	Vanguard Personalized Indexing Management, LLC	$44.7M	132,355	+14,590	ADD
317	STATE OF MICHIGAN RETIREMENT SYSTEM	$44.7M	132,200	−16,000	TRIM
318	&PARTNERS	$44.2M	131,020	+4,925	ADD
319	Jordan Park Group LLC	$43.9M	129,956	0	NO CHANGE
320	WEDGEWOOD PARTNERS INC	$43.7M	129,353	−55,308	TRIM
321	Atria Investments, Inc	$43.5M	128,594	−10,718	TRIM
322	ABN AMRO Bank N.V.	$43.4M	127,414	−10,744	TRIM
323	MACKENZIE FINANCIAL CORP	$42.8M	126,560	−6,621	TRIM
324	Calamos Advisors LLC	$42.7M	126,396	+10,992	ADD
325	OPPENHEIMER & CO INC	$42.6M	126,044	+1,485	ADD
326	MAPLELANE CAPITAL, LLC	$42.6M	126,022	−15,978	TRIM
327	Capital Wealth Planning, LLC	$42.4M	125,558	+40,639	ADD
328	SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC	$42.3M	125,161	−51,339	TRIM
329	Moran Wealth Management, LLC	$41.5M	122,945	−33,539	TRIM
330	Trexquant Investment LP	$41.4M	122,375	+122,375	NEW
331	Lansforsakringar Fondforvaltning AB (publ)	$41.3M	122,223	0	NO CHANGE
332	IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$41.3M	122,169	−14,703	TRIM
333	Aquatic Capital Management LLC	$40.8M	120,692	+40,845	ADD
334	BAILARD, INC.	$40.7M	120,456	−7,434	TRIM
335	Orion Porfolio Solutions, LLC	$40.6M	120,245	−15,240	TRIM
336	Northwest & Ethical Investments L.P.	$40.6M	120,074	+10,970	ADD
337	Mirae Asset Global Investments Co., Ltd.	$40.4M	119,592	−1,114,932	TRIM
338	Titan Investment Solutions Ltd	$40.4M	119,477	+119,477	NEW
339	GUYASUTA INVESTMENT ADVISORS INC	$40.2M	118,882	−258	TRIM
340	Snowden Capital Advisors LLC	$40.1M	118,193	−23,592	TRIM
341	Aberdeen Group plc	$39.7M	117,593	−28,241	TRIM
342	Caprock Group, LLC	$39.7M	117,254	+40,201	ADD
343	Melqart Asset Management (UK) Ltd	$39.4M	116,470	−203	TRIM
344	Daiwa Securities Group Inc.	$39.3M	116,332	−3,972	TRIM
345	Eurizon Capital SGR S.p.A.	$39.3M	119,849	−95,989	TRIM
346	Milestones Administradora de Recursos Ltda.	$39.3M	116,200	−21,836	TRIM
347	University of Illinois Foundation	$39.3M	116,018	+49,200	ADD
348	NOESIS CAPITAL MANGEMENT CORP	$39.0M	115,455	−2,338	TRIM
349	Callan Family Office, LLC	$39.0M	115,354	+1,603	ADD
350	Financiere des Professionnels - Fonds d'investissement inc.	$38.9M	115,192	−127,644	TRIM
351	E20 Capital Ltd	$38.3M	113,247	—	NO PRIOR
352	SIRIOS CAPITAL MANAGEMENT L P	$37.9M	112,264	−47,811	TRIM
353	Horiko Capital Management LLC	$37.6M	113,056	+23,426	ADD
354	FengHe Fund Management Pte. Ltd.	$37.5M	110,850	−204,090	TRIM
355	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$37.2M	110,133	+110,133	NEW
356	7G CAPITAL MANAGEMENT, LLC	$37.2M	110,000	+110,000	NEW
