MARSICO CAPITAL MANAGEMENT LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1055966
DENVER, CO
Position in TSM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$257,426,944
+$51,732,325 QoQ
Shares Held
539,035
-11.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
6.78%
of 13F equity value
Holder Rank
#199
of 3,554 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MARSICO CAPITAL MANAGEMENT LLC holds $716,942,391 across 7 Semiconductors names. TSM ranks #1 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
539,035 | $257,426,944 | |
| 2 | NVDA |
Nvidia Corp
|
1,208,149 | $241,738,533 | |
| 3 | MU |
Micron Technology Inc
|
152,017 | $175,471,702 | |
| 4 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
43,726 | $16,632,058 | |
| 5 | AVGO |
Broadcom Inc.
|
24,273 | $9,169,125 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
24,460 | $8,672,782 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
13,481 | $7,831,247 |
All Filings in TSM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,426,944 | 539,035 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $205,694,619 | 608,654 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $196,975,724 | 648,181 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $213,205,517 | 763,384 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $175,858,386 | 776,451 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $119,564,322 | 720,267 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $170,958,798 | 865,658 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $151,779,591 | 873,954 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $151,963,299 | 874,307 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $112,919,731 | 829,987 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $75,918,440 | 729,985 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,426,533 | 189,028 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $28,969,994 | 287,059 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $16,591,791 | 178,368 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,068,944 | 162,021 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,165,689 | 46,174 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $15,501,271 | 189,618 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $6,963,108 | 66,786 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $101,764,574 | 845,853 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $58,928,758 | 527,799 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $134,325,422 | 1,117,888 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $128,560,542 | 1,086,917 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $16,794,449 | 154,021 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,351,176 | 152,352 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $8,467,472 | 149,154 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||