ZEVENBERGEN CAPITAL INVESTMENTS LLC
Position in TSM — Taiwan Semiconductor Manufacturing Co Ltd
CIK 1276918
EDMONDS, WA
Position in TSM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$51,895,143
+$29,066,621 QoQ
Shares Held
108,665
+60.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
2.91%
of 13F equity value
Holder Rank
#483
of 3,554 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in TSM Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026ZEVENBERGEN CAPITAL INVESTMENTS LLC holds $670,209,741 across 7 Semiconductors names. TSM ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMD |
Advanced Micro Devices Inc
|
411,585 | $239,093,842 | |
| 2 | MU |
Micron Technology Inc
|
173,965 | $200,806,059 | |
| 3 | MPWR |
Monolithic Power Systems, Inc.
|
78,604 | $108,659,025 | |
| 4 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
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|
108,665 | $51,895,143 | |
| 5 | MRVL |
Marvell Technology, Inc.
|
89,657 | $26,707,923 | |
| 6 | ARM |
Arm Holdings PLC /Uk
|
60,965 | $21,616,360 | |
| 7 | QCOM |
Qualcomm Inc/De
|
115,977 | $21,431,389 |
All Filings in TSM
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,895,143 | 108,665 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $22,828,522 | 67,550 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||