DAVIDSON INVESTMENT ADVISORS
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1140771
GREAT FALLS, MT
Position in TSM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$95,563,189
+$24,781,928 QoQ
Shares Held
200,103
-4.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
4.90%
of 13F equity value
Holder Rank
#355
of 3,564 holders
Holding Since
Dec 2024
7 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, 2026DAVIDSON INVESTMENT ADVISORS holds $288,147,476 across 7 Semiconductors names. TSM ranks #1 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
200,103 | $95,563,189 | |
| 2 | NVDA |
Nvidia Corp
|
388,989 | $77,832,809 | |
| 3 | AVGO |
Broadcom Inc.
|
128,579 | $48,570,717 | |
| 4 | ADI |
Analog Devices Inc
|
83,377 | $33,114,843 | |
| 5 | QCOM |
Qualcomm Inc/De
|
119,319 | $22,048,958 | |
| 6 | IFNNY |
Infineon Technologies AG
|
114,123 | $10,722,997 | |
| 7 | SLAB |
Silicon Laboratories Inc.
|
1,345 | $293,963 |
All Filings in TSM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,563,189 | 200,103 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $70,781,261 | 209,443 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $65,834,121 | 216,638 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $60,632,183 | 217,094 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $49,073,361 | 216,669 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $30,051,312 | 181,032 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $18,957,855 | 95,994 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||