THORNBURG INVESTMENT MANAGEMENT INC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1145020
SANTA FE, NM
Position in TSM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$365,277,533
+$128,255,625 QoQ
Shares Held
764,867
+9.1% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
3.51%
of 13F equity value
Holder Rank
#153
of 3,571 holders
Holding Since
Mar 2020
26 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, 2026THORNBURG INVESTMENT MANAGEMENT INC holds $1,163,686,833 across 7 Semiconductors names. TSM ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVGO |
Broadcom Inc.
|
1,830,149 | $691,338,784 | |
| 2 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
764,867 | $365,277,533 | |
| 3 | AMD |
Advanced Micro Devices Inc
|
84,425 | $49,043,326 | |
| 4 | MU |
Micron Technology Inc
|
31,289 | $36,116,579 | |
| 5 | CRDO |
Credo Technology Group Holding Ltd
|
47,952 | $13,040,546 | |
| 6 | SITM |
SITIME Corp
|
9,397 | $7,006,027 | |
| 7 | NVDA |
Nvidia Corp
|
9,316 | $1,864,038 |
All Filings in TSM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $365,277,533 | 764,867 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $237,021,908 | 701,352 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $195,783,867 | 644,259 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $185,609,431 | 664,576 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $160,512,557 | 708,696 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $128,098,216 | 771,676 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $167,607,590 | 848,689 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $162,540,531 | 935,916 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $161,929,043 | 931,644 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $138,517,266 | 1,018,135 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $124,840,144 | 1,200,386 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $103,507,111 | 1,191,106 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $121,255,985 | 1,201,506 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $124,031,007 | 1,333,380 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $108,776,108 | 1,460,278 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $109,369,517 | 1,595,238 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $143,001,269 | 1,749,251 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $183,789,006 | 1,762,795 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $196,715,993 | 1,635,076 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $162,790,277 | 1,458,041 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $161,366,588 | 1,342,931 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $148,804,283 | 1,258,068 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $123,414,307 | 1,131,826 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $83,364,281 | 1,028,300 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $74,521,184 | 1,312,686 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $50,590,302 | 1,058,596 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||