By Keithen Drury
Publication Date: 2025-12-28 12:30:00
Taiwan Semiconductor appears to be a popular stock among some billionaire investors.
Looking at what stocks billionaire hedge fund managers own can be a smart investment strategy. While blindly following their trades isn’t a smart move because of information delay, seeing what stocks they all have in common may reveal some great insights to investors.
The reason for the information delay is due to U.S. Securities and Exchange Commission (SEC) reporting requirements. Any money manager with more than $100 million in assets must report end-of-quarter holdings to the SEC. Then, that information is made available to the public 45 days after the quarter ends in a Form 13F. So, if you see that your favorite fund manager bought a position in a hot AI stock, they may have done it months ago.
The key is to find fund managers who don’t make massive trades every quarter on a single position. Instead, they add or trim as necessary to manage their risk. One stock that popped up in multiple funds I follow is Taiwan Semiconductor Manufacturing (TSM +1.33%), also known as TSMC. It’s a huge holding in many portfolios, and I think it’s set to skyrocket in 2026 as artificial intelligence demand ramps up.
Image source: Getty Images.
Taiwan Semiconductor plays a key role in the AI realm
The four billionaires who all own shares of Taiwan Semiconductor are:
- Chase Coleman at Tiger Global Management (4% of portfolio)
- Steve Mandel at Lone Pine Capital (6.2% of portfolio)
- David Tepper at…