AXIOM INVESTORS LLC /DE
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1109147
GREENWICH, CT
Position in TSM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$429,574,692
+$139,644,008 QoQ
Shares Held
899,501
+4.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
3.80%
of 13F equity value
Holder Rank
#140
of 3,554 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026AXIOM INVESTORS LLC /DE holds $3,394,173,457 across 13 Semiconductors names. TSM ranks #4 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
6,544,722 | $1,309,533,424 | |
| 2 | MU |
Micron Technology Inc
|
589,089 | $679,979,541 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
879,325 | $510,808,685 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
899,501 | $429,574,692 | |
| 5 | AVGO |
Broadcom Inc.
|
406,798 | $153,667,944 | |
| 6 | TSEM |
Tower Semiconductor Ltd
|
523,887 | $136,545,907 | |
| 7 | STM |
STMicroelectronics N.V.
|
1,768,122 | $132,414,656 | |
| 8 | LASR |
Nlight, Inc.
|
211,738 | $14,741,199 |
All Filings in TSM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,574,692 | 899,501 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $289,930,684 | 857,910 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $297,633,816 | 979,413 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $281,621,792 | 1,008,349 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $205,283,061 | 906,367 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $178,940,364 | 1,077,954 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $475,778,096 | 2,409,125 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $365,990,421 | 2,107,390 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $387,728,569 | 2,230,761 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $398,079,579 | 2,925,980 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $446,767,048 | 4,295,837 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $308,735,452 | 3,552,767 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $360,797,275 | 3,575,082 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $300,955,326 | 3,235,383 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $123,433,654 | 1,657,050 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $98,599,838 | 1,438,154 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $158,292,116 | 1,936,295 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $359,480,973 | 3,447,928 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $445,906,396 | 3,706,312 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $432,020,631 | 3,869,419 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $612,761,447 | 5,099,546 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $620,510,955 | 5,246,119 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $636,263,120 | 5,835,135 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $574,727,524 | 7,089,275 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $401,592,115 | 7,074,020 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $340,596,462 | 7,126,940 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||