TODD ASSET MANAGEMENT LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1071483
Louisville, KY
Position in TSM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$104,296,034
+$34,782,424 QoQ
Shares Held
218,389
+6.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#339
of 3,564 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026TODD ASSET MANAGEMENT LLC holds $443,782,350 across 7 Semiconductors names. TSM ranks #2 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXPI |
NXP Semiconductors N.V.
|
417,416 | $117,306,417 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
218,389 | $104,296,034 | |
| 3 | AVGO |
Broadcom Inc.
|
199,669 | $75,424,964 | |
| 4 | MU |
Micron Technology Inc
|
61,527 | $71,020,000 | |
| 5 | QCOM |
Qualcomm Inc/De
|
371,979 | $68,737,999 | |
| 6 | NVDA |
Nvidia Corp
|
20,010 | $4,003,800 | |
| 7 | ON |
On Semiconductor Corp
|
31,660 | $2,993,136 |
All Filings in TSM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,296,034 | 218,389 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $69,513,610 | 205,692 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $62,233,328 | 204,789 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $57,939,547 | 207,453 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $44,770,503 | 197,671 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $32,407,350 | 195,225 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $39,404,586 | 199,527 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $30,564,704 | 175,993 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $36,597,259 | 210,559 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $32,600,164 | 239,619 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,740,568 | 160,967 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $14,276,887 | 164,291 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $16,662,597 | 165,107 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $15,100,773 | 162,339 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $12,001,009 | 161,109 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $12,776,086 | 186,349 | Shares | Defined | 2022-11-08 | |
| 2022-06-30 | $18,608,424 | 227,626 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $24,123,365 | 231,377 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $22,808,128 | 189,578 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $24,464,189 | 219,115 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $30,763,362 | 256,020 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $27,095,581 | 229,080 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $30,031,250 | 275,415 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $31,455,646 | 388,006 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $27,871,798 | 490,960 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $23,763,147 | 497,241 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||