MARIETTA INVESTMENT PARTNERS LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1114702
MILWAUKEE, WI
Position in TSM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,573,273
+$2,176,544 QoQ
Shares Held
13,764
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#1,185
of 3,547 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026MARIETTA INVESTMENT PARTNERS LLC holds $53,417,022 across 9 Semiconductors names. TSM ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
139,270 | $27,866,534 | |
| 2 | AVGO |
Broadcom Inc.
|
22,597 | $8,536,016 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
13,764 | $6,573,273 | |
| 4 | MU |
Micron Technology Inc
|
2,955 | $3,410,926 | |
| 5 | SIMO |
Silicon Motion Technology CORP
|
8,051 | $2,683,639 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
4,182 | $2,429,365 | |
| 7 | CRDO |
Credo Technology Group Holding Ltd
|
4,603 | $1,251,785 | |
| 8 | TXN |
Texas Instruments Inc
|
1,500 | $447,105 |
All Filings in TSM
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,573,273 | 13,764 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,396,729 | 13,010 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,942,262 | 9,682 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,465,572 | 8,828 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,249,318 | 5,516 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $828,340 | 4,990 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,196,394 | 6,058 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,057,476 | 6,089 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,185,210 | 6,819 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $818,204 | 6,014 | Shares | Sole | 2024-05-13 | |
| 2022-12-31 | $2,013,092 | 27,025 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,937,162 | 28,255 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,269,264 | 39,991 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,131,093 | 39,623 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,912,618 | 40,833 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,400,398 | 48,369 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $8,891,719 | 73,999 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,664,837 | 73,257 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $5,073,631 | 46,530 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $956,301 | 11,796 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $669,658 | 11,796 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,435,420 | 30,036 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||