Billionaire Investors Boost Taiwan Semiconductor Stakes in Q2

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โดย Insider Monkey·US·Read original
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Taiwan Semiconductor appeared in 250 hedge fund portfolios by the end of the second quarter, up from 236 in the first quarter, according to Insider Monkey data. Fisher Asset Management, run by Ken Fisher, is the largest holder with 18,866,198 shares worth $9,009,930,721, making up 2.68% of the fund's portfolio, after adding 2% to the position. Coatue Management holds 8,914,995 shares worth $4,257,534,162, or 8.76% of its portfolio, trimming the position by 4%. Stanley Druckenmiller's Duquesne Capital holds TSM as its second-largest position with 589,680 shares worth $281,613,000, or 5.4% of the fund's portfolio, after increasing the position by 20%. TSMC's revenue jumped 36% year over year in the most recent quarter, net income surged 77%, and third-quarter revenue guidance points to about 37% year-over-year growth at the midpoint, with gross margin guidance of 65% to 67%.

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