MAIRS & POWER INC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1070134
St Paul, MN
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$227,440,324
+$63,111,123 QoQ
Shares Held
476,245
-2.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.10%
of 13F equity value
Holder Rank
#219
of 3,564 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MAIRS & POWER INC holds $1,273,595,451 across 11 Semiconductors names. TSM ranks #2 (17.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,707,792 | $941,982,101 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
476,245 | $227,440,324 | |
| 3 | TXN |
Texas Instruments Inc
|
217,453 | $64,816,215 | |
| 4 | QCOM |
Qualcomm Inc/De
|
179,832 | $33,231,155 | |
| 5 | INTC |
Intel Corp
|
14,533 | $2,029,242 | |
| 6 | AVGO |
Broadcom Inc.
|
3,663 | $1,383,698 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
1,648 | $957,339 | |
| 8 | NVEC |
Nve Corp /New/
|
6,000 | $627,300 |
All Filings in TSM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,440,324 | 476,245 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $164,329,201 | 486,253 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $147,856,767 | 486,547 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $138,322,561 | 495,265 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $101,201,620 | 446,826 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $66,011,062 | 397,657 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||