Hardman Johnston Global Advisors LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1006364 Stamford, CT

Position in TSM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$125,709,318

+$40,633,110 QoQ

Shares Held

263,227

+4.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

4.41%

of 13F equity value

Holder Rank

#305

of 3,554 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 62% Shared 2% None 37%

Technology · as of Jun 30, 2026

Hardman Johnston Global Advisors LLC holds $270,452,796 across 5 Semiconductors names. TSM ranks #1 (46.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	263,227	$125,709,318
2	NVDA	Nvidia Corp	490,765	$98,197,168
3	STM	STMicroelectronics N.V.	322,724	$24,168,800
4	AVGO	Broadcom Inc.	55,702	$21,041,430
5	MCHP	Microchip Technology Inc	14,650	$1,336,080

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$125,709,318	263,227	+4.6%	Shares	Other	2026-08-12
2026-03-31	$85,076,208	251,742	-18.5%	Shares	Other	2026-05-13
2025-12-31	$93,838,800	308,792	+1.2%	Shares	Other	2026-01-23
2025-09-30	$85,203,558	305,072	-12.8%	Shares	Other	2025-10-27
2025-06-30	$79,221,898	349,781	-8.0%	Shares	Other	2025-07-21
2025-03-31	$63,122,330	380,255	-0.3%	Shares	Other	2025-05-15
2024-12-31	$75,329,005	381,432	+7.6%	Shares	Other	2025-02-04
2024-09-30	$61,580,776	354,585	-15.6%	Shares	Other	2024-10-30
2024-06-30	$73,048,519	420,278	-25.2%	Shares	Other	2024-08-14
2024-03-31	$76,430,169	561,780	+22.5%	Shares	Other	2024-05-06
2023-12-31	$47,700,120	458,655	+34.8%	Shares	Sole	2024-01-29
2023-09-30	$29,558,339	340,142	-32.3%	Shares	Sole	2023-10-20
2023-06-30	$50,668,702	502,068	-7.5%	Shares	Sole	2023-08-11
2023-03-31	$50,478,140	542,659	-7.4%	Shares	Sole	2023-05-05
2022-12-31	$43,663,058	586,160	-9.3%	Shares	Sole	2023-02-03
2022-09-30	$44,290,994	646,018	-4.3%	Shares	Sole	2022-11-02
2022-06-30	$55,179,451	674,978	-4.1%	Shares	Sole	2022-08-02
2022-03-31	$73,349,516	703,525	-4.9%	Shares	Sole	2022-05-12
2021-12-31	$89,013,398	739,867	-3.8%	Shares	Sole	2022-03-23
2021-09-30	$85,840,986	768,840	-75.9%	Shares	Sole	2021-11-12
2021-06-30	$382,864,005	3,186,285	+44.4%	Shares	Sole	2021-08-09
2021-03-31	$261,043,960	2,207,000	+40884.2%	Shares	Sole	2021-05-12
2020-12-31	$587,180	5,385	0.0%	Shares	Sole	2021-02-11
2020-09-30	$436,561	5,385	0.0%	Shares	Sole	2020-11-16
2020-06-30	$305,706	5,385	+2.2%	Shares	Sole	2020-07-23
2020-03-31	$251,853	5,270	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.