357	EDMOND DE ROTHSCHILD HOLDING S.A.	$37.0M	109,563	−11,512	TRIM
358	Marcho Partners LLP	$37.0M	109,498	−13,966	TRIM
359	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$37.0M	109,388	+109,388	NEW
360	OP Asset Management Ltd	$36.8M	109,038	—	NO PRIOR
361	Private Advisor Group, LLC	$36.7M	108,560	−4,219	TRIM
362	71 West Capital Partners	$36.3M	107,401	+5,744	ADD
363	Steward Partners Investment Advisory, LLC	$35.9M	106,356	+17,918	ADD
364	Kemnay Advisory Services Inc.	$35.9M	106,083	−21,828	TRIM
365	QRG CAPITAL MANAGEMENT, INC.	$35.2M	104,200	+13,660	ADD
366	QUADRANT CAPITAL GROUP LLC	$34.0M	100,653	−4,599	TRIM
367	Modern Wealth Management, LLC	$33.8M	99,042	−1,747	TRIM
368	Telemark Asset Management, LLC	$33.8M	100,000	0	NO CHANGE
369	PICTON MAHONEY ASSET MANAGEMENT	$33.7M	99,636	+7,002	ADD
370	Integrated Quantitative Investments LLC	$33.3M	98,446	+8,166	ADD
371	NAPLES GLOBAL ADVISORS, LLC	$32.7M	96,451	−2,969	TRIM
372	Franchise GP Ltd	$32.7M	96,680	+49,200	ADD
373	Verition Fund Management LLC	$32.4M	95,935	−47,990	TRIM
374	Marex Group Ltd	$32.3M	95,700	+54,147	ADD
375	Empirical Finance, LLC	$32.2M	95,230	+44,158	ADD
376	TT International Asset Management LTD	$32.1M	94,917	+94,917	NEW
377	Manchester Global Management (UK) Ltd	$31.9M	94,275	0	NO CHANGE
378	Junto Capital Management LP	$31.8M	94,132	−18,837	TRIM
379	CABOT WEALTH MANAGEMENT INC	$31.8M	94,124	+755	ADD
380	NewEdge Wealth, LLC	$31.8M	94,026	+4,280	ADD
381	FAIRFAX FINANCIAL HOLDINGS LTD/ CAN	$31.7M	93,700	0	NO CHANGE
382	Polymer Capital Management (HK) LTD	$31.7M	93,706	−9,434	TRIM
383	TEACHER RETIREMENT SYSTEM OF TEXAS	$31.5M	93,243	0	NO CHANGE
384	Bellecapital International Ltd.	$31.1M	92,083	+981	ADD
385	Naviter Wealth, LLC	$30.9M	91,070	+5,783	ADD
386	UNTITLED INVESTMENTS LP	$30.8M	91,284	−3,597	TRIM
387	DNCA FINANCE	$30.6M	90,414	+24,714	ADD
388	INDEPENDENT FINANCIAL GROUP, LLC	$30.1M	89,035	—	NO PRIOR
389	Diversify Advisory Services, LLC	$29.9M	75,981	−35,464	TRIM
390	AQR CAPITAL MANAGEMENT LLC	$29.3M	89,934	−2,505	TRIM
391	RWA WEALTH PARTNERS, LLC	$29.2M	86,419	+6,276	ADD
392	Polar Asset Management Partners Inc.	$29.1M	85,994	−22,422	TRIM
393	RWC ASSET ADVISORS (US) LLC	$29.0M	85,944	+85,944	NEW
394	VANGUARD PORTFOLIO MANAGEMENT LLC	$28.9M	85,663	—	NO PRIOR
395	GROUPAMA ASSET MANAGMENT	$28.8M	85,345	−1,224	TRIM
396	MY.Alpha Management HK Advisors Ltd	$28.8M	85,160	+29,469	ADD
397	EARNEST PARTNERS LLC	$28.7M	85,063	−39,871	TRIM
398	Maestria Partners LLC	$28.7M	85,000	0	NO CHANGE
399	Brooklyn Investment Group	$28.6M	84,765	+29,548	ADD
