SHAKER INVESTMENTS LLC/OH

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1009005 CLEVELAND, OH

Position in TSM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$11,380,015

+$3,265,836 QoQ

Shares Held

23,829

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

4.57%

of 13F equity value

Holder Rank

#970

of 3,554 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Technology · as of Jun 30, 2026

SHAKER INVESTMENTS LLC/OH holds $67,643,807 across 11 Semiconductors names. TSM ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MU	Micron Technology Inc	14,705	$16,973,834
2	NVDA	Nvidia Corp	75,720	$15,150,814
3	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	23,829	$11,380,015
4	AVGO	Broadcom Inc.	29,839	$11,271,682
5	MCHP	Microchip Technology Inc	60,762	$5,541,494
6	MPWR	Monolithic Power Systems, Inc.	2,059	$2,846,279
7	AMD	Advanced Micro Devices Inc	3,548	$2,061,068
8	LSCC	Lattice Semiconductor Corp	5,077	$776,577

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,380,015	23,829	-0.8%	Shares	Sole	2026-07-15
2026-03-31	$8,114,179	24,010	-5.3%	Shares	Sole	2026-05-05
2025-12-31	$7,703,307	25,349	-0.4%	Shares	Sole	2026-01-30
2025-09-30	$7,109,326	25,455	-7.1%	Shares	Sole	2025-10-17
2025-06-30	$6,205,373	27,398	-4.0%	Shares	Sole	2025-07-31
2025-03-31	$4,735,814	28,529	-16.0%	Shares	Sole	2025-04-23
2024-12-31	$6,709,920	33,976	+45.1%	Shares	Sole	2025-01-29
2024-09-30	$4,066,483	23,415	+76.1%	Shares	Sole	2024-10-10
2024-06-30	$2,310,456	13,293	-0.5%	Shares	Sole	2024-07-26
2024-03-31	$1,817,628	13,360	-0.5%	Shares	Sole	2024-04-25
2023-12-31	$1,396,616	13,429	-24.2%	Shares	Sole	2024-01-29
2023-09-30	$1,539,520	17,716	-0.9%	Shares	Sole	2023-10-24
2023-06-30	$1,804,045	17,876	+86.6%	Shares	Sole	2023-07-25
2023-03-31	$891,317	9,582	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.