KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1021223 LOS ANGELES, CA

Position in TSM

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$5,690,064

+$969,134 QoQ

Shares Held

16,837

+8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 92% Shared 6% None 2%

Technology · as of Mar 31, 2026

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $586,308,103 across 24 Semiconductors names. TSM ranks #8 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPWR	Monolithic Power Systems, Inc.	266,670	$291,563,643
2	NVDA	Nvidia Corp	947,504	$165,244,697
3	AVGO	Broadcom Inc.	146,831	$45,445,661
4	ARM	Arm Holdings PLC /Uk	173,336	$26,222,269
5	ADI	Analog Devices Inc	66,310	$21,095,863
6	NVEC	Nve Corp /New/	124,113	$8,129,401
7	TXN	Texas Instruments Inc	39,950	$7,755,892
8	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	16,837	$5,690,064

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,690,064	16,837	+8.4%	Shares	Defined	2026-05-14
2025-12-31	$4,720,930	15,535	-6.4%	Shares	Defined	2026-02-13
2025-09-30	$4,636,771	16,602	+9.6%	Shares	Defined	2025-11-13
2025-06-30	$3,430,190	15,145	+15.6%	Shares	Defined	2025-08-13
2025-03-31	$2,175,264	13,104	-20.3%	Shares	Defined	2025-05-14
2024-12-31	$3,247,920	16,446	-4.3%	Shares	Defined	2025-02-21
2024-09-30	$2,983,650	17,180	-3.1%	Shares	Defined	2024-11-13
2024-06-30	$3,082,172	17,733	+0.4%	Shares	Defined	2024-08-13
2024-03-31	$2,403,595	17,667	+58.1%	Shares	Defined	2024-05-14
2023-12-31	$1,161,992	11,173	-1.2%	Shares	Defined	2024-02-13
2023-09-30	$982,925	11,311	+56.9%	Shares	Defined	2023-11-13
2023-06-30	$727,733	7,211	+2.0%	Shares	Defined	2023-08-11
2023-03-31	$657,557	7,069	-0.7%	Shares	Defined	2023-05-16
2022-12-31	$530,294	7,119	+1.6%	Shares	Defined	2023-02-14
2022-09-30	$480,331	7,006	+7.9%	Shares	Defined	2022-11-16
2022-06-30	$530,802	6,493	+1.2%	Shares	Defined	2022-08-12
2022-03-31	$668,827	6,415	+10.5%	Shares	Defined	2022-05-16
2021-12-31	$698,639	5,807	+0.7%	Shares	Defined	2022-02-14
2021-09-30	$644,108	5,769	+1.8%	Shares	Defined	2021-11-12
2021-06-30	$680,826	5,666	+29.7%	Shares	Defined	2021-08-13
2021-03-31	$516,647	4,368	-52.1%	Shares	Sole	2021-05-17
2020-12-31	$994,444	9,120	-5.2%	Shares	Sole	2021-02-12
2020-09-30	$780,055	9,622	-34.1%	Shares	Sole	2020-11-16
2020-06-30	$828,558	14,595	-12.2%	Shares	Sole	2020-08-14
2020-03-31	$794,556	16,626	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.