400	MERIDIAN INVESTMENT COUNSEL INC.	$28.6M	84,644	−1,131	TRIM
401	Taikang Asset Management (Hong Kong) Co Ltd	$28.5M	84,392	+25,117	ADD
402	MAKENA CAPITAL MANAGEMENT LLC	$28.3M	83,726	−769	TRIM
403	SALEM INVESTMENT COUNSELORS INC	$28.2M	83,317	+1,473	ADD
404	Sava Infond d.o.o.	$28.2M	83,310	−16,845	TRIM
405	Greenwoods Asset Management Hong Kong Ltd.	$28.1M	83,052	+83,052	NEW
406	CenterBook Partners LP	$27.9M	82,574	−8,873	TRIM
407	United American Securities Inc. (d/b/a UAS Asset Management)	$27.9M	82,433	+41,687	ADD
408	DAVENPORT & Co LLC	$27.8M	82,159	+3,868	ADD
409	ADVISORY RESEARCH INC	$27.6M	81,785	−24,869	TRIM
410	Y-Intercept (Hong Kong) Ltd	$27.4M	81,189	+59,435	ADD
411	CIBC Asset Management Inc	$27.4M	81,266	−19,553	TRIM
412	PITTENGER & ANDERSON INC	$27.4M	80,985	+990	ADD
413	CENTRAL SECURITIES CORP	$27.0M	80,000	+80,000	NEW
414	Vise Technologies, Inc.	$27.0M	88,731	0	NO CHANGE
415	GILDER GAGNON HOWE & CO LLC	$26.9M	79,525	+15,421	ADD
416	HCEP Management Ltd	$26.8M	79,440	+79,440	NEW
417	Rokos Capital Management LLP	$26.7M	78,952	+78,952	NEW
418	Beacon Pointe Advisors, LLC	$26.7M	78,912	+50,104	ADD
419	IEQ CAPITAL, LLC	$26.6M	78,609	−15,152	TRIM
420	Zweig-DiMenna Associates LLC	$26.2M	77,425	−113,495	TRIM
421	THAMES CAPITAL MANAGEMENT LLC	$26.0M	76,789	0	NO CHANGE
422	Roundview Capital LLC	$25.9M	76,677	−475	TRIM
423	Vestmark Advisory Solutions, Inc.	$25.9M	76,647	+976	ADD
424	Grafton Street Partners Management Company, LLC	$25.4M	75,106	0	NO CHANGE
425	Artemis Investment Management LLP	$25.4M	75,077	+6,167	ADD
426	Evelyn Partners Investment Management Services Ltd	$25.0M	74,109	−17,712	TRIM
427	NATIXIS	$25.0M	74,017	+6,834	ADD
428	D.A. DAVIDSON & CO.	$25.0M	74,006	+74,006	NEW
429	OneDigital Investment Advisors LLC	$24.9M	73,667	+10,471	ADD
430	Nipun Capital, L.P.	$24.8M	73,520	+160	ADD
431	Walter Public Investments Inc.	$24.8M	73,513	−20,514	TRIM
432	BWCP, LP	$24.7M	73,218	−14,335	TRIM
433	KESTRA PRIVATE WEALTH SERVICES, LLC	$24.7M	72,982	+8,927	ADD
434	RITHOLTZ WEALTH MANAGEMENT	$24.5M	72,605	+3,203	ADD
435	NS Partners Ltd	$24.5M	72,557	+56,939	ADD
436	Pinpoint Asset Management (Singapore) Pte. Ltd.	$24.5M	72,522	+15,484	ADD
437	FLPUTNAM INVESTMENT MANAGEMENT CO	$24.4M	72,333	−13	TRIM
438	PRINCIPAL SECURITIES, INC.	$24.0M	70,981	−5,058	TRIM
439	Ironvine Capital Partners, LLC	$23.7M	69,981	−224	TRIM
440	Edgemoor Investment Advisors, Inc.	$23.6M	69,777	+1,063	ADD
441	Generali Asset Management SPA SGR	$23.4M	69,388	0	NO CHANGE
442	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$23.4M	69,193	−4,070	TRIM
