DSM CAPITAL PARTNERS LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1214639
Palm Beach Gardens, FL
Position in TSM
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$75,664,758
+$61,380,964 QoQ
Shares Held
158,437
+274.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#401
of 3,554 holders
Holding Since
Sep 2021
20 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, 2026DSM CAPITAL PARTNERS LLC holds $1,560,541,546 across 12 Semiconductors names. TSM ranks #3 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
4,702,822 | $940,987,653 | |
| 2 | AVGO |
Broadcom Inc.
|
1,414,647 | $534,382,904 | |
| 3 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
This page
|
158,437 | $75,664,758 | |
| 4 | TSEM |
Tower Semiconductor Ltd
|
19,046 | $4,964,149 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
2,941 | $876,094 | |
| 6 | AMD |
Advanced Micro Devices Inc
|
1,263 | $733,689 | |
| 7 | INTC |
Intel Corp
|
4,931 | $688,515 | |
| 8 | ARM |
Arm Holdings PLC /Uk
|
1,940 | $687,865 |
All Filings in TSM
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,664,758 | 158,437 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $14,283,794 | 42,266 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $13,544,681 | 44,571 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $14,240,159 | 50,987 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $9,520,960 | 42,037 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,071,268 | 42,598 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $9,103,894 | 46,098 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,330,602 | 47,968 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,947,462 | 45,725 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $8,268,574 | 60,776 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,514,144 | 62,636 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,397,880 | 62,116 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,351,904 | 62,940 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,905,560 | 63,487 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,653,315 | 62,469 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,951,967 | 86,814 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $41,486,898 | 507,485 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $83,281,845 | 798,790 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $106,798,585 | 887,695 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,225,282 | 37,844 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||