Taiwan Semiconductor Manufacturing Company Limited

(New York Stock Exchange)
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Very Bullish +82

Fund Update: 67,546 TAIWAN SEMICONDUCTOR MANUFACTURING (TSM) shares added to SAPIENT CAPITAL LLC portfolio - Quiver Quantitative

Insider transaction AI-generated analysis

πŸ“ˆ SAPIENT CAPITAL LLC added 67,546 shares of TSM to its portfolio based on Q3 2026 SEC 13F filings.

πŸ“Š JPMorgan Chase & Co. increased its TSM holdings by 23,829,286 shares, valued at approximately $11.38 billion in Q2 2026.

πŸ“ˆ Goldman Sachs Group Inc. added 6,723,739 shares to its portfolio, representing a 71.5% increase in position size.

πŸ“‰ Sands Capital Management and Cantillon Capital Management reduced their TSM positions by over 40% and 95% respectively.

🀝 Insider trading data shows 217 purchases versus only 2 sales among TSM executives over the last six months.

πŸ’Ό CEO Che-Chia Wei and multiple Vice Presidents have been actively buying shares, with VP Bor-Zen Tien purchasing over 10,000 shares.

🎯 Analyst price targets for TSM average around $480.00, with BofA Securities setting a high target of $590.00.

πŸ›οΈ Members of Congress have traded TSM stock four times in the past six months, all resulting in purchases.

Bullish Signals
  • SAPIENT CAPITAL LLC added 67,546 shares to its portfolio, reflecting continued institutional interest in the semiconductor manufacturer.
  • JPMorgan Chase & Co. significantly increased its position by adding 23.8 million shares valued at over $11.3 billion, signaling strong confidence from major banks.
  • Goldman Sachs Group Inc. boosted its holdings by 71.5%, acquiring an additional 6.7 million shares worth approximately $3.2 billion in Q2 2026.
  • Insider trading activity is overwhelmingly bullish, with executives executing 217 purchases compared to only 2 sales over the past six months.
  • CEO Che-Chia Wei and multiple Vice Presidents have been buying shares on the open market, including VP Bor-Zen Tien purchasing over 10,000 shares.
  • Analyst consensus remains positive with a median price target of $480.00, supported by high targets from BofA Securities ($590) and Susquehanna ($575).
  • Congressional trading data shows a net buying trend with four purchases and zero sales recorded in the last six months.
Full Analysis
SAPIENT CAPITAL LLC recently increased its position in Taiwan Semiconductor Manufacturing Company (TSM) by adding 67,546 shares to its portfolio, according to a new SEC 13F filing covering the period ending September 30, 2026. This specific fund update is part of broader institutional activity where 1,824 investors added TSM shares while 1,389 reduced their holdings in the most recent quarter. Major financial institutions have made significant moves regarding TSM stock in Q2 2026. JPMorgan Chase & Co. notably added approximately 23.8 million shares valued at over $11.3 billion to its portfolio, while Goldman Sachs Group Inc. increased its position by roughly 71.5% with an estimated value of $3.2 billion. Conversely, several other funds like Sands Capital Management and Cantillon Capital Management significantly decreased their TSM exposure. Insider trading data reveals a strong bullish signal from TSM executives over the past six months. Of 219 total insider trades, 217 were purchases and only two were sales. Notably, CEO Che-Chia Wei and multiple Vice Presidents have been buying shares on the open market, with VP Bor-Zen Tien purchasing over 10,000 shares and VP Jen-Chau Huang acquiring 182 shares, indicating continued confidence from top leadership. Analyst price targets for TSM remain elevated, with a median target of $480.00 set in the last six months. Specific recent targets include $590.00 from BofA Securities and $575.00 from Susquehanna, suggesting continued institutional optimism despite some lower estimates from Barclays and DA Davidson. Congressional trading also shows a net buying trend with four purchases and no sales recorded in the same period.