443	Bleakley Financial Group, LLC	$23.3M	68,969	+9,046	ADD
444	COMMERCE BANK	$23.3M	68,841	+15,843	ADD
445	Quintet Private Bank (Europe) S.A.	$23.2M	68,539	−9,547	TRIM
446	TruWealth Advisors, LLC	$23.1M	68,323	+118	ADD
447	Compagnie Lombard Odier SCmA	$22.7M	67,266	+4,037	ADD
448	Diversified Trust Co	$22.6M	66,897	+5,408	ADD
449	HOWARD HUGHES MEDICAL INSTITUTE	$22.6M	66,773	+66,773	NEW
450	Sequoia Financial Advisors, LLC	$22.4M	66,159	+4,250	ADD
451	World Investment Advisors	$22.1M	65,537	−973	TRIM
452	Columbus Hill Capital Management, L.P.	$22.0M	65,039	−6,600	TRIM
453	Night Squared LP	$22.0M	64,977	+41,420	ADD
454	Heirloom Wealth Management	$21.9M	64,661	+9,115	ADD
455	Overbrook Management Corp	$21.8M	64,531	−694	TRIM
456	11 Capital Partners LP	$21.7M	64,200	+64,200	NEW
457	MGO ONE SEVEN LLC	$21.7M	64,122	+3,541	ADD
458	NISSAY ASSET MANAGEMENT CORP /JAPAN	$21.7M	64,111	−467	TRIM
459	BARLOW WEALTH PARTNERS, LLC	$21.6M	58,419	−25,973	TRIM
460	Eldred Rock Partners, LLC	$21.5M	63,631	−572	TRIM
461	SeaBridge Investment Advisors LLC	$21.5M	63,547	−7,879	TRIM
462	Brevan Howard Capital Management LP	$21.3M	65,533	+24,662	ADD
463	WESTWOOD HOLDINGS GROUP INC	$21.2M	62,712	−36,623	TRIM
464	MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC	$21.1M	62,509	+29,782	ADD
465	Everest Financial Group LLC	$21.1M	62,341	—	NO PRIOR
466	CAT ROCK CAPITAL MANAGEMENT LP	$21.0M	62,176	−65,100	TRIM
467	SIH Partners, LLLP	$20.9M	61,920	+40,687	ADD
468	Unisphere Establishment	$20.9M	61,900	+61,900	NEW
469	EXENCIAL WEALTH ADVISORS, LLC	$20.9M	61,778	−1,919	TRIM
470	Clear Street Group Inc.	$20.8M	61,607	+14,361	ADD
471	Ketron Financial	$20.8M	61,484	+2,275	ADD
472	ARMISTICE CAPITAL, LLC	$20.7M	61,254	+11,254	ADD
473	EAGLE ROCK INVESTMENT COMPANY, LLC	$20.6M	60,927	+3,288	ADD
474	ARP Global Capital Ltd	$20.5M	60,745	+26,983	ADD
475	Cyndeo Wealth Partners, LLC	$20.4M	60,250	−16,401	TRIM
476	American Assets Investment Management, LLC	$20.3M	60,000	0	NO CHANGE
477	Texas Yale Capital Corp.	$20.1M	59,567	−65	TRIM
478	CastleKnight Management LP	$20.1M	59,500	+3,300	ADD
479	Schonfeld Strategic Advisors LLC	$19.9M	59,022	−157,273	TRIM
480	FIRST MANHATTAN CO. LLC.	$19.7M	58,232	+5,171	ADD
481	TOKIO MARINE ASSET MANAGEMENT CO LTD	$19.6M	57,955	−7,845	TRIM
482	H Squared Management LP	$19.5M	57,819	−800	TRIM
483	SIGNATUREFD, LLC	$19.4M	57,390	−2,968	TRIM
484	FIFTH THIRD BANCORP	$19.3M	57,149	−10,284	TRIM
485	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$19.3M	57,056	+38,032	ADD
486	Timber Creek Capital Management LLC	$19.2M	56,751	−49	TRIM
