WCM INVESTMENT MANAGEMENT, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1061186
LAGUNA BEACH, CA
Position in TSM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,423,018,852
+$1,270,759,136 QoQ
Shares Held
9,261,509
-0.7% QoQ
Ownership
0.179%
of shares outstanding
% of Portfolio
7.98%
of 13F equity value
Holder Rank
#17
of 3,554 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026WCM INVESTMENT MANAGEMENT, LLC holds $5,462,318,730 across 10 Semiconductors names. TSM ranks #1 (81.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
9,261,509 | $4,423,018,852 | |
| 2 | NVDA |
Nvidia Corp
|
4,767,428 | $953,914,668 | |
| 3 | SITM |
SITIME Corp
|
27,207 | $20,284,450 | |
| 4 | RMBS |
Rambus Inc
|
130,986 | $17,387,081 | |
| 5 | TSEM |
Tower Semiconductor Ltd
|
45,228 | $11,788,225 | |
| 6 | STM |
STMicroelectronics N.V.
|
152,034 | $11,385,826 | |
| 7 | SMTC |
Semtech Corp
|
66,122 | $10,701,845 | |
| 8 | MXL |
Maxlinear, Inc
|
78,031 | $9,990,308 |
All Filings in TSM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,423,018,852 | 9,261,509 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,152,259,716 | 9,327,592 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,983,955,472 | 9,819,196 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,818,181,051 | 10,090,519 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,278,185,676 | 10,058,659 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,615,851,304 | 9,734,044 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,910,708,837 | 9,674,965 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,691,229,894 | 9,738,181 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,482,915,981 | 8,531,822 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,351,352 | 17,283 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,109,056 | 10,664 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $931,046 | 10,714 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,415,302 | 14,024 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,369,591 | 25,474 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,931,330 | 39,352 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,815,057 | 26,474 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $911,346,629 | 11,147,971 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,223,841,934 | 11,738,365 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,153,635,138 | 26,212,577 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $2,909,786,013 | 26,061,675 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,102,884,951 | 25,822,944 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,778,151,566 | 31,942,438 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,642,439,110 | 33,404,614 | Shares | Sole | 2021-02-23 | |
| 2020-09-30 | $2,622,563,750 | 32,349,374 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,770,033,703 | 31,179,033 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $1,384,263,586 | 28,965,549 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||