Allianz SE

Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd

CIK 1127508 Munich, 2M

Position in TSM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$13,823,262

+$5,745,244 QoQ

Shares Held

28,945

+21.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#895

of 3,554 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 58% Shared 0% None 42%

Technology · as of Jun 30, 2026

Allianz SE holds $404,652,283 across 15 Semiconductors names. TSM ranks #7 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVDA	Nvidia Corp	939,327	$187,949,937
2	AVGO	Broadcom Inc.	161,055	$60,838,525
3	AMD	Advanced Micro Devices Inc	79,858	$46,390,309
4	MU	Micron Technology Inc	35,710	$41,219,695
5	QCOM	Qualcomm Inc/De	104,842	$19,373,751
6	ADI	Analog Devices Inc	40,484	$16,079,029
7	TSM	Taiwan Semiconductor Manufacturing Co Ltd This page	28,945	$13,823,262
8	INTC	Intel Corp	38,276	$5,344,476

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,823,262	28,945	+21.1%	Shares	Defined	2026-08-10
2026-03-31	$8,078,018	23,903	-10.0%	Shares	Defined	2026-05-11
2025-12-31	$8,068,583	26,551	+17.3%	Shares	Defined	2026-02-13
2025-09-30	$6,321,449	22,634	+13.5%	Shares	Defined	2025-11-12
2025-06-30	$4,514,851	19,934	-36.0%	Shares	Defined	2025-08-08
2025-03-31	$5,173,888	31,168	-1.2%	Shares	Defined	2025-05-09
2024-12-31	$6,230,612	31,549	-7.8%	Shares	Defined	2025-02-12
2024-09-30	$5,943,334	34,222	+23.6%	Shares	Defined	2025-05-12
2024-06-30	$4,811,060	27,680	-19.9%	Shares	Defined	2025-05-12
2024-03-31	$4,702,432	34,564	—	Shares	Defined	2025-05-12
No filing history on record for this holder in this stock.