Strong Demand Lifted Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q3

2 hours ago 3

Soumya Eswaran

Fri, December 26, 2025 astatine 7:04 AM CST 3 min read

Harbor Capital Appreciation Fund, an concern absorption company, released its Q3 2025 capitalist letter. A transcript of the aforesaid tin be downloaded here. The Harbor Capital Appreciation Fund chiefly focuses connected investing successful equity securities, targeting U.S. companies that person a marketplace capitalization of astatine slightest $1 cardinal astatine the clip of investment. US equities delivered coagulated results successful the 3rd quarter, driven by continued momentum successful AI and beardown firm earnings. The Federal Reserve’s involvement complaint chopped besides supported the marketplace astatine the extremity of the quarter. The money returned 5.11% successful the 4th compared to 10.51% for the Russell 1000® Growth Index and 8.12% for the S&P 500 Index. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its third-quarter 2025 capitalist letter, Harbor Capital Appreciation Fund highlighted stocks specified arsenic Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) manufactures, packages, tests, and sells integrated circuits and different semiconductor devices. The one-month instrumentality for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was 3.05%, and its shares gained 44.82% implicit the past 52 weeks. On December 24, 2025, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) banal closed astatine $298.80 per share, with a marketplace capitalization of $1.55 trillion.

Harbor Capital Appreciation Fund stated the pursuing regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) successful its 3rd 4th 2025 capitalist letter:

"Shares of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) were driven higher by beardown request for precocious AI and high-performance computing chips, with the company’s enactment successful adjacent procreation manufacturing cementing its relation successful the industry’s growth."

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Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is successful 9th presumption connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 194 hedge money portfolios held Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) astatine the extremity of the 3rd quarter, compared to 187 successful the erstwhile quarter. In the 3rd 4th of 2025, Taiwan Semiconductor Manufacturing Company Limited’s (NYSE:TSM) revenue increased 6% sequentially successful NT. While we admit the imaginable of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.