FULTON BREAKEFIELD BROENNIMAN LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1119254
Bethesda, MD
Position in TSM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$75,230,646
+$20,889,300 QoQ
Shares Held
157,528
-2.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
6.49%
of 13F equity value
Holder Rank
#405
of 3,564 holders
Holding Since
Sep 2022
16 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, 2026FULTON BREAKEFIELD BROENNIMAN LLC holds $172,823,909 across 9 Semiconductors names. TSM ranks #1 (43.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
157,528 | $75,230,646 | |
| 2 | NVDA |
Nvidia Corp
|
319,367 | $63,902,143 | |
| 3 | AVGO |
Broadcom Inc.
|
73,277 | $27,680,386 | |
| 4 | TXN |
Texas Instruments Inc
|
8,288 | $2,470,404 | |
| 5 | MU |
Micron Technology Inc
|
1,096 | $1,265,101 | |
| 6 | MRVL |
Marvell Technology, Inc.
|
2,558 | $762,002 | |
| 7 | QCOM |
Qualcomm Inc/De
|
3,549 | $655,819 | |
| 8 | INTC |
Intel Corp
|
3,123 | $436,064 |
All Filings in TSM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,230,646 | 157,528 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $54,341,346 | 160,797 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $63,473,808 | 208,871 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $59,517,536 | 213,103 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $49,507,543 | 218,586 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $37,026,466 | 223,051 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $44,161,726 | 223,615 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $39,544,832 | 227,701 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $40,203,817 | 231,309 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $31,429,182 | 231,012 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $19,638,632 | 188,833 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $16,223,969 | 186,697 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $18,722,678 | 185,520 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $12,950,523 | 139,223 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $10,107,026 | 135,683 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $9,015,571 | 131,499 | Shares | Sole | 2022-10-17 | |
| No filing history on record for this holder in this stock. | ||||||