487	JB Capital LLC	$19.1M	56,606	−39,471	TRIM
488	Nishkama Capital, LLC	$18.9M	55,842	−35,898	TRIM
489	STEPHENS INC /AR/	$18.9M	55,035	−6,998	TRIM
490	Frank, Rimerman Advisors LLC	$18.8M	55,558	+582	ADD
491	MONTAG A & ASSOCIATES INC	$18.8M	55,316	−4,918	TRIM
492	M. Kulyk & Associates, LLC	$18.7M	55,427	−206	TRIM
493	FACT Capital, LP	$18.6M	55,164	0	NO CHANGE
494	WCG Wealth Advisors LLC	$18.5M	54,780	+6,126	ADD
495	EAGLE GLOBAL ADVISORS LLC	$18.5M	54,729	−920	TRIM
496	Phoenix Financial Ltd.	$18.3M	54,392	−388,506	TRIM
497	Pelham Capital Ltd.	$18.2M	54,000	−7,972	TRIM
498	MEYER HANDELMAN CO	$18.2M	53,902	+10,256	ADD
499	Parallax Volatility Advisers, L.P.	$18.2M	53,882	−23,170	TRIM
500	HM PAYSON & CO	$18.2M	53,724	−4,830	TRIM

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · TSM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Cleo Fields D–LA-6, Rick W. Allen R–GA-12 $2K–$30K
Sellers: 0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 9 Coatue Management, Tiger Global Management, Altimeter Capital, Appaloosa, Bridgewater Associates, Soros Fund Management, D1 Capital Partners, Tudor Investment Corp +1 $6.7B held
Trimming: 7 Viking Global Investors, Lone Pine Capital, Ruane Cunniff & Goldfarb, Third Point, Moore Capital Management, Caxton Associates, Duquesne Family Office $2.5B held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · TAIWAN SEMICONDUCTOR MANUF ADR

Merged timeline of congressional filings and notable-manager moves on TSM
Date	Who	Change	Size
2026-09-22	Rick W. Allen Congress	BUY	$1K–$15K
2026-07-30	Cleo Fields Congress	BUY	$1K–$15K
2026-05-15	Coatue Management 13F	ADD	+654,023 sh
2026-05-15	Tiger Global Management 13F	ADD	+1,839,600 sh
2026-05-15	Altimeter Capital 13F	ADD	+146,448 sh
2026-05-15	Appaloosa 13F	ADD	+197,500 sh
2026-05-15	Bridgewater Associates 13F	NEW	+1,077,079 sh
2026-05-15	Soros Fund Management 13F	ADD	+172,460 sh
2026-05-15	D1 Capital Partners 13F	NEW	+328,600 sh
2026-05-15	Tudor Investment Corp 13F	ADD	+134,390 sh
2026-05-15	Gotham Asset Management 13F	ADD	+2,134 sh
2026-05-15	Viking Global Investors 13F	TRIM	−449,769 sh
2026-05-15	Lone Pine Capital 13F	TRIM	−1,662,870 sh
2026-05-15	Ruane Cunniff & Goldfarb 13F	TRIM	−213,302 sh
2026-05-15	Third Point 13F	TRIM	−150,000 sh
2026-05-15	Moore Capital Management 13F	TRIM	−1,501 sh
2026-05-15	Duquesne Family Office 13F	TRIM	−47,805 sh
2026-05-14	Caxton Associates 13F	TRIM	−65,815 sh

18 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

31 members of Congress disclosed TSM — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).