Taiwan Semiconductor Manufacturing Company Limited (TSM) Shines as Essential Player in AI Market

Longriver Investment Partners released its “Longriver Partners Fund” second-quarter 2025 investor letter, boasting a 11.7% return for the quarter and 11.4% year-to-date. The Fund has gained 55.6% since inception, focusing on holding companies and investing in big tech for long-term value. Check out the top 5 holdings for 2025 insights.

In its investor letter, Longriver Partners Fund emphasized Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), a leading semiconductor manufacturer. TSM’s one-month return was 7.62%, with shares gaining 25.66% over 52 weeks. On July 9, 2025, TSM stock closed at $231.84 per share, with a market cap of $1.202 trillion. TSM remains essential in the AI compute stack.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks 9th among the 30 most popular stocks among hedge funds, with 187 portfolios holding TSM in Q1. While TSM shows investment potential, other AI stocks may offer more upside with lower risks. For undervalued AI stock options and insights, explore the free report provided.

In another article, TSM is featured among the best fast-growth stocks to invest in. For more investor letters from hedge funds and leading investors, check out the hedge fund investor letters Q2 2025 page. Explore articles on the best and worst Dow stocks for the next 12 months and 10 unstoppable stocks that could double your money for additional insights.

Read more at Yahoo Finance: Taiwan Semiconductor Manufacturing Company Limited (TSM) Remains the Lynchpin of the AI Compute Stack