KCM INVESTMENT ADVISORS LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1109228
GREENBRAE, CA
Position in TSM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,348,784
+$1,614,775 QoQ
Shares Held
11,200
+1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,265
of 3,554 holders
Holding Since
Mar 2020
20 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, 2026KCM INVESTMENT ADVISORS LLC holds $119,824,182 across 11 Semiconductors names. TSM ranks #4 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
372,859 | $74,605,357 | |
| 2 | AVGO |
Broadcom Inc.
|
61,642 | $23,285,265 | |
| 3 | QCOM |
Qualcomm Inc/De
|
33,159 | $6,127,451 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
11,200 | $5,348,784 | |
| 5 | MU |
Micron Technology Inc
|
2,332 | $2,691,804 | |
| 6 | INTC |
Intel Corp
|
17,724 | $2,474,802 | |
| 7 | AMD |
Advanced Micro Devices Inc
|
2,609 | $1,515,594 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
4,145 | $1,469,692 |
All Filings in TSM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,348,784 | 11,200 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,734,009 | 11,049 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,277,757 | 10,786 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,925,283 | 10,474 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,337,376 | 10,320 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,591,442 | 9,587 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,703,943 | 8,628 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,459,870 | 8,406 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,342,508 | 7,724 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,005,953 | 7,394 | Shares | Sole | 2024-05-07 | |
| 2022-06-30 | $3,491,706 | 42,712 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,130,426 | 49,208 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $11,123,140 | 92,454 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,713,661 | 87,001 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,928,940 | 82,631 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $9,054,215 | 76,549 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $7,250,505 | 66,494 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $5,686,574 | 70,144 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,587,182 | 63,188 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,444,506 | 51,151 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||