In a quarterly disclosure filed in mid-August, legendary investor Stanley Druckenmiller's Duquesne Family Office revealed it had increased its position in Taiwan Semiconductor Manufacturing (TSM) by over 19% during the second quarter of 2026. The filing, which reflects holdings as of June 30, shows the firm's stake grew to nearly 590,000 shares, valued at approximately $281.6 million at the time of the report.
The move came during a strong period for the chipmaker, which saw robust demand driven by the artificial intelligence sector. TSM reported a significant year-over-year increase in revenue and net income for the second quarter and began volume shipments of its new 2-nanometer technology. This investment reinforces TSM's position as a top holding for the influential macro investor.