GW&K Investment Management, LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1082917
BOSTON, MA
Position in TSM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$57,604,015
+$21,350,091 QoQ
Shares Held
120,619
+12.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#455
of 3,564 holders
Holding Since
Mar 2020
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026GW&K Investment Management, LLC holds $768,572,141 across 25 Semiconductors names. TSM ranks #5 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTSI |
MACOM Technology Solutions Holdings, Inc.
|
634,742 | $241,436,813 | |
| 2 | AVGO |
Broadcom Inc.
|
272,092 | $102,782,753 | |
| 3 | NVDA |
Nvidia Corp
|
329,277 | $65,885,034 | |
| 4 | SMTC |
Semtech Corp
|
405,585 | $65,643,931 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
120,619 | $57,604,015 | |
| 6 | CRDO |
Credo Technology Group Holding Ltd
|
203,708 | $55,398,390 | |
| 7 | TXN |
Texas Instruments Inc
|
163,567 | $48,754,415 | |
| 8 | ALGM |
Allegro Microsystems, Inc.
|
666,812 | $46,423,451 |
All Filings in TSM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,604,015 | 120,619 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $36,253,924 | 107,276 | Shares | Sole | 2026-05-13 | |
| 2023-12-31 | $52,520 | 505 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $658,354 | 7,576 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $804,937 | 7,976 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $816,343 | 8,776 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $723,744 | 9,716 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $763,004 | 11,129 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $936,609 | 11,457 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,793,584 | 17,203 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,725,880 | 30,969 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,945,822 | 35,341 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $5,004,183 | 41,646 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $4,925,770 | 41,645 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $4,622,423 | 42,392 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $3,498,981 | 43,160 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,617,664 | 46,110 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $113,262 | 2,370 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||