NORTHEAST INVESTMENT MANAGEMENT

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1082215 BOSTON, MA

Position in TSM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$27,722,938

+$16,300,904 QoQ

Shares Held

58,050

+71.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.17%

of 13F equity value

Holder Rank

#656

of 3,554 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

NORTHEAST INVESTMENT MANAGEMENT holds $261,334,239 across 11 Semiconductors names. TSM ranks #2 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	1,106,105	$221,320,549
2	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	58,050	$27,722,938
3	INTC	Intel Corp	26,010	$3,631,776
4	AMD	Advanced Micro Devices Inc	4,943	$2,871,438
5	AVGO	Broadcom Inc.	6,138	$2,318,629
6	QCOM	Qualcomm Inc/De	9,203	$1,700,622
7	MCHP	Microchip Technology Inc	6,364	$580,396
8	ADI	Analog Devices Inc	836	$332,034

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,722,938	58,050	+71.8%	Shares	Sole	2026-07-16
2026-03-31	$11,422,034	33,798	+369.2%	Shares	Sole	2026-04-21
2025-12-31	$2,189,223	7,204	+1.4%	Shares	Sole	2026-02-04
2025-09-30	$1,984,355	7,105	+8.0%	Shares	Sole	2025-11-07
2025-06-30	$1,489,624	6,577	+1.1%	Shares	Sole	2025-07-29
2025-03-31	$1,079,996	6,506	+10.3%	Shares	Sole	2025-04-15
2024-12-31	$1,165,388	5,901	+33.9%	Shares	Sole	2025-01-28
2024-09-30	$765,190	4,406	+0.2%	Shares	Sole	2024-10-29
2024-06-30	$764,416	4,398	+0.9%	Shares	Sole	2024-07-26
2024-03-31	$592,769	4,357	0.0%	Shares	Sole	2024-05-01
2023-12-31	$453,128	4,357	-26.7%	Shares	Sole	2024-02-09
2023-09-30	$516,272	5,941	-1.5%	Shares	Sole	2023-11-08
2023-06-30	$608,648	6,031	—	Shares	Sole	2023-07-28
No filing history on record for this holder in this stock.