SANDS CAPITAL MANAGEMENT, LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1020066 ARLINGTON, VA

Back to TSM Full portfolio

Position in TSM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,874,672,380

-$106,622,015 QoQ

Shares Held

3,925,440

-33.0% QoQ

Ownership

0.076%

of shares outstanding

% of Portfolio

7.00%

of 13F equity value

Holder Rank

#38

of 3,554 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Common Shares in TSM Over Time

Shares Held

Position Value (USD)

Position in Semiconductors

Technology · as of Jun 30, 2026

SANDS CAPITAL MANAGEMENT, LLC holds $6,348,220,455 across 8 Semiconductors names. TSM ranks #2 (29.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	14,059,454	$2,813,156,150
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	3,925,440	$1,874,672,380
3	MU	Micron Technology Inc	526,810	$608,091,514
4	AVGO	Broadcom Inc.	1,126,912	$425,691,008
5	AMD	Advanced Micro Devices Inc	672,555	$390,693,925
6	ARM	Arm Holdings PLC /Uk	642,829	$227,927,878
7	INTC	Intel Corp	39,132	$5,464,001
8	CBRS	Cerebras Systems Inc.	11,419	$2,523,599

All Filings in TSM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,874,672,380	3,925,440	-33.0%	Shares	Sole	2026-08-13
2026-03-31	$1,981,294,395	5,862,685	-14.1%	Shares	Sole	2026-05-08
2025-12-31	$2,074,406,320	6,826,175	-26.2%	Shares	Sole	2026-02-13
2025-09-30	$2,583,960,078	9,251,889	+8.2%	Shares	Sole	2025-11-13
2025-06-30	$1,937,005,444	8,552,278	+6.5%	Shares	Sole	2025-08-13
2025-03-31	$1,332,534,788	8,027,318	+82.4%	Shares	Sole	2025-05-14
2024-12-31	$869,138,085	4,400,922	-6.0%	Shares	Sole	2025-02-13
2024-09-30	$813,387,265	4,683,522	-2.0%	Shares	Sole	2024-11-13
2024-06-30	$830,681,963	4,779,253	-8.4%	Shares	Sole	2024-08-13
2024-03-31	$709,894,478	5,217,894	-6.7%	Shares	Sole	2024-05-14
2023-12-31	$581,522,032	5,591,558	-1.6%	Shares	Sole	2024-02-13
2023-09-30	$493,845,313	5,682,915	-2.3%	Shares	Sole	2023-11-14
2023-06-30	$586,960,206	5,816,094	-0.2%	Shares	Sole	2023-08-15
2023-03-31	$542,012,377	5,826,837	-1.1%	Shares	Sole	2023-05-12
2022-12-31	$438,820,664	5,891,001	-5.7%	Shares	Sole	2023-02-13
2022-09-30	$428,426,366	6,248,926	-30.8%	Shares	Sole	2022-11-09
2022-06-30	$738,092,709	9,028,657	-2.0%	Shares	Sole	2022-08-12
2022-03-31	$960,329,372	9,210,909	-6.5%	Shares	Sole	2022-05-13
2021-12-31	$1,185,376,412	9,852,684	-2.8%	Shares	Sole	2022-02-11
2021-09-30	$1,131,996,238	10,138,793	+2.5%	Shares	Sole	2021-11-03
2021-06-30	$1,188,259,956	9,888,981	+6.4%	Shares	Sole	2021-08-16
2021-03-31	$1,099,677,783	9,297,242	+28.3%	Shares	Sole	2021-05-17
2020-12-31	$790,267,509	7,247,501	+6.5%	Shares	Sole	2021-02-16
2020-09-30	$551,632,951	6,804,403	+30.6%	Shares	Sole	2020-11-17
2020-06-30	$295,885,126	5,211,998	+3.6%	Shares	Sole	2020-08-11
2020-03-31	$240,524,967	5,032,956	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.