August 17, 2026, 13F filings reveal top hedge funds are selling Broadcom Inc. (AVGO) and increasing positions in Taiwan Semiconductor Manufacturing Company (TSMC).
Prominent investors Dan Loeb of Third Point and Stanley Druckenmiller of Duquesne Family Office divested from Broadcom to add to their TSMC holdings.
The strategic shift indicates rising concerns over Broadcom’s customer concentration and competitive pressures.
These moves signal strong market confidence in TSMC’s fundamental position within the evolving artificial intelligence technology sector.